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世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ
メガAUM
2,000億ドル超
AUMが大きい
100億〜2,000億ドル
中規模AUM
20億ドル~100億ドル
運用資産が少ない
2億5,000万ドル~20億ドル
小規模AUM
2億5,000万ドル未満
10%未満
20%未満
40%未満
60%未満
80%未満
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名前 | AUM |
AUM 増加率 |
AUM 成長率% |
四半期 推定リターン |
3年間の推定リターン | 保有銘柄 | ポートフォリオ回転率 |
平均保有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Spirit of America Management Corp
Syosset,
New York
| $5.07億 | +$3501万 | +7% | 12.3% | 113% | 312 | 3.21% | 6 |
|
| 3602 |
3602
Moller Wealth Partners
| $5.07億 | +$2897万 | +6% | 3.03% | 44.1% | 71 | 8.45% | 6.3 |
|
| 3603 |
3603
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $5.06億 | -$4885万 | -9% | 3.01% | 81.8% | 85 | 12.94% | 7.7 |
|
| 3604 |
3604
West Wealth Group
Irvine,
California
| $5.06億 | +$2400万 | +5% | 1.78% | 79.8% | 142 | 19.01% | 1.8 |
|
| 3605 |
3605
Bright Rock Capital Management
Hanover,
Massachusetts
| $5.06億 | -$278万 | -0.5% | 2.1% | 53.1% | 83 | 16.87% | 5.3 |
|
| 3606 |
3606
Manitou Investment Management
Toronto,
Ontario, Canada
| $5.06億 | -$6513万 | -11% | 11.2% | 69.3% | 57 | 10.53% | 3.7 |
|
| 3607 |
3607
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $5.06億 | -$386万 | -0.8% | 1.91% | 80.8% | 66 | 21.21% | 3.6 |
|
| 3608 |
CBTWT
3608
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $5.05億 | +$1741万 | +4% | 3.39% | 124% | 164 | 8.54% | 6.2 |
|
| 3609 |
III
3609
Independent Investors Inc
Nesconset,
New York
| $5.04億 | -$3456万 | -6% | 4.18% | 94.5% | 71 | 4.23% | 9 |
|
| 3610 |
3610
Tradewinds Capital Management
Bellingham,
Washington
| $5.04億 | +$2938万 | +6% | 8.79% | 96.9% | 754 | 13.66% | 4.3 |
|
| 3611 |
3611
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $5.03億 | +$2697万 | +6% | 1.04% | 71.1% | 219 | 28.77% | 1.3 |
|
| 3612 |
3612
Single Point Partners
Boston,
Massachusetts
| $5.03億 | -$321万 | -0.6% | 1.61% | 56.4% | 90 | 11.11% | 2 |
|
| 3613 |
3613
Altrius Capital Management
New Bern,
North Carolina
| $5.03億 | +$3074万 | +7% | 9.08% | 43.1% | 89 | 5.62% | 2.8 |
|
| 3614 |
3614
Northwest Bancshares
Warren,
Pennsylvania
| $5.02億 | -$1501万 | -3% | 3.71% | 84.8% | 178 | 7.87% | 5 |
|
| 3615 |
3615
Holistic Planning
Nacogdoches,
Texas
| $5.02億 | +$3265万 | +7% | 0.82% | 61.9% | 312 | 16.99% | 1.2 |
|
| 3616 |
3616
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $5.02億 | +$1873万 | +4% | 2.03% | 60.3% | 49 | 2.04% | 6.5 |
|
| 3617 |
3617
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $5.02億 | +$2229万 | +5% | 0.68% | 75.2% | 125 | 21.6% | 1.9 |
|
| 3618 |
3618
Peak Retirement Planning
Columbus,
Ohio
| $5.01億 | +$7438万 | +17% | 0.58% | – | 166 | 22.29% | 0.8 |
|
| 3619 |
3619
Serenus Wealth Advisors
Santa Monica,
California
| $5.01億 | -$1520万 | -3% | 2.64% | – | 77 | 15.58% | 1 |
|
| 3620 |
3620
Mission Creek Capital Partners
San Francisco,
California
| $5.01億 | +$600万 | +1% | 1.73% | 138% | 239 | 20.5% | 3.6 |
|
| 3621 |
3621
Auxano Advisors
Bellevue,
Washington
| $5.01億 | -$514万 | -1% | 2.9% | 103% | 207 | 13.04% | 2.6 |
|
| 3622 |
3622
Dividend Assets Capital
Ridgeland,
South Carolina
| $5.01億 | -$2202万 | -4% | 2.62% | 67.4% | 146 | 10.96% | 7.3 |
|
| 3623 |
3623
Helen Stephens Group
Fort Worth,
Texas
| $5.01億 | +$2506万 | +5% | 0.49% | 53.4% | 133 | 18.05% | 2.2 |
|
| 3624 |
3624
Centric Wealth Management
Chicago,
Illinois
| $5.01億 | +$2752万 | +6% | 0.83% | 44.4% | 213 | 13.62% | 2.7 |
|
| 3625 |
H2CM
3625
H/2 Credit Manager
Stamford,
Connecticut
| $5億 | +$4306万 | +9% | 12.2% | 97.4% | 19 | 0% | 3 |
|