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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Piershale Financial Group
Barrington,
Illinois
| $1.77億 | +$149万 | +0.8% | 1.9% | 82% | 21 | 38.1% | 1.4 |
|
| 3702 |
BOC
3702
Barbara Oil Co
Chicago,
Illinois
| $1.77億 | +$190万 | +1% | 2.11% | 76.9% | 93 | 7.53% | 4 |
|
| 3703 |
3703
CMH Wealth Management
Portsmouth,
New Hampshire
| $1.77億 | +$615万 | +4% | 0.59% | 88% | 52 | 7.69% | 1.7 |
|
| 3704 |
3704
TRV GP III
Boston,
Massachusetts
| $1.76億 | -$5874万 | -25% | 42.2% | 170% | 4 | 25% | 1.2 |
|
| 3705 |
3705
Context Capital Management
Lajolla,
California
| $1.76億 | +$403万 | +2% | 0.66% | 3.38% | 102 | 24.51% | 0.6 |
|
| 3706 |
3706
Stratos Investment Management
Beachwood,
Ohio
| $1.76億 | +$1802万 | +11% | 1.53% | 58.2% | 84 | 15.48% | 0.4 |
|
| 3707 |
3707
Copperwynd Financial
Scottsdale,
Arizona
| $1.76億 | +$208万 | +1% | 3.66% | 90% | 115 | 20% | 1.2 |
|
| 3708 |
3708
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $1.76億 | +$444万 | +3% | 1.94% | 54.3% | 228 | 4.82% | 2.7 |
|
| 3709 |
3709
Polaris Venture Management Co V
Boston,
Massachusetts
| $1.76億 | +$4870万 | +38% | 3.14% | 281% | 13 | 23.08% | 3.1 |
|
| 3710 |
3710
Total Wealth Planning
Cincinnati,
Ohio
| $1.76億 | +$671万 | +4% | 0.76% | 37.2% | 34 | 0% | 0.7 |
|
| 3711 |
3711
HHM Wealth Advisors
Chattanooga,
Tennessee
| $1.76億 | +$610万 | +4% | 1.04% | 62.3% | 79 | 6.33% | 0.6 |
|
| 3712 |
3712
Fiducient Advisors
Chicago,
Illinois
| $1.76億 | +$862万 | +5% | 1.73% | 52.3% | 20 | 5% | 1.4 |
|
| 3713 |
LCM
3713
Lafitte Capital Management
Austin,
Texas
| $1.75億 | -$3200万 | -15% | 12% | 55.2% | 8 | 25% | 2.6 |
|
| 3714 |
3714
Princeton Global Asset Management
Princeton,
New Jersey
| $1.75億 | +$886万 | +5% | 1.86% | 110% | 395 | 18.23% | 0.6 |
|
| 3715 |
3715
Worth Venture Partners
Fort Lee,
New Jersey
| $1.75億 | -$524万 | -3% | 0.79% | 105% | 129 | 47.29% | 0.6 |
|
| 3716 |
3716
Brookmont Capital Management
Dallas,
Texas
| $1.75億 | +$896万 | +5% | 4.04% | 32.2% | 71 | 5.63% | 4.1 |
|
| 3717 |
3717
Arlington Financial Advisors
Santa Barbara,
California
| $1.75億 | +$57.4万 | +0.3% | 0.15% | 67.6% | 55 | 1.82% | 1.6 |
|
| 3718 |
3718
Pinnacle Bancorp
Beatrice,
Nebraska
| $1.75億 | -$274万 | -2% | 0.55% | 72.9% | 731 | 8.07% | 1.8 |
|
| 3719 |
3719
Physicians Financial Services
Raleigh,
North Carolina
| $1.75億 | +$492万 | +3% | 2.74% | 100% | 124 | 8.06% | 2.8 |
|
| 3720 |
3720
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $1.75億 | -$2.78億 | -61% | 43% | 33.4% | 11 | 27.27% | 1.3 |
|
| 3721 |
3721
Weybosset Research & Management
Province,
Rhode Island
| $1.75億 | +$266万 | +2% | 2.74% | 74.8% | 56 | 25% | 4.1 |
|
| 3722 |
3722
Salem Capital Management
Woburn,
Massachusetts
| $1.75億 | -$559万 | -3% | 0.69% | 32.3% | 72 | 4.17% | 4.7 |
|
| 3723 |
3723
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $1.75億 | +$580万 | +3% | 0.15% | 95.4% | 28 | 3.57% | 4.5 |
|
| 3724 |
3724
Schoolcraft Capital
Boulder,
Colorado
| $1.75億 | +$666万 | +4% | 0.65% | 58.7% | 60 | 15% | 0.4 |
|
| 3725 |
3725
ETF Portfolio Partners
Leawood,
Kansas
| $1.74億 | -$1344万 | -7% | 0.89% | 50.2% | 34 | 5.88% | 3 |
|