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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Stellar Capital Management
Phoenix,
Arizona
| $1.52億 | -$237万 | -2% | 0.66% | 23.4% | 83 | 7.23% | 3 |
|
| 3777 |
3777
Mosaic Financial Partners
San Francisco,
California
| $1.52億 | -$1278万 | -8% | 0.34% | 6.05% | 54 | 14.81% | 3.4 |
|
| 3778 |
3778
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $1.52億 | +$1966万 | +15% | 2.19% | 68.6% | 59 | 18.64% | 0.4 |
|
| 3779 |
3779
Advocacy Wealth Management Services
Atlanta,
Georgia
| $1.52億 | +$661万 | +5% | 0.99% | 48.3% | 236 | 22.46% | 2.2 |
|
| 3780 |
3780
Davis Rea
Toronto,
Ontario, Canada
| $1.52億 | -$546万 | -3% | 2.62% | 66.9% | 49 | 6.12% | 3.1 |
|
| 3781 |
3781
Dean Capital Management
Overland Park,
Kansas
| $1.52億 | -$5000万 | -25% | 3.75% | 89.7% | 75 | 21.33% | 0.8 |
|
| 3782 |
KCM
3782
Kempner Capital Management
Galveston,
Texas
| $1.52億 | +$538万 | +4% | 2.55% | 60.9% | 66 | 12.12% | 3 |
|
| 3783 |
HCIA
3783
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $1.52億 | +$878万 | +6% | 2.52% | 42.7% | 106 | 8.49% | 1.8 |
|
| 3784 |
TWS
3784
Thomas W. Smith
| $1.52億 | +$1627万 | +12% | 17% | – | 10 | 0% | 4.3 |
|
| 3785 |
3785
Truvvo Partners
New York
| $1.52億 | -$1.18億 | -44% | 2.05% | 21.1% | 96 | 52.08% | 1.8 |
|
| 3786 |
3786
American Asset Management
Boca Raton,
Florida
| $1.52億 | +$3627万 | +31% | 1.95% | 42.5% | 113 | 14.16% | 1.3 |
|
| 3787 |
3787
Rice Partnership
Honolulu,
Hawaii
| $1.52億 | +$189万 | +1% | 3.13% | 123% | 74 | 10.81% | 0.5 |
|
| 3788 |
3788
Israel Discount Bank of New York
New York
| $1.52億 | +$148万 | +1% | 0.26% | 40.8% | 418 | 4.07% | 1.4 |
|
| 3789 |
3789
Fluent Financial
Dallas,
Texas
| $1.51億 | +$753万 | +5% | 1.26% | 46.9% | 88 | 50% | 0.3 |
|
| 3790 |
3790
GoodHaven Capital Management
Millburn,
New Jersey
| $1.51億 | -$196万 | -1% | 2.13% | 80.7% | 24 | 16.67% | 3.2 |
|
| 3791 |
NERM
3791
New England Research & Management
Chicago,
Illinois
| $1.51億 | +$201万 | +1% | 0.26% | 65% | 189 | 30.69% | 1.8 |
|
| 3792 |
3792
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $1.51億 | +$502万 | +3% | 0.92% | 13.1% | 81 | 9.88% | 0.8 |
|
| 3793 |
3793
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $1.51億 | +$338万 | +2% | 7.01% | 70.3% | 51 | 17.65% | 1.9 |
|
| 3794 |
3794
Northwestern University
Evanston,
Illinois
| $1.51億 | -$1.18億 | -44% | 2.94% | 28.2% | 4 | 50% | 1.7 |
|
| 3795 |
3795
First United Bank & Trust
Oakland,
Maryland
| $1.51億 | -$113万 | -0.7% | 2.2% | 69.2% | 113 | 4.42% | 3.2 |
|
| 3796 |
3796
First Capital Advisors Group
Little Silver,
New Jersey
| $1.51億 | -$2172万 | -13% | 2.59% | – | 910 | 82.64% | 1.1 |
|
| 3797 |
3797
Blankinship & Foster
Solana Beach,
California
| $1.51億 | -$8.2万 | -0.1% | 0.82% | 67.1% | 39 | 10.26% | 1.2 |
|
| 3798 |
3798
Emory University
Atlanta,
Georgia
| $1.51億 | +$1062万 | +8% | 3.88% | – | 53 | 26.42% | 1.1 |
|
| 3799 |
3799
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $1.51億 | -$2676万 | -15% | 13.7% | 55% | 59 | 18.64% | 1.4 |
|
| 3800 |
PS
3800
Portfolio Strategies
Monsey,
New York
| $1.51億 | +$2075万 | +16% | 6.16% | 120% | 278 | 20.14% | 0.4 |
|