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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Institute for Wealth Management
Denver,
Colorado
| $9098万 | -$415万 | -4% | 1.4% | 137% | 32 | 18.75% | 1.1 |
|
| 3827 |
IP
3827
Investment Partners
New Philadelphia,
Ohio
| $9094万 | +$410万 | +5% | 0.74% | 74.1% | 154 | 38.96% | 0.2 |
|
| 3828 |
3828
Alethea Capital Management
Mercer Island,
Washington
| $9057万 | -$757万 | -8% | 0.55% | 275% | 118 | 72.03% | 0.1 |
|
| 3829 |
3829
Millrace Asset Group
Berwyn,
Pennsylvania
| $9052万 | -$580万 | -6% | 8.76% | 113% | 65 | 40% | 0.2 |
|
| 3830 |
3830
Aquiline Capital Partners
New York
| $9041万 | -$2401万 | -21% | 2.21% | 14.7% | 3 | 33.33% | 1.8 |
|
| 3831 |
3831
Charter Research & Investment Group
Southport,
Connecticut
| $9040万 | -$94万 | -1% | 3% | 82.3% | 76 | 11.84% | 0.2 |
|
| 3832 |
3832
Cincinnati Casualty Company
Fairfield,
Ohio
| $9026万 | -$28.5万 | -0.3% | 0.14% | 56% | 22 | 0% | 1.7 |
|
| 3833 |
3833
Pring Turner Capital Group
Alamo,
California
| $9015万 | -$513万 | -5% | 0.23% | 70.8% | 50 | 28% | 0.7 |
|
| 3834 |
3834
StratiFi
San Francisco,
California
| $9005万 | +$7359万 | +447% | 13.6% | – | 17 | 41.18% | 0.2 |
|
| 3835 |
3835
ICM Asset Management
Spokane,
Washington
| $9001万 | -$808万 | -8% | 0.04% | 58.9% | 77 | 32.47% | 1 |
|
| 3836 |
SSIA
3836
Spero-Smith Investment Advisers
Cleveland,
Ohio
| $8999万 | +$206万 | +2% | 1.38% | 31.3% | 46 | 6.52% | 1.5 |
|
| 3837 |
3837
Guardian Investment Management
Tiburon,
California
| $8994万 | -$493万 | -5% | 2.27% | 89.7% | 54 | 3.7% | 1.5 |
|
| 3838 |
3838
Smart Portfolios LLC
Seattle,
Washington
| $8988万 | +$37.7万 | +0.4% | 2.82% | 41.3% | 34 | 23.53% | 0.8 |
|
| 3839 |
3839
Coyle Financial Counsel
Glenview,
Illinois
| $8984万 | +$714万 | +9% | 3.33% | 62.4% | 47 | 23.4% | 1 |
|
| 3840 |
MCM
3840
Mast Capital Management
Boston,
Massachusetts
| $8979万 | -$4985万 | -36% | 6.84% | – | 9 | 55.56% | 0.6 |
|
| 3841 |
3841
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $8955万 | -$292万 | -3% | 1.27% | 72.9% | 92 | 10.87% | 1.5 |
|
| 3842 |
3842
IMS Capital Management
Portland,
Oregon
| $8927万 | +$170万 | +2% | 3.61% | 119% | 170 | 21.76% | 1.1 |
|
| 3843 |
3843
DG Capital Management
New York
| $8910万 | -$7014万 | -44% | 8.17% | 76.7% | 17 | 64.71% | 0.1 |
|
| 3844 |
NLCM
3844
Neon Liberty Capital Management
New York
| $8906万 | +$176万 | +2% | 0.87% | – | 12 | 0% | 1.2 |
|
| 3845 |
NCM
3845
Newland Capital Management
New York
| $8903万 | -$8951万 | -50% | 1.87% | – | 61 | 59.02% | 0.3 |
|
| 3846 |
3846
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $8889万 | -$59.4万 | -0.7% | 2.04% | 85.6% | 100 | 9% | 1.4 |
|
| 3847 |
3847
RobecoSam USA
New York
| $8888万 | -$391万 | -4% | 2.88% | 50.1% | 77 | 42.86% | 1 |
|
| 3848 |
3848
Flaherty & Crumrine
Pasadena,
California
| $8874万 | +$19.7万 | +0.2% | 0.24% | 0.12% | 9 | 11.11% | 1.4 |
|
| 3849 |
3849
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
| $8862万 | +$5545万 | +167% | 1.85% | – | 47 | 57.45% | 0.6 |
|
| 3850 |
CAD
3850
Craig A. Drill
| $8848万 | +$2673万 | +43% | 14.5% | 67.1% | 24 | 58.33% | 0.4 |
|