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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Bulldog Investors
Saddle Brook,
New Jersey
| $4.32億 | +$3657万 | +9% | 1.29% | 22.5% | 237 | 44.73% | 0.9 |
|
| 3877 |
3877
GWN Securities
Palm Beach Gardens,
Florida
| $4.32億 | -$1.07億 | -20% | 7.51% | – | 456 | 27.19% | 0.5 |
|
| 3878 |
3878
Morton Community Bank
East Peoria,
Illinois
| $4.32億 | +$2968万 | +7% | 5.53% | – | 116 | 4.31% | 1.5 |
|
| 3879 |
CWAG
3879
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $4.32億 | +$3672万 | +9% | 8.13% | 76.1% | 86 | 9.3% | 4.5 |
|
| 3880 |
3880
Beacon Financial Advisory
Cleveland,
Ohio
| $4.32億 | +$4497万 | +12% | 6.96% | 76.8% | 388 | 10.31% | 2.3 |
|
| 3881 |
3881
Herold Advisors
New York
| $4.32億 | -$4548万 | -10% | 7.85% | 90.2% | 316 | 23.1% | 2.9 |
|
| 3882 |
3882
Bridgewealth Advisory Group
Fresno,
California
| $4.31億 | +$3736万 | +9% | 4.79% | 39.1% | 129 | 5.43% | 0.9 |
|
| 3883 |
3883
Addison Advisors
Middlebury,
Vermont
| $4.31億 | +$3055万 | +8% | 5.24% | 54.5% | 918 | 7.73% | 2.8 |
|
| 3884 |
3884
AMI Investment Management
Kendallville,
Indiana
| $4.31億 | +$4374万 | +11% | 5.31% | 52% | 77 | 14.29% | 5.7 |
|
| 3885 |
3885
Camrose Capital Investment Partners
London,
United Kingdom
| $4.31億 | +$3149万 | +8% | 2.43% | – | 9 | 0% | 0.8 |
|
| 3886 |
WWMSC
3886
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $4.31億 | -$762万 | -2% | 4.47% | 36.4% | 271 | 14.39% | 3.2 |
|
| 3887 |
3887
Wolff Financial Management
Kalamazoo,
Michigan
| $4.31億 | +$4362万 | +11% | 5.16% | 56.7% | 102 | 4.9% | 2.5 |
|
| 3888 |
3888
Bluescape Energy Partners
Dallas,
Texas
| $4.31億 | +$1964万 | +5% | 5.8% | 57.9% | 6 | 0% | 3.6 |
|
| 3889 |
3889
Alpine Woods Capital Investors
Purchase,
New York
| $4.3億 | +$920万 | +2% | 9.44% | 105% | 167 | 16.17% | 5.2 |
|
| 3890 |
3890
Stokes Capital Advisors
Greenwood,
South Carolina
| $4.3億 | +$2139万 | +5% | 4.7% | 61.3% | 69 | 4.35% | 5 |
|
| 3891 |
3891
Frisch Financial Group
Melville,
New York
| $4.3億 | +$2113万 | +5% | 7.56% | 66.6% | 168 | 20.83% | 3.1 |
|
| 3892 |
EGA
3892
E&G Advisors
Houston,
Texas
| $4.3億 | +$4396万 | +11% | 9.43% | 97.7% | 232 | 11.64% | 3 |
|
| 3893 |
3893
Wendel SE
Paris,
| $4.29億 | +$7935万 | +23% | 22.7% | – | 1 | 0% | 0.5 |
|
| 3894 |
3894
Matthews International Capital Management
San Francisco,
California
| $4.29億 | -$529万 | -1% | 14% | 186% | 42 | 9.52% | 2.7 |
|
| 3895 |
3895
Siemens
Munich,
Germany
| $4.29億 | +$1.63億 | +61% | 61% | 16.8% | 1 | 0% | 3 |
|
| 3896 |
3896
Capco Asset Management
Tampa,
Florida
| $4.29億 | -$4657万 | -10% | 2.79% | 46.1% | 27 | 0% | 4.5 |
|
| 3897 |
3897
Paradiem
Covington,
Louisiana
| $4.29億 | +$3264万 | +8% | 10.9% | 107% | 76 | 40.79% | 1.5 |
|
| 3898 |
3898
DecisionPoint Financial
Mesa,
Arizona
| $4.29億 | +$3728万 | +10% | 5.25% | 48% | 678 | 8.41% | 0.8 |
|
| 3899 |
3899
Prosight Management
Dallas,
Texas
| $4.29億 | +$1872万 | +5% | 25% | 39.5% | 50 | 38% | 1 |
|
| 3900 |
3900
Ipswich Investment Management
Beverly,
Massachusetts
| $4.28億 | +$1365万 | +3% | 6.66% | 104% | 190 | 5.26% | 6.2 |
|