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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $1.39億 | -$2050万 | -13% | 14.2% | 80% | 80 | 15% | 1.3 |
|
| 3902 |
3902
Westwind Capital
Las Cruces,
New Mexico
| $1.39億 | -$1918万 | -12% | 14.8% | 87.6% | 49 | 16.33% | 0.8 |
|
| 3903 |
3903
Peak Capital Management
Greenwood Village,
Colorado
| $1.39億 | +$322万 | +2% | 5.64% | 9.52% | 75 | 56% | 1.3 |
|
| 3904 |
3904
Callodine Capital Management
Boston,
Massachusetts
| $1.39億 | – | – | 13% | 53.8% | 33 | – | 0 |
|
| 3905 |
3905
Biechele Royce Advisors
Fishers,
Indiana
| $1.39億 | -$2070万 | -13% | 15.3% | 39.2% | 51 | 17.65% | 0.8 |
|
| 3906 |
CWM
3906
Cedar Wealth Management
Walnut Creek,
California
| $1.39億 | -$5122万 | -27% | 14.4% | 68.1% | 199 | 25.63% | 1.5 |
|
| 3907 |
3907
Bedel Financial Consulting
Indianapolis,
Indiana
| $1.39億 | -$1088万 | -7% | 5.82% | 104% | 749 | 8.14% | 0.7 |
|
| 3908 |
GA
3908
Greytown Advisors
Miami,
Florida
| $1.39億 | -$1243万 | -8% | 11.8% | 14.1% | 81 | 14.81% | 1.6 |
|
| 3909 |
3909
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $1.39億 | -$1961万 | -12% | 11% | 115% | 34 | 5.88% | 3.7 |
|
| 3910 |
3910
CRA Financial Services
Northfield,
New Jersey
| $1.39億 | – | – | 13.7% | 91.9% | 133 | – | 0 |
|
| 3911 |
3911
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $1.39億 | -$2156万 | -13% | 10.7% | 70.3% | 40 | 7.5% | 2.6 |
|
| 3912 |
3912
FFL Partners
San Francisco,
California
| $1.38億 | -$2.05億 | -60% | 51.4% | 36.1% | 2 | 0% | 1.5 |
|
| 3913 |
GCM
3913
Garland Capital Management
Bellevue,
Washington
| $1.38億 | -$933万 | -6% | 8.08% | 55.7% | 40 | 15% | 3 |
|
| 3914 |
3914
Venor Capital Management
New York
| $1.38億 | -$7795万 | -36% | 18.5% | – | 7 | 0% | 1 |
|
| 3915 |
3915
SimpliFi Inc
San Diego,
California
| $1.38億 | -$549万 | -4% | 6.3% | 26.7% | 17 | 5.88% | 0.7 |
|
| 3916 |
NGA
3916
New Generation Advisors
Manchester,
Massachusetts
| $1.38億 | -$2948万 | -18% | 23.9% | 45.1% | 34 | 32.35% | 1.5 |
|
| 3917 |
3917
Mainstay Capital Management
Grand Blanc,
Michigan
| $1.38億 | -$1997万 | -13% | 9.15% | 131% | 440 | 81.36% | 0.9 |
|
| 3918 |
3918
Bain Capital Credit
Boston,
Massachusetts
| $1.38億 | -$1.31億 | -49% | 35.7% | 14.4% | 21 | 38.1% | 0.5 |
|
| 3919 |
3919
Chubb Ltd
Zurich,
Switzerland
| $1.38億 | -$1292万 | -9% | 7.04% | 64.2% | 14 | 7.14% | 2.6 |
|
| 3920 |
3920
Creative Financial Designs
Kokomo,
Indiana
| $1.38億 | -$3610万 | -21% | 12.9% | 56.2% | 820 | 29.76% | 1.4 |
|
| 3921 |
3921
Courant Investment Management
Franklin,
Tennessee
| $1.38億 | -$2944万 | -18% | 17.6% | 35.2% | 15 | 26.67% | 1.2 |
|
| 3922 |
3922
Riggs Asset Management
Dallas,
Pennsylvania
| $1.38億 | -$6661万 | -33% | 11.5% | 207% | 267 | 14.98% | 2.8 |
|
| 3923 |
3923
GYL Financial Synergies
West Hartford,
Connecticut
| $1.38億 | – | – | 13.2% | 36% | 143 | – | 0 |
|
| 3924 |
3924
Bison Wealth
Atlanta,
Georgia
| $1.38億 | -$1519万 | -10% | 11% | 37.4% | 239 | 19.67% | 2.4 |
|
| 3925 |
3925
Physicians Financial Services
Raleigh,
North Carolina
| $1.38億 | -$790万 | -5% | 11.2% | 100% | 118 | 18.64% | 2.5 |
|