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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Chandler Asset Management
San Diego,
California
| $1.46億 | +$3210万 | +28% | 2.69% | 35.6% | 20 | 25% | 0.6 |
|
| 3927 |
3927
Orleans Capital Management
Mandeville,
Louisiana
| $1.46億 | +$720万 | +5% | 7.19% | 94.6% | 91 | 23.08% | 3.2 |
|
| 3928 |
3928
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $1.46億 | +$1059万 | +8% | 7.97% | 92.4% | 393 | 12.72% | 3 |
|
| 3929 |
3929
Access Financial Services
Minneapolis,
Minnesota
| $1.46億 | +$368万 | +3% | 4.52% | 44.8% | 69 | 20.29% | 1.3 |
|
| 3930 |
3930
Ceeto Capital Group
Coral Gables,
Florida
| $1.46億 | +$1218万 | +9% | 9.46% | 94.4% | 133 | 7.52% | 0.9 |
|
| 3931 |
3931
Physicians Financial Services
Raleigh,
North Carolina
| $1.45億 | +$1196万 | +9% | 10.1% | 100% | 109 | 2.75% | 2.3 |
|
| 3932 |
3932
Peloton Wealth Strategists
Indianapolis,
Indiana
| $1.45億 | +$728万 | +5% | 8.74% | 51.3% | 65 | 20% | 2.7 |
|
| 3933 |
3933
Crystal Rock Capital Management
Bannockburn,
Illinois
| $1.45億 | +$509万 | +4% | 5.32% | 172% | 31 | 6.45% | 2.2 |
|
| 3934 |
3934
Cooper/Haims Advisors
Victor,
New York
| $1.45億 | +$996万 | +7% | 3.46% | 53.1% | 62 | 14.52% | 0.6 |
|
| 3935 |
3935
Peninsula Asset Management
Bradenton,
Florida
| $1.45億 | +$737万 | +5% | 6.63% | 44.1% | 45 | 0% | 4.2 |
|
| 3936 |
3936
Richmond Hill Investments
New York
| $1.45億 | +$989万 | +7% | 5.6% | 55.2% | 7 | 0% | 3.4 |
|
| 3937 |
3937
G&S Capital
Denver,
Colorado
| $1.45億 | +$1416万 | +11% | 6.93% | 85.6% | 224 | 16.96% | 0.6 |
|
| 3938 |
3938
Heritage Way Advisors
Rockford,
Illinois
| $1.45億 | +$812万 | +6% | 6.17% | 79.4% | 62 | 3.23% | 1.5 |
|
| 3939 |
3939
HGI Capital Management
New York
| $1.45億 | -$8979万 | -38% | 4.12% | 47% | 78 | 48.72% | 0.4 |
|
| 3940 |
3940
Pecaut & Co
Sioux City,
Iowa
| $1.44億 | +$744万 | +5% | 7.77% | 67.6% | 72 | 13.89% | 2.2 |
|
| 3941 |
AIS
3941
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $1.44億 | +$826万 | +6% | 6.51% | 6.74% | 591 | 40.27% | 1.9 |
|
| 3942 |
3942
Global Trust Asset Management
West Palm Beach,
Florida
| $1.44億 | +$1144万 | +9% | 6.58% | 178% | 477 | 18.45% | 0.6 |
|
| 3943 |
HA
3943
Havens Advisors
New York
| $1.44億 | -$879万 | -6% | 6% | 460% | 47 | 55.32% | 0.3 |
|
| 3944 |
3944
Mokosak Advisory Group
Urbandale,
Iowa
| $1.44億 | +$814万 | +6% | 3.09% | 59.2% | 13 | 23.08% | 0.6 |
|
| 3945 |
3945
Reliant Investment Management
Memphis,
Tennessee
| $1.44億 | +$1004万 | +7% | 8.26% | 129% | 58 | 25.86% | 2.5 |
|
| 3946 |
3946
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $1.44億 | +$3969万 | +38% | 2.56% | 44.8% | 163 | 22.7% | 0.2 |
|
| 3947 |
3947
SimpliFi Inc
San Diego,
California
| $1.44億 | +$1679万 | +13% | 2.02% | 26.7% | 21 | 38.1% | 0.5 |
|
| 3948 |
3948
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $1.44億 | -$640万 | -4% | 3.59% | 89.7% | 27 | 14.81% | 1 |
|
| 3949 |
3949
Progeny 3 Inc
Kirkland,
Washington
| $1.44億 | -$1626万 | -10% | 1.02% | 96.8% | 35 | 37.14% | 1.2 |
|
| 3950 |
3950
Investors Asset Management of Georgia
Atlanta,
Georgia
| $1.44億 | +$703万 | +5% | 6.6% | 118% | 154 | 4.55% | 3 |
|