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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Eidelman Virant Capital
Saint Louis,
Missouri
| $2.61億 | +$144万 | +0.6% | 1.83% | 46.2% | 208 | 19.23% | 1.6 |
|
| 4027 |
BCM
4027
Birmingham Capital Management
Birmingham,
Alabama
| $2.61億 | -$1179万 | -4% | 3% | 103% | 106 | 0% | 6.1 |
|
| 4028 |
MWM
4028
MTC Wealth Management
Tampa,
Florida
| $2.61億 | +$1.45億 | +125% | 1.21% | 30.5% | 13 | 7.69% | 0.5 |
|
| 4029 |
4029
Jacobs Asset Management
New York
| $2.61億 | -$714万 | -3% | 10.2% | 114% | 55 | 29.09% | 1.3 |
|
| 4030 |
4030
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $2.61億 | -$603万 | -2% | 0.02% | 73.3% | 104 | 1.92% | 4.8 |
|
| 4031 |
4031
Retirement Capital Strategies
San Jose,
California
| $2.61億 | -$173万 | -0.7% | 0.22% | 59% | 88 | 30.68% | 2.1 |
|
| 4032 |
4032
Muhlenkamp & Co
Wexford,
Pennsylvania
| $2.6億 | -$1217万 | -4% | 2.07% | 107% | 34 | 8.82% | 3.2 |
|
| 4033 |
4033
McLean Asset Management
Tysons,
Virginia
| $2.6億 | +$3619万 | +16% | 0.66% | 64.3% | 136 | 16.18% | 0.6 |
|
| 4034 |
4034
Brookside Equity Partners
Stamford,
Connecticut
| $2.6億 | -$1.2億 | -32% | 29.4% | 87.4% | 7 | 14.29% | 0.8 |
|
| 4035 |
4035
Ovata Capital Management
Hong Kong
| $2.6億 | +$5230万 | +25% | 4.23% | 69.1% | 80 | 58.75% | 0.3 |
|
| 4036 |
4036
Wittenberg Investment Management
Carlisle,
Massachusetts
| $2.6億 | +$1203万 | +5% | 1.65% | 89.9% | 77 | 3.9% | 3.5 |
|
| 4037 |
4037
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $2.6億 | +$68.3万 | +0.3% | 0.65% | 55.5% | 79 | 10.13% | 2.2 |
|
| 4038 |
SP
4038
StackLine Partners
New York
| $2.6億 | -$5067万 | -16% | 9.97% | 12.7% | 16 | 31.25% | 1.5 |
|
| 4039 |
4039
MilWealth Group
Milwaukee,
Wisconsin
| $2.6億 | +$3013万 | +13% | 1.22% | 39.6% | 176 | 67.05% | 0.7 |
|
| 4040 |
4040
DCM Advisors
New York
| $2.6億 | +$8354万 | +47% | 1.73% | 99.3% | 322 | 37.27% | 0.4 |
|
| 4041 |
4041
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $2.6億 | -$5445万 | -17% | 0.64% | 84.3% | 176 | 17.05% | 1.7 |
|
| 4042 |
BDWCC
4042
B&D White Capital Company
Lakeway,
Texas
| $2.6億 | +$3491万 | +16% | 1.82% | 44.2% | 79 | 54.43% | 0.3 |
|
| 4043 |
4043
Ford Financial Group
Fresno,
California
| $2.6億 | -$867万 | -3% | 0.54% | 47.7% | 622 | 83.28% | 2.1 |
|
| 4044 |
4044
WT Wealth Management
Scottsdale,
Arizona
| $2.59億 | +$1250万 | +5% | 0.94% | 72% | 132 | 13.64% | 1.3 |
|
| 4045 |
LJHT
4045
Laurie J. Hall Trustee
| $2.59億 | -$607万 | -2% | 0.01% | 105% | 339 | 6.49% | 4.6 |
|
| 4046 |
4046
Frank Rimerman Advisors
Palo Alto,
California
| $2.59億 | +$293万 | +1% | 1.04% | 149% | 113 | 31.86% | 0.5 |
|
| 4047 |
4047
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $2.59億 | -$2.74億 | -51% | 51.4% | 121% | 1 | 0% | 1.8 |
|
| 4048 |
4048
Horiko Capital Management
New York
| $2.58億 | -$815万 | -3% | 0.69% | 275% | 27 | 7.41% | 2 |
|
| 4049 |
4049
Cannon Financial Strategists
Athens,
Georgia
| $2.58億 | +$642万 | +3% | 1.04% | 56.7% | 65 | 7.69% | 1.9 |
|
| 4050 |
4050
Whalerock Point Partners
Providence,
Rhode Island
| $2.58億 | -$203万 | -0.8% | 0.54% | 103% | 159 | 14.47% | 3.9 |
|