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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Tieton Capital Management
Yakima,
Washington
| $1.29億 | +$2030万 | +19% | 28.1% | 172% | 29 | 3.45% | 2.7 |
|
| 4052 |
4052
Nixon Peabody Trust
Boston,
Massachusetts
| $1.29億 | +$1743万 | +16% | 2.93% | 101% | 77 | 20.78% | 1.8 |
|
| 4053 |
4053
Sterling Investment Management
Tucson,
Arizona
| $1.29億 | +$504万 | +4% | 1.59% | 45.3% | 60 | 10% | 2.5 |
|
| 4054 |
4054
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $1.29億 | +$688万 | +6% | 2.95% | 117% | 306 | 47.71% | 1.1 |
|
| 4055 |
4055
Kathryn A. Hall
| $1.29億 | +$299万 | +2% | 2.12% | 95.2% | 7 | 28.57% | 2.4 |
|
| 4056 |
MHIM
4056
MacNealy Hoover Investment Management
Canton,
Ohio
| $1.29億 | +$336万 | +3% | 2.15% | 42.5% | 71 | 4.23% | 4 |
|
| 4057 |
4057
Ballast Inc
Lexington,
Kentucky
| $1.29億 | +$329万 | +3% | 1.13% | 71.3% | 91 | 12.09% | 0.5 |
|
| 4058 |
4058
Summit Financial Group
Moorefield,
West Virginia
| $1.29億 | +$70.1万 | +0.5% | 3% | 26.1% | 131 | 9.16% | 0.9 |
|
| 4059 |
4059
TMD & Associates
Scottsdale,
Arizona
| $1.28億 | +$1272万 | +11% | 2.35% | 20.5% | 25 | 32% | 1.3 |
|
| 4060 |
4060
Ferox Capital Management
London,
United Kingdom
| $1.28億 | -$1517万 | -11% | 0.17% | 2.07% | 37 | 0% | 1.3 |
|
| 4061 |
4061
Ogorek Anthony Joseph
Williamsville,
New York
| $1.28億 | +$1334万 | +12% | 1.42% | 61.1% | 148 | 16.89% | 1.3 |
|
| 4062 |
4062
University of Tennessee
Knoxville,
Tennessee
| $1.28億 | +$1835万 | +17% | 0.53% | – | 2 | 0% | 0.5 |
|
| 4063 |
4063
Hutner Capital Management
Manchester,
Vermont
| $1.28億 | -$30.5万 | -0.2% | 0.82% | 52.2% | 44 | 4.55% | 1.6 |
|
| 4064 |
4064
Stonehearth Capital Management
Danvers,
Massachusetts
| $1.28億 | -$108万 | -0.8% | 1.15% | 87.5% | 40 | 20% | 2.1 |
|
| 4065 |
4065
Providence First Trust
Scottsdale,
Arizona
| $1.28億 | +$684万 | +6% | 2.84% | 64.1% | 71 | 5.63% | 0.8 |
|
| 4066 |
4066
Lattice Strategies
Wayne,
Pennsylvania
| $1.28億 | -$980万 | -7% | 4.13% | 19.9% | 64 | 4.69% | 4.1 |
|
| 4067 |
WWM
4067
Windsor Wealth Management
Indianapolis,
Indiana
| $1.28億 | +$964万 | +8% | 2.72% | 37.3% | 130 | 14.62% | 0.4 |
|
| 4068 |
4068
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $1.28億 | +$1075万 | +9% | 0.29% | 101% | 72 | 44.44% | 1.3 |
|
| 4069 |
4069
Harbour Investment Management
Edmonds,
Washington
| $1.28億 | -$616万 | -5% | 1.89% | 58.8% | 66 | 6.06% | 4.4 |
|
| 4070 |
4070
Brick & Kyle Associates
Newtown,
Pennsylvania
| $1.28億 | +$398万 | +3% | 2.64% | 97.4% | 106 | 7.55% | 2.9 |
|
| 4071 |
BLA
4071
Balter Liquid Alternatives
Boston,
Massachusetts
| $1.28億 | +$2300万 | +22% | 9.24% | 76.7% | 270 | 51.11% | 0.4 |
|
| 4072 |
4072
Glen Eagle Advisors
Kingston,
New Jersey
| $1.28億 | +$643万 | +5% | 3.01% | 68.5% | 717 | 9.48% | 1.2 |
|
| 4073 |
BOCM
4073
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $1.28億 | +$230万 | +2% | 1.06% | 49.6% | 29 | 0% | 2.3 |
|
| 4074 |
4074
JRM Investment Counsel
Omaha,
Nebraska
| $1.27億 | +$318万 | +3% | 2.05% | 65.5% | 35 | 11.43% | 2.1 |
|
| 4075 |
4075
Whitener Capital Management
Rocky Mount,
North Carolina
| $1.27億 | -$339万 | -3% | 5.15% | 113% | 492 | 74.8% | 0.5 |
|