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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Punch Card Management
Winter Park,
Florida
| $3.35億 | -$369万 | -1% | 9.5% | 41% | 4 | 0% | 4.6 |
|
| 4077 |
4077
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| $3.34億 | +$4714万 | +16% | 4.31% | 40.6% | 131 | 35.88% | 0.4 |
|
| 4078 |
4078
Nikulski Financial
Bettendorf,
Iowa
| $3.34億 | +$1979万 | +6% | 5.62% | 107% | 137 | 10.22% | 3.8 |
|
| 4079 |
4079
Stempoint Capital
New York
| $3.34億 | -$626万 | -2% | 12.4% | – | 67 | 55.22% | 0.3 |
|
| 4080 |
4080
Strategic Investment Solutions
Orland Park,
Illinois
| $3.34億 | +$2411万 | +8% | 6.08% | – | 760 | 27.24% | 0.9 |
|
| 4081 |
4081
Mokosak Advisory Group
Urbandale,
Iowa
| $3.33億 | +$3093万 | +10% | 6.99% | 59.2% | 31 | 6.45% | 3.8 |
|
| 4082 |
4082
Verde Capital Management
Clarkston,
Michigan
| $3.33億 | +$1834万 | +6% | 6.89% | 80.3% | 53 | 16.98% | 2.5 |
|
| 4083 |
4083
Brady Family Wealth
Saint Louis,
Missouri
| $3.33億 | +$2320万 | +7% | 7.95% | 74.7% | 119 | 3.36% | 1.6 |
|
| 4084 |
4084
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $3.33億 | +$1334万 | +4% | 6.38% | 84.6% | 134 | 17.91% | 5.2 |
|
| 4085 |
4085
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $3.33億 | +$602万 | +2% | 1.85% | 36.7% | 4 | 0% | 6.5 |
|
| 4086 |
4086
Westmount Partners
Los Angeles,
California
| $3.33億 | +$2958万 | +10% | 7.99% | 101% | 236 | 9.75% | 1.4 |
|
| 4087 |
4087
Frisch Financial Group
Melville,
New York
| $3.33億 | +$238万 | +0.7% | 5.39% | 66.6% | 147 | 17.01% | 2.9 |
|
| 4088 |
4088
Seaview Investment Managers
Miami,
Florida
| $3.32億 | +$20.7万 | +0.1% | 5.58% | 148% | 103 | 31.07% | 1.5 |
|
| 4089 |
4089
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $3.32億 | +$2607万 | +9% | 5.97% | 34.2% | 45 | 4.44% | 5.3 |
|
| 4090 |
4090
Roman Butler Fullerton & Co
St Louis,
Missouri
| $3.32億 | +$2312万 | +7% | 7.83% | 134% | 268 | 22.39% | 2.8 |
|
| 4091 |
4091
Copperwynd Financial
Scottsdale,
Arizona
| $3.32億 | +$2614万 | +9% | 7.09% | 90% | 156 | 16.03% | 3.3 |
|
| 4092 |
4092
KEB Asset Management
Springfield,
Illinois
| $3.32億 | +$3457万 | +12% | 7.44% | 68.9% | 75 | 6.67% | 1.9 |
|
| 4093 |
4093
Dow Chemical Company
Midland,
Michigan
| $3.32億 | -$1.36億 | -29% | 5.06% | 29.4% | 4 | 0% | 2.1 |
|
| 4094 |
4094
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $3.32億 | +$2126万 | +7% | 8.99% | 76.5% | 103 | 0.97% | 6.3 |
|
| 4095 |
4095
McLean Asset Management
Tysons,
Virginia
| $3.32億 | +$2255万 | +7% | 6.51% | 69.4% | 167 | 8.38% | 2.4 |
|
| 4096 |
4096
Bank of Stockton
Stockton,
California
| $3.32億 | +$1617万 | +5% | 6.14% | 99.2% | 146 | 10.27% | 5.4 |
|
| 4097 |
4097
Palo Duro Investment Partners
Chicago,
Illinois
| $3.32億 | -$3158万 | -9% | 10.9% | 62.8% | 17 | 47.06% | 0.6 |
|
| 4098 |
4098
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $3.31億 | -$1797万 | -5% | 5.14% | 26.4% | 1 | 0% | 5 |
|
| 4099 |
4099
West Michigan Advisors
Holland,
Michigan
| $3.31億 | +$1699万 | +5% | 2.54% | 86.6% | 204 | 18.63% | 1.5 |
|
| 4100 |
4100
AXQ Capital
Jersey City,
New Jersey
| $3.31億 | -$9702万 | -23% | 4.56% | 35.5% | 640 | 69.38% | 0.3 |
|