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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Peloton Wealth Strategists
Indianapolis,
Indiana
| $1.23億 | -$2253万 | -15% | 12.8% | 51.3% | 61 | 11.48% | 2.7 |
|
| 4127 |
DIM
4127
DC Investments Management
Mclean,
Virginia
| $1.23億 | -$2516万 | -17% | 5.47% | 56.3% | 343 | 51.9% | 0.5 |
|
| 4128 |
4128
Quantinno Capital Management
New York
| $1.23億 | – | – | 12.5% | 119% | 337 | – | 0 |
|
| 4129 |
4129
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $1.23億 | -$625万 | -5% | 1.42% | 53.1% | 27 | 81.48% | 0.4 |
|
| 4130 |
4130
Lipe & Dalton
Syracuse,
New York
| $1.23億 | -$2378万 | -16% | 13.4% | 101% | 73 | 10.96% | 3.1 |
|
| 4131 |
4131
Sonata Capital Group
Seattle,
Washington
| $1.23億 | -$2478万 | -17% | 13.2% | 66.5% | 107 | 12.15% | 3.5 |
|
| 4132 |
4132
Dean Capital Management
Overland Park,
Kansas
| $1.23億 | -$1961万 | -14% | 17.6% | 89.7% | 84 | 36.9% | 0.9 |
|
| 4133 |
PCC
4133
Park Circle Company
Baltimore,
Maryland
| $1.23億 | -$3714万 | -23% | 10% | 70.5% | 84 | 23.81% | 2.5 |
|
| 4134 |
4134
Arkos Global Advisors
Houston,
Texas
| $1.22億 | – | – | 8.45% | 43.6% | 54 | – | 0 |
|
| 4135 |
4135
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $1.22億 | -$1715万 | -12% | 8.37% | 59.6% | 76 | 55.26% | 0.7 |
|
| 4136 |
FA
4136
Financial Advantage
Columbia,
Maryland
| $1.22億 | -$1023万 | -8% | 10.2% | 24.3% | 101 | 69.31% | 1 |
|
| 4137 |
4137
Investors Asset Management of Georgia
Atlanta,
Georgia
| $1.22億 | -$2115万 | -15% | 12.4% | 118% | 152 | 5.92% | 3.4 |
|
| 4138 |
SCM
4138
Smith Capital Management
Little Rock,
Arkansas
| $1.22億 | – | – | 10.7% | – | 73 | – | 0 |
|
| 4139 |
4139
Harbour Investment Management
Edmonds,
Washington
| $1.22億 | -$1514万 | -11% | 9.87% | 58.8% | 67 | 11.94% | 4.5 |
|
| 4140 |
4140
Oakcliff Capital Partners
New York
| $1.22億 | -$1310万 | -10% | 14.6% | 133% | 11 | 9.09% | 1.2 |
|
| 4141 |
PGM
4141
Parian Global Management
Pound Ridge,
New York
| $1.22億 | – | – | 21.9% | 65.2% | 15 | – | 0 |
|
| 4142 |
MP
4142
Meghalaya Partners
Greenwich,
Connecticut
| $1.21億 | -$2.55億 | -68% | 19.1% | – | 25 | 32% | 0.8 |
|
| 4143 |
4143
Boyar Asset Management
New York
| $1.21億 | -$2544万 | -17% | 12.6% | 75.5% | 76 | 13.16% | 3.9 |
|
| 4144 |
4144
Leonard Rickey Investment Advisors
Yakima,
Washington
| $1.21億 | -$1580万 | -12% | 11.4% | 55.9% | 79 | 32.91% | 0.8 |
|
| 4145 |
4145
Pecaut & Co
Sioux City,
Iowa
| $1.21億 | -$2330万 | -16% | 14.2% | 67.6% | 76 | 18.42% | 2.4 |
|
| 4146 |
4146
LCNB Corp
Lebanon,
Ohio
| $1.21億 | -$2036万 | -14% | 10.6% | 75.2% | 150 | 14% | 1.3 |
|
| 4147 |
4147
Paulson Wealth Management
Wheaton,
Illinois
| $1.21億 | +$969万 | +9% | 10.6% | 57.1% | 141 | 29.79% | 0.8 |
|
| 4148 |
4148
Ceeto Capital Group
Coral Gables,
Florida
| $1.21億 | -$2458万 | -17% | 15.3% | 94.4% | 141 | 15.6% | 1 |
|
| 4149 |
4149
Pathlight Investors
Phoenix,
Arizona
| $1.21億 | – | – | 12.6% | – | 105 | – | 0 |
|
| 4150 |
4150
Allied Investment Advisors
Billings,
Montana
| $1.21億 | -$1352万 | -10% | 12.2% | 68.4% | 44 | 2.27% | 1 |
|