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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Caldera Capital
Dallas,
Texas
| $1.11億 | -$1307万 | -10% | 4.86% | 84.5% | 23 | 60.87% | 0.5 |
|
| 4227 |
4227
LCNB Corp
Lebanon,
Ohio
| $1.11億 | -$238万 | -2% | 2.69% | 75.2% | 129 | 11.63% | 1.1 |
|
| 4228 |
4228
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $1.11億 | -$561万 | -5% | 3.39% | 67.8% | 137 | 2.19% | 3.4 |
|
| 4229 |
4229
Steginsky Capital
Port Washington,
New York
| $1.11億 | +$428万 | +4% | 3.78% | 99.4% | 8 | 0% | 1.2 |
|
| 4230 |
4230
Somerset Group
Wayzata,
Minnesota
| $1.11億 | -$851万 | -7% | 0.45% | 84.6% | 74 | 14.86% | 3.1 |
|
| 4231 |
4231
Perkins Capital Management
Wayzata,
Minnesota
| $1.11億 | +$707万 | +7% | 10.3% | 303% | 131 | 25.95% | 2 |
|
| 4232 |
4232
Hartree Partners
New York
| $1.11億 | +$3302万 | +42% | 0.34% | 138% | 35 | 74.29% | 0.2 |
|
| 4233 |
4233
Barington Capital Group
New York
| $1.11億 | +$1348万 | +14% | 9.45% | 71.1% | 23 | 26.09% | 1.1 |
|
| 4234 |
4234
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $1.11億 | +$147万 | +1% | 0.03% | 130% | 373 | 18.5% | 0.2 |
|
| 4235 |
4235
Clearshares
New York
| $1.11億 | -$92.8万 | -0.8% | 0.54% | – | 36 | 13.89% | 0.2 |
|
| 4236 |
4236
Lederer & Associates Investment Counsel
Long Beach,
California
| $1.11億 | -$77.9万 | -0.7% | 1.52% | 92.7% | 93 | 8.6% | 2 |
|
| 4237 |
ASA
4237
Armstrong Shaw Associates
New Canaan,
Connecticut
| $1.11億 | -$761万 | -6% | 4.07% | 51.2% | 41 | 0% | 3 |
|
| 4238 |
JPC
4238
Jabodon PT Co
Reno,
Nevada
| $1.11億 | -$1885万 | -15% | 4.04% | 61.9% | 24 | 66.67% | 0.4 |
|
| 4239 |
ABP
4239
Arthur B. Page
| $1.1億 | -$440万 | -4% | 0.33% | 40.4% | 60 | 3.33% | 3.5 |
|
| 4240 |
4240
Waterstone Capital Management
St. Louis Park,
Minnesota
| $1.1億 | -$2711万 | -20% | 0.43% | 23.4% | 19 | 31.58% | 1.4 |
|
| 4241 |
4241
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $1.1億 | -$1040万 | -9% | 3.22% | 65.5% | 275 | 4.36% | 1.2 |
|
| 4242 |
4242
Dragon Financial & Investment Group
San Mateo,
California
| $1.1億 | -$244万 | -2% | 1.21% | – | 33 | 15.15% | 0.2 |
|
| 4243 |
4243
Red Cedar Capital
Omaha,
Nebraska
| $1.1億 | -$894万 | -7% | 4.12% | 43% | 156 | 6.41% | 0.2 |
|
| 4244 |
AM
4244
Account Management
Boxford,
Massachusetts
| $1.1億 | -$511万 | -4% | 0.58% | 87.4% | 25 | 16% | 3.3 |
|
| 4245 |
4245
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $1.1億 | +$3387万 | +44% | 1.32% | 71.4% | 95 | 38.95% | 0.8 |
|
| 4246 |
4246
United Bank (Georgia)
Zebulon,
Georgia
| $1.1億 | -$678万 | -6% | 2.22% | 81.2% | 73 | 5.48% | 1.1 |
|
| 4247 |
4247
KCS Wealth Advisory
Los Angeles,
California
| $1.1億 | +$663万 | +6% | 1.32% | 45.3% | 184 | 17.39% | 0.2 |
|
| 4248 |
4248
Armor Investment Advisors
Raleigh,
North Carolina
| $1.1億 | -$75.2万 | -0.7% | 2.69% | 56.6% | 155 | 5.81% | 1.1 |
|
| 4249 |
4249
Verity Asset Management
Durham,
North Carolina
| $1.1億 | -$2298万 | -17% | 0.51% | 79.7% | 154 | 35.06% | 0.9 |
|
| 4250 |
4250
University of Tennessee
Knoxville,
Tennessee
| $1.1億 | +$742万 | +7% | 1.18% | – | 2 | 0% | 0.3 |
|