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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
MI
4301
Moneywise Inc
Forest,
Virginia
| $1.24億 | -$714万 | -5% | 0.72% | 58% | 43 | 11.63% | 2.1 |
|
| 4302 |
4302
Shilanski & Associates
Anchorage,
Alaska
| $1.24億 | +$38.5万 | +0.3% | 1.03% | 84.2% | 96 | 14.58% | 0.2 |
|
| 4303 |
4303
Virginia National Bank
Charlottesville,
Virginia
| $1.24億 | -$1019万 | -8% | 1.79% | – | 97 | 8.25% | 0.9 |
|
| 4304 |
MHIM
4304
MacNealy Hoover Investment Management
Canton,
Ohio
| $1.24億 | -$848万 | -6% | 1.5% | 42.5% | 70 | 4.29% | 5.2 |
|
| 4305 |
4305
Beaton Management Company
Haverhill,
Massachusetts
| $1.23億 | +$285万 | +2% | 1.85% | 95.9% | 122 | 9.02% | 2 |
|
| 4306 |
4306
UBP Investment Advisors
Geneva,
Switzerland
| $1.23億 | +$1236万 | +11% | 0.33% | 11.2% | 56 | 21.43% | 1.1 |
|
| 4307 |
4307
Kathryn A. Hall
| $1.23億 | -$236万 | -2% | 0.97% | 95.2% | 40 | 27.5% | 0.9 |
|
| 4308 |
4308
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $1.23億 | -$1.51億 | -55% | 10.3% | 312% | 1 | 0% | 0.8 |
|
| 4309 |
4309
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $1.23億 | -$1014万 | -8% | 0.2% | 68.6% | 43 | 11.63% | 1.2 |
|
| 4310 |
4310
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $1.23億 | +$453万 | +4% | 1.03% | 36.2% | 69 | 31.88% | 0.5 |
|
| 4311 |
4311
Norway Savings Bank
Portland,
Maine
| $1.23億 | +$510万 | +4% | 2.24% | 117% | 258 | 6.2% | 2.3 |
|
| 4312 |
4312
BP Capital Fund Advisors
Dallas,
Texas
| $1.23億 | -$1310万 | -10% | 6.61% | 17.9% | 50 | 36% | 1.5 |
|
| 4313 |
4313
Jentner Corp
Akron,
Ohio
| $1.23億 | +$164万 | +1% | 0.18% | 38.9% | 40 | 12.5% | 1.8 |
|
| 4314 |
4314
JVL Associates
Wyoming,
Michigan
| $1.22億 | +$379万 | +3% | 2.62% | 81% | 42 | 4.76% | 1.4 |
|
| 4315 |
4315
Armor Investment Advisors
Raleigh,
North Carolina
| $1.22億 | +$367万 | +3% | 2.58% | 56.6% | 150 | 3.33% | 2.3 |
|
| 4316 |
4316
Broadmark Asset Management
San Francisco,
California
| $1.22億 | -$7586万 | -38% | 1.22% | 39.6% | 3 | 33.33% | 3.4 |
|
| 4317 |
4317
Pin Oak Investment Advisors
Houston,
Texas
| $1.22億 | -$645万 | -5% | 1.05% | 62.7% | 476 | 15.76% | 1.3 |
|
| 4318 |
4318
Donald L. Hagan LLC
Sarasota,
Florida
| $1.22億 | +$619万 | +5% | 2.45% | 47.9% | 106 | 25.47% | 1.8 |
|
| 4319 |
4319
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $1.22億 | +$47万 | +0.4% | 0.97% | 67.5% | 80 | 27.5% | 0.6 |
|
| 4320 |
4320
Northwest Wealth Management
Spencer,
Iowa
| $1.22億 | -$214万 | -2% | 0.34% | 63.4% | 120 | 7.5% | 2 |
|
| 4321 |
4321
Yale University
New Haven,
Connecticut
| $1.22億 | +$74.8万 | +0.6% | 1.66% | 33.7% | 12 | 50% | 0.9 |
|
| 4322 |
4322
Bell & Brown Wealth Advisors
Newport Beach,
California
| $1.22億 | +$815万 | +7% | 1.57% | 125% | 88 | 13.64% | 1.4 |
|
| 4323 |
4323
Red Cedar Capital
Omaha,
Nebraska
| $1.21億 | +$340万 | +3% | 2.74% | 43% | 157 | 6.37% | 1.6 |
|
| 4324 |
OFG
4324
OTA Financial Group
Purchase,
New York
| $1.21億 | -$688万 | -5% | 6.37% | 320% | 79 | 79.75% | 0.4 |
|
| 4325 |
4325
Prosperity Capital Management
Camana Bay,
Cayman Islands
| $1.21億 | -$1534万 | -11% | 14.2% | – | 2 | 0% | 6 |
|