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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Coe Capital Management
Highland Park,
Illinois
| $8994万 | -$232万 | -3% | 2.93% | 84.4% | 90 | 13.33% | 2.9 |
|
| 4452 |
4452
Townsend & Associates
Westminster,
Colorado
| $8913万 | -$3606万 | -29% | 0.05% | 54.1% | 190 | 27.37% | 0.4 |
|
| 4453 |
4453
Ballew Advisors
Jackson,
Mississippi
| $8874万 | -$2570万 | -22% | 1.48% | 68% | 325 | 11.38% | 0.3 |
|
| 4454 |
KCS
4454
Koonce Calvin Scott
| $8828万 | -$728万 | -8% | 7.62% | 67.9% | 1 | 0% | 3.5 |
|
| 4455 |
4455
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $8802万 | -$2975万 | -25% | 4.8% | 87.2% | 369 | 27.91% | 0.4 |
|
| 4456 |
NVIM
4456
New Vernon Investment Management
Highland Park,
Illinois
| $8765万 | +$400万 | +5% | 3.54% | 83.1% | 52 | 17.31% | 2 |
|
| 4457 |
4457
Concorde Asset Management
Ann Arbor,
Michigan
| $8760万 | +$584万 | +7% | 3.01% | – | 129 | 15.5% | 1.4 |
|
| 4458 |
4458
Gator Capital Management
Tampa,
Florida
| $8745万 | -$1616万 | -16% | 4.23% | 245% | 117 | 43.59% | 1 |
|
| 4459 |
4459
Dragon Financial & Investment Group
San Mateo,
California
| $8741万 | -$2290万 | -21% | 0.27% | – | 37 | 32.43% | 0.4 |
|
| 4460 |
4460
Holistic Financial Partners
Indianapolis,
Indiana
| $8737万 | -$3257万 | -27% | 1.48% | 95.7% | 437 | 91.99% | 0.5 |
|
| 4461 |
4461
Charter Research & Investment Group
Southport,
Connecticut
| $8722万 | +$344万 | +4% | 1.93% | 82.3% | 76 | 6.58% | 2.8 |
|
| 4462 |
4462
Clover Partners
Dallas,
Texas
| $8698万 | -$271万 | -3% | 4.6% | 32.2% | 29 | 17.24% | 1.5 |
|
| 4463 |
4463
Larson Financial Group
St Louis,
Missouri
| $8683万 | +$163万 | +2% | 1.36% | 81.2% | 50 | 12% | 0.5 |
|
| 4464 |
KCP
4464
Kenmare Capital Partners
New York
| $8666万 | -$668万 | -7% | 7.3% | 48.8% | 20 | 10% | 1.6 |
|
| 4465 |
4465
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $8666万 | +$251万 | +3% | 2.18% | 44.1% | 18 | 0% | 1.7 |
|
| 4466 |
4466
Newport Wealth Strategies
Irvine,
California
| $8640万 | -$4145万 | -32% | 4% | 51.5% | 101 | 24.75% | 0.5 |
|
| 4467 |
LM
4467
Litespeed Management
New York
| $8622万 | +$2741万 | +47% | 11.6% | 73.7% | 11 | 45.45% | 0.4 |
|
| 4468 |
4468
Chesapeake Asset Management
New York
| $8585万 | -$744万 | -8% | 3.16% | 153% | 67 | 17.91% | 3.4 |
|
| 4469 |
4469
Security National Bank of So Dak
Sioux City,
Iowa
| $8582万 | -$151万 | -2% | 2.45% | 67.7% | 88 | 5.68% | 3.5 |
|
| 4470 |
4470
Successful Portfolios
Clearwater,
Florida
| $8562万 | +$326万 | +4% | 2% | 110% | 138 | 9.42% | 0.5 |
|
| 4471 |
4471
Trustees of Dartmouth College
Hanover,
New Hampshire
| $8548万 | +$1468万 | +21% | 20.9% | 52.5% | 28 | 32.14% | 0.4 |
|
| 4472 |
4472
Fairbanks Capital Management
Rancho Santa Fe,
California
| $8543万 | -$1367万 | -14% | 6.74% | 81.3% | 31 | 9.68% | 1.5 |
|
| 4473 |
4473
Columbia Pacific Advisors
Seattle,
Washington
| $8536万 | +$787万 | +10% | 34.4% | 5.27% | 40 | 47.5% | 1.3 |
|
| 4474 |
4474
UBP Investment Advisors
Geneva,
Switzerland
| $8485万 | -$782万 | -8% | 2.2% | 11.2% | 52 | 21.15% | 0.4 |
|
| 4475 |
4475
Colrain Capital
Boston,
Massachusetts
| $8483万 | -$960万 | -10% | 5.16% | – | 39 | 2.56% | 3.9 |
|