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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Shaker Investments
Cleveland,
Ohio
| $2.16億 | +$992万 | +5% | 7.25% | 205% | 96 | 9.38% | 2.3 |
|
| 4477 |
4477
Financial Strategies Group
Okemos,
Michigan
| $2.16億 | +$2311万 | +12% | 4.09% | 44.9% | 76 | 11.84% | 1 |
|
| 4478 |
4478
Kercheville Advisors
San Antonio,
Texas
| $2.16億 | +$1647万 | +8% | 10.3% | 261% | 128 | 16.41% | 0.4 |
|
| 4479 |
4479
Cape Ann Asset Management
London,
United Kingdom
| $2.16億 | -$406万 | -2% | 3.73% | 199% | 10 | 10% | 1.1 |
|
| 4480 |
4480
Access Financial Services
Minneapolis,
Minnesota
| $2.15億 | +$169万 | +0.8% | 4.2% | 44.8% | 121 | 24.79% | 1.7 |
|
| 4481 |
4481
MBA Advisors
Hermitage,
Pennsylvania
| $2.15億 | +$3280万 | +18% | 5.65% | 58.3% | 141 | 10.64% | 0.2 |
|
| 4482 |
4482
Nikulski Financial
Bettendorf,
Iowa
| $2.15億 | +$1967万 | +10% | 6.92% | 95.8% | 127 | 7.09% | 2 |
|
| 4483 |
GAMC
4483
Garner Asset Management Corp
Plano,
Texas
| $2.15億 | +$1721万 | +9% | 6.02% | 95.3% | 170 | 5.88% | 2.9 |
|
| 4484 |
4484
Lagoda Investment Management
New York
| $2.15億 | +$1422万 | +7% | 9.84% | 250% | 38 | 5.26% | 3.6 |
|
| 4485 |
SFA
4485
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $2.15億 | +$1469万 | +7% | 1.05% | 185% | 12 | 8.33% | 1.9 |
|
| 4486 |
4486
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $2.14億 | -$1126万 | -5% | 5.89% | 70.3% | 296 | 2.7% | 0.5 |
|
| 4487 |
4487
Lake Point Wealth Management
Rockwall,
Texas
| $2.14億 | – | – | 3.98% | – | 449 | – | 1.5 |
|
| 4488 |
4488
Paragon Capital Management (Colorado)
Denver,
Colorado
| $2.14億 | +$2162万 | +11% | 5.89% | 109% | 145 | 26.9% | 2.1 |
|
| 4489 |
PAM
4489
Pegasus Asset Management
Montebello,
New York
| $2.14億 | +$1735万 | +9% | 8.27% | 89% | 74 | 1.35% | 2.8 |
|
| 4490 |
4490
Hamilton Wealth
Encino,
California
| $2.14億 | +$833万 | +4% | 6.8% | 108% | 58 | 25.86% | 1.3 |
|
| 4491 |
CWAG
4491
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $2.14億 | +$3951万 | +23% | 5.19% | 76.1% | 76 | 7.89% | 1.9 |
|
| 4492 |
4492
Union Heritage Capital
Bloomfield Hills,
Michigan
| $2.14億 | +$1340万 | +7% | 7.98% | 82.1% | 62 | 4.84% | 0.2 |
|
| 4493 |
SC
4493
Sawyer & Company
Boston,
Massachusetts
| $2.14億 | +$1344万 | +7% | 6.32% | 111% | 182 | 12.09% | 2.7 |
|
| 4494 |
4494
Aryeh Capital Management
Toronto,
Ontario, Canada
| $2.14億 | +$2335万 | +12% | 6.06% | 87.7% | 12 | 16.67% | 0.4 |
|
| 4495 |
LA
4495
LFL Advisers
Evanston,
Illinois
| $2.14億 | +$1099万 | +5% | 6.95% | 83% | 11 | 0% | 3 |
|
| 4496 |
4496
Arcus Capital Partners
Atlanta,
Georgia
| $2.14億 | -$10.5億 | -83% | 4.13% | 69.2% | 119 | 18.49% | 1.8 |
|
| 4497 |
4497
Tiemann Investment Advisors
Menlo Park,
California
| $2.14億 | +$1319万 | +7% | 7.45% | 77% | 214 | 4.67% | 4.3 |
|
| 4498 |
4498
IRON Financial
Northbrook,
Illinois
| $2.14億 | +$2420万 | +13% | 4.34% | 60.6% | 123 | 28.46% | 2.1 |
|
| 4499 |
4499
Gill Capital Partners
Denver,
Colorado
| $2.14億 | +$1747万 | +9% | 5.05% | 59% | 119 | 6.72% | 1.6 |
|
| 4500 |
4500
Newport Asia
San Francisco,
California
| $2.14億 | -$216万 | -1% | 10.4% | – | 5 | 20% | 3.9 |
|