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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Columbus Macro
New Castle,
Pennsylvania
| $2.64億 | +$1044万 | +4% | 4.84% | 48.7% | 193 | 17.1% | 2.6 |
|
| 4502 |
4502
Wealthstream Advisors
New York
| $2.63億 | +$2129万 | +9% | 8.83% | 88.2% | 167 | 22.75% | 1.2 |
|
| 4503 |
TIM
4503
Timelo Investment Management
Aurora,
Ontario, Canada
| $2.63億 | +$1.49億 | +130% | 4.39% | 104% | 43 | 62.79% | 0.3 |
|
| 4504 |
4504
White Pine Capital
Bloomington,
Minnesota
| $2.63億 | +$345万 | +1% | 7.85% | 143% | 214 | 7.01% | 6.1 |
|
| 4505 |
4505
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $2.63億 | +$2533万 | +11% | 9.57% | 44.2% | 143 | 51.05% | 1.4 |
|
| 4506 |
EE
4506
EWG Elevate
Roseville,
California
| $2.63億 | +$2174万 | +9% | 8.41% | 76% | 138 | 31.88% | 1.4 |
|
| 4507 |
4507
Truxt Investmentos
Rio De Janeiro,
Brazil
| $2.63億 | -$1319万 | -5% | 6.69% | – | 16 | 50% | 0.8 |
|
| 4508 |
4508
PL Capital Advisors
Naples,
Florida
| $2.63億 | -$2682万 | -9% | 1.9% | 100% | 35 | 14.29% | 4.6 |
|
| 4509 |
4509
Abound Wealth Management
Franklin,
Tennessee
| $2.63億 | +$1323万 | +5% | 5.28% | 65.7% | 1,421 | 16.33% | 1.1 |
|
| 4510 |
QCI
4510
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $2.62億 | -$1777万 | -6% | 0.09% | 107% | 18 | 22.22% | 3.5 |
|
| 4511 |
4511
Montgomery Investment Management
Rockville,
Maryland
| $2.62億 | -$6341万 | -19% | 12.8% | 105% | 92 | 9.78% | 6.8 |
|
| 4512 |
4512
Aquamarine Zurich
Zurich,
Switzerland
| $2.62億 | +$3320万 | +15% | 18.6% | 74.8% | 12 | 0% | 1.5 |
|
| 4513 |
4513
Mayport LLC
Newton,
Massachusetts
| $2.62億 | +$4195万 | +19% | 7.49% | 57% | 84 | 8.33% | 1.5 |
|
| 4514 |
4514
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $2.62億 | +$2967万 | +13% | 10% | 81.6% | 93 | 18.28% | 2.3 |
|
| 4515 |
4515
Stone Run Capital
New York
| $2.62億 | +$2827万 | +12% | 8.56% | 77.8% | 68 | 7.35% | 6.4 |
|
| 4516 |
4516
Socorro Asset Management
Dallas,
Texas
| $2.62億 | +$3516万 | +16% | 6.45% | 43.8% | 31 | 6.45% | 2.2 |
|
| 4517 |
CPA
4517
Capital Performance Advisors
Walnut Creek,
California
| $2.62億 | +$3024万 | +13% | 7.44% | 77.1% | 93 | 25.81% | 1.2 |
|
| 4518 |
4518
First Washington Corp
Seattle,
Washington
| $2.62億 | +$151万 | +0.6% | 12% | 142% | 58 | 8.62% | 3.8 |
|
| 4519 |
CCM
4519
Cutter Capital Management
New York
| $2.62億 | +$5235万 | +25% | 2.73% | – | 36 | 63.89% | 0.1 |
|
| 4520 |
4520
Kelly Financial Services
Braintree,
Massachusetts
| $2.61億 | +$1415万 | +6% | 7.36% | 64.3% | 838 | 10.62% | 3.1 |
|
| 4521 |
4521
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $2.61億 | -$2.55億 | -49% | 8.25% | 78.2% | 242 | 50% | 1.1 |
|
| 4522 |
4522
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $2.61億 | +$6963万 | +36% | 16.1% | 304% | 272 | 39.71% | 2.7 |
|
| 4523 |
4523
Hayek Kallen Investment Management
Fairhope,
Alabama
| $2.61億 | +$2144万 | +9% | 9.89% | 71.9% | 93 | 6.45% | 5.7 |
|
| 4524 |
4524
Rench Wealth Management
Denton,
Texas
| $2.61億 | +$2339万 | +10% | 14.7% | 106% | 57 | 36.84% | 5.5 |
|
| 4525 |
4525
Martin Capital Partners
Eugene,
Oregon
| $2.61億 | +$1544万 | +6% | 4.99% | 42.3% | 72 | 6.94% | 4 |
|