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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Baker Hughes Holdings
Houston,
Texas
| $1.73億 | -$9160万 | -35% | 0.19% | 38.6% | 2 | 0% | 1.5 |
|
| 5027 |
PCM
5027
Perritt Capital Management
Chicago,
Illinois
| $1.73億 | -$1064万 | -6% | 2.22% | 80.9% | 331 | 16.92% | 2.8 |
|
| 5028 |
5028
Sandy Cove Advisors
Hingham,
Massachusetts
| $1.73億 | -$305万 | -2% | 3.39% | 78% | 125 | 8.8% | 1.1 |
|
| 5029 |
5029
Foundry Group Next
Boulder,
Colorado
| $1.73億 | -$1702万 | -9% | 16.3% | – | 5 | 0% | 0.7 |
|
| 5030 |
AA
5030
Alta Advisers
London,
United Kingdom
| $1.73億 | -$519万 | -3% | 2.22% | 114% | 396 | 4.04% | 1 |
|
| 5031 |
5031
Luken Investment Analytics
Brentwood,
Tennessee
| $1.73億 | -$616万 | -3% | 2.32% | 47.6% | 156 | 16.67% | 1.9 |
|
| 5032 |
SCA
5032
Sander Capital Advisors
Seattle,
Washington
| $1.72億 | -$1068万 | -6% | 4.87% | 113% | 20 | 20% | 2.7 |
|
| 5033 |
5033
Running Point Capital Advisors
El Segundo,
California
| $1.72億 | -$610万 | -3% | 3.65% | 52.1% | 153 | 3.27% | 1.9 |
|
| 5034 |
5034
Columbia Trust
Portland,
Oregon
| $1.72億 | -$574万 | -3% | 3.67% | 36% | 132 | 4.55% | 3 |
|
| 5035 |
5035
IRON Financial
Northbrook,
Illinois
| $1.72億 | -$1397万 | -7% | 2.1% | 60.6% | 118 | 31.36% | 3 |
|
| 5036 |
5036
Sharper & Granite
El Segundo,
California
| $1.72億 | -$128万 | -0.7% | 3.05% | 47.1% | 100 | 6% | 0.7 |
|
| 5037 |
SAMT
5037
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $1.72億 | +$837万 | +5% | 4.02% | 68.4% | 71 | 15.49% | 3.3 |
|
| 5038 |
5038
Consilio Wealth Advisors
Bellevue,
Washington
| $1.72億 | -$968万 | -5% | 4.57% | 66.4% | 51 | 7.84% | 1.1 |
|
| 5039 |
5039
Marshall & Sullivan
Seattle,
Washington
| $1.72億 | -$744万 | -4% | 2.58% | 82% | 38 | 0% | 7 |
|
| 5040 |
5040
Reliant Investment Management
Memphis,
Tennessee
| $1.72億 | -$196万 | -1% | 0.33% | 129% | 66 | 24.24% | 2.6 |
|
| 5041 |
5041
Bennett Selby Investments
Falmouth,
Maine
| $1.71億 | -$220万 | -1% | 1.79% | 82.1% | 56 | 3.57% | 2.1 |
|
| 5042 |
WMA
5042
Wealth Management Associates
Cherry Hill,
New Jersey
| $1.71億 | -$540万 | -3% | 3.47% | 111% | 200 | 9.5% | 2.9 |
|
| 5043 |
5043
One Advisory Partners
Overland Park,
Kansas
| $1.71億 | -$650万 | -4% | 3.8% | 58.3% | 47 | 25.53% | 1.4 |
|
| 5044 |
5044
Weitzel Financial Services
Dubuque,
Iowa
| $1.71億 | -$494万 | -3% | 3.35% | 46.3% | 39 | 5.13% | 1.9 |
|
| 5045 |
5045
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $1.71億 | +$2317万 | +16% | 5.92% | 35.4% | 39 | 15.38% | 1.2 |
|
| 5046 |
5046
One Charles Private Wealth Services
Hingham,
Massachusetts
| $1.71億 | -$102万 | -0.6% | 0.83% | 99.7% | 129 | 5.43% | 1.7 |
|
| 5047 |
5047
Opal Wealth Advisors
Jericho,
New York
| $1.71億 | -$2956万 | -15% | 2.67% | 62.3% | 158 | 18.35% | 1.3 |
|
| 5048 |
5048
Simplicity Wealth
Summit,
New Jersey
| $1.71億 | +$1004万 | +6% | 3.67% | 82.2% | 104 | 36.54% | 0.6 |
|
| 5049 |
5049
FIDELIS iM
Medford,
Oregon
| $1.71億 | -$527万 | -3% | 3.93% | 44.8% | 19 | 10.53% | 1.9 |
|
| 5050 |
5050
Bayshore Asset Management
Coral Gables,
Florida
| $1.71億 | -$1279万 | -7% | 2.3% | 62.3% | 35 | 5.71% | 1.4 |
|