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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $1.67億 | +$988万 | +6% | 2.5% | 70.3% | 125 | 12% | 3.7 |
|
| 5102 |
5102
Wela Strategies
Atlanta,
Georgia
| $1.67億 | +$3729万 | +29% | 4.1% | 51.3% | 48 | 22.92% | 3 |
|
| 5103 |
5103
United Bank (Georgia)
Zebulon,
Georgia
| $1.67億 | -$836万 | -5% | 3.01% | 81.2% | 90 | 1.11% | 4.6 |
|
| 5104 |
5104
EnCap Energy Capital Fund VIII
Houston,
Texas
| $1.67億 | +$2283万 | +16% | 17.5% | 6.16% | 3 | 0% | 1.5 |
|
| 5105 |
5105
Hillman Company
Pittsburgh,
Pennsylvania
| $1.67億 | -$1031万 | -6% | 2.45% | 118% | 14 | 28.57% | 1.6 |
|
| 5106 |
5106
Asset Allocation & Management Company
Chicago,
Illinois
| $1.67億 | -$8450万 | -34% | 2.44% | 58.5% | 67 | 29.85% | 2.5 |
|
| 5107 |
5107
Donald L. Hagan LLC
Sarasota,
Florida
| $1.67億 | -$1053万 | -6% | 4.02% | 47.9% | 100 | 14% | 2.5 |
|
| 5108 |
5108
Access Financial Services
Minneapolis,
Minnesota
| $1.67億 | -$452万 | -3% | 2.94% | 44.8% | 86 | 10.47% | 3.6 |
|
| 5109 |
5109
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $1.67億 | -$571万 | -3% | 3.81% | 64.8% | 73 | 6.85% | 3.1 |
|
| 5110 |
5110
Tanglewood Legacy Advisors
Houston,
Texas
| $1.67億 | -$615万 | -4% | 2.95% | 61.1% | 288 | 2.78% | 0.7 |
|
| 5111 |
5111
Acute Investment Advisory
Mesa,
Arizona
| $1.66億 | +$13.1万 | +0.1% | 0.64% | 15% | 19 | 57.89% | 0.7 |
|
| 5112 |
5112
Powell Investment Advisors
Miami,
Florida
| $1.66億 | -$469万 | -3% | 3.71% | 82.4% | 147 | 15.65% | 2.4 |
|
| 5113 |
HIS
5113
Horizon Investment Services
Hammond,
Indiana
| $1.66億 | +$261万 | +2% | 0.53% | 250% | 113 | 17.7% | 3.1 |
|
| 5114 |
5114
Eastover Investment Advisors
Charlotte,
North Carolina
| $1.66億 | -$2111万 | -11% | 2.47% | 105% | 49 | 16.33% | 2.5 |
|
| 5115 |
5115
Planned Solutions
Folsom,
California
| $1.66億 | -$289万 | -2% | 2.93% | 68.3% | 84 | 9.52% | 2.1 |
|
| 5116 |
5116
Kennedy Investment Group
West Depford,
New Jersey
| $1.66億 | -$458万 | -3% | 3.58% | 95.4% | 123 | 7.32% | 0.7 |
|
| 5117 |
SFMG
5117
Sage Financial Management Group
Mclean,
Virginia
| $1.66億 | +$1.5億 | +898% | 3.44% | 47.3% | 42 | 83.33% | 0.2 |
|
| 5118 |
5118
Varde Management
Minneapolis,
Minnesota
| $1.66億 | -$259万 | -2% | 5.05% | 149% | 7 | 28.57% | 2 |
|
| 5119 |
5119
Lipe & Dalton
Syracuse,
New York
| $1.66億 | -$934万 | -5% | 4.12% | 101% | 105 | 7.62% | 5.1 |
|
| 5120 |
KCM
5120
Kempner Capital Management
Galveston,
Texas
| $1.66億 | +$1004万 | +6% | 1.19% | 60.9% | 62 | 19.35% | 4 |
|
| 5121 |
5121
Arisaig Partners (Asia)
Singapore
| $1.66億 | -$4267万 | -20% | 5.96% | – | 9 | 22.22% | 1.5 |
|
| 5122 |
5122
Corepath Wealth Partners
Scottsdale,
Arizona
| $1.66億 | -$454万 | -3% | 3.68% | 62.1% | 42 | 4.76% | 2.5 |
|
| 5123 |
5123
Family Investment Center
Saint Joseph,
Missouri
| $1.66億 | +$931万 | +6% | 3.78% | 53.1% | 58 | 22.41% | 0.6 |
|
| 5124 |
5124
Searcy Financial Services
Overland Park,
Kansas
| $1.66億 | -$669万 | -4% | 2.01% | 60.2% | 22 | 9.09% | 2.3 |
|
| 5125 |
5125
Pacific Capital Partners
London,
| $1.65億 | – | – | 5.36% | 61.4% | 59 | – | 0 |
|