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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Juniper Investment Company
New York
| $1.51億 | +$1070万 | +8% | 36.8% | 358% | 11 | 9.09% | 1.5 |
|
| 5227 |
5227
Tempus Wealth Planning
Irvine,
California
| $1.51億 | +$5626万 | +60% | 4.99% | 95% | 154 | 37.66% | 0.7 |
|
| 5228 |
5228
First Financial Corp
Terre Haute,
Indiana
| $1.5億 | +$633万 | +4% | 4.43% | 95.3% | 356 | 3.09% | 5.3 |
|
| 5229 |
5229
GoodHaven Capital Management
Millburn,
New Jersey
| $1.5億 | +$1682万 | +13% | 9.82% | 80.7% | 28 | 14.29% | 3.4 |
|
| 5230 |
5230
Royal Harbor Partners
Houston,
Texas
| $1.5億 | +$1919万 | +15% | 6.59% | 49.5% | 80 | 16.25% | 0.9 |
|
| 5231 |
5231
Briaud Financial Planning
College Station,
Texas
| $1.5億 | +$1435万 | +11% | 4.68% | 113% | 23 | 17.39% | 1 |
|
| 5232 |
5232
Banco de Sabadell
Miami,
Florida
| $1.5億 | -$8.19億 | -84% | 7.82% | 75.1% | 318 | 63.21% | 2.2 |
|
| 5233 |
5233
Lederer & Associates Investment Counsel
Long Beach,
California
| $1.5億 | +$829万 | +6% | 7.87% | 75.5% | 154 | 44.81% | 3.7 |
|
| 5234 |
5234
Pratt Collard Advisory Partners
Buffalo,
New York
| $1.5億 | +$1020万 | +7% | 6.72% | 91.7% | 100 | 6% | 2.7 |
|
| 5235 |
5235
SVB Investment Services
Salt Lake City,
Utah
| $1.5億 | +$2444万 | +19% | 5.51% | – | 38 | 7.89% | 1.4 |
|
| 5236 |
AWAM
5236
Appian Way Asset Management
New York
| $1.5億 | -$4586万 | -23% | 6.49% | 49.4% | 77 | 84.42% | 0.1 |
|
| 5237 |
5237
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $1.5億 | +$3652万 | +32% | 5.18% | 59.7% | 216 | 26.85% | 0.9 |
|
| 5238 |
MJB
5238
Mark J. Bradley
| $1.5億 | +$219万 | +1% | 7.51% | – | 51 | 1.96% | 0.5 |
|
| 5239 |
5239
Gables Capital Management
Miami,
Florida
| $1.5億 | -$3139万 | -17% | 8.41% | 151% | 388 | 11.86% | 2.5 |
|
| 5240 |
5240
Value Star Asset Management
Hong Kong
| $1.5億 | +$1226万 | +9% | – | – | 29 | 48.28% | 0.2 |
|
| 5241 |
5241
Washburn Capital Management
Vero Beach,
Florida
| $1.5億 | +$221万 | +2% | 8.84% | 123% | 59 | 20.34% | 1.1 |
|
| 5242 |
KLC
5242
Knowledge Leaders Capital
Denver,
Colorado
| $1.49億 | +$2376万 | +19% | 7.48% | 51.6% | 151 | 40.4% | 0.6 |
|
| 5243 |
5243
Grace Capital
Quincy,
Massachusetts
| $1.49億 | -$790万 | -5% | 8.31% | 127% | 214 | 30.37% | 2.1 |
|
| 5244 |
5244
Cox Capital Management
Andover,
Massachusetts
| $1.49億 | +$489万 | +3% | 4.86% | 106% | 83 | 6.02% | 2.2 |
|
| 5245 |
5245
One Charles Private Wealth Services
Hingham,
Massachusetts
| $1.49億 | +$1.27億 | +584% | 4.55% | 99.7% | 111 | 70.27% | 0.2 |
|
| 5246 |
5246
New World Advisors
Hingham,
Massachusetts
| $1.49億 | -$3290万 | -18% | 8% | 84.1% | 109 | 87.16% | 0.3 |
|
| 5247 |
5247
Palumbo Wealth Management
Great Neck,
New York
| $1.49億 | +$1635万 | +12% | 8% | 115% | 107 | 18.69% | 0.4 |
|
| 5248 |
5248
IFS Advisors
Overland Park,
Kansas
| $1.49億 | +$2109万 | +17% | 4.37% | 54.2% | 29 | 20.69% | 0.4 |
|
| 5249 |
5249
Applied Fundamental Research
Cambridge,
Massachusetts
| $1.49億 | +$3033万 | +26% | 5.56% | 44.6% | 12 | 16.67% | 0.5 |
|
| 5250 |
5250
Colorado Capital Management
Boulder,
Colorado
| $1.49億 | +$866万 | +6% | 5.04% | 60.4% | 74 | 1.35% | 4.3 |
|