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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Beaton Management Company
Haverhill,
Massachusetts
| $1.58億 | +$987万 | +7% | 6.62% | 95.9% | 132 | 5.3% | 4.4 |
|
| 5302 |
CCP
5302
Cunning Capital Partners
Morrisville,
North Carolina
| $1.58億 | +$1125万 | +8% | 7.53% | 268% | 95 | 78.95% | 0 |
|
| 5303 |
5303
Ayrshire Capital Management
Westport,
Connecticut
| $1.58億 | +$1145万 | +8% | 7.59% | 84.8% | 50 | 12% | 2.8 |
|
| 5304 |
5304
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $1.58億 | +$1677万 | +12% | 6.3% | 81.9% | 165 | 16.97% | 1.8 |
|
| 5305 |
5305
Kensington Investment Counsel
Long Beach,
California
| $1.58億 | +$2525万 | +19% | 7.6% | 81.9% | 99 | 17.17% | 1.9 |
|
| 5306 |
5306
HoldCo Asset Management
Fort Lauderdale,
Florida
| $1.58億 | -$2403万 | -13% | 17.9% | – | 22 | 13.64% | 2 |
|
| 5307 |
5307
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $1.58億 | +$71.4万 | +0.5% | 2.51% | 88.9% | 31 | 3.23% | 4.2 |
|
| 5308 |
5308
Baron Wealth Management
Troy,
Michigan
| $1.58億 | +$1628万 | +12% | 8.01% | 86.8% | 151 | 13.91% | 0.4 |
|
| 5309 |
5309
Juniper Investment Company
New York
| $1.57億 | +$2064万 | +15% | 36.6% | 358% | 9 | 0% | 3.2 |
|
| 5310 |
5310
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $1.57億 | +$1314万 | +9% | 4.32% | 70.3% | 116 | 6.9% | 4 |
|
| 5311 |
5311
Range Financial Group
Tigard,
Oregon
| $1.57億 | +$458万 | +3% | 6.47% | 195% | 185 | 29.19% | 1.2 |
|
| 5312 |
5312
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $1.57億 | +$512万 | +3% | 5.67% | 63.8% | 104 | 14.42% | 2.8 |
|
| 5313 |
5313
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $1.57億 | +$414万 | +3% | 5.25% | 100% | 166 | 7.23% | 7 |
|
| 5314 |
5314
SummerHaven Investment Management
Stamford,
Connecticut
| $1.57億 | -$1444万 | -8% | 13.9% | 150% | 197 | 0.51% | 1.4 |
|
| 5315 |
ZCM
5315
Zenyatta Capital Management
Dover,
Delaware
| $1.57億 | +$6424万 | +69% | 2.08% | – | 38 | 55.26% | 0.5 |
|
| 5316 |
5316
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $1.57億 | +$267万 | +2% | 2.37% | 37.8% | 29 | 6.9% | 5.8 |
|
| 5317 |
5317
Piershale Financial Group
Barrington,
Illinois
| $1.57億 | +$3006万 | +24% | 2.99% | 82% | 306 | 15.03% | 0.6 |
|
| 5318 |
5318
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $1.57億 | +$457万 | +3% | 4.6% | 66% | 173 | 9.25% | 1.2 |
|
| 5319 |
5319
626 Financial
Portage,
Michigan
| $1.57億 | +$566万 | +4% | 6.94% | 71.3% | 120 | 9.17% | 1.7 |
|
| 5320 |
EP
5320
Elkhorn Partners
Omaha,
Nebraska
| $1.57億 | +$543万 | +4% | 3.21% | 32.2% | 52 | 19.23% | 4.2 |
|
| 5321 |
5321
One Plus One Wealth Management
Jupiter,
Florida
| $1.57億 | +$1548万 | +11% | 0.19% | 71.9% | 97 | 17.53% | 1.4 |
|
| 5322 |
5322
Horizon Bancorp
Michigan City,
Indiana
| $1.57億 | -$35.3万 | -0.2% | 0.86% | 33.4% | 255 | 35.29% | 1.8 |
|
| 5323 |
5323
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $1.56億 | +$951万 | +6% | 13.5% | 281% | 49 | 22.45% | 1.2 |
|
| 5324 |
5324
Castellan Group
Louisville,
Kentucky
| $1.56億 | +$1006万 | +7% | 14% | 184% | 66 | 21.21% | 1.3 |
|
| 5325 |
SVG
5325
Sun Valley Gold
Sun Valley,
Idaho
| $1.56億 | -$360万 | -2% | 11.3% | 160% | 13 | 38.46% | 2.8 |
|