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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
CC
5326
Colrain Capital
Boston,
Massachusetts
| $2.95億 | +$3667万 | +14% | 25.2% | – | 28 | 17.86% | 6 |
|
| 5327 |
WSL
5327
Western Standard LLC
Los Angeles,
California
| $2.95億 | +$1.05億 | +55% | 17.2% | 83.7% | 41 | 78.05% | 0.3 |
|
| 5328 |
TC
5328
Towle & Co
Denver,
Colorado
| $2.95億 | +$3767万 | +15% | 31.8% | 172% | 69 | 36.23% | 0.9 |
|
| 5329 |
CG
5329
Clarus Group
Houston,
Texas
| $2.95億 | +$1606万 | +6% | 11.6% | 65.5% | 132 | 18.18% | 2.6 |
|
| 5330 |
UHC
5330
Union Heritage Capital
Bloomfield Hills,
Michigan
| $2.95億 | +$2577万 | +10% | 18.4% | 82.1% | 65 | 7.69% | 4 |
|
| 5331 |
DCM
5331
Decatur Capital Management
Decatur,
Georgia
| $2.95億 | +$7627万 | +35% | 16% | 135% | 61 | 59.02% | 2.6 |
|
| 5332 |
NI
5332
Nepsis Inc
Minneapolis,
Minnesota
| $2.95億 | -$375万 | -1% | 19.3% | 131% | 31 | 16.13% | 4.5 |
|
| 5333 |
BAM
5333
Bastion Asset Management
Montreal,
Canada
| $2.95億 | -$3317万 | -10% | 12.3% | – | 91 | 69.23% | 0.3 |
|
| 5334 |
ASG
5334
Advisory Solutions Group
Plymouth,
Minnesota
| $2.95億 | – | – | 12.7% | – | 206 | – | 0 |
|
| 5335 |
KIG
5335
Kennedy Investment Group
West Depford,
New Jersey
| $2.95億 | +$3934万 | +15% | 21.3% | 84.8% | 150 | 12.67% | 2.2 |
|
| 5336 |
T
5336
TrustBank
Olney,
Illinois
| $2.95億 | +$3680万 | +14% | 13.1% | – | 178 | 15.17% | 0.4 |
|
| 5337 |
BFP
5337
Beacon Financial Planning
Hyannis,
Massachusetts
| $2.95億 | +$3638万 | +14% | 16.6% | 71.1% | 88 | 17.05% | 1.6 |
|
| 5338 |
TGIA
5338
Torrey Growth & Income Advisors
Del Mar,
California
| $2.94億 | +$5583万 | +23% | 49.3% | – | 123 | 22.76% | 0.6 |
|
| 5339 |
ISFAN
5339
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| $2.94億 | -$3197万 | -10% | 16% | – | 291 | 31.96% | 1.1 |
|
| 5340 |
MFG
5340
Mainsail Financial Group
Bellevue,
Washington
| $2.94億 | +$5433万 | +23% | 16.1% | 57.2% | 73 | 16.44% | 2.3 |
|
| 5341 |
IFPG
5341
Intrepid Financial Planning Group
Carmel,
Indiana
| $2.94億 | +$4644万 | +19% | 25.4% | 92.5% | 141 | 15.6% | 2.5 |
|
| 5342 |
LPFG
5342
Landing Point Financial Group
Avon,
Ohio
| $2.94億 | +$8812万 | +43% | 13.5% | – | 104 | 15.38% | 1 |
|
| 5343 |
WFS
5343
Weitzel Financial Services
Dubuque,
Iowa
| $2.94億 | +$2873万 | +11% | 9.91% | 46.3% | 54 | 12.96% | 3.4 |
|
| 5344 |
WIA
5344
Wealthedge Investment Advisors
New York
| $2.94億 | +$2185万 | +8% | 18% | – | 160 | 22.5% | 1 |
|
| 5345 |
VW
5345
Veridan Wealth
West Linn,
Oregon
| $2.94億 | +$2357万 | +9% | 10.8% | – | 91 | 16.48% | 1.6 |
|
| 5346 |
SCA
5346
Summit Creek Advisors
Minneapolis,
Minnesota
| $2.94億 | -$1.93億 | -40% | 21.5% | 68.8% | 73 | 23.29% | 3.7 |
|
| 5347 |
BIM
5347
Breakwater Investment Management
Seattle,
Washington
| $2.94億 | +$2479万 | +9% | 9.05% | – | 662 | 32.93% | 1.2 |
|
| 5348 |
DRP
5348
Decker Retirement Planning
Levi,
Utah
| $2.94億 | +$7294万 | +33% | 34.3% | – | 490 | 52.04% | 0.5 |
|
| 5349 |
AWM
5349
Aviso Wealth Management
Bellevue,
Washington
| $2.94億 | +$7170万 | +32% | 24.8% | – | 149 | 9.4% | 2 |
|
| 5350 |
MFP
5350
Meridian Financial Partners
Warrenton,
Virginia
| $2.93億 | +$3019万 | +11% | 15.6% | 73.1% | 128 | 12.5% | 2.5 |
|