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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Kessler Investment Group
Columbus,
Indiana
| $1.21億 | +$723万 | +6% | 1.87% | 251% | 196 | 13.27% | 2 |
|
| 5427 |
5427
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $1.21億 | -$695万 | -5% | 4.53% | 87.2% | 83 | 37.35% | 1.6 |
|
| 5428 |
5428
Israel Discount Bank of New York
New York
| $1.21億 | -$1060万 | -8% | 6.27% | 40.8% | 86 | 5.81% | 4.1 |
|
| 5429 |
5429
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $1.21億 | -$1066万 | -8% | 2.96% | 91.4% | 101 | 18.81% | 1.4 |
|
| 5430 |
LA
5430
Latitude Advisors
Vero Beach,
Florida
| $1.21億 | +$1221万 | +11% | 3.67% | 79.6% | 160 | 18.13% | 1.3 |
|
| 5431 |
5431
Hartline Investment Corp
Winnetka,
Illinois
| $1.21億 | -$5.76億 | -83% | 3.67% | 201% | 230 | 86.09% | 1.3 |
|
| 5432 |
5432
Banco de Sabadell
Miami,
Florida
| $1.21億 | +$186万 | +2% | 5.38% | 75.1% | 85 | 7.06% | 3.3 |
|
| 5433 |
5433
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $1.21億 | +$653万 | +6% | 1.48% | 46.9% | 114 | 9.65% | 1.5 |
|
| 5434 |
5434
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $1.21億 | +$398万 | +3% | 4.62% | 62.6% | 114 | 10.53% | 0.6 |
|
| 5435 |
5435
Chronos Wealth Management
Clearwater,
Florida
| $1.21億 | -$1254万 | -9% | 5.05% | 92.3% | 35 | 5.71% | 2.6 |
|
| 5436 |
5436
Cooper/Haims Advisors
Victor,
New York
| $1.21億 | -$3165万 | -21% | 7.51% | 53.1% | 79 | 16.46% | 3 |
|
| 5437 |
5437
Capital Wealth Alliance
Scottsdale,
Arizona
| $1.21億 | -$2227万 | -16% | 5.71% | 124% | 138 | 21.01% | 1.7 |
|
| 5438 |
5438
Rise Advisors
Rochester,
New York
| $1.21億 | +$2152万 | +22% | 3.39% | 62.8% | 770 | 6.1% | 0.7 |
|
| 5439 |
5439
Cherry Creek Investment Advisors
Englewood,
Colorado
| $1.21億 | -$334万 | -3% | 4.08% | 151% | 94 | 10.64% | 1 |
|
| 5440 |
5440
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $1.21億 | -$1199万 | -9% | 5.19% | 67.8% | 133 | 6.02% | 7.1 |
|
| 5441 |
5441
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $1.21億 | -$592万 | -5% | 3.64% | 70.6% | 567 | 31.22% | 1.9 |
|
| 5442 |
5442
Patron Partners
Houston,
Texas
| $1.2億 | -$557万 | -4% | 3.81% | 90.2% | 165 | 6.06% | 1.5 |
|
| 5443 |
5443
Nierenberg Investment Management Company
Camas,
Washington
| $1.2億 | +$10.6万 | +0.1% | 0.57% | 135% | 48 | 31.25% | 1.1 |
|
| 5444 |
5444
FSM Wealth Advisors
Cleveland,
Ohio
| $1.2億 | +$1935万 | +19% | 5.3% | 68.4% | 135 | 20% | 0.2 |
|
| 5445 |
5445
Old Well Partners
Charlotte,
North Carolina
| $1.2億 | -$463万 | -4% | 1.78% | 97.8% | 45 | 44.44% | 0.9 |
|
| 5446 |
5446
Alpha DNA Investment Management
Columbia,
Maryland
| $1.2億 | +$310万 | +3% | 2.2% | 134% | 209 | 75.12% | 0.2 |
|
| 5447 |
5447
Ridgewood Investments
Springfield,
New Jersey
| $1.2億 | -$702万 | -6% | 6.6% | – | 198 | 18.18% | 2.7 |
|
| 5448 |
WC
5448
Walthausen & Co
Malta,
New York
| $1.2億 | -$1.03億 | -46% | 0.68% | 63.3% | 142 | 34.51% | 2.5 |
|
| 5449 |
5449
First Capital Advisors Group
Little Silver,
New Jersey
| $1.2億 | -$2608万 | -18% | 5.24% | – | 252 | 48.02% | 0.8 |
|
| 5450 |
5450
Planned Solutions
Folsom,
California
| $1.2億 | +$1268万 | +12% | 5.61% | 68.3% | 69 | 15.94% | 1.6 |
|