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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Colorado Capital Management
Boulder,
Colorado
| $1.79億 | +$644万 | +4% | 1.94% | 60.4% | 99 | 11.11% | 4.7 |
|
| 5602 |
5602
Carl P. Sherr & Co
Worcester,
Massachusetts
| $1.79億 | +$193万 | +1% | 2.59% | 68.8% | 121 | 4.13% | 3.1 |
|
| 5603 |
5603
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $1.79億 | +$1480万 | +9% | 3.39% | 60.9% | 70 | 35.71% | 2.1 |
|
| 5604 |
5604
Walden Wealth Partners
Beachwood,
Ohio
| $1.79億 | +$686万 | +4% | 2.61% | – | 93 | 7.53% | 0.5 |
|
| 5605 |
5605
Renaissance Capital
Stamford,
Connecticut
| $1.79億 | -$1363万 | -7% | 3.87% | 392% | 60 | 43.33% | 1.3 |
|
| 5606 |
5606
Cordant Inc
Portland,
Oregon
| $1.79億 | +$649万 | +4% | 0.37% | 47% | 71 | 2.82% | 3.3 |
|
| 5607 |
5607
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $1.79億 | -$145万 | -0.8% | 3.39% | 92.4% | 443 | 12.19% | 5 |
|
| 5608 |
5608
New England Capital Financial Advisors
Meriden,
Connecticut
| $1.79億 | +$157万 | +0.9% | 0.52% | 55.6% | 415 | 6.99% | 1.3 |
|
| 5609 |
5609
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $1.79億 | +$553万 | +3% | 2.02% | 81.9% | 172 | 9.3% | 2.5 |
|
| 5610 |
5610
RP Management
New York
| $1.79億 | -$132万 | -0.7% | 24.7% | 208% | 4 | 25% | 2.4 |
|
| 5611 |
5611
Financial Council
Towson,
Maryland
| $1.79億 | +$972万 | +6% | 4.19% | 80% | 86 | 9.3% | 1.7 |
|
| 5612 |
5612
CNA Financial
Chicago,
Illinois
| $1.79億 | -$2109万 | -11% | 2.23% | 48.6% | 18 | 38.89% | 1.5 |
|
| 5613 |
5613
Nierenberg Investment Management Company
Camas,
Washington
| $1.79億 | -$81.1万 | -0.5% | 1.08% | 135% | 59 | 35.59% | 1.4 |
|
| 5614 |
5614
Blackston Financial Advisory Group
The Villages,
Florida
| $1.79億 | +$2808万 | +19% | 4.54% | 69.1% | 110 | 68.18% | 0.9 |
|
| 5615 |
CCP
5615
Cunning Capital Partners
Morrisville,
North Carolina
| $1.79億 | -$212万 | -1% | 2.62% | 268% | 82 | 2.44% | 0.7 |
|
| 5616 |
5616
Magnolia Capital Advisors
Jackson,
Mississippi
| $1.79億 | +$5907万 | +49% | 0.09% | 78.7% | 169 | 73.96% | 0.8 |
|
| 5617 |
IC
5617
Immersion Capital
London,
United Kingdom
| $1.79億 | -$7381万 | -29% | 3.59% | 63.4% | 10 | 20% | 2.1 |
|
| 5618 |
5618
Vivid Wealth Management
West Des Moines,
Iowa
| $1.79億 | +$1867万 | +12% | 3.98% | – | 83 | 30.12% | 0.4 |
|
| 5619 |
5619
IMPACTfolio
Denver,
Colorado
| $1.79億 | +$1302万 | +8% | 2.24% | 51.2% | 44 | 29.55% | 1.3 |
|
| 5620 |
DFS
5620
Dixon Fnancial Services
Lafayette,
California
| $1.78億 | -$222万 | -1% | 0.5% | 76.6% | 36 | 0% | 1.6 |
|
| 5621 |
5621
IRON Financial
Northbrook,
Illinois
| $1.78億 | -$108万 | -0.6% | 2.19% | 60.6% | 103 | 6.8% | 3.2 |
|
| 5622 |
5622
Cooper/Haims Advisors
Victor,
New York
| $1.78億 | +$626万 | +4% | 3.62% | 53.1% | 85 | 5.88% | 3.7 |
|
| 5623 |
5623
Lanham O'Dell & Company
Hurricane,
West Virginia
| $1.78億 | -$1951万 | -10% | 0.01% | 81% | 30 | 20% | 1.5 |
|
| 5624 |
5624
First City Capital Management
Savannah,
Georgia
| $1.78億 | -$255万 | -1% | 2.46% | 76.5% | 172 | 11.63% | 5.9 |
|
| 5625 |
5625
Significant Wealth Partners
Cary,
Illinois
| $1.78億 | +$2561万 | +17% | 2.62% | – | 163 | 63.19% | 0.4 |
|