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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Blue Square Asset Management
New York
| $1.36億 | -$483万 | -3% | 2.19% | 104% | 86 | 25.58% | 0.9 |
|
| 5652 |
5652
Security National Bank of So Dak
Sioux City,
Iowa
| $1.36億 | -$433万 | -3% | 2.86% | 67.7% | 98 | 3.06% | 5.7 |
|
| 5653 |
5653
Verity Asset Management
Durham,
North Carolina
| $1.36億 | +$90.8万 | +0.7% | 2.06% | 87% | 197 | 27.92% | 2.6 |
|
| 5654 |
OCP
5654
OCO Capital Partners
New York
| $1.36億 | -$990万 | -7% | 12.7% | 679% | 3 | 0% | 2.6 |
|
| 5655 |
5655
Twin Lakes Capital Management
Redwood Shores,
California
| $1.36億 | -$522万 | -4% | 0.03% | 131% | 263 | 8.37% | 1.5 |
|
| 5656 |
5656
Prentiss Smith & Co
Brattleboro,
Vermont
| $1.36億 | +$237万 | +2% | 2.42% | 67.4% | 67 | 13.43% | 5.6 |
|
| 5657 |
5657
Roubaix Capital
Denver,
Colorado
| $1.36億 | -$55.8万 | -0.4% | 1.63% | 174% | 58 | 58.62% | 0.5 |
|
| 5658 |
5658
Dentgroup
Baton Rouge,
Louisiana
| $1.36億 | -$268万 | -2% | 2.9% | 53.6% | 114 | 11.4% | 1.3 |
|
| 5659 |
5659
Patron Partners
Houston,
Texas
| $1.36億 | -$588万 | -4% | 2.89% | 90.2% | 179 | 13.41% | 2.1 |
|
| 5660 |
5660
Family Asset Management
Charleston,
South Carolina
| $1.36億 | -$1247万 | -8% | 3.43% | – | 195 | 11.28% | 0.6 |
|
| 5661 |
5661
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $1.35億 | +$295万 | +2% | 1.88% | 62.6% | 151 | 5.96% | 4.6 |
|
| 5662 |
5662
Long Walk Management
Greenwich,
Connecticut
| $1.35億 | +$6.18万 | +0% | 1.49% | 302% | 10 | 30% | 1 |
|
| 5663 |
5663
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $1.35億 | +$136万 | +1% | 2.91% | 55% | 51 | 15.69% | 1.5 |
|
| 5664 |
5664
Summit Investment Advisory Services
Roseville,
Minnesota
| $1.35億 | -$1629万 | -11% | 3.38% | 68.3% | 58 | 8.62% | 0.7 |
|
| 5665 |
IFS
5665
Intelligent Financial Strategies
Excelsior,
Minnesota
| $1.35億 | -$219万 | -2% | 1.19% | 63.5% | 90 | 1.11% | 1.6 |
|
| 5666 |
5666
HF Advisory Group
Annapolis,
Maryland
| $1.35億 | +$828万 | +7% | 3.02% | 73.2% | 150 | 11.33% | 0.6 |
|
| 5667 |
5667
Davidson Trust Company
Seattle,
Washington
| $1.35億 | -$345万 | -2% | 3.4% | 77% | 128 | 4.69% | 2.8 |
|
| 5668 |
EL
5668
EQ LLC
Bellevue,
Washington
| $1.35億 | +$1324万 | +11% | 3.63% | 72.9% | 51 | 13.73% | 1.9 |
|
| 5669 |
5669
Palouse Capital Management
Spokane,
Washington
| $1.35億 | -$837万 | -6% | 3.73% | 67.8% | 76 | 10.53% | 3.4 |
|
| 5670 |
KAM
5670
Kinney Asset Management
Chicago,
Illinois
| $1.35億 | -$1983万 | -13% | 8.77% | 10.1% | 5 | 0% | 2.5 |
|
| 5671 |
5671
Vaughan & Co Securities
Ridgewood,
New Jersey
| $1.35億 | -$605万 | -4% | 3.98% | 70.7% | 54 | 3.7% | 2.7 |
|
| 5672 |
5672
Orleans Capital Management
Mandeville,
Louisiana
| $1.35億 | -$634万 | -4% | 2.7% | 94.6% | 82 | 8.54% | 2.9 |
|
| 5673 |
5673
GoalFusion Wealth Management
Austin,
Texas
| $1.35億 | -$123万 | -0.9% | 2.8% | 47.6% | 29 | 13.79% | 1.1 |
|
| 5674 |
5674
CV Advisors
Aventura,
Florida
| $1.35億 | -$169万 | -1% | 2.35% | 112% | 23 | 4.35% | 1.4 |
|
| 5675 |
5675
Meredith Wealth Planning
Maryville,
Illinois
| $1.35億 | +$1159万 | +9% | 1.47% | 66.5% | 43 | 11.63% | 0.6 |
|