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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Lagoda Investment Management
New York
| $1.74億 | +$32.8万 | +0.2% | 11.6% | 250% | 40 | 15% | 6.1 |
|
| 5852 |
5852
Dogwood Wealth Management
Lenexa,
Kansas
| $1.74億 | +$1153万 | +7% | 5.46% | – | 625 | 11.68% | 0.7 |
|
| 5853 |
5853
LCM Capital Management
Chicago,
Illinois
| $1.74億 | +$1353万 | +8% | 6.89% | 128% | 100 | 13% | 2.8 |
|
| 5854 |
5854
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $1.74億 | +$807万 | +5% | 5.31% | 72% | 121 | 8.26% | 2.8 |
|
| 5855 |
RWIA
5855
Roger Wittlin Investment Advisory
San Francisco,
California
| $1.74億 | +$1802万 | +12% | 5.5% | 61.3% | 55 | 12.73% | 1.3 |
|
| 5856 |
FP
5856
Factorial Partners
Mt. Kisco,
New York
| $1.74億 | +$1128万 | +7% | 11.2% | 88.7% | 87 | 25.29% | 2.9 |
|
| 5857 |
5857
Kestrel Investment Management
San Mateo,
California
| $1.74億 | +$2278万 | +15% | 10.6% | 99.8% | 42 | 16.67% | 1.6 |
|
| 5858 |
5858
FourWorld Capital Management
New York
| $1.74億 | +$672万 | +4% | 11.4% | 132% | 38 | 47.37% | 0.8 |
|
| 5859 |
5859
Emprise Bank
Wichita,
Kansas
| $1.74億 | +$1150万 | +7% | 5.11% | – | 108 | 14.81% | 0.5 |
|
| 5860 |
5860
Matrix Private Capital Group
New York
| $1.74億 | +$1435万 | +9% | 6.4% | 62.5% | 156 | 7.05% | 3.4 |
|
| 5861 |
5861
Delta Capital Management
Red Bank,
New Jersey
| $1.73億 | +$803万 | +5% | 6.44% | 129% | 89 | 4.49% | 6 |
|
| 5862 |
5862
Castleview Partners
Dallas,
Texas
| $1.73億 | -$252万 | -1% | 6.43% | 61.3% | 957 | 47.44% | 2.1 |
|
| 5863 |
5863
Trivant Custom Portfolio Group
San Diego,
California
| $1.73億 | +$1055万 | +6% | 5.99% | 86.1% | 202 | 21.29% | 1.1 |
|
| 5864 |
5864
Independent Order of Foresters
Toronto,
Ontario, Canada
| $1.73億 | +$1106万 | +7% | 6.25% | 75.1% | 15 | 20% | 3.8 |
|
| 5865 |
5865
CoreFirst Bank & Trust
Topeka,
Kansas
| $1.73億 | +$2448万 | +16% | 8.38% | 61.4% | 344 | 65.12% | 1.2 |
|
| 5866 |
5866
Granite Harbor Advisors
Houston,
Texas
| $1.73億 | +$1512万 | +10% | 5.1% | 61.5% | 91 | 10.99% | 1.3 |
|
| 5867 |
5867
AUA Capital Management
Camp Hill,
Pennsylvania
| $1.73億 | +$662万 | +4% | 5.51% | 70.2% | 84 | 8.33% | 5.9 |
|
| 5868 |
5868
Banyan Capital Management
Atlanta,
Georgia
| $1.73億 | +$708万 | +4% | 7.81% | 42.5% | 18 | 16.67% | 4.1 |
|
| 5869 |
MA
5869
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $1.73億 | +$2258万 | +15% | 21.2% | 166% | 57 | 0% | 7.5 |
|
| 5870 |
5870
Heritage Wealth Management (Texas)
Houston,
Texas
| $1.73億 | +$1201万 | +7% | 6.73% | 52.3% | 40 | 7.5% | 1.2 |
|
| 5871 |
5871
PFG Private Wealth Management
Lutz,
Florida
| $1.72億 | +$758万 | +5% | 4.5% | 52.6% | 258 | 13.57% | 2.4 |
|
| 5872 |
5872
American Capital Advisory
Ketchum,
Idaho
| $1.72億 | +$3251万 | +23% | 6.32% | 69% | 532 | 26.69% | 0.6 |
|
| 5873 |
5873
Novak & Powell Financial Services
St. Petersburg,
Florida
| $1.72億 | +$1148万 | +7% | 6.78% | – | 157 | 3.82% | 0.7 |
|
| 5874 |
5874
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $1.72億 | +$1120万 | +7% | 5.65% | 72.7% | 92 | 9.78% | 5.7 |
|
| 5875 |
5875
Propel Bio Management
Los Angeles,
California
| $1.72億 | +$1822万 | +12% | 35.5% | – | 27 | 33.33% | 0.5 |
|