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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
DFS
5876
Dixon Fnancial Services
Lafayette,
California
| $1.37億 | – | – | 5.07% | 76.6% | 26 | – | 0 |
|
| 5877 |
5877
Acute Investment Advisory
Mesa,
Arizona
| $1.37億 | – | – | 4.94% | 15% | 52 | – | 0 |
|
| 5878 |
5878
Exelon Corporation
Chicago,
Illinois
| $1.37億 | – | – | 1.19% | – | 9 | – | 0.4 |
|
| 5879 |
5879
Capasso Planning Partners
Charleston,
South Carolina
| $1.37億 | – | – | 5.68% | 51.6% | 83 | – | 0 |
|
| 5880 |
KC
5880
Kenfarb & Co
Ashland,
Kentucky
| $1.37億 | – | – | 13.9% | – | 170 | – | 0 |
|
| 5881 |
5881
Masterton Capital Management
New York
| $1.37億 | -$2238万 | -14% | 8.72% | 1.94% | 28 | 53.57% | 0.3 |
|
| 5882 |
5882
Flagship Private Wealth
Woburn,
Massachusetts
| $1.37億 | +$1168万 | +9% | 8.25% | 70.2% | 79 | 12.66% | 0.9 |
|
| 5883 |
5883
Salvus Wealth Management
Red Bank,
New Jersey
| $1.37億 | +$1431万 | +12% | 11.6% | 108% | 106 | 7.55% | 0.8 |
|
| 5884 |
5884
Diamant Asset Management
Ridgefield,
Connecticut
| $1.37億 | +$1587万 | +13% | 13.8% | 66.9% | 71 | 7.04% | 3.1 |
|
| 5885 |
5885
MAS Advisors
Miami,
Florida
| $1.37億 | – | – | 6.11% | 47.9% | 99 | – | 0 |
|
| 5886 |
FCFC
5886
First Citizens Financial Corp
Mason City,
Iowa
| $1.37億 | +$1146万 | +9% | 7.51% | 72.9% | 106 | 6.6% | 1.6 |
|
| 5887 |
5887
Moulton Wealth Management
Spokane,
Washington
| $1.37億 | +$277万 | +2% | 5.87% | 47.8% | 33 | 27.27% | 0.7 |
|
| 5888 |
5888
JCP Investment Management
Houston,
Texas
| $1.37億 | – | – | 1.95% | 94.7% | 22 | – | 0 |
|
| 5889 |
5889
Meros Investment Management
Dallas,
Texas
| $1.37億 | – | – | 8.95% | 102% | 39 | – | 0 |
|
| 5890 |
5890
F/M Investments
Washington,
District of Columbia
| $1.37億 | -$313万 | -2% | 18.6% | 101% | 108 | 54.63% | 0.4 |
|
| 5891 |
5891
Divergent Planning
Bethesda,
Maryland
| $1.37億 | +$1296万 | +10% | 6.76% | 43.3% | 18 | 11.11% | 0.8 |
|
| 5892 |
SA
5892
Sunesis Advisors
Overland Park,
Kansas
| $1.36億 | +$692万 | +5% | 4.3% | – | 32 | 9.38% | 2.7 |
|
| 5893 |
KLC
5893
Knowledge Leaders Capital
Denver,
Colorado
| $1.36億 | +$1252万 | +10% | 11.2% | 51.6% | 137 | 36.5% | 0.9 |
|
| 5894 |
LC
5894
LNZ Capital
New York
| $1.36億 | +$6695万 | +97% | 11.8% | 58.8% | 25 | 68% | 0.1 |
|
| 5895 |
5895
Mosaic Advisors
Houston,
Texas
| $1.36億 | -$1390万 | -9% | 9.12% | 50.9% | 58 | 44.83% | 0.5 |
|
| 5896 |
5896
Merrion Investment Management
Cranford,
New Jersey
| $1.36億 | +$496万 | +4% | 5.45% | 161% | 101 | 11.88% | 0.8 |
|
| 5897 |
OF
5897
Outfitter Financial
Brunswick,
Maine
| $1.36億 | +$917万 | +7% | 7.13% | 97.6% | 263 | 65.4% | 0.3 |
|
| 5898 |
5898
Atlas Principals
Charlotte,
North Carolina
| $1.36億 | -$7702万 | -36% | 4.61% | – | 51 | 56.86% | 0.5 |
|
| 5899 |
5899
ACT Advisors
Asheville,
North Carolina
| $1.36億 | +$656万 | +5% | 6.97% | 75.4% | 37 | 24.32% | 0.8 |
|
| 5900 |
5900
Morris Capital Advisors
Malvern,
Pennsylvania
| $1.36億 | +$921万 | +7% | 16.8% | 72.9% | 59 | 13.56% | 4.3 |
|