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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
CBNLCF
6201
Cognios Beta Neutral Large Cap Fund
Prairie Village,
Kansas
| $1.05億 | +$86.4万 | +0.8% | 0.94% | – | 122 | 14.75% | 2.5 |
|
| 6202 |
6202
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $1.05億 | +$89.8万 | +0.9% | 8.26% | 101% | 526 | 5.13% | 1.2 |
|
| 6203 |
6203
Bank of Marin
Novato,
California
| $1.05億 | -$176万 | -2% | 9.47% | 80.3% | 129 | 16.28% | 2.4 |
|
| 6204 |
6204
Masterton Capital Management
New York
| $1.05億 | +$2139万 | +26% | 2.02% | 1.94% | 28 | 53.57% | 0.6 |
|
| 6205 |
6205
Merrion Investment Management
Cranford,
New Jersey
| $1.05億 | -$266万 | -2% | 5.91% | 161% | 95 | 10.53% | 1.7 |
|
| 6206 |
6206
Unconventional Investor
Portsmouth,
New Hampshire
| $1.05億 | +$611万 | +6% | 4.49% | 62.7% | 33 | 9.09% | 1 |
|
| 6207 |
6207
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $1.05億 | +$773万 | +8% | 6.97% | 79.7% | 106 | 8.49% | 0.9 |
|
| 6208 |
6208
Worth Financial Advisory Group
Charlotte,
North Carolina
| $1.05億 | +$1861万 | +22% | 6.47% | 93.3% | 123 | 17.07% | 0.2 |
|
| 6209 |
AMAL
6209
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $1.05億 | +$326万 | +3% | 5.09% | 125% | 17 | 11.76% | 4.1 |
|
| 6210 |
6210
Barden Capital Management
Austin,
Texas
| $1.05億 | +$706万 | +7% | 8.3% | 80.1% | 73 | 13.7% | 0.9 |
|
| 6211 |
6211
Sippican Capital Advisors
Boston,
Massachusetts
| $1.05億 | +$6.25万 | +0.1% | 0.9% | 81.1% | 104 | 8.65% | 5.1 |
|
| 6212 |
6212
Empirical Asset Management
Wellesley,
Massachusetts
| $1.05億 | +$955万 | +10% | 3.65% | 94.5% | 206 | 50.49% | 0.7 |
|
| 6213 |
6213
Carl Stuart Investment Advisor
Austin,
Texas
| $1.04億 | -$371万 | -3% | 11.4% | 84.4% | 54 | 81.48% | 0.3 |
|
| 6214 |
6214
Peterson Wealth Management
Sparks,
Nevada
| $1.04億 | +$638万 | +7% | 4.53% | 88.9% | 59 | 6.78% | 1.7 |
|
| 6215 |
6215
Alcosta Capital Management
San Ramon,
California
| $1.04億 | +$520万 | +5% | 19% | 175% | 35 | 28.57% | 1.2 |
|
| 6216 |
6216
Axiom Advisory
San Diego,
California
| $1.04億 | +$996万 | +11% | 8.1% | 16.4% | 30 | 13.33% | 1 |
|
| 6217 |
6217
Financial Alternatives
La Jolla,
California
| $1.04億 | +$366万 | +4% | 4.81% | 50.2% | 80 | 7.5% | 0.2 |
|
| 6218 |
6218
Olistico Wealth
Tulsa,
Oklahoma
| $1.04億 | +$1187万 | +13% | 10.9% | 108% | 105 | 12.38% | 0.2 |
|
| 6219 |
6219
Wilson & Boucher Capital Management
Moraga,
California
| $1.04億 | +$649万 | +7% | 4.99% | 69.8% | 104 | 6.73% | 1.1 |
|
| 6220 |
6220
Dover Advisors
Richmond,
Virginia
| $1.04億 | +$1125万 | +12% | 6.29% | 65% | 101 | 12.87% | 0.2 |
|
| 6221 |
6221
Yorktown Energy Partners X
New York
| $1.04億 | -$670万 | -6% | 3.98% | 95.9% | 4 | 0% | 2.3 |
|
| 6222 |
6222
CPR Investments
Rochester,
Michigan
| $1.04億 | +$333万 | +3% | 3.83% | 84% | 57 | 71.93% | 0.4 |
|
| 6223 |
6223
Kellett Wealth Advisors
Cincinnati,
Ohio
| $1.04億 | +$92.4万 | +0.9% | 1.67% | 76.3% | 59 | 15.25% | 1 |
|
| 6224 |
6224
Brown Financial Advisory
Fairhope,
Alabama
| $1.04億 | +$695万 | +7% | 5.62% | 73.2% | 31 | 16.13% | 1.9 |
|
| 6225 |
6225
Heritage Wealth Management (Texas)
Houston,
Texas
| $1.04億 | +$527万 | +5% | 4.01% | 55.9% | 28 | 17.86% | 0.2 |
|