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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $24億 | +$7239万 | +3% | 1.34% | 80.6% | 197 | 15.23% | 3.9 |
|
| 1352 |
1352
Leavell Investment Management
Mobile,
Alabama
| $24億 | +$3153万 | +1% | 2.38% | 84.5% | 612 | 8.33% | 5.8 |
|
| 1353 |
1353
Davidson Investment Advisors
Great Falls,
Montana
| $24億 | +$4667万 | +2% | 3.13% | 79% | 125 | 7.2% | 5.5 |
|
| 1354 |
1354
Trajan Wealth
Scottsdale,
Arizona
| $24億 | +$8380万 | +4% | 2.75% | – | 165 | 10.3% | 1.4 |
|
| 1355 |
1355
Summitry LLC
Foster City,
California
| $24億 | +$3295万 | +1% | 3.52% | 68.1% | 276 | 28.62% | 2.3 |
|
| 1356 |
1356
Trust Company of Vermont
Brattleboro,
Vermont
| $24億 | +$9800万 | +4% | 3.21% | – | 1,196 | 13.96% | 4.1 |
|
| 1357 |
1357
Birch Hill Investment Advisors
Boston,
Massachusetts
| $23.9億 | +$2523万 | +1% | 3.26% | 80.1% | 206 | 7.28% | 7 |
|
| 1358 |
1358
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $23.9億 | +$7557万 | +3% | 2.04% | 82% | 288 | 8.33% | 7 |
|
| 1359 |
1359
Advocacy Wealth Management Services
Atlanta,
Georgia
| $23.9億 | +$8605万 | +4% | 2.49% | 48.3% | 148 | 8.11% | 1.1 |
|
| 1360 |
1360
Linscomb Wealth
Houston,
Texas
| $23.8億 | +$6082万 | +3% | 2.81% | 75.2% | 318 | 7.55% | 7.2 |
|
| 1361 |
1361
Westchester Capital Management (New York)
Valhalla,
New York
| $23.8億 | +$1.94億 | +9% | 9.62% | 100% | 342 | 40.64% | 0.5 |
|
| 1362 |
1362
Logan Capital Management
Newtown Square,
Pennsylvania
| $23.8億 | +$587万 | +0.2% | 2.67% | 134% | 487 | 44.56% | 8.1 |
|
| 1363 |
1363
Paradigm Capital Management Inc
Albany,
New York
| $23.8億 | +$6906万 | +3% | 7.59% | 237% | 129 | 12.4% | 7.6 |
|
| 1364 |
1364
Quinn Opportunity Partners
Charlottesville,
Virginia
| $23.7億 | +$9.6億 | +68% | 5.31% | 77.6% | 421 | 33.73% | 1.1 |
|
| 1365 |
1365
Seizert Capital Partners
Birmingham,
Michigan
| $23.7億 | +$5932万 | +3% | 4.76% | 75.2% | 189 | 15.87% | 3.2 |
|
| 1366 |
1366
Bpifrance
Maisons Alfort, Cedex,
France
| $23.7億 | +$3.98億 | +20% | 17.6% | 53.2% | 2 | 0% | 5.9 |
|
| 1367 |
1367
Osterweis Capital Management
San Francisco,
California
| $23.6億 | +$1.47億 | +7% | 3.87% | 93.7% | 321 | 21.81% | 2 |
|
| 1368 |
1368
Advance Capital Management
Southfield,
Michigan
| $23.6億 | +$5445万 | +2% | 2.07% | 54.4% | 186 | 11.83% | 2.3 |
|
| 1369 |
1369
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $23.5億 | +$1.36億 | +6% | 4.87% | 135% | 325 | 35.69% | 2 |
|
| 1370 |
1370
VestGen Advisors
Inverness,
Illinois
| $23.5億 | -$6.52億 | -22% | 3.05% | – | 853 | 30.95% | 0.5 |
|
| 1371 |
1371
Bell Bank
Fargo,
North Dakota
| $23.4億 | +$3112万 | +1% | 2.33% | 71% | 208 | 11.54% | 4.9 |
|
| 1372 |
1372
CAS Investment Partners
Westport,
Connecticut
| $23.4億 | +$9483万 | +4% | 11.3% | 527% | 5 | 0% | 4.4 |
|
| 1373 |
1373
Moors & Cabot
Boston,
Massachusetts
| $23.4億 | +$4423万 | +2% | 2.54% | 124% | 975 | 12.62% | 5 |
|
| 1374 |
1374
Granahan Investment Management
Waltham,
Massachusetts
| $23.4億 | -$1.07億 | -4% | 0.46% | 265% | 173 | 24.86% | 2.2 |
|
| 1375 |
1375
Nationwide Fund Advisors
Columbus,
Ohio
| $23.4億 | +$5.22億 | +29% | 1% | 34.1% | 10 | 0% | 3.1 |
|