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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Sigma Investment Counselors
Northville,
Michigan
| $6.25億 | +$1957万 | +3% | 2.94% | 54.9% | 129 | 7.75% | 2.7 |
|
| 1652 |
1652
Rockland Trust
Hanover,
Massachusetts
| $6.24億 | +$4706万 | +8% | 5.29% | 61.5% | 167 | 10.78% | 2.3 |
|
| 1653 |
1653
Crosslink Capital
Menlo Park,
California
| $6.24億 | +$6926万 | +12% | 2.02% | 135% | 39 | 30.77% | 1.6 |
|
| 1654 |
BCM
1654
Brenham Capital Management
Dallas,
Texas
| $6.24億 | -$2.19億 | -26% | 10.8% | 234% | 17 | 58.82% | 0.6 |
|
| 1655 |
1655
S&T Bank
Indiana,
Pennsylvania
| $6.23億 | +$2118万 | +4% | 12.8% | 193% | 85 | 9.41% | 2.7 |
|
| 1656 |
1656
Calamos Wealth Management
Naperville,
Illinois
| $6.21億 | +$3628万 | +6% | 3.07% | 102% | 238 | 15.13% | 1.5 |
|
| 1657 |
TM
1657
TSG6 Management
San Francisco,
California
| $6.2億 | -$3億 | -33% | 0.15% | – | 1 | 0% | 1 |
|
| 1658 |
SM
1658
SG3 Management
Dorado,
Puerto Rico
| $6.2億 | – | – | 4.03% | 38.3% | 249 | – | 0 |
|
| 1659 |
1659
Darrell & King
Charlottesville,
Virginia
| $6.19億 | +$3844万 | +7% | 7.99% | – | 51 | 9.8% | 0.8 |
|
| 1660 |
1660
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $6.19億 | -$1262万 | -2% | 4.66% | 115% | 486 | 4.73% | 2.8 |
|
| 1661 |
1661
Alerus Financial
Grand Forks,
North Dakota
| $6.19億 | +$61.9万 | +0.1% | 2.2% | 97.1% | 129 | 12.4% | 0.5 |
|
| 1662 |
1662
Clearstead Advisors
Cleveland,
Ohio
| $6.18億 | – | – | 10.2% | 71.4% | 206 | – | 0 |
|
| 1663 |
1663
TCV Trust & Wealth Management
Richmond,
Virginia
| $6.17億 | +$2652万 | +4% | 3.01% | 75.3% | 184 | 15.22% | 2.6 |
|
| 1664 |
1664
Mariner Independent Advisor Network
Overland Park,
Kansas
| $6.16億 | -$8539万 | -12% | 1.79% | 39.5% | 215 | 51.63% | 0.6 |
|
| 1665 |
1665
Braver Wealth Management
Needham,
Massachusetts
| $6.16億 | +$1894万 | +3% | 4.63% | 20.4% | 163 | 25.15% | 1.2 |
|
| 1666 |
1666
Coldstream Capital Management
Bellevue,
Washington
| $6.15億 | +$5035万 | +9% | 3.37% | 71% | 262 | 23.66% | 1.5 |
|
| 1667 |
1667
First Hawaiian Bank
Honolulu,
Hawaii
| $6.14億 | +$2798万 | +5% | 2.25% | 72.7% | 99 | 14.14% | 2.6 |
|
| 1668 |
CPP
1668
Crow Point Partners
Boston,
Massachusetts
| $6.14億 | -$2439万 | -4% | 0.33% | 56.9% | 366 | 37.7% | 1 |
|
| 1669 |
FWM
1669
Frontier Wealth Management
Kansas City,
Missouri
| $6.12億 | -$4678万 | -7% | 1.34% | 42.8% | 427 | 21.55% | 1.2 |
|
| 1670 |
1670
Ulysses Management
New York
| $6.11億 | -$2.46億 | -29% | 21.7% | 51.8% | 56 | 44.64% | 1.5 |
|
| 1671 |
1671
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $6.11億 | +$4519万 | +8% | 1.54% | 19.7% | 1,308 | 17.89% | 2 |
|
| 1672 |
1672
Twin Securities
New York
| $6.1億 | +$3600万 | +6% | 1.38% | 506% | 28 | 67.86% | 0.4 |
|
| 1673 |
1673
GW & Wade
Wellesley,
Massachusetts
| $6.08億 | +$5207万 | +9% | 3.86% | 32.2% | 245 | 14.29% | 1.8 |
|
| 1674 |
1674
Moors & Cabot
Boston,
Massachusetts
| $6.08億 | +$937万 | +2% | 3.69% | 124% | 610 | 21.97% | 1.9 |
|
| 1675 |
1675
Beacon Trust
Morristown,
New Jersey
| $6.08億 | +$1087万 | +2% | 2.98% | 33% | 189 | 12.17% | 2.5 |
|