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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Capital Wealth Planning
Naples,
Florida
| $2.22億 | +$9488万 | +75% | 2.17% | 73.9% | 164 | 63.41% | 0.1 |
|
| 2352 |
2352
YCG LLC
Austin,
Texas
| $2.22億 | +$471万 | +2% | 3.55% | 27% | 90 | 7.78% | 0.2 |
|
| 2353 |
2353
Arthur J. Gallagher & Co
Rolling Meadows,
Illinois
| $2.21億 | +$1400万 | +7% | 12.6% | – | 4 | 25% | 0.3 |
|
| 2354 |
2354
Barton Investment Management
West Conshohocken,
Pennsylvania
| $2.21億 | +$2778万 | +14% | 17.8% | 80.3% | 53 | 9.43% | 0.2 |
|
| 2355 |
2355
Stieven Capital Advisors
St. Louis,
Missouri
| $2.21億 | +$1132万 | +5% | 9.27% | 117% | 68 | 27.94% | 0.2 |
|
| 2356 |
2356
Private Trust Company
Cleveland,
Ohio
| $2.21億 | +$327万 | +2% | 3.92% | 87.7% | 1,897 | 15.66% | 0.2 |
|
| 2357 |
ST
2357
Semper Trust
King Of Prussia,
Pennsylvania
| $2.21億 | +$4787万 | +28% | 5.17% | – | 160 | 15.63% | 0.2 |
|
| 2358 |
2358
Argus Investors Counsel
New York
| $2.21億 | -$888万 | -4% | 4.85% | 132% | 52 | 1.92% | 0.2 |
|
| 2359 |
2359
Wright Investors Service
Shelton,
Connecticut
| $2.21億 | +$928万 | +4% | 8.99% | 146% | 232 | 18.97% | 0.2 |
|
| 2360 |
2360
Stonebridge Capital Management
Los Angeles,
California
| $2.21億 | +$584万 | +3% | 3.36% | – | 190 | 17.37% | 0.2 |
|
| 2361 |
2361
Carlson Capital Management
Northfield,
Minnesota
| $2.2億 | +$910万 | +4% | 6.05% | 9.85% | 66 | 18.18% | 0.2 |
|
| 2362 |
2362
Old Second National Bank of Aurora
Aurora,
Illinois
| $2.2億 | +$262万 | +1% | 2.73% | 93.7% | 280 | 14.29% | 0.2 |
|
| 2363 |
2363
Courage Capital Management
Nashville,
Tennessee
| $2.2億 | -$3991万 | -15% | 8.98% | 86.5% | 51 | 39.22% | 0.2 |
|
| 2364 |
2364
Chatham Capital Group
Savannah,
Georgia
| $2.2億 | +$1504万 | +7% | 3.4% | 97% | 114 | 10.53% | 0.2 |
|
| 2365 |
2365
USCA RIA
Houston,
Texas
| $2.2億 | +$2070万 | +10% | 4.05% | 60.6% | 267 | 20.22% | 0.2 |
|
| 2366 |
2366
Cooperatieve Rabobank
Utrecht,
Netherlands
| $2.2億 | -$5024万 | -19% | 9.23% | – | 175 | 42.86% | 0.2 |
|
| 2367 |
2367
Marquette Asset Management
Minneapolis,
Minnesota
| $2.2億 | +$1434万 | +7% | 5.59% | 69.6% | 94 | 23.4% | 0.2 |
|
| 2368 |
2368
Lisanti Capital Growth
New York
| $2.19億 | +$1070万 | +5% | 29.3% | 1,490% | 124 | 39.52% | 0.2 |
|
| 2369 |
2369
Wilkins Investment Counsel
Boston,
Massachusetts
| $2.19億 | +$369万 | +2% | 3.88% | 56.2% | 61 | 1.64% | 0.3 |
|
| 2370 |
2370
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $2.19億 | +$2235万 | +11% | 0.01% | 0.23% | 50 | 2% | 0.2 |
|
| 2371 |
2371
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $2.19億 | +$1065万 | +5% | 3.15% | 65.9% | 120 | 14.17% | 0.2 |
|
| 2372 |
2372
TradeWorx
Red Bank,
New Jersey
| $2.19億 | -$1420万 | -6% | 13.6% | – | 720 | 80.14% | 0.1 |
|
| 2373 |
2373
Alexandria Capital
Arlington,
Virginia
| $2.18億 | +$1384万 | +7% | 5.85% | 66.8% | 719 | 17.25% | 0.2 |
|
| 2374 |
2374
Salem Capital Management
Woburn,
Massachusetts
| $2.17億 | +$761万 | +4% | 4.73% | 32.3% | 77 | 6.49% | 0.2 |
|
| 2375 |
2375
Meristem Family Wealth
Minnetonka,
Minnesota
| $2.17億 | +$93.5万 | +0.4% | 4.09% | 67.7% | 110 | 9.09% | 0.2 |
|