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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Nelson Capital Management
Menlo Park,
California
| $2.65億 | +$1520万 | +6% | 0.6% | 121% | 349 | 18.62% | 0.9 |
|
| 2402 |
2402
Toth Financial Advisory
Leesburg,
Virginia
| $2.65億 | +$168万 | +0.6% | 0.19% | 90.4% | 115 | 8.7% | 1.1 |
|
| 2403 |
2403
FundX Investment Group
San Francisco,
California
| $2.65億 | +$461万 | +2% | 0.06% | 94.6% | 27 | 59.26% | 0.3 |
|
| 2404 |
CCM
2404
Contrarian Capital Management
Greenwich,
Connecticut
| $2.65億 | -$5701万 | -18% | 7.52% | 29.4% | 44 | 38.64% | 0.6 |
|
| 2405 |
2405
Bath Savings Trust
Bath,
Maine
| $2.65億 | +$187万 | +0.7% | 0.87% | 57.8% | 112 | 7.14% | 1.1 |
|
| 2406 |
2406
Aviance Capital Partners
Naples,
Florida
| $2.64億 | +$835万 | +3% | 1.05% | 98.2% | 251 | 17.93% | 0.9 |
|
| 2407 |
2407
United Bank (West Virginia)
Parkersburg,
West Virginia
| $2.64億 | -$226万 | -0.8% | 1.69% | 22.5% | 128 | 17.19% | 1.1 |
|
| 2408 |
CBT
2408
Central Bank & Trust
Lexington,
Kentucky
| $2.64億 | +$581万 | +2% | 0.75% | 118% | 350 | 26% | 1.1 |
|
| 2409 |
2409
Gargoyle Investment Advisor
Englewood,
New Jersey
| $2.64億 | -$285万 | -1% | 0.75% | 34.5% | 162 | 25.31% | 0.7 |
|
| 2410 |
2410
Summit Equities
Parsippany,
New Jersey
| $2.64億 | +$995万 | +4% | 2.62% | 40.7% | 21 | 4.76% | 0.5 |
|
| 2411 |
2411
Maple Capital Management
Montpelier,
Vermont
| $2.64億 | -$1095万 | -4% | 0.67% | 100% | 126 | 4.76% | 1.1 |
|
| 2412 |
BCM
2412
Birmingham Capital Management
Birmingham,
Alabama
| $2.64億 | -$1060万 | -4% | 2.32% | 103% | 105 | 4.76% | 1.2 |
|
| 2413 |
2413
CTC (Chicago Trading Company)
Chicago,
Illinois
| $2.63億 | +$1.02億 | +63% | 5.02% | 192% | 6 | 50% | 0.4 |
|
| 2414 |
MPEM
2414
Marathon Partners Equity Management
New York
| $2.63億 | +$1395万 | +6% | 5.2% | – | 30 | 20% | 0.6 |
|
| 2415 |
2415
Lathrop Investment Management
Little Rock,
Arkansas
| $2.63億 | -$10.5万 | -0% | 1.18% | 72.2% | 60 | 11.67% | 1.1 |
|
| 2416 |
2416
Palouse Capital Management
Spokane,
Washington
| $2.62億 | -$860万 | -3% | 1.4% | 67.8% | 131 | 19.85% | 0.9 |
|
| 2417 |
2417
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $2.62億 | -$471万 | -2% | 0.51% | 103% | 69 | 13.04% | 0.6 |
|
| 2418 |
2418
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $2.62億 | +$1100万 | +4% | 0.6% | 86% | 210 | 12.86% | 0.9 |
|
| 2419 |
2419
Apriem Advisors
Irvine,
California
| $2.62億 | -$11.6万 | -0% | 1.91% | 74.3% | 638 | 29.31% | 0.9 |
|
| 2420 |
2420
Segment Wealth Management
Houston,
Texas
| $2.62億 | +$347万 | +1% | 0.8% | 102% | 185 | 11.35% | 1 |
|
| 2421 |
2421
Thomasville National Bank
Thomasville,
Georgia
| $2.62億 | -$1181万 | -4% | 0.98% | – | 142 | 14.08% | 1 |
|
| 2422 |
2422
Southeast Asset Advisors
Thomasville,
Georgia
| $2.62億 | -$760万 | -3% | 1.05% | 91.5% | 103 | 14.56% | 1.1 |
|
| 2423 |
2423
Barton Investment Management
West Conshohocken,
Pennsylvania
| $2.61億 | +$559万 | +2% | 0.17% | 80.3% | 48 | 10.42% | 1.1 |
|
| 2424 |
2424
Heronetta Management
New York
| $2.61億 | +$923万 | +4% | 1.82% | 59.7% | 41 | 4.88% | 1.1 |
|
| 2425 |
EVM
2425
Evelyn V. Moreno
| $2.61億 | -$575万 | -2% | 0.59% | 39.4% | 75 | 4% | 0.7 |
|