で公開中です!
詳しく見る
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Oak Harvest Investment Services
Houston,
Texas
| $8.57億 | +$5911万 | +7% | 9.46% | 120% | 179 | 19.55% | 2 |
|
| 2552 |
2552
Philip James Wealth Mangement
Milton,
Georgia
| $8.57億 | +$7291万 | +9% | 8.55% | 76% | 195 | 22.56% | 1 |
|
| 2553 |
2553
Triata Capital
Hong Kong
| $8.57億 | +$3.44億 | +67% | 29.1% | – | 16 | 12.5% | 0.6 |
|
| 2554 |
2554
Fiducient Advisors
Chicago,
Illinois
| $8.56億 | +$3875万 | +5% | 5.75% | 52.3% | 172 | 19.77% | 1.9 |
|
| 2555 |
2555
River Wealth Advisors
Camp Hill,
Pennsylvania
| $8.55億 | +$5083万 | +6% | 7.66% | 80.3% | 209 | 6.22% | 6.3 |
|
| 2556 |
2556
Grove Bank & Trust
Miami,
Florida
| $8.55億 | +$5297万 | +7% | 7.55% | 80.5% | 896 | 12.39% | 3 |
|
| 2557 |
2557
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $8.55億 | +$6978万 | +9% | 7.21% | 67.5% | 249 | 12.85% | 2 |
|
| 2558 |
2558
Novem Group
Rochester,
New York
| $8.54億 | +$6001万 | +8% | 6.38% | – | 452 | 17.7% | 0.6 |
|
| 2559 |
2559
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $8.53億 | +$9309万 | +12% | 6.53% | 84.5% | 514 | 17.7% | 3.1 |
|
| 2560 |
2560
Sendero Wealth Management
San Antonio,
Texas
| $8.53億 | +$5173万 | +6% | 8.46% | 99.2% | 198 | 9.6% | 1.9 |
|
| 2561 |
2561
Criteria Caixa
Barcelona,
Spain
| $8.53億 | +$9110万 | +12% | 13.6% | 35.5% | 22 | 27.27% | 2 |
|
| 2562 |
2562
Red Cedar Investment Management
Grand Rapids,
Michigan
| $8.53億 | +$6102万 | +8% | 9.77% | 81.4% | 85 | 8.24% | 2.9 |
|
| 2563 |
2563
Rivulet Capital
Summit,
New Jersey
| $8.52億 | -$1.78億 | -17% | 1.52% | 27.4% | 16 | 18.75% | 1.8 |
|
| 2564 |
2564
Slow Capital
Greenbrae,
California
| $8.51億 | +$3456万 | +4% | 7.35% | 156% | 121 | 5.79% | 4.9 |
|
| 2565 |
2565
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $8.51億 | -$7297万 | -8% | 19% | 142% | 24 | 29.17% | 3.5 |
|
| 2566 |
2566
Mattern Capital Management
Lakewood,
Colorado
| $8.51億 | +$1817万 | +2% | 2.4% | 31.5% | 174 | 3.45% | 3.5 |
|
| 2567 |
2567
Fort Point Capital Partners
San Francisco,
California
| $8.49億 | -$5.38億 | -39% | 6.08% | 62.2% | 326 | 37.42% | 4.2 |
|
| 2568 |
2568
Legacy Edge Advisors
Syosset,
New York
| $8.49億 | +$9994万 | +13% | 5.43% | – | 216 | 14.35% | 1.3 |
|
| 2569 |
2569
Insight Wealth Strategies
San Ramon,
California
| $8.49億 | +$5708万 | +7% | 6.82% | 83.5% | 187 | 17.11% | 2.6 |
|
| 2570 |
2570
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $8.49億 | +$5797万 | +7% | 5.63% | 51.1% | 599 | 6.51% | 4.2 |
|
| 2571 |
2571
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $8.48億 | +$6572万 | +8% | 5.72% | 52.3% | 16 | 0% | 3.3 |
|
| 2572 |
2572
Quadcap Wealth Management
Frisco,
Texas
| $8.48億 | +$6027万 | +8% | 8.52% | – | 435 | 16.09% | 1.3 |
|
| 2573 |
2573
Private Wealth Asset Management
Cedar Rapids,
Iowa
| $8.48億 | +$9403万 | +12% | 7.18% | – | 1,148 | 10.19% | 0.5 |
|
| 2574 |
2574
Cortland Associates
St Louis,
Missouri
| $8.47億 | -$1020万 | -1% | 2.45% | 58.4% | 65 | 10.77% | 5.7 |
|
| 2575 |
RIA
2575
RPG Investment Advisory
Pleasanton,
California
| $8.47億 | +$4260万 | +5% | 11.5% | 186% | 87 | 5.75% | 4.7 |
|