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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Jamison Private Wealth Management
Milton,
Georgia
| $4.84億 | – | – | 3.08% | 130% | 395 | – | 0 |
|
| 2802 |
2802
Disciplina Capital Management
Nashville,
Tennessee
| $4.84億 | -$8588万 | -15% | 4.12% | 30% | 57 | 1.75% | 2.5 |
|
| 2803 |
2803
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4.84億 | -$4697万 | -9% | 3.49% | 97.3% | 502 | 14.54% | 3.6 |
|
| 2804 |
2804
Tarbox Family Office
Newport Beach,
California
| $4.83億 | -$3149万 | -6% | 4.12% | 66.4% | 106 | 12.26% | 6.6 |
|
| 2805 |
2805
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $4.83億 | -$1448万 | -3% | 2.31% | 64.4% | 46 | 15.22% | 1 |
|
| 2806 |
2806
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $4.82億 | +$2011万 | +4% | 3.12% | 53.4% | 88 | 19.32% | 1.1 |
|
| 2807 |
2807
Dividend Assets Capital
Ridgeland,
South Carolina
| $4.82億 | -$405万 | -0.8% | 0.88% | 67.4% | 541 | 12.94% | 3.6 |
|
| 2808 |
2808
Per Stirling Capital Management
Austin,
Texas
| $4.82億 | -$960万 | -2% | 3.02% | 63.1% | 208 | 12.98% | 0.6 |
|
| 2809 |
2809
Tortoise Index Solutions
Overland Park,
Kansas
| $4.81億 | -$874万 | -2% | 0.63% | 52.2% | 67 | 5.97% | 5.3 |
|
| 2810 |
2810
Mengis Capital Management
Portland,
Oregon
| $4.81億 | -$2004万 | -4% | 2.87% | 104% | 170 | 5.29% | 5.3 |
|
| 2811 |
2811
World Equity Group
Schaumburg,
Illinois
| $4.81億 | +$1.42億 | +42% | 3.37% | 117% | 386 | 31.35% | 0.8 |
|
| 2812 |
2812
Meridian Wealth Partners
Exton,
Pennsylvania
| $4.8億 | -$678万 | -1% | 3.29% | 54.2% | 101 | 12.87% | 2.4 |
|
| 2813 |
2813
Johnson Bixby & Associates
Vancouver,
Washington
| $4.8億 | -$254万 | -0.5% | 3.59% | 48.7% | 103 | 16.5% | 2 |
|
| 2814 |
2814
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $4.8億 | -$1543万 | -3% | 4.28% | 55.8% | 117 | 7.69% | 4.8 |
|
| 2815 |
2815
Capital Planning Advisors
Roseville,
California
| $4.79億 | -$1396万 | -3% | 2.25% | 64.2% | 131 | 9.92% | 4.1 |
|
| 2816 |
2816
Goldstein Advisors
Madison,
Wisconsin
| $4.79億 | +$164万 | +0.3% | 3.2% | 62.6% | 177 | 9.04% | 0.7 |
|
| 2817 |
2817
HBW Advisory Services
Simi Valley,
California
| $4.79億 | +$1798万 | +4% | 3.45% | 68.6% | 345 | 31.3% | 1.6 |
|
| 2818 |
2818
Strid Group
Newtown Square,
Pennsylvania
| $4.78億 | -$815万 | -2% | 2.87% | 55.2% | 48 | 6.25% | 3.2 |
|
| 2819 |
2819
TFO Wealth Partners
Maumee,
Ohio
| $4.78億 | +$434万 | +0.9% | 4.3% | 63.6% | 1,110 | 25.68% | 0.7 |
|
| 2820 |
2820
Alibaba Group
Causeway Bay,
Hong Kong
| $4.78億 | -$2811万 | -6% | 0.34% | 2.06% | 9 | 0% | 3.8 |
|
| 2821 |
2821
Amarillo National Bank
Amarillo,
Texas
| $4.78億 | -$3782万 | -7% | 3.79% | 63.5% | 102 | 11.76% | 5.5 |
|
| 2822 |
KPF
2822
K2 Principal Fund
Toronto,
Ontario, Canada
| $4.77億 | +$4017万 | +9% | 0.62% | 76.5% | 320 | 58.44% | 0.5 |
|
| 2823 |
2823
Blue Edge Capital
Richmond,
Virginia
| $4.77億 | -$1930万 | -4% | 3.18% | 67.4% | 103 | 6.8% | 5.4 |
|
| 2824 |
2824
Advantage Alpha Capital Partners
San Francisco,
California
| $4.76億 | -$2405万 | -5% | 3.46% | 79.2% | 97 | 14.43% | 1.9 |
|
| 2825 |
MWM
2825
Madison Wealth Management
Cincinnati,
Ohio
| $4.76億 | -$1849万 | -4% | 2.56% | 35.1% | 158 | 8.86% | 2.7 |
|