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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $6.83億 | +$5870万 | +9% | 6.63% | 52.1% | 152 | 9.21% | 2.4 |
|
| 2952 |
2952
Lineweaver Wealth Advisors
Valley View,
Ohio
| $6.83億 | +$4962万 | +8% | 6.52% | 68.4% | 174 | 14.94% | 2.6 |
|
| 2953 |
2953
Unique Wealth
Clearwater,
Florida
| $6.82億 | +$6251万 | +10% | 6.34% | 68.5% | 190 | 14.21% | 1.3 |
|
| 2954 |
OCM
2954
Ogborne Capital Management
San Francisco,
California
| $6.82億 | +$2.79億 | +69% | 11.6% | 251% | 16 | 50% | 0.7 |
|
| 2955 |
2955
Eagle Rock Investment Company
Atlanta,
Georgia
| $6.82億 | +$4958万 | +8% | 9.01% | 121% | 170 | 8.24% | 2.5 |
|
| 2956 |
2956
Tarbox Family Office
Newport Beach,
California
| $6.81億 | +$1634万 | +2% | 7.52% | 66.4% | 117 | 3.42% | 7.3 |
|
| 2957 |
2957
Horizon Wealth Management
La Grange,
Illinois
| $6.81億 | +$1.12億 | +20% | 8.68% | 109% | 131 | 20.61% | 1.9 |
|
| 2958 |
2958
Polunin Capital Partners
London,
United Kingdom
| $6.8億 | +$6814万 | +11% | 37.1% | 268% | 29 | 24.14% | 1.6 |
|
| 2959 |
2959
Glenorchy Capital
Boorolite,
Australia
| $6.8億 | +$938万 | +1% | 11.7% | – | 69 | 10.14% | 1.5 |
|
| 2960 |
2960
Arlington Financial Advisors
Santa Barbara,
California
| $6.8億 | +$6893万 | +11% | 6.13% | 67.6% | 115 | 30.43% | 2.9 |
|
| 2961 |
2961
Arkansas Financial Group
Little Rock,
Arkansas
| $6.79億 | +$3554万 | +6% | 4.76% | 41.4% | 94 | 15.96% | 4.2 |
|
| 2962 |
2962
Titan Global Capital Management USA
New York
| $6.79億 | +$4527万 | +7% | 17.8% | 191% | 59 | 0% | 2.5 |
|
| 2963 |
2963
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $6.79億 | +$3467万 | +5% | 5.53% | 68.7% | 140 | 11.43% | 1.3 |
|
| 2964 |
2964
Financial Advisory Corporation
Grand Rapids,
Michigan
| $6.79億 | +$2728万 | +4% | 4.34% | – | 56 | 8.93% | 0.6 |
|
| 2965 |
2965
Yiheng Capital Management
San Francisco,
California
| $6.78億 | -$4.33億 | -39% | 16.9% | 82% | 29 | 20.69% | 3.4 |
|
| 2966 |
2966
Two Sigma Securities
New York
| $6.78億 | -$1.33億 | -16% | 7.88% | 109% | 2,149 | 71.15% | 0.3 |
|
| 2967 |
2967
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $6.78億 | +$5873万 | +9% | 6.45% | 56.3% | 130 | 10% | 4 |
|
| 2968 |
2968
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $6.78億 | +$3.86億 | +132% | 3.36% | 70.2% | 21 | 28.57% | 2.1 |
|
| 2969 |
2969
Advisors Preferred
Rockville,
Maryland
| $6.77億 | +$7110万 | +12% | 8.47% | 102% | 303 | 60.4% | 0.5 |
|
| 2970 |
2970
Breakwater Capital Group
Paramus,
New Jersey
| $6.77億 | +$6368万 | +10% | 6.68% | 67.4% | 361 | 8.31% | 1.8 |
|
| 2971 |
2971
Human Investing
Lake Oswego,
Oregon
| $6.77億 | +$4195万 | +7% | 5.92% | 56.9% | 98 | 9.18% | 3.9 |
|
| 2972 |
2972
Clayton Dubilier & Rice
New York
| $6.77億 | +$3.19億 | +89% | 72.8% | 176% | 2 | 0% | 2.3 |
|
| 2973 |
2973
KPP Advisory Services
Louisville,
Kentucky
| $6.75億 | +$6923万 | +11% | 8.36% | 87.9% | 340 | 12.65% | 1.2 |
|
| 2974 |
2974
Kelman-Lazarov Inc
Memphis,
Tennessee
| $6.74億 | +$5724万 | +9% | 5.98% | 46.6% | 137 | 14.6% | 4.4 |
|
| 2975 |
2975
ShawSpring Partners
Boston,
Massachusetts
| $6.73億 | -$1.2億 | -15% | 9.35% | 3.53% | 11 | 9.09% | 1.3 |
|