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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Evolution Wealth Advisors
Aventura,
Florida
| $5.56億 | +$4325万 | +8% | 4.96% | 96% | 149 | 18.79% | 2.4 |
|
| 3002 |
3002
Mirador Capital Partners
Pleasanton,
California
| $5.56億 | +$2411万 | +5% | 4.96% | 120% | 202 | 10.89% | 3.7 |
|
| 3003 |
3003
Private Capital Management (Colorado)
Denver,
Colorado
| $5.55億 | +$5168万 | +10% | 6.6% | 20% | 305 | 26.23% | 2 |
|
| 3004 |
3004
Physician Wealth Advisors
Midvale,
Utah
| $5.54億 | +$1154万 | +2% | 6.01% | 79.9% | 189 | 6.88% | 3.1 |
|
| 3005 |
3005
Leelyn Smith
Geneva,
Illinois
| $5.54億 | +$3670万 | +7% | 6.6% | 86% | 133 | 15.04% | 3.2 |
|
| 3006 |
3006
Valley National Advisers
Bethlehem,
Pennsylvania
| $5.54億 | -$1.2億 | -18% | 6.42% | 87.2% | 1,183 | 39.31% | 5.7 |
|
| 3007 |
GWI
3007
Grace & White Inc
Ny,
New York
| $5.54億 | +$2122万 | +4% | 5.4% | 59.6% | 138 | 5.8% | 6.8 |
|
| 3008 |
3008
Eagle Strategies
New York
| $5.54億 | +$3077万 | +6% | 5.75% | 77.7% | 221 | 10.86% | 1.2 |
|
| 3009 |
3009
Pacific Global Investment Management
Glendale,
California
| $5.54億 | +$2722万 | +5% | 7.17% | 48% | 214 | 7.94% | 6.3 |
|
| 3010 |
AMCA
3010
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $5.54億 | +$816万 | +1% | 6.44% | 129% | 146 | 8.22% | 4.5 |
|
| 3011 |
3011
Crane Advisory
Fullerton,
California
| $5.53億 | +$3456万 | +7% | 4.51% | 38.2% | 44 | 9.09% | 1.2 |
|
| 3012 |
MAA
3012
Mraz Amerine & Associates
Modesto,
California
| $5.53億 | +$6625万 | +14% | 7.82% | 63.2% | 179 | 12.85% | 5.4 |
|
| 3013 |
3013
James J. Burns & Company
Melville,
New York
| $5.53億 | +$4444万 | +9% | 6.71% | 70.2% | 143 | 11.19% | 1.1 |
|
| 3014 |
3014
Bordeaux Wealth Advisors
Menlo Park,
California
| $5.53億 | +$2829万 | +5% | 2.97% | 141% | 163 | 15.34% | 1.6 |
|
| 3015 |
3015
Human Investing
Lake Oswego,
Oregon
| $5.53億 | +$3839万 | +7% | 6.21% | 56.9% | 104 | 15.38% | 3 |
|
| 3016 |
3016
D.L. Carlson Investment Group
Concord,
New Hampshire
| $5.52億 | +$3439万 | +7% | 7.47% | 113% | 161 | 24.84% | 3.6 |
|
| 3017 |
KAS
3017
Kemnay Advisory Services
New York
| $5.52億 | +$7122万 | +15% | 21% | 167% | 26 | 11.54% | 3.8 |
|
| 3018 |
3018
Advocate Group
Minnetonka,
Minnesota
| $5.52億 | +$5494万 | +11% | 9.59% | 56.3% | 125 | 8.8% | 1.9 |
|
| 3019 |
3019
Blueprint Investment Partners
Greensboro,
North Carolina
| $5.51億 | +$8943万 | +19% | 5.02% | 91.9% | 175 | 35.43% | 1.3 |
|
| 3020 |
3020
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $5.51億 | +$3314万 | +6% | 6.62% | 24.6% | 1,109 | 11.36% | 2.8 |
|
| 3021 |
3021
Wedgewood Partners
St Louis,
Missouri
| $5.51億 | +$6077万 | +12% | 7.21% | 78.1% | 19 | 0% | 5.6 |
|
| 3022 |
3022
Wealthstream Advisors
New York
| $5.5億 | +$2.77億 | +101% | 7.21% | 88.2% | 166 | 13.25% | 1.5 |
|
| 3023 |
3023
Elk River Wealth Management
Denver,
Colorado
| $5.5億 | +$3874万 | +8% | 6.32% | 81.8% | 98 | 6.12% | 2.9 |
|
| 3024 |
3024
Moody Aldrich Partners
Marblehead,
Massachusetts
| $5.5億 | +$3671万 | +7% | 14.3% | 312% | 218 | 22.94% | 1.3 |
|
| 3025 |
3025
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $5.49億 | -$1495万 | -3% | 8.56% | 94.6% | 1,071 | 70.68% | 0.3 |
|