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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
D.L. Carlson Investment Group
Concord,
New Hampshire
| $5.18億 | +$595万 | +1% | 4.32% | 113% | 152 | 18.42% | 3.8 |
|
| 3027 |
3027
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $5.18億 | +$1073万 | +2% | 2.83% | 24.6% | 1,089 | 9.55% | 2.6 |
|
| 3028 |
3028
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $5.18億 | -$962万 | -2% | 1.62% | 69.7% | 90 | 6.67% | 3.9 |
|
| 3029 |
3029
Black Diamond Financial
Towson,
Maryland
| $5.18億 | +$1.48億 | +40% | 1.42% | 68.3% | 142 | 21.13% | 2.8 |
|
| 3030 |
3030
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $5.18億 | +$543万 | +1% | 2.26% | 68.6% | 203 | 26.6% | 3.4 |
|
| 3031 |
3031
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $5.18億 | -$3809万 | -7% | 1.03% | 18.3% | 175 | 13.71% | 4.7 |
|
| 3032 |
3032
Primavera Capital Management
George Town,
Cayman Islands
| $5.18億 | -$9770万 | -16% | 14% | 1.21% | 4 | 25% | 3.2 |
|
| 3033 |
3033
Leelyn Smith
Geneva,
Illinois
| $5.17億 | +$1786万 | +4% | 2.4% | 77.3% | 131 | 10.69% | 3.1 |
|
| 3034 |
3034
Artia Global Partners
Miami,
Florida
| $5.17億 | +$1982万 | +4% | 6.52% | 725% | 59 | 38.98% | 0.5 |
|
| 3035 |
3035
Divergent Wealth Advisors
South Jordan,
Utah
| $5.17億 | +$1697万 | +3% | 1.96% | 14.7% | 33 | 6.06% | 3 |
|
| 3036 |
3036
FRG Family Wealth Advisors
Bellevue,
Washington
| $5.17億 | +$682万 | +1% | 4.41% | 76.4% | 376 | 63.3% | 6 |
|
| 3037 |
3037
Chemung Canal Trust
Elmira,
New York
| $5.17億 | -$149万 | -0.3% | 1.94% | 80.9% | 123 | 5.69% | 7.1 |
|
| 3038 |
3038
SJS Investment Consulting
Sylvania,
Ohio
| $5.16億 | +$1566万 | +3% | 1.64% | 69.4% | 1,722 | 8.07% | 1.9 |
|
| 3039 |
3039
Stablepoint Partners
Braintree,
Massachusetts
| $5.16億 | +$2253万 | +5% | 1.22% | – | 247 | 8.1% | 0.5 |
|
| 3040 |
3040
Abacus Planning Group
Columbia,
South Carolina
| $5.16億 | +$392万 | +0.8% | 0.55% | 59.1% | 226 | 11.5% | 3.6 |
|
| 3041 |
SA
3041
Strategic Advisors
New York
| $5.15億 | +$832万 | +2% | 4.49% | 106% | 209 | 7.66% | 4.6 |
|
| 3042 |
PWW
3042
Pettyjohn Wood & White
Lynchburg,
Virginia
| $5.15億 | +$1255万 | +2% | 2.21% | 70.9% | 194 | 5.15% | 6.2 |
|
| 3043 |
3043
Nalanda India Equity Fund
Mauritius
| $5.15億 | -$2610万 | -5% | 1.02% | 30.2% | 2 | 0% | 4.9 |
|
| 3044 |
3044
Human Investing
Lake Oswego,
Oregon
| $5.14億 | +$1643万 | +3% | 1.39% | 56.9% | 97 | 8.25% | 3.1 |
|
| 3045 |
3045
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $5.14億 | -$1256万 | -2% | 0.01% | 4.8% | 79 | 49.37% | 0.9 |
|
| 3046 |
AIM
3046
Aigen Investment Management
New York
| $5.14億 | +$5524万 | +12% | 3.1% | 55.5% | 1,071 | 71.9% | 0.2 |
|
| 3047 |
3047
Tufton Capital Management
Hunt Valley,
Maryland
| $5.14億 | +$502万 | +1% | 2.45% | 96.1% | 122 | 5.74% | 7.5 |
|
| 3048 |
3048
Alpha Capital Management
Austin,
Texas
| $5.14億 | +$125万 | +0.2% | 1.92% | 88% | 121 | 9.09% | 4 |
|
| 3049 |
3049
Evolution Wealth Advisors
Aventura,
Florida
| $5.13億 | -$885万 | -2% | 2.51% | 84.5% | 144 | 12.5% | 2.3 |
|
| 3050 |
3050
Moody Aldrich Partners
Marblehead,
Massachusetts
| $5.13億 | -$7486万 | -13% | 2.32% | 312% | 249 | 35.74% | 1.2 |
|