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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Lucia Wealth Services
San Diego,
California
| $2.28億 | -$7954万 | -26% | 2.23% | 45.6% | 234 | 32.05% | 0.3 |
|
| 3177 |
3177
YorkBridge Wealth Partners
New York
| $2.28億 | +$1084万 | +5% | 5.21% | 36.5% | 910 | 10% | 1.3 |
|
| 3178 |
3178
Arax Advisory Partners
Denver,
Colorado
| $2.28億 | +$3518万 | +18% | 1.51% | 64.7% | 500 | 7.2% | 1.3 |
|
| 3179 |
3179
Stanley Capital Management
Houston,
Texas
| $2.28億 | +$653万 | +3% | 4.92% | 158% | 35 | 5.71% | 2.5 |
|
| 3180 |
3180
Smith & Howard Wealth Management
Atlanta,
Georgia
| $2.28億 | -$445万 | -2% | 0.1% | 40.4% | 51 | 21.57% | 2.7 |
|
| 3181 |
3181
Engle Capital Management
Greenwich,
Connecticut
| $2.28億 | +$2468万 | +12% | 18% | 398% | 27 | 40.74% | 0.7 |
|
| 3182 |
3182
BFSG LLC
Irvine,
California
| $2.28億 | +$220万 | +1% | 3.18% | 81.9% | 165 | 35.76% | 0.9 |
|
| 3183 |
3183
McNamara Financial Services
Marshfield,
Massachusetts
| $2.27億 | +$790万 | +4% | 1.48% | 42.6% | 42 | 11.9% | 1.8 |
|
| 3184 |
3184
Riggs Asset Management
Dallas,
Pennsylvania
| $2.27億 | -$1554万 | -6% | 4.28% | 207% | 291 | 15.46% | 2.4 |
|
| 3185 |
3185
Atlas Venture Associates IX
Boston,
Massachusetts
| $2.27億 | +$9490万 | +72% | 21.1% | 89.8% | 7 | 28.57% | 0.6 |
|
| 3186 |
3186
Aveo Capital Partners
Englewood,
Colorado
| $2.27億 | -$1277万 | -5% | 2.15% | 19.1% | 157 | 20.38% | 1.1 |
|
| 3187 |
3187
Cedar Capital
Barrington,
Illinois
| $2.26億 | +$1175万 | +5% | 4.96% | 98% | 171 | 25.15% | 1.1 |
|
| 3188 |
3188
Crestone Asset Management
Boulder,
Colorado
| $2.26億 | +$679万 | +3% | 2.49% | 6.65% | 49 | 22.45% | 1.5 |
|
| 3189 |
3189
Polunin Capital Partners
London,
United Kingdom
| $2.26億 | -$1472万 | -6% | 11.9% | 268% | 12 | 25% | 0.5 |
|
| 3190 |
GCMG
3190
Gyroscope Capital Management Group
Naples,
Florida
| $2.26億 | +$1544万 | +7% | 0.93% | 24.8% | 133 | 27.82% | 1.1 |
|
| 3191 |
3191
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $2.26億 | -$1715万 | -7% | 2.36% | 52% | 634 | 17.67% | 3.2 |
|
| 3192 |
3192
Claar Advisors
New York
| $2.26億 | -$5426万 | -19% | 3.86% | 65.5% | 35 | 37.14% | 1 |
|
| 3193 |
3193
TCI Wealth Advisors
Tucson,
Arizona
| $2.25億 | +$901万 | +4% | 4.41% | 65% | 1,705 | 26.16% | 2.4 |
|
| 3194 |
FCT
3194
Family Capital Trust
Peabody,
Massachusetts
| $2.25億 | +$568万 | +3% | 6.06% | 39.1% | 59 | 5.08% | 3.5 |
|
| 3195 |
3195
Taylor Wealth Management Partners
Boston,
Massachusetts
| $2.25億 | +$1703万 | +8% | 7.72% | 62% | 145 | 5.52% | 2.2 |
|
| 3196 |
3196
HughesLittle Investment Management
Vancouver,
| $2.24億 | +$1763万 | +9% | 3.57% | 106% | 20 | 5% | 3.1 |
|
| 3197 |
3197
Shah Capital Management
Raleigh,
North Carolina
| $2.24億 | +$923万 | +4% | 14% | 287% | 12 | 0% | 2.9 |
|
| 3198 |
3198
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $2.24億 | +$363万 | +2% | 4.47% | 81.3% | 2 | 0% | 0.5 |
|
| 3199 |
3199
Advisors Preferred
Rockville,
Maryland
| $2.24億 | +$842万 | +4% | 5.62% | 102% | 327 | 67.28% | 0.6 |
|
| 3200 |
3200
C.V. Starr & Co Trust
New York
| $2.24億 | +$1385万 | +7% | 7.63% | 51.7% | 30 | 0% | 3.9 |
|