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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
Fortis Capital Advisors
Prairie Village,
Kansas
| $5.59億 | +$6662万 | +14% | 15.7% | 127% | 295 | 34.24% | 0.9 |
|
| 3177 |
3177
MA Private Wealth
San Carlos,
California
| $5.59億 | +$2732万 | +5% | 9.01% | 57.5% | 83 | 13.25% | 2.7 |
|
| 3178 |
3178
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $5.59億 | +$8610万 | +18% | 7.33% | 55.5% | 87 | 3.45% | 3.8 |
|
| 3179 |
3179
Cypress Wealth Services
Palm Desert,
California
| $5.59億 | +$6561万 | +13% | 8.88% | 82.7% | 333 | 19.22% | 2.5 |
|
| 3180 |
3180
Alpha Omega Wealth Management
Richmond,
Virginia
| $5.58億 | +$3518万 | +7% | 5.2% | 65.9% | 211 | 6.64% | 6.3 |
|
| 3181 |
3181
Financial Management Network
Mission Viejo,
California
| $5.58億 | +$1.14億 | +26% | 7.52% | 62.5% | 178 | 15.17% | 2.5 |
|
| 3182 |
3182
III Capital Management
Boca Raton,
Florida
| $5.58億 | +$542万 | +1% | 6.5% | 28.7% | 59 | 37.29% | 0.7 |
|
| 3183 |
3183
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $5.58億 | +$5349万 | +11% | 4.61% | 71.4% | 174 | 16.67% | 4.2 |
|
| 3184 |
3184
Stamos Capital Partners
Menlo Park,
California
| $5.57億 | +$1.75億 | +46% | 5.22% | 36.7% | 142 | 4.23% | 2.5 |
|
| 3185 |
3185
Boston Standard Wealth Management
Winchester,
Massachusetts
| $5.55億 | +$1億 | +22% | 8.1% | 47.1% | 50 | 10% | 5.5 |
|
| 3186 |
3186
AdvisorShares Investments
Bethesda,
Maryland
| $5.55億 | +$4397万 | +9% | 11% | 110% | 345 | 36.52% | 1.3 |
|
| 3187 |
3187
WPWealth
Fort Worth,
Texas
| $5.54億 | +$4808万 | +9% | 5.71% | 38.2% | 95 | 13.68% | 1.5 |
|
| 3188 |
3188
HughesLittle Investment Management
Vancouver,
| $5.54億 | +$7461万 | +16% | 19% | 106% | 18 | 16.67% | 5.3 |
|
| 3189 |
3189
Northwest Wealth Management
Spencer,
Iowa
| $5.53億 | +$5115万 | +10% | 8.37% | 63.4% | 219 | 19.18% | 3.3 |
|
| 3190 |
3190
Fiduciary Financial Group
San Rafael,
California
| $5.53億 | +$9372万 | +20% | 7.47% | – | 321 | 19% | 0.7 |
|
| 3191 |
3191
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $5.53億 | +$6366万 | +13% | 9.58% | 81% | 894 | 8.72% | 4.1 |
|
| 3192 |
3192
Armbruster Capital Management
Pittsford,
New York
| $5.52億 | +$5072万 | +10% | 7.94% | 66.7% | 133 | 7.52% | 5.2 |
|
| 3193 |
3193
Bricktown Capital
Detroit,
Michigan
| $5.52億 | +$1834万 | +3% | 6.89% | 46.2% | 26 | 0% | 1.7 |
|
| 3194 |
3194
Paragon Capital Management (Colorado)
Denver,
Colorado
| $5.52億 | +$6348万 | +13% | 18.1% | 109% | 248 | 34.27% | 2.6 |
|
| 3195 |
3195
Crestview Partners II
New York
| $5.52億 | +$3904万 | +8% | 8.11% | 157% | 3 | 0% | 6.7 |
|
| 3196 |
3196
Princeton Global Asset Management
Princeton,
New Jersey
| $5.51億 | +$4731万 | +9% | 14.4% | 110% | 778 | 25.96% | 3 |
|
| 3197 |
3197
GCQ Funds Management
Sydney,
Australia
| $5.51億 | +$1.43億 | +35% | 15.3% | – | 13 | 23.08% | 0.4 |
|
| 3198 |
3198
Dividend Assets Capital
Ridgeland,
South Carolina
| $5.51億 | +$2232万 | +4% | 7.67% | 67.4% | 145 | 6.21% | 7.3 |
|
| 3199 |
3199
Redwood Capital Management
New York
| $5.51億 | -$1.19億 | -18% | 6.99% | 313% | 13 | 15.38% | 3.4 |
|
| 3200 |
3200
Fortis Group Advisors
Westwood,
New Jersey
| $5.51億 | +$3548万 | +7% | 12% | 91.2% | 559 | 16.64% | 1.8 |
|