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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Northstar Wealth Partners
West Hartford,
Connecticut
| $2.25億 | +$627万 | +3% | 2.7% | 36.2% | 186 | 6.45% | 1.5 |
|
| 3327 |
SP
3327
StackLine Partners
New York
| $2.25億 | +$2733万 | +14% | 3.31% | 12.7% | 22 | 27.27% | 0.3 |
|
| 3328 |
3328
Beck Bode LLC
Dedham,
Massachusetts
| $2.25億 | +$1735万 | +8% | 4.17% | 155% | 77 | 37.66% | 0.4 |
|
| 3329 |
3329
Trivium Point Advisory
Westport,
Connecticut
| $2.24億 | +$1022万 | +5% | 4.87% | 106% | 173 | 16.18% | 0.4 |
|
| 3330 |
3330
Keating Investment Counselors
Delray Beach,
Florida
| $2.24億 | +$311万 | +1% | 2.53% | 50% | 66 | 4.55% | 4.4 |
|
| 3331 |
3331
Kellner Capital
New York
| $2.24億 | +$7684万 | +52% | 8.83% | 390% | 47 | 74.47% | 0.2 |
|
| 3332 |
3332
Farmers & Merchants Trust Company
Long Beach,
California
| $2.24億 | +$440万 | +2% | 3.08% | 79.8% | 143 | 5.59% | 0.5 |
|
| 3333 |
3333
Starfire Investment Advisers
Southfield,
Michigan
| $2.24億 | +$574万 | +3% | 2.8% | 19.2% | 163 | 4.29% | 1.4 |
|
| 3334 |
3334
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $2.23億 | +$346万 | +2% | 3.8% | 101% | 128 | 3.91% | 3.8 |
|
| 3335 |
AP
3335
Arlington Partners
Birmingham,
Alabama
| $2.23億 | +$8353万 | +60% | 1.8% | 46.4% | 266 | 45.49% | 0.7 |
|
| 3336 |
3336
Rainier Group Investment Advisory
Bellevue,
Washington
| $2.23億 | -$380万 | -2% | 3.89% | 41.4% | 45 | 15.56% | 1.6 |
|
| 3337 |
3337
Lincoln Capital
Lincoln,
Nebraska
| $2.23億 | +$1613万 | +8% | 7.43% | 67.1% | 79 | 11.39% | 3.1 |
|
| 3338 |
3338
JHL Capital Group
Chicago,
Illinois
| $2.23億 | -$889万 | -4% | 0.71% | – | 13 | 61.54% | 0.5 |
|
| 3339 |
3339
WealthStone
Columbus,
Ohio
| $2.23億 | +$2.2億 | +7,919% | 3.28% | – | 1,020 | 87.55% | 0 |
|
| 3340 |
3340
Liberty Capital Management
Birmingham,
Michigan
| $2.23億 | +$2448万 | +12% | 4.79% | – | 123 | 11.38% | 3.6 |
|
| 3341 |
3341
Peak Financial Management
Wellesley,
Massachusetts
| $2.23億 | +$521万 | +2% | 2.45% | 58.2% | 56 | 1.79% | 2 |
|
| 3342 |
3342
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $2.23億 | +$656万 | +3% | 2.77% | 39.1% | 38 | 0% | 3 |
|
| 3343 |
3343
Manchester Financial
Westlake Village,
California
| $2.22億 | +$1613万 | +8% | 2.96% | 73% | 535 | 86.92% | 0.1 |
|
| 3344 |
PCMK
3344
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $2.22億 | +$1179万 | +6% | 2.22% | 87.5% | 361 | 45.15% | 1.3 |
|
| 3345 |
3345
Financial Consulate
Hunt Valley,
Maryland
| $2.22億 | +$348万 | +2% | 2.95% | 61.4% | 114 | 15.79% | 2.4 |
|
| 3346 |
WAM
3346
Warlander Asset Management
New York
| $2.22億 | -$6035万 | -21% | 21% | 0.72% | 8 | 37.5% | 0.7 |
|
| 3347 |
3347
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $2.22億 | +$1302万 | +6% | 4.46% | 80.3% | 76 | 7.89% | 1.3 |
|
| 3348 |
3348
180 Wealth Advisors
Federal Way,
Washington
| $2.22億 | +$178万 | +0.8% | 4.1% | 136% | 267 | 13.86% | 1.1 |
|
| 3349 |
3349
Occidental Asset Management
Burlingame,
California
| $2.22億 | +$1416万 | +7% | 3.72% | 82.5% | 152 | 10.53% | 2.6 |
|
| 3350 |
3350
RDA Financial Network
Akron,
Iowa
| $2.22億 | +$1024万 | +5% | 3.11% | 93.4% | 240 | 12.08% | 0.2 |
|