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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Family Management
New York
| $3.78億 | +$5946万 | +19% | 8.1% | 69% | 208 | 26.44% | 1.5 |
|
| 3352 |
3352
First Ascent Asset Management
Denver,
Colorado
| $3.77億 | +$1.02億 | +37% | 4.16% | 4.15% | 24 | 8.33% | 1.2 |
|
| 3353 |
3353
Synergy Asset Management
Vancouver,
Washington
| $3.77億 | +$4317万 | +13% | 8.68% | 97.3% | 139 | 64.03% | 0.2 |
|
| 3354 |
3354
Sharkey, Howes & Javer
Denver,
Colorado
| $3.77億 | +$5703万 | +18% | 6.02% | 60.2% | 83 | 14.46% | 2.4 |
|
| 3355 |
3355
Prestige Wealth Management Group
Flemington,
New Jersey
| $3.77億 | +$1093万 | +3% | 5.77% | 55.8% | 1,065 | 5.82% | 1.5 |
|
| 3356 |
3356
CFM Wealth Partners
Austin,
Texas
| $3.77億 | +$4496万 | +14% | 12.4% | 152% | 179 | 7.82% | 1.2 |
|
| 3357 |
3357
Brian C. Broderick
| $3.76億 | +$2902万 | +8% | 7.34% | 98.6% | 81 | 3.7% | 5.5 |
|
| 3358 |
3358
Ironwood Investment Counsel
Scottsdale,
Arizona
| $3.76億 | +$2814万 | +8% | 6.48% | 64% | 205 | 4.39% | 3.9 |
|
| 3359 |
3359
B&I Capital
Zurich,
Switzerland
| $3.76億 | +$3194万 | +9% | 11.6% | 30.5% | 35 | 22.86% | 0.4 |
|
| 3360 |
3360
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $3.76億 | +$2798万 | +8% | 7.21% | 72.3% | 82 | 3.66% | 4.8 |
|
| 3361 |
3361
Occidental Asset Management
Burlingame,
California
| $3.76億 | +$3970万 | +12% | 6.02% | 82.5% | 204 | 9.31% | 2.5 |
|
| 3362 |
3362
Adelphi Capital
London,
United Kingdom
| $3.75億 | -$1765万 | -4% | 1.46% | – | 2 | 0% | 4.1 |
|
| 3363 |
3363
Bulldog Investors
Saddle Brook,
New Jersey
| $3.75億 | +$3501万 | +10% | 3.69% | 22.5% | 311 | 53.7% | 0.6 |
|
| 3364 |
3364
Wilsey Asset Management
San Diego,
California
| $3.75億 | +$2534万 | +7% | 6.22% | 66.9% | 33 | 33.33% | 2.2 |
|
| 3365 |
3365
Searchlight Capital Partners
New York
| $3.75億 | -$8143万 | -18% | 8.28% | 38.5% | 10 | 20% | 1.7 |
|
| 3366 |
3366
HUB Investment Partners
Austin,
Texas
| $3.74億 | +$3536万 | +10% | 5.4% | 95.7% | 266 | 37.97% | 0.4 |
|
| 3367 |
3367
Quattro Financial Advisors
The Woodlands,
Texas
| $3.74億 | -$6638万 | -15% | 5.03% | 77.6% | 98 | 10.2% | 0.8 |
|
| 3368 |
3368
Bank of New Hampshire
Laconia,
New Hampshire
| $3.74億 | – | – | 6.94% | 96.5% | 188 | – | 0 |
|
| 3369 |
3369
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $3.74億 | +$5679万 | +18% | 9.82% | 66.3% | 90 | 27.78% | 0.2 |
|
| 3370 |
3370
RV Capital
Schindellegi,
Switzerland
| $3.74億 | +$6157万 | +20% | 15% | 250% | 5 | 0% | 1.5 |
|
| 3371 |
3371
SkyOak Wealth
Southfield,
Michigan
| $3.74億 | +$1433万 | +4% | 7.45% | 80.7% | 252 | 12.7% | 1.1 |
|
| 3372 |
3372
Barry Investment Advisors
New Bedford,
Massachusetts
| $3.74億 | +$995万 | +3% | 3.06% | 66.7% | 121 | 6.61% | 2.3 |
|
| 3373 |
3373
Waller Financial Planning Group
Columbus,
Ohio
| $3.73億 | +$2511万 | +7% | 4.33% | 47.5% | 54 | 12.96% | 1.9 |
|
| 3374 |
3374
Pettinga Financial Advisors
Evansville,
Indiana
| $3.73億 | +$3000万 | +9% | 6.27% | 78.1% | 115 | 16.52% | 1.4 |
|
| 3375 |
3375
Harbour Capital Advisors
Tysons Corner,
Virginia
| $3.72億 | +$3266万 | +10% | 9.54% | 168% | 250 | 15.6% | 1.3 |
|