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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
Legacy Financial Strategies
Overland Park,
Kansas
| $6.46億 | +$9149万 | +17% | 15.7% | 76.7% | 159 | 16.35% | 3.1 |
|
| 3352 |
3352
Advisors Preferred
Rockville,
Maryland
| $6.46億 | -$3335万 | -5% | 16.7% | 102% | 320 | 64.06% | 0.7 |
|
| 3353 |
3353
Patient Square Capital
Menlo Park,
California
| $6.46億 | +$8192万 | +15% | 24.9% | 329% | 35 | 51.43% | 0.8 |
|
| 3354 |
3354
Waterfront Wealth
Overland Park,
Kansas
| $6.45億 | +$1.01億 | +19% | 15.8% | 77.2% | 308 | 11.36% | 3.2 |
|
| 3355 |
3355
Mayport LLC
Newton,
Massachusetts
| $6.45億 | +$1.07億 | +20% | 12.2% | 57% | 142 | 14.08% | 2.1 |
|
| 3356 |
3356
Harfst & Associates
Sheridan,
Wyoming
| $6.43億 | +$8320万 | +15% | 17.6% | 88.1% | 129 | 10.08% | 3.6 |
|
| 3357 |
3357
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $6.43億 | +$4872万 | +8% | 12.2% | 75.9% | 226 | 11.06% | 5.1 |
|
| 3358 |
3358
Patten Group
Chattanooga,
Tennessee
| $6.43億 | +$6803万 | +12% | 17.6% | 99% | 342 | 18.42% | 5.1 |
|
| 3359 |
3359
Centric Wealth Management
Chicago,
Illinois
| $6.43億 | +$1.42億 | +28% | 11.8% | 44.4% | 209 | 2.87% | 2.9 |
|
| 3360 |
3360
Holistic Planning
Nacogdoches,
Texas
| $6.43億 | +$1.41億 | +28% | 11% | 61.9% | 349 | 19.48% | 1.2 |
|
| 3361 |
3361
Foresite Capital Management VI
Larkspur,
California
| $6.43億 | +$1.82億 | +40% | 21.6% | – | 25 | 40% | 0.5 |
|
| 3362 |
3362
GenWealth Group
Maplewood,
New Jersey
| $6.42億 | +$5735万 | +10% | 11.8% | 73.9% | 98 | 22.45% | 4.6 |
|
| 3363 |
3363
Martin & Co
Knoxville,
Tennessee
| $6.4億 | +$5268万 | +9% | 12.5% | 67.8% | 102 | 2.94% | 9.8 |
|
| 3364 |
AMCA
3364
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $6.4億 | +$7749万 | +14% | 18.8% | 129% | 140 | 10% | 5.1 |
|
| 3365 |
3365
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $6.39億 | +$1411万 | +2% | 18% | 45.5% | 42 | 4.76% | 5.5 |
|
| 3366 |
3366
Ironwood Financial
Tucson,
Arizona
| $6.39億 | +$6602万 | +12% | 10.5% | 54.1% | 182 | 9.34% | 5.5 |
|
| 3367 |
3367
Kiley Juergens Wealth Management
Olympia,
Washington
| $6.39億 | +$7183万 | +13% | 17.5% | 106% | 248 | 8.06% | 1.8 |
|
| 3368 |
3368
Scott Capital Advisors
Portland,
Oregon
| $6.39億 | +$1.45億 | +29% | 8.85% | 50.9% | 68 | 17.65% | 2.6 |
|
| 3369 |
MAM
3369
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $6.38億 | +$9577万 | +18% | 14.3% | 64.4% | 296 | 32.09% | 1.3 |
|
| 3370 |
3370
FFT Wealth Management
Philadelphia,
Pennsylvania
| $6.38億 | +$8592万 | +16% | 14.4% | 65.6% | 110 | 22.73% | 2.9 |
|
| 3371 |
3371
Adventist Health System West
Roseville,
California
| $6.38億 | +$7422万 | +13% | 13.5% | 60.2% | 13 | 7.69% | 1.7 |
|
| 3372 |
3372
Grey Fox Wealth Advisors
Rockland,
Delaware
| $6.37億 | +$1.19億 | +23% | 9.18% | 45.3% | 186 | 28.49% | 1.9 |
|
| 3373 |
3373
Sky Investment Group
Hartford,
Connecticut
| $6.37億 | +$5354万 | +9% | 11.8% | 81.4% | 151 | 9.27% | 6.5 |
|
| 3374 |
3374
Sunriver Management
Greenwich,
Connecticut
| $6.37億 | +$4549万 | +8% | 12.7% | 9.27% | 29 | 65.52% | 0.7 |
|
| 3375 |
3375
Leonard Rickey Investment Advisors
Yakima,
Washington
| $6.37億 | +$5892万 | +10% | 15.2% | 60.4% | 135 | 20% | 3.7 |
|