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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
180 Wealth Advisors
Federal Way,
Washington
| $2.02億 | +$924万 | +5% | 2.34% | 136% | 263 | 19.77% | 0.4 |
|
| 3377 |
3377
First Washington Corp
Seattle,
Washington
| $2.02億 | +$894万 | +5% | 4.67% | 142% | 76 | 10.53% | 3 |
|
| 3378 |
3378
Quattro Financial Advisors
The Woodlands,
Texas
| $2.02億 | -$5142万 | -20% | 1.07% | 77.6% | 89 | 41.57% | 0.7 |
|
| 3379 |
3379
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $2.02億 | +$471万 | +2% | 2.38% | 79.3% | 73 | 8.22% | 3.2 |
|
| 3380 |
3380
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $2.01億 | -$586万 | -3% | 4.08% | 101% | 132 | 9.09% | 3.1 |
|
| 3381 |
HIS
3381
Horizon Investment Services
Hammond,
Indiana
| $2.01億 | -$2054万 | -9% | 0.92% | 250% | 115 | 29.57% | 1.7 |
|
| 3382 |
3382
Glassman Wealth Services
Vienna,
Virginia
| $2.01億 | +$3916万 | +24% | 6.16% | 62.6% | 1,064 | 18.89% | 1.5 |
|
| 3383 |
3383
Biltmore Family Office
Charlotte,
North Carolina
| $2.01億 | -$2405万 | -11% | 0.48% | 78.1% | 158 | 10.76% | 0.5 |
|
| 3384 |
3384
Stewardship Financial Advisors
Stockbridge,
Georgia
| $2.01億 | +$19.3万 | +0.1% | 0.92% | 39.1% | 48 | 4.17% | 2 |
|
| 3385 |
UAM
3385
UAS Asset Management
New York
| $2.01億 | -$403万 | -2% | 4.12% | 98% | 35 | 48.57% | 1.8 |
|
| 3386 |
3386
Finepoint Capital
Boston,
Massachusetts
| $2億 | -$1.31億 | -39% | 14.1% | 27.4% | 6 | 50% | 2.7 |
|
| 3387 |
3387
Tiptree Advisors
New York
| $2億 | -$266万 | -1% | 5.29% | – | 40 | 60% | 0.8 |
|
| 3388 |
3388
Nepsis Inc
Minneapolis,
Minnesota
| $2億 | +$1136万 | +6% | 7.79% | 131% | 43 | 20.93% | 2.1 |
|
| 3389 |
BI
3389
Boulegeris Investments
Sandy Springs,
Georgia
| $2億 | +$1746万 | +10% | 7.48% | 39.1% | 58 | 3.45% | 2.5 |
|
| 3390 |
3390
AlphaSimPlex Group
Boston,
Massachusetts
| $2億 | +$2920万 | +17% | 2.6% | 35.5% | 100 | 25% | 0.3 |
|
| 3391 |
GCA
3391
Gideon Capital Advisors
New York
| $2億 | +$3848万 | +24% | 2.51% | 37.6% | 535 | 74.21% | 0.2 |
|
| 3392 |
3392
Capital Investment Advisory Services
Raleigh,
North Carolina
| $2億 | +$2063万 | +12% | 2.59% | 69.3% | 225 | 20.89% | 0.9 |
|
| 3393 |
3393
Peddock Capital Advisors
Braintree,
Massachusetts
| $2億 | +$1014万 | +5% | 4.82% | 113% | 274 | 11.31% | 2.1 |
|
| 3394 |
3394
Northstar Wealth Partners
West Hartford,
Connecticut
| $2億 | +$414万 | +2% | 2.34% | 36.2% | 197 | 15.23% | 0.7 |
|
| 3395 |
3395
Patriot Financial Partners
Radnor,
Pennsylvania
| $2億 | +$2672万 | +15% | 1.6% | 16.6% | 10 | 50% | 2.2 |
|
| 3396 |
HCM
3396
Horrell Capital Management
Little Rock,
Arkansas
| $2億 | +$914万 | +5% | 6.35% | 55.6% | 194 | 15.46% | 3.3 |
|
| 3397 |
ACM
3397
AidennLair Capital Management
New York
| $2億 | +$1078万 | +6% | 0.58% | – | 40 | 60% | 0.3 |
|
| 3398 |
3398
Private Advisory Group
Redmond,
Washington
| $1.99億 | +$3728万 | +23% | 3.17% | 177% | 156 | 58.97% | 0.6 |
|
| 3399 |
3399
Kavar Capital Partners Group
Leawood,
Kansas
| $1.99億 | +$742万 | +4% | 1.05% | 77.2% | 471 | 7.22% | 0.9 |
|
| 3400 |
3400
Old West Investment Management
Los Angeles,
California
| $1.99億 | +$2557万 | +15% | 13.5% | 242% | 90 | 25.56% | 1.7 |
|