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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Pettinga Financial Advisors
Evansville,
Indiana
| $5.13億 | +$5662万 | +12% | 9.22% | 78.1% | 144 | 13.19% | 3.2 |
|
| 3502 |
3502
Praesidium Investment Management Company
New York
| $5.13億 | -$5461万 | -10% | 7.1% | 79% | 15 | 26.67% | 2.3 |
|
| 3503 |
3503
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $5.13億 | +$4502万 | +10% | 9.62% | 130% | 154 | 27.92% | 1.9 |
|
| 3504 |
3504
TBH Global Asset Management
Brentwood,
Tennessee
| $5.12億 | +$4472万 | +10% | 9.19% | 70.7% | 260 | 39.23% | 2.3 |
|
| 3505 |
KC
3505
Keenan Capital
Burlingame,
California
| $5.12億 | +$8401万 | +20% | 29.7% | 110% | 8 | 0% | 4.4 |
|
| 3506 |
3506
Cambridge Advisors
Omaha,
Nebraska
| $5.12億 | +$3333万 | +7% | 6.27% | 58.6% | 172 | 4.07% | 6.7 |
|
| 3507 |
3507
Ripple Effect Asset Management
New York
| $5.11億 | -$1.64億 | -24% | 13.1% | – | 57 | 56.14% | 0.3 |
|
| 3508 |
3508
JFG Wealth Management
Denver,
Colorado
| $5.11億 | +$3262万 | +7% | 6.72% | 65.2% | 68 | 10.29% | 2.3 |
|
| 3509 |
3509
WestHill Financial Advisors
San Rafael,
California
| $5.1億 | +$3883万 | +8% | 6.4% | 62.9% | 79 | 10.13% | 3.3 |
|
| 3510 |
3510
Bright Rock Capital Management
Hanover,
Massachusetts
| $5.1億 | +$1623万 | +3% | 5.78% | 53.1% | 75 | 4% | 5.3 |
|
| 3511 |
3511
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $5.1億 | +$7722万 | +18% | 6.63% | 106% | 372 | 26.61% | 1.5 |
|
| 3512 |
3512
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $5.1億 | +$4947万 | +11% | 6.15% | 56.9% | 128 | 7.81% | 3.4 |
|
| 3513 |
3513
Vishria Bird Financial Group
Memphis,
Tennessee
| $5.1億 | +$2.09億 | +69% | 6.1% | 74.3% | 105 | 22.86% | 2.7 |
|
| 3514 |
3514
Kesler Norman & Wride
Ogden,
Utah
| $5.1億 | -$5390万 | -10% | 4.27% | 76% | 245 | 20% | 2.7 |
|
| 3515 |
SFC
3515
SEG Family Corp
Toronto,
| $5.1億 | -$1.5億 | -23% | 22.8% | – | 1 | 0% | 0.3 |
|
| 3516 |
3516
ESL Trust Services
Rochester,
New York
| $5.1億 | +$2013万 | +4% | 5.77% | 53.9% | 310 | 30% | 1 |
|
| 3517 |
3517
Long Run Wealth Advisors
Lake Placid,
New York
| $5.09億 | +$3276万 | +7% | 5.55% | 50.5% | 113 | 10.62% | 2.4 |
|
| 3518 |
3518
Rowlandmiller & Partners
Atlanta,
Georgia
| $5.09億 | +$2460万 | +5% | 7.71% | 84% | 194 | 7.22% | 6.2 |
|
| 3519 |
3519
AA Financial Advisors
Columbus,
Ohio
| $5.09億 | +$4479万 | +10% | 6.83% | 68.8% | 201 | 12.94% | 1.2 |
|
| 3520 |
3520
Mengis Capital Management
Portland,
Oregon
| $5.09億 | +$3788万 | +8% | 7.05% | 104% | 211 | 7.58% | 5.5 |
|
| 3521 |
3521
Kozak & Associates
Highlands Ranch,
Colorado
| $5.08億 | +$1718万 | +4% | 8.22% | 111% | 500 | 26.4% | 2.5 |
|
| 3522 |
LT
3522
Legacy Trust
Grand Rapids,
Michigan
| $5.07億 | +$9952万 | +24% | 9.36% | 95% | 190 | 25.26% | 1.9 |
|
| 3523 |
GF
3523
Greenfield FTC
Reno,
Nevada
| $5.07億 | +$3612万 | +8% | 7.68% | 75.4% | 3 | 0% | 4.8 |
|
| 3524 |
EFL
3524
ERn Financial LLC
Middleton,
Wisconsin
| $5.06億 | +$3245万 | +7% | 6.07% | 61.2% | 152 | 12.5% | 4 |
|
| 3525 |
3525
Thomist Capital Management
Houston,
Texas
| $5.06億 | +$2.37億 | +88% | 18.9% | 71.2% | 96 | 76.04% | 0.2 |
|