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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
SignalPoint Asset Management
Springfield,
Missouri
| $3.07億 | +$2392万 | +8% | 7.34% | 36% | 234 | 9.4% | 3.7 |
|
| 3752 |
3752
Socorro Asset Management
Dallas,
Texas
| $3.07億 | +$8077万 | +36% | 6.89% | 43.8% | 34 | 11.76% | 0.4 |
|
| 3753 |
CC
3753
Claybrook Capital
Wellesley,
Massachusetts
| $3.07億 | +$1.35億 | +78% | 7.54% | 7.15% | 247 | 89.47% | 0.3 |
|
| 3754 |
3754
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $3.07億 | +$3189万 | +12% | 7.54% | 81.7% | 166 | 8.43% | 3.2 |
|
| 3755 |
3755
Strategic Wealth Partners
Independence,
Ohio
| $3.06億 | +$5588万 | +22% | 6.74% | – | 266 | 35.71% | 1.2 |
|
| 3756 |
CBTWT
3756
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $3.06億 | +$1102万 | +4% | 6.17% | 124% | 135 | 6.67% | 3.9 |
|
| 3757 |
3757
Pacifica Capital Investments
Leander,
Texas
| $3.06億 | +$2098万 | +7% | 6.19% | 70.4% | 20 | 10% | 5.6 |
|
| 3758 |
3758
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $3.06億 | +$4053万 | +15% | 14.3% | 72.3% | 86 | 8.14% | 1.7 |
|
| 3759 |
3759
Bard Associates
Chicago,
Illinois
| $3.06億 | +$2869万 | +10% | 10.7% | 241% | 178 | 13.48% | 4.3 |
|
| 3760 |
TLP
3760
Tri Locum Partners
New York
| $3.06億 | -$9772万 | -24% | 12.2% | 357% | 48 | 68.75% | 0.2 |
|
| 3761 |
3761
Peninsula Wealth
San Francisco,
California
| $3.05億 | +$2643万 | +9% | 7.32% | 30% | 21 | 4.76% | 2.2 |
|
| 3762 |
GTCM
3762
Gyon Technologies Capital Management
Denville,
New Jersey
| $3.05億 | +$7555万 | +33% | 9.02% | 42.2% | 535 | 63.93% | 0.3 |
|
| 3763 |
SHCM
3763
Shelter Haven Capital Management
Summit,
New Jersey
| $3.05億 | -$1180万 | -4% | 12% | – | 20 | 60% | 0.4 |
|
| 3764 |
3764
RMR Wealth Builders
Montclair,
New Jersey
| $3.05億 | -$7986万 | -21% | 7.49% | 91.7% | 797 | 77.92% | 1.3 |
|
| 3765 |
3765
Stokes Capital Advisors
Greenwood,
South Carolina
| $3.05億 | +$6114万 | +25% | 6.64% | 61.3% | 84 | 21.43% | 2.2 |
|
| 3766 |
3766
Lineweaver Wealth Advisors
Valley View,
Ohio
| $3.05億 | +$2300万 | +8% | 6.1% | 68.4% | 134 | 23.13% | 0.9 |
|
| 3767 |
TC
3767
Teilinger Capital
Houston,
Texas
| $3.05億 | -$7.58億 | -71% | 6.25% | 30.2% | 48 | 72.92% | 0.1 |
|
| 3768 |
3768
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $3.05億 | +$2003万 | +7% | 6.88% | 56.3% | 71 | 8.45% | 2.4 |
|
| 3769 |
3769
Moller Wealth Partners
| $3.04億 | +$1763万 | +6% | 5.28% | 44.1% | 48 | 2.08% | 5.2 |
|
| 3770 |
3770
Maso Capital Partners
Hong Kong
| $3.04億 | +$4492万 | +17% | 4.49% | 8.67% | 63 | 39.68% | 0.4 |
|
| 3771 |
FNBOMD
3771
First National Bank of Mount Dora
Mount Dora,
Florida
| $3.04億 | +$1714万 | +6% | 6.93% | 96.2% | 121 | 6.61% | 3.8 |
|
| 3772 |
3772
TSP Capital Management Group
Summit,
New Jersey
| $3.04億 | +$2053万 | +7% | 8.15% | 186% | 54 | 100% | – |
|
| 3773 |
3773
Aaron Wealth Advisors
Chicago,
Illinois
| $3.04億 | +$3132万 | +11% | 6.39% | 108% | 164 | 11.59% | 0.4 |
|
| 3774 |
KCP
3774
KDI Capital Partners
Raleigh,
North Carolina
| $3.04億 | +$4604万 | +18% | 8.92% | 77.1% | 32 | 6.25% | 3.5 |
|
| 3775 |
3775
Oak Harvest Investment Services
Houston,
Texas
| $3.03億 | +$4206万 | +16% | 8.05% | 120% | 79 | 11.39% | 0.4 |
|