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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
Financial & Tax Architects
St Louis,
Missouri
| $4.53億 | +$4146万 | +10% | 5.46% | 50.2% | 122 | 38.52% | 2 |
|
| 3752 |
3752
Apis Capital Advisors
New York
| $4.53億 | +$1.71億 | +61% | 86% | 1,532% | 66 | 62.12% | 0.4 |
|
| 3753 |
3753
Castle Rock Wealth Management
Walnut Creek,
California
| $4.52億 | +$2446万 | +6% | 6.95% | 115% | 261 | 8.43% | 3 |
|
| 3754 |
RGC
3754
Rubicon Global Capital
London,
United Kingdom
| $4.52億 | -$1.79億 | -28% | 21.4% | – | 10 | 0% | 0.7 |
|
| 3755 |
3755
Technology Crossover Management VIII
Menlo Park,
California
| $4.52億 | -$742万 | -2% | 0.39% | 77.9% | 5 | 0% | 5.6 |
|
| 3756 |
AA
3756
Ashford Advisors
Pittsford,
New York
| $4.52億 | +$2055万 | +5% | 7.7% | 66.5% | 21 | 14.29% | 3.3 |
|
| 3757 |
FNBOMD
3757
First National Bank of Mount Dora
Mount Dora,
Florida
| $4.52億 | +$854万 | +2% | 5.65% | 96.2% | 133 | 7.52% | 6.2 |
|
| 3758 |
3758
Lantz Financial
Naperville,
Illinois
| $4.52億 | +$5068万 | +13% | 6.24% | 74.3% | 251 | 10.36% | 3.4 |
|
| 3759 |
3759
Verde Capital Management
Clarkston,
Michigan
| $4.51億 | +$4610万 | +11% | 8.23% | 80.3% | 73 | 17.81% | 2.6 |
|
| 3760 |
3760
Hunter Perkins Capital Management
Lombard,
Illinois
| $4.51億 | +$2836万 | +7% | 6.19% | 58% | 117 | 7.69% | 2.4 |
|
| 3761 |
3761
Once Capital Management
New York
| $4.51億 | +$8663万 | +24% | 11.4% | 570% | 28 | 39.29% | 1.7 |
|
| 3762 |
3762
Miramar Capital
Northbrook,
Illinois
| $4.51億 | +$2800万 | +7% | 8.06% | 47.3% | 62 | 9.68% | 3.8 |
|
| 3763 |
3763
JSF Financial
Los Angeles,
California
| $4.51億 | +$3004万 | +7% | 8.41% | 91% | 139 | 15.83% | 2.8 |
|
| 3764 |
3764
Isthmus Partners
Madison,
Wisconsin
| $4.51億 | -$4.05億 | -47% | 5.12% | 73.7% | 228 | 27.63% | 3.6 |
|
| 3765 |
3765
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $4.5億 | +$2.71億 | +150% | 10% | 116% | 739 | 47.77% | 1.1 |
|
| 3766 |
3766
Helen Stephens Group
Fort Worth,
Texas
| $4.5億 | +$4731万 | +12% | 6.12% | 53.4% | 108 | 19.44% | 2.1 |
|
| 3767 |
3767
Sanchez Wealth Management Group
Jacksonville,
Florida
| $4.5億 | +$3561万 | +9% | 6.47% | 56.9% | 51 | 9.8% | 3.7 |
|
| 3768 |
3768
RS Crum Inc
Newport Beach,
California
| $4.5億 | +$3280万 | +8% | 5.61% | 54.2% | 99 | 8.08% | 2.6 |
|
| 3769 |
3769
Alliance Wealth Management Group
Flemington,
New Jersey
| $4.5億 | +$5692万 | +14% | 5.44% | 43.4% | 95 | 10.53% | 5.1 |
|
| 3770 |
3770
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $4.49億 | +$5296万 | +13% | 9.74% | 94% | 355 | 25.35% | 1.5 |
|
| 3771 |
3771
Centric Wealth Management
Chicago,
Illinois
| $4.49億 | +$3055万 | +7% | 5.42% | 44.4% | 205 | 13.66% | 2.5 |
|
| 3772 |
3772
AssuredPartners Investment Advisors
Tampa,
Florida
| $4.49億 | +$4033万 | +10% | 9.14% | – | 289 | 24.57% | 0.6 |
|
| 3773 |
3773
Alta Fox Capital Management
Fort Worth,
Texas
| $4.49億 | +$8061万 | +22% | 17.4% | 261% | 26 | 53.85% | 0.6 |
|
| 3774 |
3774
Squadra Investments
Rio De Janeiro,
Brazil
| $4.48億 | +$2152万 | +5% | 10.6% | 1.55% | 7 | 28.57% | 1.2 |
|
| 3775 |
CWM
3775
Compass Wealth Management
Guilford,
Connecticut
| $4.48億 | +$2796万 | +7% | 8.83% | 103% | 154 | 5.19% | 2.5 |
|