で公開中です!
詳しく見る
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $2.85億 | -$2053万 | -7% | 3.85% | 60.3% | 52 | 11.54% | 4.8 |
|
| 3777 |
3777
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $2.85億 | +$4483万 | +19% | 8.68% | 69.8% | 94 | 29.79% | 0.8 |
|
| 3778 |
3778
Argyle Capital Management
Center Valley,
Pennsylvania
| $2.84億 | -$640万 | -2% | 0.97% | 106% | 128 | 2.34% | 8 |
|
| 3779 |
3779
Spinnaker Investment Group
Newport Beach,
California
| $2.84億 | +$320万 | +1% | 4.24% | 56.9% | 90 | 13.33% | 1 |
|
| 3780 |
RS
3780
Retirement Solution
Redmond,
Washington
| $2.84億 | +$1.02億 | +56% | 6.78% | 77.3% | 44 | 40.91% | 1.2 |
|
| 3781 |
3781
Xcel Wealth Management
Holly Hill,
Florida
| $2.84億 | +$3026万 | +12% | 11.7% | 98.8% | 135 | 8.15% | 2.7 |
|
| 3782 |
3782
PL Capital Advisors
Naples,
Florida
| $2.84億 | -$7980万 | -22% | 14.6% | 100% | 48 | 27.08% | 3.4 |
|
| 3783 |
3783
Fourthstone LLC
St Louis,
Missouri
| $2.84億 | -$9657万 | -25% | 14.5% | 104% | 50 | 36% | 1.3 |
|
| 3784 |
3784
Ellsworth Advisors
Hudson,
Ohio
| $2.84億 | +$1705万 | +6% | 3.96% | 131% | 180 | 22.78% | 1.2 |
|
| 3785 |
3785
Fairfield, Bush & Co
Darien,
Connecticut
| $2.84億 | +$1.32億 | +87% | 10.7% | 112% | 148 | 22.3% | 4.8 |
|
| 3786 |
3786
WESCAP Management Group
Glendale,
California
| $2.84億 | -$72万 | -0.3% | 4.97% | 45.7% | 94 | 11.7% | 3.9 |
|
| 3787 |
3787
Trifecta Capital Advisors
Northbrook,
Illinois
| $2.84億 | +$3291万 | +13% | 11.9% | 149% | 466 | 14.59% | 0.2 |
|
| 3788 |
KS
3788
Karpas Strategies
Litchfield,
Connecticut
| $2.84億 | -$81.4万 | -0.3% | 0.75% | 16.1% | 122 | 4.92% | 6.6 |
|
| 3789 |
3789
Hamilton Wealth
Encino,
California
| $2.84億 | +$3787万 | +15% | 13% | 108% | 112 | 43.75% | 1 |
|
| 3790 |
SRAM
3790
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $2.84億 | +$1.49億 | +111% | 13.9% | 74.7% | 195 | 38.46% | 0.7 |
|
| 3791 |
MKC
3791
M. Kraus & Co
Shelburne,
Vermont
| $2.83億 | +$1221万 | +5% | 4.5% | 65.9% | 75 | 2.67% | 4.8 |
|
| 3792 |
3792
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $2.83億 | +$5293万 | +23% | 10.7% | 1,119% | 29 | 44.83% | 0.7 |
|
| 3793 |
3793
Montgomery Investment Management
Rockville,
Maryland
| $2.83億 | +$145万 | +0.5% | 2.27% | 105% | 86 | 8.14% | 6.6 |
|
| 3794 |
3794
Morton Capital Management
Calabasas,
California
| $2.83億 | +$2652万 | +10% | 7.82% | 75.4% | 94 | 12.77% | 1 |
|
| 3795 |
3795
Pacific Life Fund Advisors
Newport Beach,
California
| $2.82億 | +$215万 | +0.8% | 3.83% | 47.6% | 8 | 0% | 0.3 |
|
| 3796 |
VARA
3796
Value Aligned Research Advisors
Princeton,
New Jersey
| $2.82億 | +$6185万 | +28% | 33% | 1,641% | 24 | 20.83% | 0.3 |
|
| 3797 |
3797
Farmers National Bank
Danville,
Kentucky
| $2.82億 | +$194万 | +0.7% | 2.52% | – | 147 | 2.72% | 5.7 |
|
| 3798 |
3798
Wambolt & Associates
Littleton,
Colorado
| $2.82億 | +$2145万 | +8% | 4.83% | 62.2% | 274 | 17.52% | 2.7 |
|
| 3799 |
3799
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $2.82億 | +$924万 | +3% | 3.66% | 55.5% | 79 | 7.59% | 3.2 |
|
| 3800 |
3800
Shikiar Asset Management
New York
| $2.81億 | – | – | 11.4% | 117% | 80 | – | 3.7 |
|