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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Fielder Capital Group
Nashville,
Tennessee
| $4.7億 | +$3067万 | +7% | 5.83% | – | 302 | 19.54% | 1.3 |
|
| 3777 |
3777
Platform Technology Partners
New York
| $4.7億 | +$5234万 | +13% | 2.49% | – | 274 | 11.68% | 3.3 |
|
| 3778 |
3778
Basecamp Wealth Advisors
Bellevue,
Washington
| $4.69億 | – | – | 4.33% | – | 1,752 | – | 0 |
|
| 3779 |
3779
Holistic Planning
Nacogdoches,
Texas
| $4.69億 | +$8819万 | +23% | 1.9% | 61.9% | 289 | 23.88% | 1.1 |
|
| 3780 |
3780
Harvey Capital Management
Palm Beach,
Florida
| $4.69億 | +$29.7万 | +0.1% | 6.29% | 147% | 93 | 24.73% | 4.4 |
|
| 3781 |
3781
Verde Capital Management
Clarkston,
Michigan
| $4.69億 | +$1756万 | +4% | 0.85% | 80.3% | 68 | 1.47% | 2.8 |
|
| 3782 |
3782
Adams Wealth Management
Logan,
Utah
| $4.69億 | +$208万 | +0.4% | 2.26% | 105% | 191 | 10.47% | 2 |
|
| 3783 |
3783
HS Management Partners
New York
| $4.69億 | -$3.01億 | -39% | 0.77% | 36.2% | 26 | 11.54% | 3.7 |
|
| 3784 |
JC
3784
Joho Capital
New York
| $4.69億 | -$9446万 | -17% | 0.07% | 80.2% | 9 | 0% | 2.9 |
|
| 3785 |
3785
Deeter Investments
Austin,
Texas
| $4.68億 | – | – | 12.2% | – | 111 | – | 0 |
|
| 3786 |
3786
MSH Capital Advisors
Scottsdale,
Arizona
| $4.68億 | +$9492万 | +25% | 2.22% | 77.4% | 279 | 14.7% | 2.4 |
|
| 3787 |
3787
Madrona Financial Services
Everett,
Washington
| $4.68億 | +$1473万 | +3% | 2.77% | 85.1% | 139 | 20.86% | 2.8 |
|
| 3788 |
3788
Coyle Financial Counsel
Glenview,
Illinois
| $4.68億 | +$3407万 | +8% | 3.46% | 67.3% | 117 | 19.66% | 2.7 |
|
| 3789 |
3789
Sanchez Wealth Management Group
Jacksonville,
Florida
| $4.68億 | +$1728万 | +4% | 1.13% | 61.1% | 52 | 9.62% | 3.7 |
|
| 3790 |
3790
Brooklyn FI
New York
| $4.67億 | +$2116万 | +5% | 1.86% | 60.4% | 84 | 10.71% | 2.2 |
|
| 3791 |
3791
Patient Square Capital
Menlo Park,
California
| $4.67億 | +$9327万 | +25% | 47.3% | 329% | 33 | 42.42% | 0.6 |
|
| 3792 |
3792
CMH Wealth Management
Portsmouth,
New Hampshire
| $4.67億 | -$239万 | -0.5% | 4.33% | 88% | 56 | 7.14% | 4.2 |
|
| 3793 |
MWM
3793
Mascoma Wealth Management
Hanover,
New Hampshire
| $4.66億 | +$1262万 | +3% | 1.44% | 43.7% | 523 | 17.97% | 3.4 |
|
| 3794 |
ISFAN
3794
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| $4.66億 | +$1.71億 | +58% | 2.41% | – | 277 | 16.25% | 0.7 |
|
| 3795 |
3795
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $4.66億 | +$613万 | +1% | 4.89% | 70.4% | 401 | 11.97% | 1.2 |
|
| 3796 |
3796
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $4.66億 | +$1063万 | +2% | 1.71% | 53.6% | 59 | 1.69% | 5.7 |
|
| 3797 |
3797
Integrated Quantitative Investments
Bellevue,
Washington
| $4.66億 | +$1.14億 | +32% | 4.87% | – | 515 | 57.28% | 0.4 |
|
| 3798 |
3798
Cypress Point Investment Management
Mill Valley,
California
| $4.65億 | – | – | 2.45% | – | 31 | – | 0 |
|
| 3799 |
3799
Alta Fox Capital Management
Fort Worth,
Texas
| $4.65億 | +$1629万 | +4% | 9.3% | 261% | 21 | 47.62% | 0.8 |
|
| 3800 |
3800
Marathon Capital Management
Hunt Valley,
Maryland
| $4.65億 | +$2769万 | +6% | 7.26% | 74% | 176 | 10.23% | 3.2 |
|