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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
CWM
3801
Catamount Wealth Management
Westport,
Connecticut
| $1.46億 | -$6232万 | -30% | 13.2% | 70.7% | 237 | 36.29% | 1.7 |
|
| 3802 |
3802
Galibier Capital Management
Toronto,
Ontario, Canada
| $1.46億 | – | – | 16.7% | 66.8% | 30 | – | 0 |
|
| 3803 |
3803
Avestar Capital
New York
| $1.46億 | -$2657万 | -15% | 13% | 101% | 1,073 | 19.48% | 0.8 |
|
| 3804 |
3804
Lowe Wealth Advisors
Columbia,
Maryland
| $1.46億 | -$2270万 | -13% | 9.14% | 63.3% | 324 | 18.52% | 2.7 |
|
| 3805 |
3805
Augustine Asset Management
Jacksonville,
Florida
| $1.46億 | -$3431万 | -19% | 12.1% | 316% | 83 | 19.28% | 2.4 |
|
| 3806 |
3806
Antara Capital
New York
| $1.46億 | – | – | 3.47% | 39.8% | 30 | – | 0 |
|
| 3807 |
WWM
3807
Windsor Wealth Management
Indianapolis,
Indiana
| $1.46億 | -$782万 | -5% | 11.5% | 37.3% | 143 | 16.08% | 0.8 |
|
| 3808 |
3808
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $1.46億 | -$540万 | -4% | 11.1% | 130% | 609 | 89.33% | 2 |
|
| 3809 |
3809
Boltwood Capital Management
Walnut Creek,
California
| $1.46億 | -$2165万 | -13% | 10.2% | 63% | 137 | 15.33% | 3.6 |
|
| 3810 |
3810
O'Brien Wealth Partners
Waltham,
Massachusetts
| $1.46億 | -$785万 | -5% | 13% | 56.7% | 226 | 82.3% | 1.6 |
|
| 3811 |
3811
RP Management
New York
| $1.46億 | – | – | 15.7% | 208% | 4 | – | 0 |
|
| 3812 |
3812
Chandler Asset Management
San Diego,
California
| $1.46億 | $0 | 0% | 12.3% | 35.6% | 19 | 0% | 0.8 |
|
| 3813 |
3813
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $1.46億 | -$4852万 | -25% | 15.6% | 38.5% | 258 | 35.27% | 2 |
|
| 3814 |
3814
Intellectus Partners
San Francisco,
California
| $1.46億 | -$1.4億 | -49% | 14.1% | 157% | 607 | 59.14% | 1.6 |
|
| 3815 |
3815
Clearline Capital
New York
| $1.46億 | -$2312万 | -14% | 27.2% | 57.4% | 76 | 56.58% | 0.3 |
|
| 3816 |
3816
Silverleafe Capital Partners
Germantown,
Tennessee
| $1.46億 | -$1823万 | -11% | 14.7% | 87.7% | 84 | 42.86% | 0.6 |
|
| 3817 |
3817
First National Bank of Hutchinson
Hutchinson,
Kansas
| $1.46億 | -$3013万 | -17% | 14.9% | 121% | 93 | 20.43% | 2.6 |
|
| 3818 |
3818
Progressive Investment Management
Lake Oswego,
Oregon
| $1.46億 | -$2197万 | -13% | 14.7% | 126% | 37 | 10.81% | 3.4 |
|
| 3819 |
3819
FC Advisory
West Chester,
Pennsylvania
| $1.46億 | -$1458万 | -9% | 8.64% | 46.6% | 54 | 18.52% | 2.6 |
|
| 3820 |
3820
Providence Capital Advisors
Charlotte,
North Carolina
| $1.45億 | -$775万 | -5% | 12.9% | 47.4% | 280 | 18.21% | 0.8 |
|
| 3821 |
3821
ValueWorks
New York
| $1.45億 | -$1243万 | -8% | 19.5% | 190% | 39 | 30.77% | 2.3 |
|
| 3822 |
KCM
3822
Kempner Capital Management
Galveston,
Texas
| $1.45億 | -$1060万 | -7% | 14.7% | 60.9% | 51 | 9.8% | 3.4 |
|
| 3823 |
HCIA
3823
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $1.45億 | -$1518万 | -9% | 12.7% | 42.7% | 123 | 26.83% | 2 |
|
| 3824 |
3824
Bernicke Wealth Management
Altoona,
Wisconsin
| $1.45億 | -$524万 | -3% | 5.12% | – | 48 | 4.17% | 2.3 |
|
| 3825 |
3825
REDW Wealth
Albuquerque,
New Mexico
| $1.45億 | -$556万 | -4% | 7.37% | 54.1% | 89 | 16.85% | 1.6 |
|