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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
West Michigan Advisors
Holland,
Michigan
| $4.55億 | +$1960万 | +5% | 3.15% | 86.6% | 332 | 29.22% | 1.8 |
|
| 3827 |
AIS
3827
AM Investment Strategies
Chattanooga,
Tennessee
| $4.55億 | -$2604万 | -5% | 4.53% | 135% | 122 | 13.93% | 3.1 |
|
| 3828 |
3828
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $4.55億 | +$81.1万 | +0.2% | 2.08% | 94% | 384 | 27.08% | 1.6 |
|
| 3829 |
3829
Aries Wealth Management
Portland,
Maine
| $4.55億 | +$318万 | +0.7% | 0.43% | 87.7% | 245 | 9.39% | 3 |
|
| 3830 |
TPWM
3830
Twelve Points Wealth Management
Concord,
Massachusetts
| $4.55億 | +$1035万 | +2% | 1.52% | 56.8% | 211 | 12.32% | 2.8 |
|
| 3831 |
3831
Paradiem
Covington,
Louisiana
| $4.54億 | +$3599万 | +9% | 8.6% | 107% | 75 | 30.67% | 1.5 |
|
| 3832 |
3832
Barry Investment Advisors
New Bedford,
Massachusetts
| $4.54億 | +$435万 | +1% | 6.88% | 66.7% | 109 | 15.6% | 4.3 |
|
| 3833 |
3833
Peddock Capital Advisors
Braintree,
Massachusetts
| $4.53億 | -$2385万 | -5% | 1.25% | 113% | 170 | 8.24% | 6.5 |
|
| 3834 |
3834
Vodafone Ventures
Newbury,
United Kingdom
| $4.53億 | +$5603万 | +14% | 14.1% | – | 1 | 0% | 0.3 |
|
| 3835 |
3835
Farmers National Bank
Danville,
Kentucky
| $4.53億 | +$530万 | +1% | 0.03% | – | 197 | 12.18% | 6.2 |
|
| 3836 |
3836
Act Two Investors
Santa Cruz,
California
| $4.53億 | -$1.03億 | -18% | 10.2% | 53% | 40 | 15% | 3.7 |
|
| 3837 |
3837
Waller Financial Planning Group
Columbus,
Ohio
| $4.53億 | +$273万 | +0.6% | 0.59% | 47.5% | 79 | 11.39% | 4.5 |
|
| 3838 |
3838
Bulltick Wealth Management
Miami,
Florida
| $4.53億 | -$1790万 | -4% | 4.45% | 58.2% | 162 | 34.57% | 1.5 |
|
| 3839 |
3839
Compton Financial Group
Towson,
Maryland
| $4.53億 | +$1108万 | +3% | 1.48% | 37.7% | 72 | 15.28% | 2.1 |
|
| 3840 |
3840
Wolff Financial Management
Kalamazoo,
Michigan
| $4.53億 | +$789万 | +2% | 0.42% | 56.7% | 104 | 3.85% | 2.9 |
|
| 3841 |
3841
Addison Advisors
Middlebury,
Vermont
| $4.52億 | +$733万 | +2% | 0.2% | 54.5% | 999 | 12.11% | 2.9 |
|
| 3842 |
3842
Blankinship & Foster
Solana Beach,
California
| $4.52億 | -$1041万 | -2% | 1.4% | 67.1% | 80 | 7.5% | 4.8 |
|
| 3843 |
3843
Waterway Wealth Management
The Woodlands,
Texas
| $4.52億 | +$1044万 | +2% | 3.38% | 52.2% | 99 | 25.25% | 1 |
|
| 3844 |
3844
Essex Savings Bank
Essex,
Connecticut
| $4.52億 | -$938万 | -2% | 3.86% | 95.2% | 324 | 9.57% | 4.2 |
|
| 3845 |
3845
Leverty Financial Group
Hudson,
Wisconsin
| $4.52億 | +$3385万 | +8% | 1.69% | 57.3% | 53 | 24.53% | 2.2 |
|
| 3846 |
3846
HGC Investment Management
Toronto,
Ontario, Canada
| $4.51億 | -$2034万 | -4% | 0.69% | 33.2% | 205 | 39.02% | 0.4 |
|
| 3847 |
3847
Marion Wealth Management
Monroeville,
Pennsylvania
| $4.51億 | +$129万 | +0.3% | 1.6% | 51.7% | 154 | 11.69% | 2.6 |
|
| 3848 |
3848
CDAM (UK)
London,
United Kingdom
| $4.51億 | -$9897万 | -18% | 15.5% | 7.89% | 12 | 16.67% | 3.8 |
|
| 3849 |
3849
Lind Value II ApS
Aarhus C,
Denmark
| $4.51億 | +$1.41億 | +46% | 12% | – | 11 | 45.45% | 0.5 |
|
| 3850 |
SIM
3850
SW Investment Management
Telluride,
Colorado
| $4.51億 | +$7481万 | +20% | 8.59% | 143% | 8 | 12.5% | 2.6 |
|