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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Gateway Wealth Partners
Appleton,
Wisconsin
| $3.63億 | +$3195万 | +10% | 5.8% | 58.9% | 294 | 17.69% | 1 |
|
| 3877 |
3877
RR Advisors
Dallas,
Texas
| $3.62億 | -$1062万 | -3% | 1.86% | 115% | 26 | 30.77% | 3.8 |
|
| 3878 |
3878
Evergreen Advisors
Chattanooga,
Tennessee
| $3.62億 | +$2811万 | +8% | 6.13% | – | 17 | 5.88% | 3.5 |
|
| 3879 |
3879
Canvas Wealth Advisors
Shawnee,
Kansas
| $3.62億 | +$3871万 | +12% | 5.55% | 133% | 184 | 21.74% | 1.5 |
|
| 3880 |
CA
3880
Crumly & Associates
Springfield,
Illinois
| $3.62億 | +$1453万 | +4% | 5.56% | 58.1% | 157 | 18.47% | 2 |
|
| 3881 |
3881
Winch Advisory Services
Appleton,
Wisconsin
| $3.62億 | +$1191万 | +3% | 3.83% | 92.4% | 498 | 13.45% | 4.8 |
|
| 3882 |
3882
Monument Capital Management
Alexandria,
Virginia
| $3.62億 | +$2165万 | +6% | 9.96% | 170% | 214 | 26.17% | 2 |
|
| 3883 |
3883
Keystone Wealth Services
Palm Desert,
California
| $3.62億 | +$4016万 | +12% | 4.71% | 91.1% | 262 | 15.27% | 1.7 |
|
| 3884 |
3884
P/E Global LLC
Boston,
Massachusetts
| $3.61億 | -$672万 | -2% | 5.57% | 49% | 3 | 0% | 1.2 |
|
| 3885 |
EGA
3885
E&G Advisors
Houston,
Texas
| $3.61億 | +$2121万 | +6% | 5.15% | 97.7% | 222 | 9.01% | 2.4 |
|
| 3886 |
3886
Meteora Capital
Boca Raton,
Florida
| $3.61億 | -$1.86億 | -34% | 1.97% | 56.9% | 304 | 47.37% | 0.9 |
|
| 3887 |
3887
Old Port Advisors
Portland,
Maine
| $3.6億 | +$2514万 | +8% | 7.5% | 114% | 241 | 7.88% | 3.9 |
|
| 3888 |
3888
Addison Advisors
Middlebury,
Vermont
| $3.6億 | +$5008万 | +16% | 5.88% | 54.5% | 867 | 14.3% | 2.2 |
|
| 3889 |
3889
Madrona Financial Services
Everett,
Washington
| $3.6億 | +$3431万 | +11% | 4.47% | 85.1% | 115 | 14.78% | 2.5 |
|
| 3890 |
3890
Cornerstone Wealth Advisors
Edina,
Minnesota
| $3.6億 | +$2565万 | +8% | 5.11% | 46.1% | 50 | 4% | 2.7 |
|
| 3891 |
3891
WR Wealth Planners
Columbia,
Missouri
| $3.6億 | +$3169万 | +10% | 6.09% | 22.1% | 1,223 | 13.16% | 0.7 |
|
| 3892 |
3892
ClearAlpha Technologies
Greenwich,
Connecticut
| $3.59億 | +$5727万 | +19% | 6.5% | – | 336 | 70.24% | 0.2 |
|
| 3893 |
3893
Founders Financial Alliance
Raleigh,
North Carolina
| $3.59億 | +$2199万 | +7% | 6.38% | 84.9% | 600 | 8.67% | 2.6 |
|
| 3894 |
3894
Landaas & Company
Milwaukee,
Wisconsin
| $3.59億 | +$3098万 | +9% | 5.99% | 68.3% | 92 | 13.04% | 3.4 |
|
| 3895 |
3895
Hourglass Capital
Houston,
Texas
| $3.59億 | +$2267万 | +7% | 8.55% | 94.4% | 108 | 6.48% | 5.5 |
|
| 3896 |
3896
Grey Fox Wealth Advisors
Rockland,
Delaware
| $3.59億 | +$7446万 | +26% | 5.78% | 45.3% | 161 | 36.02% | 1.1 |
|
| 3897 |
3897
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $3.59億 | +$5406万 | +18% | 9.21% | 155% | 107 | 15.89% | 2 |
|
| 3898 |
3898
SimplyRich
Carlsbad,
California
| $3.59億 | +$4275万 | +14% | 6.75% | 105% | 229 | 25.76% | 2.8 |
|
| 3899 |
3899
Rothschild Capital Partners
New York
| $3.59億 | +$854万 | +2% | 4.26% | 90.8% | 49 | 4.08% | 3.6 |
|
| 3900 |
3900
Zeno Equity Partners
London,
United Kingdom
| $3.59億 | -$1734万 | -5% | 4.67% | – | 17 | 23.53% | 0.6 |
|