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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Concentric Wealth Management
Lafayette,
California
| $1.39億 | +$436万 | +3% | 2.3% | 33.4% | 89 | 2.25% | 1.4 |
|
| 3927 |
3927
Nicollet Investment Management
Minneapolis,
Minnesota
| $1.39億 | +$975万 | +8% | 6.5% | 104% | 71 | 7.04% | 0.5 |
|
| 3928 |
3928
Orleans Capital Management
Mandeville,
Louisiana
| $1.39億 | +$244万 | +2% | 3.25% | 94.6% | 84 | 9.52% | 3.2 |
|
| 3929 |
WWMSC
3929
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $1.39億 | +$741万 | +6% | 1.47% | 36.4% | 735 | 15.92% | 0.4 |
|
| 3930 |
MCA
3930
Mercer Capital Advisers
Little Silver,
New Jersey
| $1.39億 | +$263万 | +2% | 3.07% | 59.6% | 247 | 2.83% | 3 |
|
| 3931 |
3931
Rench Wealth Management
Denton,
Texas
| $1.39億 | -$778万 | -5% | 1.11% | 106% | 54 | 9.26% | 3.1 |
|
| 3932 |
3932
Bellecapital
Zurich,
Switzerland
| $1.38億 | +$3157万 | +30% | 1.32% | 152% | 92 | 15.22% | 1.5 |
|
| 3933 |
3933
Albert D. Mason Inc
Boston,
Massachusetts
| $1.38億 | +$552万 | +4% | 3.53% | 82% | 143 | 6.29% | 3.3 |
|
| 3934 |
CAGAS
3934
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $1.38億 | +$154万 | +1% | 2.5% | 54.8% | 393 | 17.3% | 0.2 |
|
| 3935 |
3935
Gainplan
Bloomfield Hills,
Michigan
| $1.38億 | +$5973万 | +76% | 10.2% | 103% | 25 | 64% | 0.2 |
|
| 3936 |
3936
Peloton Wealth Strategists
Indianapolis,
Indiana
| $1.38億 | +$531万 | +4% | 5.48% | 51.3% | 66 | 15.15% | 2.5 |
|
| 3937 |
3937
Peachtree Investment Advisors
Atlanta,
Georgia
| $1.38億 | +$499万 | +4% | 0.59% | 24.2% | 77 | 5.19% | 3.9 |
|
| 3938 |
3938
Wills Financial Group
Richmond,
Virginia
| $1.38億 | +$298万 | +2% | 0.46% | 57.5% | 70 | 8.57% | 2.7 |
|
| 3939 |
3939
Peninsula Asset Management
Bradenton,
Florida
| $1.38億 | +$122万 | +0.9% | 2.69% | 44.1% | 46 | 2.17% | 4 |
|
| 3940 |
3940
Copernicus Capital Management
San Francisco,
California
| $1.38億 | +$1228万 | +10% | 7.63% | 126% | 25 | 44% | 0.3 |
|
| 3941 |
3941
Sheffield Asset Management
Chicago,
Illinois
| $1.38億 | -$9322万 | -40% | 9.95% | 24.5% | 25 | 76% | 0.3 |
|
| 3942 |
3942
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $1.38億 | +$902万 | +7% | 13.2% | 131% | 88 | 7.95% | 2.2 |
|
| 3943 |
3943
Technology Crossover Management V
Menlo Park,
California
| $1.37億 | +$2044万 | +17% | 17.5% | 2.5% | 2 | 0% | 3 |
|
| 3944 |
3944
BigSur Wealth Management
Miami,
Florida
| $1.37億 | -$295万 | -2% | 1.33% | 94.8% | 112 | 15.18% | 1.2 |
|
| 3945 |
3945
Caldera Capital
Dallas,
Texas
| $1.37億 | +$2579万 | +23% | 7.43% | 84.5% | 22 | 59.09% | 0.5 |
|
| 3946 |
3946
Ford Financial Group
Fresno,
California
| $1.37億 | +$928万 | +7% | 1.3% | 47.7% | 47 | 21.28% | 0.5 |
|
| 3947 |
3947
Aquiline Capital Partners
New York
| $1.37億 | -$1023万 | -7% | 4.44% | 14.7% | 1 | 0% | 1 |
|
| 3948 |
3948
Pecaut & Co
Sioux City,
Iowa
| $1.37億 | +$544万 | +4% | 5.7% | 67.6% | 68 | 14.71% | 2.3 |
|
| 3949 |
3949
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| $1.37億 | +$158万 | +1% | 2.27% | – | 115 | 2.61% | 0.5 |
|
| 3950 |
3950
Artemis Wealth Advisors
New York
| $1.37億 | +$861万 | +7% | 6.5% | 174% | 32 | 6.25% | 1.1 |
|