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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
Marathon Capital Management
Hunt Valley,
Maryland
| $3.93億 | +$1716万 | +5% | 5.57% | 74% | 177 | 16.38% | 3 |
|
| 3927 |
3927
Progressive Investment Management
Lake Oswego,
Oregon
| $3.93億 | +$3532万 | +10% | 13.7% | 139% | 56 | 0% | 5.3 |
|
| 3928 |
PTB
3928
Pioneer Trust Bank
Salem,
Oregon
| $3.92億 | +$1243万 | +3% | 8.07% | 61.4% | 80 | 6.25% | 7.9 |
|
| 3929 |
RS
3929
Retirement Solution
Redmond,
Washington
| $3.92億 | +$3933万 | +11% | 10.1% | 77.3% | 49 | 30.61% | 1.7 |
|
| 3930 |
3930
American Investment Services
Great Barrington,
Massachusetts
| $3.92億 | -$1.76億 | -31% | 5.98% | 63.1% | 160 | 18.75% | 6 |
|
| 3931 |
3931
DecisionPoint Financial
Mesa,
Arizona
| $3.92億 | +$4691万 | +14% | 6.7% | 48% | 695 | 70.94% | 0.6 |
|
| 3932 |
FVCM
3932
F&V Capital Management
Boca Raton,
Florida
| $3.91億 | +$600万 | +2% | 8.75% | 123% | 62 | 24.19% | 5.2 |
|
| 3933 |
3933
Truffle Hound Capital
Bethesda,
Maryland
| $3.91億 | +$1.14億 | +41% | 12.6% | – | 73 | 46.58% | 0.3 |
|
| 3934 |
3934
Tenere Capital
New York
| $3.9億 | +$2705万 | +7% | 17.2% | 131% | 25 | 40% | 1 |
|
| 3935 |
3935
BetterWealth
San Jose,
California
| $3.9億 | +$3406万 | +10% | 7.06% | 63.3% | 63 | 3.17% | 2 |
|
| 3936 |
3936
Carderock Capital Management
Chevy Chase,
Maryland
| $3.9億 | +$1303万 | +3% | 8.77% | 97.6% | 140 | 50.71% | 2.9 |
|
| 3937 |
3937
Brooklyn FI
New York
| $3.9億 | +$6592万 | +20% | 8.95% | 54.7% | 77 | 15.58% | 1.9 |
|
| 3938 |
3938
Martin Investment Management
Palm Beach Gardens,
Florida
| $3.9億 | -$625万 | -2% | 3.44% | 44% | 53 | 13.21% | 5.2 |
|
| 3939 |
3939
Park Edge Advisors
Cleveland,
Ohio
| $3.9億 | +$3078万 | +9% | 8.01% | 53.7% | 151 | 14.57% | 1.6 |
|
| 3940 |
3940
Continental General Insurance Company
Austin,
Texas
| $3.9億 | +$1.01億 | +35% | 10.9% | 188% | 13 | 30.77% | 0.6 |
|
| 3941 |
3941
Collective Family Office
York,
Pennsylvania
| $3.89億 | +$1946万 | +5% | 6.02% | 52.5% | 165 | 9.09% | 3.2 |
|
| 3942 |
SWG
3942
Summit Wealth Group
White River Junction,
Vermont
| $3.89億 | +$4732万 | +14% | 7.16% | 53% | 114 | 14.91% | 1.5 |
|
| 3943 |
3943
Guidance Point Advisors
Wellesley,
Massachusetts
| $3.89億 | +$3813万 | +11% | 10.9% | 71.8% | 87 | 4.6% | 3.9 |
|
| 3944 |
3944
Outlook Wealth Advisors
Shenandoah,
Texas
| $3.89億 | +$2940万 | +8% | 9.17% | 70% | 285 | 13.68% | 2.2 |
|
| 3945 |
3945
Stenger Family Office
Naperville,
Illinois
| $3.89億 | – | – | 10.8% | – | 102 | – | 0.3 |
|
| 3946 |
3946
Apeiron RIA
Dallas,
Texas
| $3.88億 | +$5767万 | +17% | 8.66% | 68.5% | 215 | 12.56% | 2.2 |
|
| 3947 |
3947
MilWealth Group
Milwaukee,
Wisconsin
| $3.88億 | +$2526万 | +7% | 6.89% | 36.8% | 68 | 0% | 4.7 |
|
| 3948 |
3948
Semmax Financial Advisors
Winston Salem,
North Carolina
| $3.88億 | +$1861万 | +5% | 6.3% | – | 469 | 16.84% | 3.4 |
|
| 3949 |
3949
Voisard Asset Management Group
Grand Rapids,
Michigan
| $3.88億 | +$4582万 | +13% | 6.99% | 50.5% | 93 | 13.98% | 1.1 |
|
| 3950 |
3950
Montanaro Asset Management
London,
United Kingdom
| $3.88億 | +$4699万 | +14% | 15% | 49.6% | 46 | 15.22% | 3.1 |
|