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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Berkeley Capital Partners
Milton,
Georgia
| $3.5億 | +$1815万 | +5% | 7.55% | 62.8% | 177 | 15.82% | 3.9 |
|
| 3952 |
3952
WealthBridge Capital Management
Westerville,
Ohio
| $3.5億 | +$4607万 | +15% | 6.29% | 89.4% | 216 | 15.28% | 3.2 |
|
| 3953 |
3953
Park Edge Advisors
Cleveland,
Ohio
| $3.5億 | +$2277万 | +7% | 4.3% | 61.1% | 154 | 22.73% | 1.1 |
|
| 3954 |
DI
3954
DDFG Inc
Thousand Oaks,
California
| $3.5億 | +$2631万 | +8% | 6.29% | 56.3% | 83 | 9.64% | 1.4 |
|
| 3955 |
3955
Trium Capital
London,
United Kingdom
| $3.5億 | -$4.41億 | -56% | 13.7% | 215% | 97 | 44.33% | 1 |
|
| 3956 |
3956
High Note Wealth
Deephaven,
Minnesota
| $3.5億 | +$2246万 | +7% | 6.16% | 82.8% | 102 | 7.84% | 2.5 |
|
| 3957 |
3957
Prism Advisors
Studio City,
California
| $3.5億 | +$1985万 | +6% | 6.4% | 54.6% | 69 | 10.14% | 2.9 |
|
| 3958 |
3958
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $3.5億 | +$1827万 | +6% | 9.41% | 17.8% | 1 | 0% | 11.3 |
|
| 3959 |
3959
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $3.5億 | +$2098万 | +6% | 6.79% | 74% | 81 | 6.17% | 6.2 |
|
| 3960 |
3960
Seafarer Capital Partners
Larkspur,
California
| $3.5億 | +$5658万 | +19% | 12.3% | 61.3% | 7 | 14.29% | 2.7 |
|
| 3961 |
3961
Haverford Financial Services
Radnor,
Pennsylvania
| $3.49億 | +$1584万 | +5% | 9.12% | 57.9% | 41 | 0% | 6 |
|
| 3962 |
3962
AMJ Financial Wealth Management
Leesburg,
Virginia
| $3.49億 | +$2625万 | +8% | 8.25% | 167% | 93 | 30.11% | 1.2 |
|
| 3963 |
3963
Wiser Wealth Management
Marietta,
Georgia
| $3.49億 | +$2589万 | +8% | 5.13% | 53% | 49 | 28.57% | 1.5 |
|
| 3964 |
3964
Apeiron RIA
Dallas,
Texas
| $3.49億 | +$2236万 | +7% | 5.85% | 68.5% | 214 | 8.88% | 1.8 |
|
| 3965 |
3965
Little House Capital
Braintree,
Massachusetts
| $3.49億 | +$2886万 | +9% | 6.03% | 118% | 123 | 15.45% | 2.4 |
|
| 3966 |
3966
Aristotle Pacific Capital
Newport Beach,
California
| $3.48億 | +$4523万 | +15% | 2.43% | 1.84% | 6 | 0% | 2.2 |
|
| 3967 |
3967
Birinyi Associates
Westport,
Connecticut
| $3.48億 | +$1440万 | +4% | 5.25% | 134% | 61 | 11.48% | 6.1 |
|
| 3968 |
3968
Outlook Wealth Advisors
Shenandoah,
Texas
| $3.48億 | +$2780万 | +9% | 4.7% | 76% | 273 | 13.19% | 1.8 |
|
| 3969 |
3969
Kore Advisors
Boynton Beach,
Florida
| $3.48億 | +$156万 | +0.4% | 10.1% | – | 22 | 27.27% | 0.6 |
|
| 3970 |
3970
NFC Investments
Memphis,
Tennessee
| $3.48億 | -$48.2万 | -0.1% | 5.21% | – | 36 | 2.78% | 5.5 |
|
| 3971 |
3971
Gavilan Investment Partners
Burlingame,
California
| $3.48億 | +$3303万 | +10% | 11.9% | 109% | 14 | 14.29% | 1.5 |
|
| 3972 |
3972
Park Place Capital
Homewood,
Alabama
| $3.48億 | +$3474万 | +11% | 6.89% | 60% | 905 | 11.05% | 1.5 |
|
| 3973 |
3973
GoalVest Advisory
New York
| $3.48億 | +$3490万 | +11% | 6.4% | 94.8% | 387 | 22.48% | 1.6 |
|
| 3974 |
3974
Oakwell Private Wealth Management
Austin,
Texas
| $3.48億 | -$649万 | -2% | 5.87% | 68.2% | 67 | 11.94% | 2.6 |
|
| 3975 |
ECG
3975
EPIQ Capital Group
San Francisco,
California
| $3.48億 | +$6340万 | +22% | 9.38% | 6.25% | 76 | 17.11% | 2.2 |
|