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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
von Borstel & Associates
The Dalles,
Oregon
| $4.88億 | +$5073万 | +12% | 9.57% | – | 45 | 8.89% | 1.5 |
|
| 3952 |
3952
Weaver Consulting Group
Huntington Beach,
California
| $4.88億 | +$6815万 | +16% | 10.1% | 56.4% | 308 | 14.29% | 3.4 |
|
| 3953 |
3953
O'Keefe Stevens Advisory
Rochester,
New York
| $4.88億 | +$8292万 | +20% | 20.5% | 208% | 84 | 13.1% | 3.5 |
|
| 3954 |
3954
Investment Management Associates
Greenwood Village,
Colorado
| $4.87億 | +$6756万 | +16% | 7.31% | 50.4% | 36 | 30.56% | 2.1 |
|
| 3955 |
LPC
3955
Lineage Point Capital
Palm Beach,
Florida
| $4.87億 | +$7796万 | +19% | 3.12% | – | 394 | 37.06% | 0.3 |
|
| 3956 |
3956
Endeavour Capital Advisors
Greenwich,
Connecticut
| $4.87億 | +$4625万 | +10% | 14% | 105% | 39 | 15.38% | 3.6 |
|
| 3957 |
3957
Parisi Gray Wealth Management
Mendham,
New Jersey
| $4.87億 | +$6740万 | +16% | 23% | 137% | 158 | 15.19% | 3.8 |
|
| 3958 |
3958
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $4.87億 | +$3832万 | +9% | 11.4% | 60.5% | 160 | 17.5% | 2.3 |
|
| 3959 |
3959
Monetary Management Group
St Louis,
Missouri
| $4.87億 | +$6801万 | +16% | 31.5% | 138% | 346 | 7.51% | 7.7 |
|
| 3960 |
3960
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $4.87億 | +$6452万 | +15% | 15% | 83.4% | 75 | 13.33% | 3.8 |
|
| 3961 |
3961
Harvey Capital Management
Palm Beach,
Florida
| $4.86億 | +$4745万 | +11% | 15.8% | 147% | 100 | 20% | 3.8 |
|
| 3962 |
3962
Vodafone Ventures
Newbury,
United Kingdom
| $4.86億 | +$3278万 | +7% | 7.23% | – | 1 | 0% | 0.5 |
|
| 3963 |
3963
Genworth Financial
Glen Allen,
Virginia
| $4.86億 | +$5839万 | +14% | 13.7% | 73.6% | 2 | 0% | 5.1 |
|
| 3964 |
3964
Berkeley Capital Partners
Milton,
Georgia
| $4.86億 | +$5463万 | +13% | 13% | 62.8% | 216 | 20.83% | 4 |
|
| 3965 |
3965
Vaquero Private Wealth
Dallas,
Texas
| $4.86億 | – | – | 17.5% | – | 194 | – | 0 |
|
| 3966 |
3966
First Wilshire Securities Management
Pasadena,
California
| $4.86億 | +$4183万 | +9% | 14.4% | 135% | 88 | 10.23% | 5.4 |
|
| 3967 |
3967
Waller Financial Planning Group
Columbus,
Ohio
| $4.86億 | +$3254万 | +7% | 10.7% | 47.5% | 82 | 14.63% | 4.5 |
|
| 3968 |
3968
Plan Group Financial
Oklahoma City,
Oklahoma
| $4.86億 | +$5929万 | +14% | 9.21% | 63.4% | 277 | 27.44% | 1.3 |
|
| 3969 |
3969
Stephens Greth Foundation
Dallas,
Texas
| $4.85億 | +$1.65億 | +52% | 12.9% | – | 4 | 0% | 0.5 |
|
| 3970 |
3970
Cadent Capital Advisors
Tulsa,
Oklahoma
| $4.85億 | +$9857万 | +26% | 22.6% | 106% | 221 | 24.43% | 2 |
|
| 3971 |
3971
Crestview Partners IV
New York
| $4.85億 | +$1.53億 | +46% | 47% | 106% | 2 | 0% | 3.9 |
|
| 3972 |
3972
Field & Main Bank
Henderson,
Kentucky
| $4.85億 | +$1.41億 | +41% | 21.4% | 107% | 280 | 10% | 6.6 |
|
| 3973 |
AA
3973
Ashford Advisors
Pittsford,
New York
| $4.85億 | +$5553万 | +13% | 13.7% | 75.4% | 24 | 8.33% | 3.5 |
|
| 3974 |
3974
Foursixthree Capital
New York
| $4.85億 | +$2.16億 | +81% | 11.1% | – | 26 | 61.54% | 0.4 |
|
| 3975 |
3975
Prentice Wealth Management
Rochester,
New York
| $4.84億 | +$4126万 | +9% | 7.72% | 47.8% | 126 | 7.14% | 2.9 |
|