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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Peak Capital Management
Greenwood Village,
Colorado
| $1.36億 | -$2929万 | -18% | 2.47% | 9.52% | 193 | 62.69% | 0.8 |
|
| 4027 |
WPA
4027
Winning Points Advisors
Boca Raton,
Florida
| $1.36億 | +$1089万 | +9% | 8.24% | – | 77 | 9.09% | 1.5 |
|
| 4028 |
4028
Amtrust Financial Services
New York
| $1.36億 | -$503万 | -4% | 8.42% | 61.9% | 74 | 63.51% | 0.6 |
|
| 4029 |
4029
Crestview Partners II
New York
| $1.36億 | -$2579万 | -16% | 15.9% | 157% | 2 | 0% | 1.5 |
|
| 4030 |
4030
Ogorek Anthony Joseph
Williamsville,
New York
| $1.36億 | +$724万 | +6% | 4.44% | 61.1% | 161 | 21.74% | 1.2 |
|
| 4031 |
4031
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $1.35億 | +$942万 | +7% | 3.97% | 56.3% | 53 | 13.21% | 0.6 |
|
| 4032 |
4032
Archer Capital Management
New York
| $1.35億 | -$4427万 | -25% | 12.6% | 72.3% | 28 | 32.14% | 1.7 |
|
| 4033 |
4033
Clear Perspective Advisors
Aurora,
Illinois
| $1.35億 | -$809万 | -6% | 6.08% | 88.5% | 491 | 72.51% | 1.5 |
|
| 4034 |
4034
West Branch Capital
Amherst,
Massachusetts
| $1.35億 | +$792万 | +6% | 9.95% | 156% | 93 | 7.53% | 0.4 |
|
| 4035 |
SWMG
4035
Signature Wealth Management Group
Atlanta,
Georgia
| $1.35億 | -$32.9万 | -0.2% | 4.06% | – | 365 | 16.16% | 0.7 |
|
| 4036 |
4036
Oakcliff Capital Partners
New York
| $1.35億 | +$263万 | +2% | 3.58% | 133% | 11 | 9.09% | 1 |
|
| 4037 |
4037
StoneX Group
New York
| $1.35億 | +$1861万 | +16% | 6.82% | 85.2% | 247 | 15.79% | 0.9 |
|
| 4038 |
4038
Allied Investment Advisors
Billings,
Montana
| $1.35億 | +$1185万 | +10% | 9.75% | 68.4% | 47 | 6.38% | 0.7 |
|
| 4039 |
4039
Aquiline Capital Partners
New York
| $1.35億 | -$268万 | -2% | 1.96% | 14.7% | 1 | 0% | 1.3 |
|
| 4040 |
4040
Mill Road Capital Management
Greenwich,
Connecticut
| $1.35億 | -$3216万 | -19% | 3.06% | 85.1% | 12 | 0% | 2.6 |
|
| 4041 |
4041
Profit Investment Management
North Bethesda,
Maryland
| $1.34億 | +$864万 | +7% | 10.7% | 101% | 73 | 1.37% | 3.9 |
|
| 4042 |
4042
Abbot Financial Management
Andover,
Massachusetts
| $1.34億 | +$870万 | +7% | 7.75% | 102% | 117 | 3.42% | 1.1 |
|
| 4043 |
4043
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $1.34億 | -$1810万 | -12% | 3.35% | 68.6% | 64 | 26.56% | 0.6 |
|
| 4044 |
SC
4044
Spindletop Capital
Chappaqua,
New York
| $1.34億 | +$62万 | +0.5% | 1% | – | 11 | 9.09% | 2.8 |
|
| 4045 |
4045
Summit Financial Group
Moorefield,
West Virginia
| $1.34億 | +$569万 | +4% | 7.8% | 26.1% | 128 | 9.38% | 1.1 |
|
| 4046 |
4046
AllSquare Wealth Management
Albany,
New York
| $1.34億 | +$178万 | +1% | 2.28% | 62.4% | 528 | 12.69% | 1.4 |
|
| 4047 |
4047
Billings Capital Management
Arlington,
Virginia
| $1.34億 | +$676万 | +5% | 4.76% | – | 11 | 45.45% | 1.1 |
|
| 4048 |
4048
Kiley Juergens Wealth Management
Olympia,
Washington
| $1.34億 | +$2192万 | +20% | 8.57% | 106% | 800 | 9.88% | 0.3 |
|
| 4049 |
4049
Addison Capital
Conshohocken,
Pennsylvania
| $1.34億 | +$439万 | +3% | 3.55% | 59.7% | 121 | 17.36% | 2.8 |
|
| 4050 |
4050
St. Johns Investment Management
Jacksonville,
Florida
| $1.34億 | -$238万 | -2% | 7.03% | 80.9% | 203 | 18.23% | 3 |
|