で公開中です!
詳しく見る
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
White Pine Capital
Bloomington,
Minnesota
| $2.68億 | +$1062万 | +4% | 4.73% | 143% | 211 | 8.53% | 5.8 |
|
| 4052 |
4052
Keystone Wealth Services
Palm Desert,
California
| $2.68億 | +$2318万 | +9% | 7.05% | 80.1% | 212 | 14.62% | 1.1 |
|
| 4053 |
4053
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $2.67億 | +$1586万 | +6% | 4.45% | 53.8% | 104 | 24.04% | 0.8 |
|
| 4054 |
4054
Knuff & Co
Foster City,
California
| $2.67億 | +$1427万 | +6% | 8.37% | 85.8% | 132 | 8.33% | 3.4 |
|
| 4055 |
4055
Washington University
St Louis,
Missouri
| $2.67億 | -$1.13億 | -30% | 29.4% | 44% | 12 | 58.33% | 1.3 |
|
| 4056 |
4056
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $2.66億 | +$1871万 | +8% | 8.51% | 80% | 78 | 7.69% | 4.1 |
|
| 4057 |
4057
Prudent Man Advisors
Naperville,
Illinois
| $2.66億 | +$1016万 | +4% | 4.83% | 82.8% | 216 | 12.5% | 1.8 |
|
| 4058 |
4058
EnCap Flatrock Midstream Fund IV
San Antonio,
Texas
| $2.66億 | – | – | 1.84% | – | 1 | – | 0 |
|
| 4059 |
CWM
4059
Cordatus Wealth Management
Newtown,
Pennsylvania
| $2.66億 | +$1.87億 | +239% | 7.56% | 108% | 169 | 79.88% | 0.1 |
|
| 4060 |
4060
Stewardship Advisors
Mount Joy,
Pennsylvania
| $2.66億 | +$555万 | +2% | 2.26% | 46.1% | 43 | 9.3% | 1.9 |
|
| 4061 |
4061
Flagstar Advisors
New York
| $2.66億 | -$934万 | -3% | 4.27% | 81.9% | 165 | 12.73% | 1.5 |
|
| 4062 |
4062
Empower Annuity Insurance Company
Hartford,
Connecticut
| $2.66億 | -$361万 | -1% | 1.34% | 0.86% | 1 | 0% | 0.5 |
|
| 4063 |
4063
Ballast Advisors
Woodbury,
Minnesota
| $2.66億 | +$1485万 | +6% | 7.55% | 66.7% | 194 | 11.86% | 2.9 |
|
| 4064 |
4064
Leonard Rickey Investment Advisors
Yakima,
Washington
| $2.66億 | +$909万 | +4% | 4.18% | 60.4% | 73 | 12.33% | 3.1 |
|
| 4065 |
4065
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $2.66億 | +$1532万 | +6% | 5.13% | 83.4% | 71 | 9.86% | 1.8 |
|
| 4066 |
4066
Compton Financial Group
Towson,
Maryland
| $2.65億 | +$1197万 | +5% | 2.38% | 37.7% | 34 | 2.94% | 1.8 |
|
| 4067 |
4067
L.M. Kohn & Company
Cincinnati,
Ohio
| $2.65億 | +$2366万 | +10% | 8.32% | 97.9% | 251 | 17.53% | 1 |
|
| 4068 |
4068
Mountain Capital Investment Advisors
Westminster,
Colorado
| $2.65億 | +$3795万 | +17% | 4.95% | 63.3% | 78 | 26.92% | 1.8 |
|
| 4069 |
4069
Sentry Investment Management
Stevens Point,
Wisconsin
| $2.65億 | +$2178万 | +9% | 9.94% | 103% | 511 | 11.55% | 4.7 |
|
| 4070 |
4070
Sovereign Investment Advisors
Phoenix,
Arizona
| $2.65億 | +$1260万 | +5% | 2.34% | 43.7% | 41 | 21.95% | 2.2 |
|
| 4071 |
4071
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $2.65億 | +$831万 | +3% | 6.69% | 73.3% | 101 | 5.94% | 5.7 |
|
| 4072 |
4072
Ribbit Capital GP II
Palo Alto,
California
| $2.65億 | +$721万 | +3% | 2.78% | – | 1 | 0% | 1.5 |
|
| 4073 |
4073
Arctis Global
San Juan,
Puerto Rico
| $2.65億 | -$2.87億 | -52% | 5.07% | 69.5% | 30 | 90% | 0.4 |
|
| 4074 |
4074
Outlook Wealth Advisors
Shenandoah,
Texas
| $2.64億 | +$3962万 | +18% | 5.23% | 76% | 221 | 29.86% | 1.5 |
|
| 4075 |
4075
Baker Hughes Holdings
Houston,
Texas
| $2.64億 | +$3207万 | +14% | 15.2% | 38.6% | 2 | 50% | 1.3 |
|