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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
AllGen Financial Advisors
Orlando,
Florida
| $3.72億 | +$3450万 | +10% | 6.39% | 39.7% | 51 | 43.14% | 1.5 |
|
| 4052 |
4052
Arohi Asset Management
Singapore
| $3.72億 | +$7439万 | +25% | 13.8% | – | 6 | 33.33% | 0.9 |
|
| 4053 |
4053
Avalon Capital Management
Port Of Redwood City,
California
| $3.72億 | +$2797万 | +8% | 13% | 163% | 150 | 31.33% | 1.6 |
|
| 4054 |
AWA
4054
Aquire Wealth Advisors
South Jordan,
Utah
| $3.72億 | +$4719万 | +15% | 9% | 60.2% | 50 | 12% | 2.6 |
|
| 4055 |
TPWM
4055
Twelve Points Wealth Management
Concord,
Massachusetts
| $3.72億 | +$298万 | +0.8% | 4.95% | 56.8% | 191 | 8.9% | 2.5 |
|
| 4056 |
4056
Advantage Alpha Capital Partners
San Francisco,
California
| $3.71億 | -$3729万 | -9% | 11% | 79.2% | 167 | 41.32% | 1.5 |
|
| 4057 |
4057
L.M. Kohn & Company
Cincinnati,
Ohio
| $3.71億 | -$1185万 | -3% | 10.1% | 97.9% | 310 | 20.97% | 2.1 |
|
| 4058 |
SFA
4058
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $3.71億 | +$6326万 | +21% | 17.2% | 187% | 24 | 20.83% | 2.9 |
|
| 4059 |
4059
Brave Asset Management
Summit,
New Jersey
| $3.71億 | +$5020万 | +16% | 8.64% | 76.3% | 184 | 17.39% | 4.8 |
|
| 4060 |
4060
Mattson Financial Services
Kentwood,
Michigan
| $3.71億 | +$3815万 | +11% | 12.5% | – | 354 | 60.45% | 0.7 |
|
| 4061 |
4061
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $3.71億 | +$5615万 | +18% | 14.4% | 245% | 387 | 46.51% | 1 |
|
| 4062 |
4062
Prudent Investors Network
Lake Forest,
California
| $3.71億 | +$1962万 | +6% | 5.53% | – | 69 | 24.64% | 2.1 |
|
| 4063 |
4063
SWS Partners
Columbus,
Ohio
| $3.71億 | +$6591万 | +22% | 14.7% | 127% | 121 | 12.4% | 2.7 |
|
| 4064 |
4064
JPL Wealth Management
Highlands Ranch,
Colorado
| $3.71億 | +$1997万 | +6% | 7.54% | – | 117 | 6.84% | 1.2 |
|
| 4065 |
4065
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $3.7億 | +$6393万 | +21% | 9.37% | 73.9% | 696 | 29.31% | 2.5 |
|
| 4066 |
4066
Advanced Asset Management Advisors
Dublin,
Ohio
| $3.7億 | +$664万 | +2% | 7.55% | 93.6% | 89 | 7.87% | 4.8 |
|
| 4067 |
4067
RDA Financial Network
Akron,
Iowa
| $3.7億 | +$3477万 | +10% | 11.1% | 93.4% | 268 | 13.81% | 3.5 |
|
| 4068 |
4068
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $3.7億 | +$2040万 | +6% | 7.19% | 73.9% | 269 | 15.99% | 2.4 |
|
| 4069 |
4069
Astoria Strategic Wealth
Conroe,
Texas
| $3.7億 | +$2992万 | +9% | 6.82% | 42.1% | 35 | 5.71% | 3.7 |
|
| 4070 |
4070
Cache Advisors
San Francisco,
California
| $3.7億 | +$1.09億 | +42% | 29.1% | – | 97 | 19.59% | 0.4 |
|
| 4071 |
4071
Sandler Capital Management
New York
| $3.7億 | -$2991万 | -7% | 24.7% | 325% | 180 | 53.33% | 0.7 |
|
| 4072 |
4072
Scott Capital Advisors
Portland,
Oregon
| $3.69億 | +$3394万 | +10% | 7.45% | 50.9% | 52 | 5.77% | 2.5 |
|
| 4073 |
4073
FCPM III Services
Naarden,
Netherlands
| $3.69億 | -$4456万 | -11% | 10.6% | – | 8 | 12.5% | 1.1 |
|
| 4074 |
4074
VELA Investment Management
New Albany,
Ohio
| $3.69億 | +$4999万 | +16% | 4.33% | 56.8% | 178 | 23.6% | 1.8 |
|
| 4075 |
4075
Radcliff Management
New York
| $3.69億 | +$3879万 | +12% | 29.9% | 47.6% | 1 | 0% | 3.5 |
|