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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
WPA
4101
Winning Points Advisors
Boca Raton,
Florida
| $1.23億 | +$672万 | +6% | 5.77% | – | 72 | 6.94% | 0.9 |
|
| 4102 |
4102
Northwest Wealth Management
Spencer,
Iowa
| $1.23億 | +$5128万 | +72% | 4.05% | 63.4% | 92 | 31.52% | 0.7 |
|
| 4103 |
CRA
4103
Circle Road Advisors
New York
| $1.23億 | – | – | 6.92% | – | 19 | – | 0 |
|
| 4104 |
4104
Ayalon Insurance Company
Ramat Gan,
Israel
| $1.23億 | – | – | 6.5% | 99.6% | 45 | – | 1.4 |
|
| 4105 |
WEO
4105
William E. Oberndorf
| $1.23億 | -$463万 | -4% | 3.07% | 36.2% | 8 | 0% | 1.3 |
|
| 4106 |
4106
Winthrop Partners - WNY
Buffalo,
New York
| $1.23億 | – | – | 5.26% | – | 124 | – | 0 |
|
| 4107 |
4107
Luzich Partners
Las Vegas,
Nevada
| $1.22億 | +$373万 | +3% | 11.6% | – | 21 | 28.57% | 0.8 |
|
| 4108 |
4108
Day & Ennis
Macon,
Georgia
| $1.22億 | +$891万 | +8% | 3.51% | 15.2% | 81 | 9.88% | 1.5 |
|
| 4109 |
4109
Summit Financial Group
Moorefield,
West Virginia
| $1.22億 | +$211万 | +2% | 5.12% | 26.1% | 122 | 7.38% | 0.5 |
|
| 4110 |
4110
Ogorek Anthony Joseph
Williamsville,
New York
| $1.22億 | +$1962万 | +19% | 3.87% | 61.1% | 140 | 52.86% | 0.9 |
|
| 4111 |
4111
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $1.22億 | +$462万 | +4% | 4.1% | 83.3% | 93 | 10.75% | 2.5 |
|
| 4112 |
4112
RiverGlades Family Offices
Naples,
Florida
| $1.22億 | – | – | 2.36% | – | 70 | – | 0 |
|
| 4113 |
4113
Central Asset Investments & Management Holdings
Hong Kong
| $1.22億 | -$947万 | -7% | 9.15% | 3,210% | 38 | 60.53% | 0.3 |
|
| 4114 |
4114
HM Capital Management
Clayton,
Missouri
| $1.22億 | +$887万 | +8% | 6.19% | 29.6% | 39 | 5.13% | 2.8 |
|
| 4115 |
WPEP
4115
Walnut Private Equity Partners
Omaha,
Nebraska
| $1.22億 | -$295万 | -2% | 0.84% | 48% | 22 | 0% | 2.8 |
|
| 4116 |
4116
Holistic Financial Partners
Indianapolis,
Indiana
| $1.22億 | – | – | 3.3% | 95.7% | 452 | – | 0 |
|
| 4117 |
4117
Nicollet Investment Management
Minneapolis,
Minnesota
| $1.22億 | – | – | 8.16% | 104% | 66 | – | 0 |
|
| 4118 |
PCR
4118
Potrero Capital Research
San Francisco,
California
| $1.22億 | +$274万 | +2% | 4.72% | 226% | 48 | 35.42% | 0.8 |
|
| 4119 |
LFWA
4119
LBJ Family Wealth Advisors
Austin,
Texas
| $1.22億 | +$417万 | +4% | 4.62% | 64.9% | 17 | 0% | 3 |
|
| 4120 |
4120
Pratt Collard Advisory Partners
Buffalo,
New York
| $1.21億 | – | – | 6.03% | 91.7% | 112 | – | 0 |
|
| 4121 |
4121
Bandera Partners
New York
| $1.21億 | +$681万 | +6% | 1.15% | 55.4% | 15 | 13.33% | 2.5 |
|
| 4122 |
4122
Paragon Wealth Strategies
Jacksonville,
Florida
| $1.21億 | +$1059万 | +10% | 7.3% | 59.8% | 31 | 12.9% | 0.8 |
|
| 4123 |
4123
Kathryn A. Hall
| $1.21億 | +$1817万 | +18% | 15.3% | 95.2% | 6 | 33.33% | 2.6 |
|
| 4124 |
4124
Sigma Investment Management
Portland,
Oregon
| $1.21億 | +$408万 | +3% | 2.88% | 8.4% | 16 | 6.25% | 3.2 |
|
| 4125 |
4125
Lesa Sroufe & Co
Seattle,
Washington
| $1.21億 | +$693万 | +6% | 6.81% | – | 44 | 6.82% | 2.8 |
|