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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $3.89億 | +$3763万 | +11% | 9.1% | 83.8% | 163 | 11.04% | 3.1 |
|
| 4127 |
4127
Bill Few Associates
Pittsburgh,
Pennsylvania
| $3.88億 | +$3498万 | +10% | 8.42% | 91.5% | 205 | 7.32% | 2.5 |
|
| 4128 |
PA
4128
PSI Advisors
Tampa,
Florida
| $3.88億 | +$1.85億 | +91% | 6.29% | 58.2% | 147 | 28.57% | 3 |
|
| 4129 |
NTCM
4129
Nine Ten Capital Management
Chicago,
Illinois
| $3.88億 | +$5188万 | +15% | 21.2% | 166% | 9 | 0% | 4.4 |
|
| 4130 |
4130
Three Bridge Wealth Advisors
Los Altos,
California
| $3.88億 | +$843万 | +2% | 8.64% | 169% | 127 | 34.65% | 2.6 |
|
| 4131 |
IAA
4131
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $3.88億 | +$4299万 | +12% | 8.69% | 49.3% | 76 | 17.11% | 3.2 |
|
| 4132 |
4132
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $3.88億 | +$6839万 | +21% | 5.97% | 65.3% | 183 | 14.21% | 0.8 |
|
| 4133 |
4133
Rialto Wealth Management
Syracuse,
New York
| $3.88億 | +$2964万 | +8% | 5.86% | – | 1,801 | 10.83% | 0.4 |
|
| 4134 |
4134
RFG Holdings
Argyle,
Texas
| $3.88億 | +$4241万 | +12% | 6.94% | 74.2% | 66 | 18.18% | 1.6 |
|
| 4135 |
4135
Sherborne Investors Management
New York
| $3.87億 | -$2798万 | -7% | 6.74% | 54.2% | 1 | 0% | 2.8 |
|
| 4136 |
4136
Westmount Partners
Los Angeles,
California
| $3.87億 | +$2312万 | +6% | 10.5% | 101% | 258 | 10.08% | 2 |
|
| 4137 |
PA
4137
Paragon Advisors
College Station,
Texas
| $3.87億 | +$401万 | +1% | 8.65% | 109% | 87 | 18.39% | 2.2 |
|
| 4138 |
4138
Doliver Advisors
Houston,
Texas
| $3.87億 | +$2147万 | +6% | 6.07% | 92.3% | 181 | 11.6% | 3.7 |
|
| 4139 |
4139
Elite Wealth Management
Kirkland,
Washington
| $3.86億 | +$8235万 | +27% | 9.96% | 142% | 53 | 49.06% | 2.7 |
|
| 4140 |
4140
Tillman Hartley LLC
Denver,
Colorado
| $3.86億 | +$3265万 | +9% | 5.72% | 46.6% | 96 | 13.54% | 2.2 |
|
| 4141 |
4141
Detalus Advisors
St. Louis,
Missouri
| $3.86億 | +$4127万 | +12% | 7.5% | 75.7% | 182 | 9.34% | 2.9 |
|
| 4142 |
4142
Colony Family Offices
Charlotte,
North Carolina
| $3.86億 | -$54.9万 | -0.1% | 6.87% | 53.9% | 68 | 4.41% | 2.6 |
|
| 4143 |
4143
Kelly Financial Services
Braintree,
Massachusetts
| $3.86億 | +$4673万 | +14% | 7.03% | 64.3% | 124 | 14.52% | 3.4 |
|
| 4144 |
4144
Hurlow Wealth Management Group
Bloomington,
Indiana
| $3.86億 | +$3210万 | +9% | 6.33% | 60.7% | 132 | 13.64% | 4.3 |
|
| 4145 |
4145
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $3.86億 | +$1900万 | +5% | 6.82% | 67.5% | 362 | 71.27% | 3 |
|
| 4146 |
IFS
4146
Ifrah Financial Services
Little Rock,
Arkansas
| $3.86億 | +$1950万 | +5% | 6.61% | 64.1% | 208 | 6.73% | 5.4 |
|
| 4147 |
4147
Golden Reserve Retirement
Dublin,
Ohio
| $3.85億 | +$7373万 | +24% | 8.04% | – | 28 | 64.29% | 0.2 |
|
| 4148 |
4148
Leverty Financial Group
Hudson,
Wisconsin
| $3.85億 | +$5026万 | +15% | 6.13% | 57.3% | 47 | 12.77% | 1.9 |
|
| 4149 |
4149
tru Independence
Portland,
Oregon
| $3.85億 | +$3912万 | +11% | 7.83% | 67.4% | 127 | 7.09% | 3 |
|
| 4150 |
4150
Xcel Wealth Management
Holly Hill,
Florida
| $3.85億 | +$3336万 | +9% | 9.18% | 98.8% | 142 | 11.97% | 3.7 |
|