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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Anfield Capital Management
Irvine,
California
| $2.21億 | -$5247万 | -19% | 10.4% | 65.3% | 108 | 26.85% | 0.9 |
|
| 4152 |
4152
S.E.E.D. Planning Group
Binghamton,
New York
| $2.21億 | -$1369万 | -6% | 10.6% | 57.3% | 96 | 18.75% | 1.7 |
|
| 4153 |
4153
Enterprise Bank & Trust
Lowell,
Massachusetts
| $2.21億 | -$3380万 | -13% | 13.4% | 65.9% | 98 | 16.33% | 2.4 |
|
| 4154 |
4154
JSF Financial
Los Angeles,
California
| $2.21億 | -$1427万 | -6% | 14.8% | 91% | 125 | 32% | 1.8 |
|
| 4155 |
4155
Foundry Group
Boulder,
Colorado
| $2.21億 | -$6230万 | -22% | 19.8% | – | 4 | 0% | 0.5 |
|
| 4156 |
4156
Colony Family Offices
Charlotte,
North Carolina
| $2.21億 | +$1221万 | +6% | 13.8% | 53.9% | 76 | 64.47% | 0.4 |
|
| 4157 |
4157
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $2.21億 | -$1.56億 | -41% | 11.4% | 116% | 221 | 34.84% | 1.6 |
|
| 4158 |
4158
Blue Zone Wealth Advisors
Los Angeles,
California
| $2.21億 | -$4757万 | -18% | 14.3% | 91.1% | 106 | 23.58% | 1.5 |
|
| 4159 |
4159
OneAscent Financial Services
Birmingham,
Alabama
| $2.21億 | +$8062万 | +58% | 10.9% | 63.8% | 254 | 54.72% | 0.4 |
|
| 4160 |
4160
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $2.2億 | +$5022万 | +30% | 14.8% | 50.3% | 146 | 42.47% | 0.4 |
|
| 4161 |
4161
Aries Wealth Management
Portland,
Maine
| $2.2億 | -$1076万 | -5% | 10.6% | 87.7% | 233 | 93.13% | 0.3 |
|
| 4162 |
MFGP
4162
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $2.2億 | -$3067万 | -12% | 15.2% | 65.5% | 58 | 8.62% | 2.9 |
|
| 4163 |
4163
Raffa Wealth Management
Washington,
District of Columbia
| $2.2億 | -$4924万 | -18% | 11.4% | 35.8% | 1,179 | 7.63% | 2.1 |
|
| 4164 |
4164
Weik Capital Management
Wyomissing,
Pennsylvania
| $2.19億 | -$3412万 | -13% | 11.8% | 66.9% | 111 | 9.91% | 6 |
|
| 4165 |
SSI
4165
Scott & Selber Inc
Houston,
Texas
| $2.19億 | -$4010万 | -15% | 13.2% | 202% | 102 | 10.78% | 3.2 |
|
| 4166 |
4166
Stonebridge Capital Management
Los Angeles,
California
| $2.19億 | -$5794万 | -21% | 12.2% | – | 100 | 4% | 6.4 |
|
| 4167 |
4167
Delta Investment Management
San Francisco,
California
| $2.19億 | -$1.18億 | -35% | 12.9% | 65.8% | 157 | 22.29% | 1.8 |
|
| 4168 |
4168
Sagefield Capital
Dallas,
Texas
| $2.19億 | -$958万 | -4% | 6.49% | 115% | 170 | 28.82% | 0.4 |
|
| 4169 |
SEP
4169
Southland Equity Partners
Wildwood,
Missouri
| $2.19億 | -$2128万 | -9% | 12.6% | 66.1% | 184 | 16.3% | 1.2 |
|
| 4170 |
4170
Norman Fields Gottscho Capital Management
New York
| $2.19億 | -$4784万 | -18% | 17% | 96.9% | 76 | 13.16% | 4.4 |
|
| 4171 |
4171
CWS Financial Advisors
Kalamazoo,
Michigan
| $2.19億 | -$4607万 | -17% | 16.2% | 55.7% | 174 | 18.39% | 1.8 |
|
| 4172 |
4172
Quantamental Technologies
White Plains,
New York
| $2.19億 | +$4531万 | +26% | 16.9% | 24.2% | 603 | 75.12% | 0.2 |
|
| 4173 |
4173
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| $2.19億 | -$2226万 | -9% | 11.4% | 21.1% | 81 | 20.99% | 1.3 |
|
| 4174 |
4174
LL Funds
Philadelphia,
Pennsylvania
| $2.19億 | -$2.86億 | -57% | 56.7% | 96.9% | 1 | 0% | 0.5 |
|
| 4175 |
CWM
4175
Cedar Wealth Management
Walnut Creek,
California
| $2.18億 | -$2882万 | -12% | 12.8% | 68.1% | 383 | 11.75% | 2.1 |
|