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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Larson Financial Group
St Louis,
Missouri
| $1.35億 | +$839万 | +7% | 1.39% | 81.2% | 611 | 15.06% | 0.5 |
|
| 4202 |
4202
Colorado Capital Management
Boulder,
Colorado
| $1.35億 | +$139万 | +1% | 2.55% | 60.4% | 84 | 2.38% | 2.6 |
|
| 4203 |
4203
St. Johns Investment Management
Jacksonville,
Florida
| $1.35億 | +$514万 | +4% | 3.65% | 80.9% | 177 | 5.65% | 3.7 |
|
| 4204 |
4204
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $1.34億 | +$62.6万 | +0.5% | 1.63% | 13% | 38 | 15.79% | 3 |
|
| 4205 |
SCM
4205
SCW Capital Management
Dallas,
Texas
| $1.34億 | -$1878万 | -12% | 3% | 179% | 14 | 42.86% | 0.4 |
|
| 4206 |
4206
PDS Planning
Dublin,
Ohio
| $1.34億 | +$578万 | +4% | 2.1% | 62.7% | 95 | 7.37% | 1.1 |
|
| 4207 |
4207
III Capital Management
Boca Raton,
Florida
| $1.34億 | – | – | 0.17% | 28.7% | 44 | – | 0 |
|
| 4208 |
4208
Droms Strauss Advisors
St. Louis,
Missouri
| $1.34億 | +$532万 | +4% | 2.81% | 68.7% | 43 | 2.33% | 0.4 |
|
| 4209 |
4209
Fluent Financial
Dallas,
Texas
| $1.34億 | +$1237万 | +10% | 2.15% | 46.9% | 58 | 20.69% | 0.9 |
|
| 4210 |
4210
Paulson Wealth Management
Wheaton,
Illinois
| $1.34億 | +$233万 | +2% | 2.19% | 57.1% | 117 | 11.11% | 1.2 |
|
| 4211 |
4211
AllSquare Wealth Management
Albany,
New York
| $1.34億 | +$112万 | +0.8% | 2.26% | 62.4% | 499 | 9.62% | 2 |
|
| 4212 |
4212
WESPAC Advisors
Orinda,
California
| $1.34億 | -$1066万 | -7% | 2.65% | 112% | 152 | 48.03% | 1 |
|
| 4213 |
4213
AB CarVal Investors
Minneapolis,
Minnesota
| $1.34億 | -$1534万 | -10% | 3.99% | 24% | 9 | 22.22% | 0.8 |
|
| 4214 |
SST
4214
S Squared Technology
New York
| $1.34億 | +$460万 | +4% | 15.3% | 223% | 43 | 13.95% | 2 |
|
| 4215 |
4215
Virginia National Bank
Charlottesville,
Virginia
| $1.34億 | -$1089万 | -8% | 2.68% | – | 102 | 11.76% | 0.7 |
|
| 4216 |
AP
4216
Agilis Partners
Waltham,
Massachusetts
| $1.34億 | +$1648万 | +14% | 2.37% | 8.47% | 21 | 0% | 1.7 |
|
| 4217 |
4217
O'Keefe Stevens Advisory
Rochester,
New York
| $1.34億 | +$532万 | +4% | 2.49% | 208% | 44 | 13.64% | 1.4 |
|
| 4218 |
4218
Inscription Capital
Houston,
Texas
| $1.34億 | -$5565万 | -29% | 3.12% | – | 265 | 63.77% | 0.5 |
|
| 4219 |
4219
Winthrop Partners - WNY
Buffalo,
New York
| $1.33億 | +$528万 | +4% | 2.54% | – | 239 | 9.21% | 1.2 |
|
| 4220 |
4220
Albert D. Mason Inc
Boston,
Massachusetts
| $1.33億 | -$332万 | -2% | 3.54% | 82% | 145 | 6.9% | 3.6 |
|
| 4221 |
PFC
4221
Personal Financial Consultants
Lafayette,
California
| $1.33億 | +$279万 | +2% | 2.32% | – | 19 | 0% | 0.8 |
|
| 4222 |
4222
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $1.33億 | +$681万 | +5% | 2.81% | 98.6% | 139 | 12.23% | 1.7 |
|
| 4223 |
4223
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $1.33億 | -$1918万 | -13% | 2.38% | 68.6% | 54 | 24.07% | 1 |
|
| 4224 |
4224
Mirsky Financial Management
Rochester,
New York
| $1.33億 | +$436万 | +3% | 1.61% | 39.3% | 36 | 0% | 0.5 |
|
| 4225 |
4225
Broadview Financial Management
Wauwatosa,
Wisconsin
| $1.33億 | +$452万 | +4% | 2.31% | 52.4% | 46 | 2.17% | 1.2 |
|