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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Prism Advisors
Studio City,
California
| $3.51億 | +$2606万 | +8% | 6.84% | 54.6% | 74 | 20.27% | 3 |
|
| 4202 |
4202
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $3.51億 | +$4346万 | +14% | 15.4% | 72.3% | 149 | 8.72% | 3.1 |
|
| 4203 |
MJP
4203
Michael J. Puzo
| $3.51億 | +$202万 | +0.6% | 6.92% | 90.3% | 75 | 8% | 7.3 |
|
| 4204 |
4204
Donoghue Forlines
Boston,
Massachusetts
| $3.51億 | +$3512万 | +11% | 14.9% | 199% | 147 | 61.22% | 0.4 |
|
| 4205 |
4205
Guidance Capital
Lousville,
Kentucky
| $3.51億 | +$2311万 | +7% | 7.58% | 62.6% | 208 | 7.69% | 1.2 |
|
| 4206 |
4206
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $3.51億 | +$4261万 | +14% | 16.7% | 60.3% | 43 | 11.63% | 1.9 |
|
| 4207 |
4207
Fulcrum Asset Management
London,
United Kingdom
| $3.5億 | -$1.66億 | -32% | 13.7% | – | 386 | 79.02% | 0.1 |
|
| 4208 |
4208
Integral Investment Advisors
Turlock,
California
| $3.5億 | +$3714万 | +12% | 8.73% | 60% | 163 | 9.82% | 1.9 |
|
| 4209 |
4209
Wendel SE
Paris,
| $3.5億 | +$2141万 | +7% | 6.51% | – | 1 | 0% | 0.3 |
|
| 4210 |
4210
Shilanski & Associates
Anchorage,
Alaska
| $3.5億 | +$2950万 | +9% | 9.82% | 84.2% | 109 | 5.5% | 2 |
|
| 4211 |
SCM
4211
Soros Capital Management
New York
| $3.5億 | -$4063万 | -10% | 21.2% | 732% | 62 | 37.1% | 1.2 |
|
| 4212 |
4212
NFC Investments
Memphis,
Tennessee
| $3.5億 | +$1336万 | +4% | 3.19% | – | 36 | 0% | 5.8 |
|
| 4213 |
4213
Parus Finance (UK)
London,
United Kingdom
| $3.5億 | +$5673万 | +19% | 20.8% | 199% | 33 | 6.06% | 3.8 |
|
| 4214 |
CCM
4214
Contrarian Capital Management
Greenwich,
Connecticut
| $3.5億 | -$3990万 | -10% | 3.22% | 29.4% | 36 | 8.33% | 2.6 |
|
| 4215 |
4215
Ionic Capital Management
New York
| $3.49億 | -$4.14億 | -54% | 19% | 163% | 198 | 63.13% | 0.5 |
|
| 4216 |
4216
Prostatis Group
Hanover,
Maryland
| $3.49億 | +$3239万 | +10% | 10.4% | 72.9% | 178 | 27.53% | 1.9 |
|
| 4217 |
4217
Global Wealth Strategies & Associates
Denver,
Colorado
| $3.49億 | +$1937万 | +6% | 9.35% | 68.7% | 483 | 24.22% | 1.7 |
|
| 4218 |
4218
Holistic Planning
Nacogdoches,
Texas
| $3.49億 | +$5406万 | +18% | 6.99% | – | 220 | 14.09% | 0.9 |
|
| 4219 |
4219
Total Clarity Wealth Management
St. Charles,
Illinois
| $3.49億 | +$4292万 | +14% | 10% | 73.2% | 357 | 41.18% | 1.8 |
|
| 4220 |
4220
Great Oak Capital Partners
South Easton,
Massachusetts
| $3.49億 | +$5003万 | +17% | 6.12% | – | 36 | 13.89% | 1.3 |
|
| 4221 |
4221
Riverview Capital Advisers
Boston,
Massachusetts
| $3.49億 | +$3082万 | +10% | 6.88% | 84.8% | 99 | 13.13% | 2.1 |
|
| 4222 |
4222
Parisi Gray Wealth Management
Mendham,
New Jersey
| $3.49億 | +$4268万 | +14% | 16.7% | 137% | 123 | 12.2% | 4 |
|
| 4223 |
4223
Flagstone Financial Management
Lincoln,
Nebraska
| $3.49億 | +$3841万 | +12% | 6.77% | 43.9% | 60 | 13.33% | 1.7 |
|
| 4224 |
4224
Centurion Wealth Management
Mclean,
Virginia
| $3.49億 | +$2919万 | +9% | 8.9% | – | 252 | 21.43% | 1.6 |
|
| 4225 |
4225
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $3.49億 | +$3119万 | +10% | 6.69% | 71.1% | 118 | 8.47% | 3.6 |
|