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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Shaker Financial Services
Arlington,
Virginia
| $2.02億 | -$309万 | -2% | 7.82% | 12.9% | 170 | 31.76% | 1.4 |
|
| 4227 |
4227
Newman & Schimel
Deerfield,
Illinois
| $2.02億 | -$546万 | -3% | 4.8% | – | 46 | 4.35% | 1.5 |
|
| 4228 |
4228
Wealth Dimensions Group
Cincinnati,
Ohio
| $2.02億 | -$853万 | -4% | 5.74% | 57.1% | 127 | 5.51% | 1.6 |
|
| 4229 |
4229
AlphaMark Advisors
Ft. Wright,
Kentucky
| $2.02億 | -$1454万 | -7% | 4.26% | 26.4% | 789 | 25.6% | 3.2 |
|
| 4230 |
4230
Droms Strauss Advisors
St. Louis,
Missouri
| $2.02億 | +$266万 | +1% | 4.55% | 68.7% | 66 | 21.21% | 1.8 |
|
| 4231 |
4231
Steamboat Capital Partners
Rye,
New York
| $2.02億 | -$1.02億 | -34% | 0.6% | 280% | 40 | 35% | 1.9 |
|
| 4232 |
4232
Burton Enright Welch
Walnut Creek,
California
| $2.01億 | +$3507万 | +21% | 5.38% | 62.8% | 65 | 12.31% | 0.7 |
|
| 4233 |
4233
Thames Capital Management
Roseland,
New Jersey
| $2.01億 | -$4757万 | -19% | 1.73% | 1,177% | 31 | 35.48% | 1.6 |
|
| 4234 |
CWM
4234
Cedar Wealth Management
Walnut Creek,
California
| $2.01億 | -$1726万 | -8% | 7.38% | 68.1% | 351 | 5.41% | 2.3 |
|
| 4235 |
BDA
4235
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $2.01億 | -$645万 | -3% | 6.34% | 44.2% | 55 | 5.45% | 0.5 |
|
| 4236 |
4236
Collective Family Office
York,
Pennsylvania
| $2.01億 | -$3008万 | -13% | 5.39% | 52.5% | 201 | 26.87% | 1.3 |
|
| 4237 |
HCM
4237
Hudson Capital Management
Ramsey,
New Jersey
| $2.01億 | -$961万 | -5% | 4.7% | 66.8% | 70 | 22.86% | 3 |
|
| 4238 |
4238
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $2.01億 | +$7768万 | +63% | 37.4% | 23.7% | 4 | 25% | 0.5 |
|
| 4239 |
4239
Juncture Wealth Strategies
Scottsdale,
Arizona
| $2.01億 | -$216万 | -1% | 2.9% | 76.5% | 119 | 22.69% | 3 |
|
| 4240 |
4240
Weik Capital Management
Wyomissing,
Pennsylvania
| $2億 | -$1902万 | -9% | 3.79% | 66.9% | 105 | 4.76% | 6.4 |
|
| 4241 |
4241
Lion Street Advisors
Austin,
Texas
| $2億 | +$932万 | +5% | 1.24% | 38% | 174 | 42.53% | 0.8 |
|
| 4242 |
4242
Patient Capital Management
Baltimore,
Maryland
| $2億 | -$2534万 | -11% | 1.15% | 131% | 45 | 15.56% | 0.6 |
|
| 4243 |
4243
Elmwood Wealth Management
Berkeley,
California
| $2億 | +$2447万 | +14% | 9.04% | 42.1% | 121 | 14.05% | 2.9 |
|
| 4244 |
4244
Retireful LLC
Haslett,
Michigan
| $2億 | +$1.54億 | +335% | 1% | 437% | 15 | 93.33% | 0 |
|
| 4245 |
4245
BCGM Wealth Management
Lafayette,
Indiana
| $2億 | +$302万 | +2% | 3.77% | 54.9% | 113 | 11.5% | 1.3 |
|
| 4246 |
4246
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $2億 | +$26.9万 | +0.1% | 4.41% | 27.4% | 52 | 17.31% | 1.9 |
|
| 4247 |
4247
SC&H Financial Advisors
Sparks,
Maryland
| $2億 | -$1448万 | -7% | 6.61% | 66.2% | 138 | 10.87% | 0.7 |
|
| 4248 |
4248
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $2億 | -$2916万 | -13% | 0.95% | 38.5% | 201 | 32.34% | 3.2 |
|
| 4249 |
WFA
4249
Wade Financial Advisory
Campbell,
California
| $2億 | -$1120万 | -5% | 7.2% | 15.9% | 76 | 6.58% | 2.1 |
|
| 4250 |
4250
Financial Life Advisors
San Antonio,
Texas
| $2億 | -$1389万 | -7% | 6.53% | 47% | 71 | 30.99% | 2.2 |
|