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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Reston Wealth Management
Reston,
Virginia
| $1.27億 | +$243万 | +2% | 2.39% | 60.7% | 53 | 5.66% | 0.4 |
|
| 4302 |
4302
Peachtree Investment Partners
Indian River Shores,,
Florida
| $1.27億 | +$871万 | +7% | 8.18% | 92.2% | 72 | 16.67% | 0.4 |
|
| 4303 |
4303
American Financial Network Advisory Services
Calabasas,
California
| $1.27億 | -$814万 | -6% | 3.07% | – | 150 | 12% | 1.5 |
|
| 4304 |
NGA
4304
New Generation Advisors
Manchester,
Massachusetts
| $1.27億 | -$1511万 | -11% | 8.53% | 45.1% | 35 | 14.29% | 1.5 |
|
| 4305 |
4305
Pratt Collard Advisory Partners
Buffalo,
New York
| $1.27億 | +$158万 | +1% | 6.08% | 91.7% | 113 | 10.62% | 1.3 |
|
| 4306 |
4306
Oak Hill Capital Management
New York
| $1.27億 | -$1.54億 | -55% | 10.4% | 1.19% | 3 | 33.33% | 2.9 |
|
| 4307 |
4307
Acima Private Wealth
Richmond,
Virginia
| $1.27億 | +$990万 | +8% | 3.23% | 51.1% | 266 | 4.89% | 0.5 |
|
| 4308 |
4308
KCS Wealth Advisory
Los Angeles,
California
| $1.27億 | +$1189万 | +10% | 3.18% | 45.3% | 159 | 11.32% | 1.2 |
|
| 4309 |
4309
Congress Park Capital
Saratoga Springs,
New York
| $1.26億 | +$1073万 | +9% | 5.1% | 99.9% | 98 | 18.37% | 1.2 |
|
| 4310 |
4310
Fort Baker Capital Management
Larkspur,
California
| $1.26億 | -$4095万 | -24% | 8.07% | 46.3% | 49 | 91.84% | 0.1 |
|
| 4311 |
4311
Clare Market Investments
Dallas,
Texas
| $1.26億 | +$1115万 | +10% | 4.54% | – | 107 | 22.43% | 0.4 |
|
| 4312 |
4312
Baugh & Associates
Atlanta,
Georgia
| $1.26億 | +$135万 | +1% | 1.4% | 98.8% | 41 | 4.88% | 1.4 |
|
| 4313 |
4313
Garrett Wealth Advisory Group
Weatherford,
Texas
| $1.26億 | +$377万 | +3% | 2.4% | 66.1% | 54 | 9.26% | 0.5 |
|
| 4314 |
VCA
4314
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $1.26億 | +$1285万 | +11% | 12.4% | 30.6% | 28 | 57.14% | 0.4 |
|
| 4315 |
4315
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $1.25億 | +$308万 | +3% | 1.8% | 37.8% | 28 | 0% | 3.9 |
|
| 4316 |
4316
Aquiline Capital Partners
New York
| $1.25億 | +$417万 | +3% | 5.08% | 14.7% | 1 | 0% | 2 |
|
| 4317 |
FBT
4317
First Bank & Trust
Brookings,
South Dakota
| $1.25億 | -$281万 | -2% | 1.53% | 85.6% | 507 | 44.97% | 1.1 |
|
| 4318 |
4318
Keeler Thomas Management
Orem,
Utah
| $1.25億 | +$628万 | +5% | 3.52% | 46.1% | 57 | 14.04% | 1.3 |
|
| 4319 |
4319
Kathryn A. Hall
| $1.25億 | -$2311万 | -16% | 12.9% | 95.2% | 39 | 28.21% | 0.7 |
|
| 4320 |
4320
Campbell Capital Management
Miami,
Florida
| $1.25億 | -$1294万 | -9% | 1.8% | – | 53 | 37.74% | 0.4 |
|
| 4321 |
4321
Clearstead Trust
Portland,
Maine
| $1.25億 | +$542万 | +5% | 4.56% | 111% | 211 | 12.8% | 1.4 |
|
| 4322 |
4322
Centerpoint Advisors
Needham,
Massachusetts
| $1.25億 | +$735万 | +6% | 3.07% | 74.2% | 283 | 6.36% | 1.2 |
|
| 4323 |
4323
Colton Groome Financial Advisors
Asheville,
North Carolina
| $1.25億 | – | – | 2.23% | 65.8% | 48 | – | 0 |
|
| 4324 |
4324
AUA Capital Management
Camp Hill,
Pennsylvania
| $1.25億 | +$456万 | +4% | 3.03% | 70.2% | 189 | 2.12% | 2.3 |
|
| 4325 |
4325
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1.25億 | +$704万 | +6% | 2.46% | 72.9% | 832 | 7.45% | 0.2 |
|