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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Pratt Collard Advisory Partners
Buffalo,
New York
| $1.1億 | -$1520万 | -12% | 8% | 91.7% | 114 | 14.04% | 0.9 |
|
| 4327 |
4327
Deane Retirement Strategies
New Orleans,
Louisiana
| $1.1億 | -$80.4万 | -0.7% | 0.19% | 73.4% | 67 | 35.82% | 1.9 |
|
| 4328 |
SWM
4328
Strategic Wealth Management
Kirkland,
Washington
| $1.1億 | -$799万 | -7% | 8.35% | 52.8% | 24 | 16.67% | 1.5 |
|
| 4329 |
4329
Financial Gravity Companies
Lakeway,
Texas
| $1.1億 | – | – | 9.2% | – | 1,614 | – | 0.8 |
|
| 4330 |
4330
Unified Trust Company
Lexington,
Kentucky
| $1.1億 | – | – | 10.2% | 69.7% | 50 | – | 0 |
|
| 4331 |
4331
Centerstone Investors
New York
| $1.1億 | – | – | 16.1% | 73.7% | 28 | – | 0 |
|
| 4332 |
4332
Arjuna Capital
Durham,
North Carolina
| $1.1億 | -$2312万 | -17% | 11.6% | 105% | 100 | 18% | 0.8 |
|
| 4333 |
4333
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $1.1億 | -$934万 | -8% | 13% | 71.4% | 93 | 24.73% | 1.5 |
|
| 4334 |
4334
AUA Capital Management
Camp Hill,
Pennsylvania
| $1.1億 | -$1673万 | -13% | 9.76% | 70.2% | 188 | 2.13% | 1.8 |
|
| 4335 |
SC
4335
Salzman & Co
Pittsford,
New York
| $1.1億 | +$2194万 | +25% | 13.2% | 15.7% | 10 | 60% | 0.5 |
|
| 4336 |
4336
Garrett Wealth Advisory Group
Weatherford,
Texas
| $1.1億 | – | – | 10.2% | 74.6% | 45 | – | 0 |
|
| 4337 |
RWG
4337
Regal Wealth Group
Seal Beach,
California
| $1.1億 | -$3646万 | -25% | 11.6% | 17% | 177 | 10.17% | 2.4 |
|
| 4338 |
4338
Jentner Corp
Akron,
Ohio
| $1.1億 | -$1097万 | -9% | 8.94% | 38.9% | 33 | 18.18% | 1.6 |
|
| 4339 |
4339
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| $1.09億 | -$1193万 | -10% | 8.65% | – | 57 | 22.81% | 0.9 |
|
| 4340 |
4340
Gargoyle Investment Advisor
Englewood,
New Jersey
| $1.09億 | -$2971万 | -21% | 15.8% | 34.5% | 138 | 63.77% | 1 |
|
| 4341 |
4341
Kassirer Asset Management
Toronto,
Ontario, Canada
| $1.09億 | -$4308万 | -28% | 13.1% | 577% | 95 | 70.53% | 0.7 |
|
| 4342 |
4342
Edgbaston Investment Partners
| $1.09億 | -$307万 | -3% | 3.16% | 4.67% | 2 | 0% | 1 |
|
| 4343 |
4343
Millrace Asset Group
Berwyn,
Pennsylvania
| $1.09億 | -$1917万 | -15% | 14.1% | 113% | 84 | 47.62% | 0.8 |
|
| 4344 |
4344
Protective Life
Birmingham,
Alabama
| $1.09億 | -$1252万 | -10% | 3.58% | 38.4% | 13 | 7.69% | 0.3 |
|
| 4345 |
4345
Abacus FCF Advisors
Orlando,
Florida
| $1.09億 | – | – | 11.8% | 197% | 96 | – | 1.1 |
|
| 4346 |
4346
Corundum Group
Colorado Springs,
Colorado
| $1.09億 | – | – | 13.2% | 80.5% | 76 | – | 1.5 |
|
| 4347 |
KSCM
4347
Kamunting Street Capital Management
Miami Beach,
Florida
| $1.09億 | -$55.2万 | -0.5% | 20% | 7.47% | 38 | 50% | 0.6 |
|
| 4348 |
4348
SimplyRich
Carlsbad,
California
| $1.09億 | -$7449万 | -41% | 9.66% | 98.3% | 159 | 53.46% | 1 |
|
| 4349 |
4349
SCP Investment
Orinda,
California
| $1.09億 | -$1486万 | -12% | 23.4% | 32.8% | 42 | 52.38% | 0.5 |
|
| 4350 |
SCA
4350
Sander Capital Advisors
Seattle,
Washington
| $1.09億 | -$3757万 | -26% | 15.3% | 113% | 13 | 38.46% | 1 |
|