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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
SimpliFi Inc
San Diego,
California
| $1.93億 | -$943万 | -5% | 3.82% | 26.7% | 31 | 3.23% | 2.4 |
|
| 4327 |
4327
Blue Zone Wealth Advisors
Los Angeles,
California
| $1.93億 | -$2749万 | -12% | 3.68% | 91.1% | 90 | 6.67% | 1.8 |
|
| 4328 |
GAMC
4328
Garner Asset Management Corp
Plano,
Texas
| $1.93億 | -$4170万 | -18% | 8.68% | 95.3% | 178 | 10.67% | 3.9 |
|
| 4329 |
4329
Newport Capital Group
Red Bank,
New Jersey
| $1.93億 | +$9622万 | +99% | 4.13% | – | 63 | 30.16% | 1.2 |
|
| 4330 |
4330
Affinity Investment Advisors
Newport Beach,
California
| $1.93億 | -$1228万 | -6% | 3.24% | 189% | 199 | 12.06% | 2.4 |
|
| 4331 |
JHCM
4331
Juniper Hill Capital Management
Menlo Park,
California
| $1.93億 | -$3515万 | -15% | 3.55% | 33.6% | 5 | 20% | 1.6 |
|
| 4332 |
4332
Scissortail Wealth Management
Tulsa,
Oklahoma
| $1.93億 | -$6716万 | -26% | 3.63% | 65% | 149 | 61.07% | 0.5 |
|
| 4333 |
4333
Littlejohn & Co
Greenwich,
Connecticut
| $1.92億 | -$8417万 | -30% | 5.23% | 56.2% | 167 | 55.69% | 1 |
|
| 4334 |
4334
Mass General Brigham
Somerville,
Massachusetts
| $1.92億 | -$2151万 | -10% | 3.5% | – | 3 | 0% | 2 |
|
| 4335 |
4335
Enterprise Bank & Trust
Lowell,
Massachusetts
| $1.92億 | -$2855万 | -13% | 5.17% | 65.9% | 92 | 9.78% | 2.6 |
|
| 4336 |
4336
BWCP LP
Dallas,
Texas
| $1.92億 | +$646万 | +3% | 4.33% | 198% | 22 | 22.73% | 0.6 |
|
| 4337 |
4337
Lantz Financial
Naperville,
Illinois
| $1.92億 | -$2937万 | -13% | 6.11% | 74.3% | 176 | 10.8% | 2.3 |
|
| 4338 |
4338
DeDora Capital
Napa,
California
| $1.92億 | -$632万 | -3% | 4.83% | 91.2% | 103 | 9.71% | 1.4 |
|
| 4339 |
4339
Peloton Wealth Strategists
Indianapolis,
Indiana
| $1.92億 | -$1293万 | -6% | 6.4% | 51.3% | 87 | 2.3% | 3 |
|
| 4340 |
SC
4340
Schulhoff & Co
Cincinnati,
Ohio
| $1.92億 | -$2221万 | -10% | 8.2% | 51.8% | 118 | 6.78% | 6.7 |
|
| 4341 |
4341
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $1.92億 | -$28万 | -0.1% | 4.61% | 152% | 89 | 6.74% | 3.4 |
|
| 4342 |
4342
Fifth Lane Capital
Austin,
Texas
| $1.92億 | +$3313万 | +21% | 11.9% | 80.4% | 475 | 76.63% | 0.3 |
|
| 4343 |
4343
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $1.92億 | +$2687万 | +16% | 3.67% | 116% | 567 | 43.03% | 0.4 |
|
| 4344 |
4344
Hillman Company
Pittsburgh,
Pennsylvania
| $1.92億 | -$1223万 | -6% | 1.4% | 134% | 18 | 33.33% | 1.3 |
|
| 4345 |
4345
Global Trust Asset Management
West Palm Beach,
Florida
| $1.92億 | -$1162万 | -6% | 4.88% | 178% | 457 | 12.69% | 2.8 |
|
| 4346 |
4346
Prosperity Planning
Kansas City,
Missouri
| $1.91億 | -$420万 | -2% | 5.92% | 43.5% | 83 | 9.64% | 1.3 |
|
| 4347 |
4347
Eagle Strategies
New York
| $1.91億 | -$8289万 | -30% | 5.77% | 77.7% | 150 | 45.33% | 0.5 |
|
| 4348 |
4348
Wiser Wealth Management
Marietta,
Georgia
| $1.91億 | -$165万 | -0.9% | 5.3% | 53% | 39 | 20.51% | 1.2 |
|
| 4349 |
4349
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $1.91億 | -$1064万 | -5% | 5.32% | 54.3% | 356 | 3.93% | 3.1 |
|
| 4350 |
4350
Gill Capital Partners
Denver,
Colorado
| $1.91億 | -$3617万 | -16% | 4.94% | 59% | 129 | 17.05% | 2.5 |
|