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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
Safeguard Investment Advisory Group
Corona,
California
| $2.35億 | +$2675万 | +13% | 7.65% | 84.3% | 109 | 13.76% | 1.7 |
|
| 4327 |
WA
4327
Wealth Advisors
Rancho Santa Fe,
California
| $2.34億 | +$2404万 | +11% | 15% | 40% | 73 | 20.55% | 2.2 |
|
| 4328 |
4328
LCNB Corp
Lebanon,
Ohio
| $2.34億 | +$1339万 | +6% | 5.43% | 75.2% | 179 | 6.7% | 4 |
|
| 4329 |
4329
Atwater Malick
Lancaster,
Pennsylvania
| $2.34億 | +$2084万 | +10% | 4.74% | 83.4% | 66 | 15.15% | 2.7 |
|
| 4330 |
4330
McElhenny Sheffield Capital Management
Dallas,
Texas
| $2.34億 | +$4424万 | +23% | 13% | 86.3% | 107 | 28.97% | 1.2 |
|
| 4331 |
4331
Radnor Capital Management
Wayne,
Pennsylvania
| $2.34億 | -$1.46億 | -38% | 4.36% | 96.9% | 254 | 66.93% | 2.5 |
|
| 4332 |
4332
Hurlow Wealth Management Group
Bloomington,
Indiana
| $2.34億 | +$1772万 | +8% | 5.5% | 55.8% | 110 | 9.09% | 3.3 |
|
| 4333 |
4333
Almitas Capital
Santa Monica,
California
| $2.34億 | +$2466万 | +12% | 1.58% | 86.1% | 118 | 39.83% | 0.9 |
|
| 4334 |
LFM
4334
Lumina Fund Management
New York
| $2.34億 | +$2140万 | +10% | 8.72% | 28.1% | 76 | 6.58% | 2.1 |
|
| 4335 |
4335
FirstPurpose Wealth
Orem,
Utah
| $2.34億 | +$3071万 | +15% | 5.87% | – | 213 | 18.31% | 1 |
|
| 4336 |
4336
BHK Investment Advisors
Birmingham,
Alabama
| $2.34億 | +$474万 | +2% | 5.12% | 54.6% | 62 | 8.06% | 3.9 |
|
| 4337 |
4337
Syverson Strege & Co
West Des Moines,
Iowa
| $2.34億 | -$62.3万 | -0.3% | 4.09% | 66.8% | 666 | 90.69% | 2.2 |
|
| 4338 |
4338
MBM Wealth Consultants
Chesterfield,
Missouri
| $2.34億 | -$1165万 | -5% | 5.02% | 57.1% | 281 | 62.99% | 3.1 |
|
| 4339 |
4339
DCM Advisors
New York
| $2.33億 | +$1851万 | +9% | 9.59% | 99.3% | 80 | 12.5% | 1.6 |
|
| 4340 |
4340
All-Stars Investment
Hong Kong
| $2.33億 | -$1.16億 | -33% | 17.7% | 41.7% | 3 | 0% | 1.2 |
|
| 4341 |
DL
4341
DOHJ LLC
Seattle,
Washington
| $2.33億 | +$3547万 | +18% | 6.06% | 51.5% | 89 | 4.49% | 2.5 |
|
| 4342 |
4342
WPWealth
Fort Worth,
Texas
| $2.33億 | +$1653万 | +8% | 2.49% | 38.2% | 56 | 21.43% | 0.3 |
|
| 4343 |
4343
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $2.33億 | +$2636万 | +13% | 12.6% | 70.6% | 90 | 6.67% | 1.9 |
|
| 4344 |
4344
Modus Advisors
Excelsior,
Minnesota
| $2.33億 | +$1573万 | +7% | 5.52% | 89.5% | 106 | 8.49% | 2.5 |
|
| 4345 |
4345
O'Keefe Stevens Advisory
Rochester,
New York
| $2.33億 | +$3045万 | +15% | 17.3% | 208% | 42 | 4.76% | 4 |
|
| 4346 |
AIA
4346
AIMZ Investment Advisors
Los Altos,
California
| $2.33億 | +$948万 | +4% | 5.56% | 81.3% | 113 | 2.65% | 6.2 |
|
| 4347 |
4347
TrueFG
Cedar Park,
Texas
| $2.33億 | +$1112万 | +5% | 3.5% | 54.2% | 39 | 7.69% | 2.9 |
|
| 4348 |
4348
Somerset Trust
Somerset,
Pennsylvania
| $2.32億 | +$181万 | +0.8% | 4.93% | 80.5% | 152 | 9.21% | 5.1 |
|
| 4349 |
4349
Wells Trecaso Financial Group
Akron,
Ohio
| $2.32億 | +$1648万 | +8% | 8.12% | 108% | 95 | 10.53% | 3.5 |
|
| 4350 |
4350
Scott Capital Advisors
Portland,
Oregon
| $2.32億 | +$2494万 | +12% | 5.3% | 50.9% | 48 | 8.33% | 1.1 |
|