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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
S.E.E.D. Planning Group
Binghamton,
New York
| $3.02億 | +$2653万 | +10% | 8.96% | 57.3% | 77 | 9.09% | 3.2 |
|
| 4327 |
4327
GoodHaven Capital Management
Millburn,
New Jersey
| $3.02億 | +$2920万 | +11% | 13.2% | 80.7% | 26 | 0% | 4.8 |
|
| 4328 |
4328
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $3.02億 | +$935万 | +3% | 6% | 158% | 204 | 7.35% | 1.3 |
|
| 4329 |
4329
NIA Impact Advisors
Berkeley,
California
| $3.01億 | +$2289万 | +8% | 9.82% | – | 110 | 7.27% | 1.4 |
|
| 4330 |
4330
Defender Capital
Charlotte,
North Carolina
| $3.01億 | +$846万 | +3% | 9.98% | 101% | 38 | 15.79% | 2.9 |
|
| 4331 |
4331
Abound Wealth Management
Franklin,
Tennessee
| $3.01億 | +$2993万 | +11% | 7.3% | 65.7% | 1,363 | 19.08% | 1.4 |
|
| 4332 |
FAP
4332
Financial Advisory Partners
Winter Park,
Florida
| $3.01億 | +$3369万 | +13% | 7.27% | 52.9% | 71 | 11.27% | 1.9 |
|
| 4333 |
4333
Horan Capital Advisors
Cincinnati,
Ohio
| $3.01億 | +$1642万 | +6% | 7.1% | 26.6% | 120 | 5.83% | 4.5 |
|
| 4334 |
4334
ORG Wealth Partners
Dallas,
Texas
| $3.01億 | – | – | 19.3% | – | 479 | – | 0 |
|
| 4335 |
BE
4335
Bonness Enterprises
Washington,
District of Columbia
| $3.01億 | +$2754万 | +10% | 13.5% | 98.6% | 37 | 0% | 10.8 |
|
| 4336 |
4336
Detalus Advisors
St. Louis,
Missouri
| $3.01億 | +$913万 | +3% | 6.61% | 75.7% | 163 | 12.88% | 2.8 |
|
| 4337 |
4337
TIFF Advisory Services
Radnor,
Pennsylvania
| $3.01億 | +$1081万 | +4% | 4.46% | 86.3% | 26 | 30.77% | 1.6 |
|
| 4338 |
4338
Family Legacy Inc
Greenville,
South Carolina
| $3.01億 | +$2151万 | +8% | 7.53% | 89% | 123 | 3.25% | 5 |
|
| 4339 |
4339
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $3.01億 | +$2989万 | +11% | 7.2% | 75.2% | 116 | 23.28% | 1.1 |
|
| 4340 |
4340
Legacy Capital Group California
Los Gatos,
California
| $3.01億 | +$2327万 | +8% | 6.83% | 129% | 360 | 28.06% | 0.9 |
|
| 4341 |
4341
Neumann Capital Management
Foster City,
California
| $3.01億 | +$958万 | +3% | 6.84% | 89.9% | 103 | 6.8% | 6.5 |
|
| 4342 |
4342
Syntrinsic
Denver,
Colorado
| $3.01億 | -$59万 | -0.2% | 6.77% | – | 86 | 18.6% | 0.9 |
|
| 4343 |
4343
Juniper Capital Advisors
Houston,
Texas
| $3.01億 | -$5160万 | -15% | 14.7% | – | 1 | 0% | 0.8 |
|
| 4344 |
4344
ForthRight Wealth Management
Alpharetta,
Georgia
| $3億 | +$2214万 | +8% | 6.91% | 44.6% | 67 | 10.45% | 2.4 |
|
| 4345 |
4345
Chase Investment Counsel
Charlottesville,
Virginia
| $3億 | +$1832万 | +6% | 10.2% | 350% | 143 | 28.67% | 1.5 |
|
| 4346 |
4346
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $3億 | +$1515万 | +5% | 3.55% | 17.7% | 253 | 44.66% | 3.9 |
|
| 4347 |
4347
Dodds Wealth
Greenwood Village,
Colorado
| $3億 | +$4384万 | +17% | 5.55% | – | 59 | 5.08% | 0.7 |
|
| 4348 |
4348
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $3億 | +$2998万 | +11% | 5.94% | 81.6% | 105 | 19.05% | 2.5 |
|
| 4349 |
TCOT
4349
Trust Company of Tennessee
Knoxville,
Tennessee
| $3億 | +$2032万 | +7% | 7.7% | – | 6 | 0% | 0.3 |
|
| 4350 |
4350
Prudent Man Advisors
Naperville,
Illinois
| $3億 | +$1689万 | +6% | 6.7% | 82.8% | 195 | 17.44% | 2.6 |
|