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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
Buckley Wealth Management
Las Vegas,
Nevada
| $3.34億 | +$1269万 | +4% | 6.1% | 88% | 109 | 12.84% | 4.5 |
|
| 4327 |
4327
Johnson & Johnson
New Brunswick,
New Jersey
| $3.34億 | -$778万 | -2% | 4.85% | 339% | 20 | 0% | 2.8 |
|
| 4328 |
MFGP
4328
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $3.34億 | +$1619万 | +5% | 8.7% | 65.5% | 55 | 7.27% | 5.2 |
|
| 4329 |
4329
FCA Corp
Houston,
Texas
| $3.34億 | +$2037万 | +6% | 6.88% | 57.4% | 188 | 6.91% | 4.9 |
|
| 4330 |
4330
Aikya Investment Management
London,
United Kingdom
| $3.33億 | +$6373万 | +24% | 12.2% | – | 4 | 0% | 1.2 |
|
| 4331 |
4331
Triumph Capital Management
Denver,
Colorado
| $3.33億 | +$3292万 | +11% | 7.51% | 55.5% | 316 | 22.15% | 1.4 |
|
| 4332 |
4332
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $3.33億 | +$4377万 | +15% | 18.4% | 203% | 153 | 9.15% | 1.5 |
|
| 4333 |
4333
EPG Wealth Management
Atlanta,
Georgia
| $3.33億 | -$2615万 | -7% | 11.8% | 96% | 430 | 31.16% | 0.7 |
|
| 4334 |
4334
Galibier Capital Management
Toronto,
Ontario, Canada
| $3.33億 | +$1225万 | +4% | 13.4% | 66.8% | 41 | 17.07% | 3.1 |
|
| 4335 |
RI
4335
Rinkey Investments
San Diego,
California
| $3.33億 | +$1716万 | +5% | 5.87% | 42.1% | 110 | 22.73% | 1.4 |
|
| 4336 |
SWK
4336
Stephen W. Kidder
| $3.33億 | +$1181万 | +4% | 6.55% | 94.7% | 76 | 10.53% | 6.8 |
|
| 4337 |
4337
Atlas Merchant Capital
New York
| $3.32億 | +$2.93億 | +734% | 113% | 65.7% | 22 | 68.18% | 0.7 |
|
| 4338 |
4338
Wood Tarver Financial Group
Boise,
Idaho
| $3.32億 | +$2517万 | +8% | 7.05% | – | 723 | 5.81% | 0.5 |
|
| 4339 |
4339
Capital Impact Advisors
Boston,
Massachusetts
| $3.32億 | +$7117万 | +27% | 28.6% | – | 34 | 23.53% | 0.2 |
|
| 4340 |
4340
Performa Ltd (US)
Charleston,
South Carolina
| $3.32億 | +$3106万 | +10% | 8.19% | 55.8% | 58 | 17.24% | 2.3 |
|
| 4341 |
4341
Engle Capital Management
Greenwich,
Connecticut
| $3.32億 | +$5493万 | +20% | 25.5% | 398% | 30 | 40% | 0.8 |
|
| 4342 |
4342
West Virginia University Foundation
Morgantown,
West Virginia
| $3.32億 | +$3839万 | +13% | 10.6% | – | 2 | 0% | 0.5 |
|
| 4343 |
4343
Alpine Investment Management
Hong Kong
| $3.31億 | -$1.24億 | -27% | 2.14% | 33.7% | 15 | 80% | 0.2 |
|
| 4344 |
4344
Wright Investors Service
Shelton,
Connecticut
| $3.31億 | +$2876万 | +10% | 15.5% | 146% | 156 | 19.23% | 4.3 |
|
| 4345 |
HC
4345
Headland Capital
Mt. Pleasant,
South Carolina
| $3.31億 | +$3023万 | +10% | 9.51% | – | 65 | 21.54% | 0.4 |
|
| 4346 |
4346
Keating Investment Counselors
Delray Beach,
Florida
| $3.31億 | -$77.6万 | -0.2% | 0.37% | 50% | 67 | 11.94% | 6.5 |
|
| 4347 |
FP
4347
Financial Perspectives
Minneapolis,
Minnesota
| $3.31億 | +$3869万 | +13% | 12.9% | 87.8% | 736 | 3.94% | 4.1 |
|
| 4348 |
4348
Keystone Financial Planning
Cleveland,
Ohio
| $3.31億 | -$486万 | -1% | 0.46% | 46% | 46 | 2.17% | 6.6 |
|
| 4349 |
4349
Hilltop Partners
Mishawaka,
Indiana
| $3.31億 | +$3437万 | +12% | 7.95% | 64.9% | 122 | 18.85% | 1.6 |
|
| 4350 |
4350
Strategic Investment Solutions
Orland Park,
Illinois
| $3.31億 | -$1400万 | -4% | 11.1% | – | 725 | 23.45% | 1.5 |
|