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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
ETF Portfolio Partners
Leawood,
Kansas
| $4.2億 | +$3970万 | +10% | 10.8% | 50.2% | 72 | 8.33% | 4.5 |
|
| 4352 |
4352
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $4.2億 | +$5121万 | +14% | 14.4% | 73.9% | 190 | 11.58% | 3.8 |
|
| 4353 |
4353
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| $4.2億 | +$6144万 | +17% | 15% | – | 145 | 6.21% | 1.4 |
|
| 4354 |
4354
University of Chicago
Chicago,
Illinois
| $4.2億 | +$9631万 | +30% | 37.8% | 62.3% | 15 | 20% | 1.6 |
|
| 4355 |
4355
Ballast Advisors
Woodbury,
Minnesota
| $4.2億 | +$7607万 | +22% | 11.8% | 66.7% | 407 | 54.3% | 4.3 |
|
| 4356 |
4356
Prairie Wealth Advisors
Omaha,
Nebraska
| $4.2億 | +$1.89億 | +82% | 13.8% | – | 256 | 0.39% | 0.1 |
|
| 4357 |
4357
325 Capital
New York
| $4.19億 | +$1.45億 | +53% | 43.5% | 226% | 12 | 0% | 2.8 |
|
| 4358 |
4358
Roman Butler Fullerton & Co
St Louis,
Missouri
| $4.19億 | +$5550万 | +15% | 17.1% | 134% | 301 | 18.27% | 3.4 |
|
| 4359 |
4359
Xcel Wealth Management
Holly Hill,
Florida
| $4.19億 | +$5754万 | +16% | 22.1% | 98.8% | 147 | 14.29% | 3.7 |
|
| 4360 |
NTCM
4360
Nut Tree Capital Management
New York
| $4.19億 | +$1.74億 | +71% | 31.5% | 101% | 8 | 50% | 1.5 |
|
| 4361 |
4361
Daybright Advisory Services
Miami,
Florida
| $4.19億 | +$5761万 | +16% | 20.5% | – | 152 | 17.11% | 0.4 |
|
| 4362 |
KFS
4362
Kurt F. Somerville
| $4.19億 | +$3973万 | +10% | 27.3% | 92.9% | 98 | 8.16% | 6.9 |
|
| 4363 |
TM
4363
Thiel Macro
Los Angeles,
California
| $4.19億 | – | – | 1.85% | – | 8 | – | 0 |
|
| 4364 |
4364
Sunflower Bank
Dallas,
Texas
| $4.18億 | +$2597万 | +7% | 15.6% | 42.7% | 168 | 13.1% | 3.4 |
|
| 4365 |
4365
New England Capital Financial Advisors
Meriden,
Connecticut
| $4.18億 | +$5300万 | +15% | 8.36% | 58.3% | 447 | 8.5% | 2.6 |
|
| 4366 |
4366
Centurion Wealth Management
Mclean,
Virginia
| $4.18億 | -$2561万 | -6% | 13.6% | – | 330 | 18.48% | 2 |
|
| 4367 |
4367
TSP Capital Management Group
Summit,
New Jersey
| $4.18億 | +$817万 | +2% | 8.13% | 186% | 43 | 100% | 0.3 |
|
| 4368 |
4368
Fi3 Financial Advisors
Indianapolis,
Indiana
| $4.18億 | +$7146万 | +21% | 18.6% | 83.1% | 282 | 40.43% | 1.4 |
|
| 4369 |
4369
Landmark Wealth Management (New York)
Melville,
New York
| $4.18億 | +$4443万 | +12% | 11.3% | 42.7% | 152 | 3.29% | 1.6 |
|
| 4370 |
4370
Concentrum Wealth Management
San Jose,
California
| $4.18億 | +$7921万 | +23% | 35.9% | 174% | 130 | 16.92% | 2.3 |
|
| 4371 |
4371
Vestwell Advisors
New York
| $4.18億 | +$5270万 | +14% | 14.1% | – | 26 | 0% | 0.7 |
|
| 4372 |
RA
4372
Resolute Advisors
San Francisco,
California
| $4.17億 | +$1.76億 | +73% | 27.9% | 36.7% | 107 | 39.25% | 2.4 |
|
| 4373 |
4373
Almitas Capital
Santa Monica,
California
| $4.17億 | -$2519万 | -6% | 1.7% | 86.1% | 150 | 37.33% | 0.7 |
|
| 4374 |
4374
Consilio Wealth Advisors
Bellevue,
Washington
| $4.17億 | +$7497万 | +22% | 16.1% | 66.4% | 118 | 21.19% | 1.9 |
|
| 4375 |
4375
Seascape Capital Management
Portsmouth,
New Hampshire
| $4.17億 | +$7004万 | +20% | 25.8% | 111% | 100 | 13% | 3.5 |
|