で公開中です!
詳しく見る
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Cadent Capital Advisors
Tulsa,
Oklahoma
| $2.19億 | +$1550万 | +8% | 0.28% | 106% | 151 | 18.54% | 1.3 |
|
| 4377 |
4377
ForthRight Wealth Management
Alpharetta,
Georgia
| $2.18億 | +$2287万 | +12% | 3.81% | 50.4% | 59 | 16.95% | 1.4 |
|
| 4378 |
4378
Endeavour Capital Advisors
Greenwich,
Connecticut
| $2.18億 | -$1.54億 | -41% | 18.2% | 76.7% | 46 | 26.09% | 2.9 |
|
| 4379 |
4379
Weaver Consulting Group
Huntington Beach,
California
| $2.18億 | +$2235万 | +11% | 4.89% | 56.4% | 190 | 12.11% | 2.5 |
|
| 4380 |
SHFA
4380
SS&H Financial Advisors
Troy,
Michigan
| $2.18億 | +$826万 | +4% | 5.3% | – | 120 | 7.5% | 0.9 |
|
| 4381 |
GAMC
4381
Garner Asset Management Corp
Plano,
Texas
| $2.18億 | +$975万 | +5% | 9.39% | 103% | 168 | 7.14% | 4.2 |
|
| 4382 |
4382
Roberts Wealth Advisors
Palo Alto,
California
| $2.18億 | +$1081万 | +5% | 8.78% | 81.1% | 86 | 4.65% | 1.3 |
|
| 4383 |
4383
Coyle Financial Counsel
Glenview,
Illinois
| $2.17億 | +$966万 | +5% | 6.9% | 67.3% | 61 | 6.56% | 3.1 |
|
| 4384 |
4384
Websterrogers Financial Advisors
Florence,
South Carolina
| $2.17億 | +$1089万 | +5% | 4.31% | 46% | 61 | 1.64% | 1.4 |
|
| 4385 |
4385
Richard W. Paul & Associates
Novi,
Michigan
| $2.17億 | +$1856万 | +9% | 8.48% | 65.2% | 572 | 8.57% | 0.2 |
|
| 4386 |
4386
Modus Advisors
Excelsior,
Minnesota
| $2.17億 | +$1072万 | +5% | 6.76% | 89.5% | 106 | 7.55% | 2.3 |
|
| 4387 |
4387
RIA Advisory Group
Des Moines,
Iowa
| $2.17億 | +$4460万 | +26% | 3.03% | – | 143 | 48.95% | 0.2 |
|
| 4388 |
4388
Bishop & Co Investment Management
Erie,
Pennsylvania
| $2.17億 | +$1120万 | +5% | 5.04% | 53.7% | 24 | 0% | 5.1 |
|
| 4389 |
AB
4389
Atlas Brown
Louisville,
Kentucky
| $2.17億 | +$1344万 | +7% | 6.93% | 115% | 180 | 7.22% | 5.9 |
|
| 4390 |
4390
Altiora Financial Group
Lebanon,
Ohio
| $2.17億 | +$1644万 | +8% | 3.81% | 41.1% | 53 | 7.55% | 0.2 |
|
| 4391 |
4391
Veracity Capital
Atlanta,
Georgia
| $2.17億 | +$806万 | +4% | 6.02% | 149% | 217 | 17.51% | 1.9 |
|
| 4392 |
4392
Omega Financial Group
Santa Barbara,
California
| $2.17億 | +$2272万 | +12% | 4.1% | 47% | 85 | 8.24% | 2.8 |
|
| 4393 |
4393
WPWealth
Fort Worth,
Texas
| $2.17億 | +$2537万 | +13% | 4.26% | 38.2% | 50 | 30% | 0.2 |
|
| 4394 |
4394
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $2.16億 | +$2864万 | +15% | 5.48% | 57.8% | 137 | 13.14% | 1.9 |
|
| 4395 |
4395
Westmount Partners
Los Angeles,
California
| $2.16億 | +$2386万 | +12% | 10.7% | 101% | 186 | 8.6% | 0.2 |
|
| 4396 |
4396
Hurlow Wealth Management Group
Bloomington,
Indiana
| $2.16億 | +$2417万 | +13% | 5.28% | 60.7% | 102 | 5.88% | 3.3 |
|
| 4397 |
4397
Anfield Capital Management
Irvine,
California
| $2.16億 | +$1153万 | +6% | 2.88% | 65.3% | 95 | 38.95% | 1.3 |
|
| 4398 |
4398
Cowbird Capital
New York
| $2.16億 | +$2137万 | +11% | 12.3% | 21.3% | 10 | 20% | 1.6 |
|
| 4399 |
4399
First Pacific Financial
Vancouver,
Washington
| $2.16億 | +$1332万 | +7% | 6.04% | 53.6% | 108 | 2.78% | 1.8 |
|
| 4400 |
4400
West Wealth Group
Irvine,
California
| $2.16億 | +$1484万 | +7% | 8.54% | 79.8% | 84 | 27.38% | 0.9 |
|