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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
EPG Wealth Management
Atlanta,
Georgia
| $4.17億 | +$4863万 | +13% | 20.6% | 108% | 344 | 14.53% | 1.5 |
|
| 4377 |
CIM
4377
CIM Investment Management
Pittsburgh,
Pennsylvania
| $4.17億 | +$4244万 | +11% | 29.2% | 123% | 289 | 17.65% | 4.5 |
|
| 4378 |
4378
McMill Wealth Management
Norfolk,
Nebraska
| $4.17億 | +$4079万 | +11% | 3.6% | – | 63 | 12.7% | 0.8 |
|
| 4379 |
4379
Stevens Capital Management
Radnor,
Pennsylvania
| $4.17億 | -$2.33億 | -36% | 43.4% | 108% | 327 | 66.97% | 0.4 |
|
| 4380 |
4380
Anchyra Partners
Atlanta,
Georgia
| $4.16億 | +$8687万 | +26% | 28.1% | – | 373 | 32.44% | 0.3 |
|
| 4381 |
4381
Revisor Wealth Management
Akron,
Ohio
| $4.16億 | +$5410万 | +15% | 15.2% | 72% | 392 | 21.94% | 1.3 |
|
| 4382 |
4382
Rosenblum Silverman Sutton
San Francisco,
California
| $4.16億 | +$3386万 | +9% | 9.57% | 90.1% | 84 | 14.29% | 6.1 |
|
| 4383 |
CWM
4383
Capital Wealth Management
W. Warwick,
Rhode Island
| $4.16億 | +$4628万 | +13% | 9.17% | 51.3% | 39 | 12.82% | 3.8 |
|
| 4384 |
4384
Prasad Wealth Partners
Independence,
Ohio
| $4.16億 | +$4816万 | +13% | 14.2% | – | 167 | 16.77% | 1 |
|
| 4385 |
WPI
4385
Walter Public Investments
Westmount,
Canada
| $4.16億 | -$258万 | -0.6% | 16.4% | 85.1% | 58 | 25.86% | 1.7 |
|
| 4386 |
4386
BigSur Wealth Management
Miami,
Florida
| $4.15億 | +$5902万 | +17% | 13.8% | 94.8% | 178 | 13.48% | 4.3 |
|
| 4387 |
4387
Squire Investment Management Company
Orem,
Utah
| $4.15億 | +$5553万 | +15% | 11.5% | 62.4% | 89 | 14.61% | 1.7 |
|
| 4388 |
4388
KFA Private Wealth Group
Tysons,
Virginia
| $4.15億 | -$140万 | -0.3% | 14.2% | 62.8% | 176 | 23.86% | 2.6 |
|
| 4389 |
4389
Oldfield Partners
London,
United Kingdom
| $4.15億 | +$2149万 | +5% | 13.2% | 98% | 19 | 10.53% | 4.3 |
|
| 4390 |
4390
Winthrop Capital Management
Carmel,
Indiana
| $4.14億 | +$2459万 | +6% | 11.9% | 68.1% | 406 | 25.86% | 1.5 |
|
| 4391 |
4391
Pioneer Wealth Management Group
Austin,
Texas
| $4.14億 | +$5740万 | +16% | 8.43% | – | 55 | 9.09% | 2.1 |
|
| 4392 |
4392
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $4.14億 | +$4762万 | +13% | 16.7% | 84.3% | 773 | 13.97% | 1.4 |
|
| 4393 |
4393
Colton Groome Financial Advisors
Asheville,
North Carolina
| $4.14億 | +$6239万 | +18% | 11.6% | 65.8% | 168 | 20.83% | 2.5 |
|
| 4394 |
4394
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| $4.14億 | +$4301万 | +12% | 13.1% | – | 195 | 11.28% | 1.2 |
|
| 4395 |
HCM
4395
Hudson Capital Management
Ramsey,
New Jersey
| $4.14億 | +$2668万 | +7% | 9.09% | 66.8% | 79 | 11.39% | 4.3 |
|
| 4396 |
4396
Vision Retirement
Ridgewood,
New Jersey
| $4.14億 | +$6206万 | +18% | 22.4% | – | 696 | 17.67% | 0.4 |
|
| 4397 |
4397
BNC Wealth Management
Beaverton,
Oregon
| $4.14億 | +$5319万 | +15% | 29.4% | 204% | 121 | 24.79% | 2.9 |
|
| 4398 |
4398
Siena Capital Partners
Chicago,
Illinois
| $4.13億 | +$2795万 | +7% | 6.85% | 44.2% | 104 | 6.73% | 4.3 |
|
| 4399 |
SIM
4399
Synergy Investment Management
Altamonte Springs,
Florida
| $4.13億 | +$1.08億 | +35% | 14.8% | – | 1,200 | 33.67% | 0.3 |
|
| 4400 |
WA
4400
WP Advisors
San Francisco,
California
| $4.13億 | +$2679万 | +7% | 13.7% | 113% | 128 | 17.19% | 4.7 |
|