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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Ceeto Capital Group
Coral Gables,
Florida
| $2.22億 | +$1724万 | +8% | 7.5% | 94.4% | 150 | 6% | 2.5 |
|
| 4402 |
4402
Sitrin Capital Management
Century City,
California
| $2.22億 | +$1119万 | +5% | 11.3% | 139% | 39 | 10.26% | 2.4 |
|
| 4403 |
CWM
4403
Cedar Wealth Management
Walnut Creek,
California
| $2.22億 | +$2093万 | +10% | 6.71% | 68.1% | 274 | 12.77% | 1.9 |
|
| 4404 |
4404
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $2.22億 | -$2974万 | -12% | 5.98% | 63.2% | 102 | 31.37% | 1.7 |
|
| 4405 |
4405
Horan Capital Advisors
Cincinnati,
Ohio
| $2.22億 | +$1307万 | +6% | 7.4% | 26.6% | 92 | 7.61% | 3.5 |
|
| 4406 |
4406
BigSur Wealth Management
Miami,
Florida
| $2.22億 | +$2675万 | +14% | 8.06% | 94.8% | 140 | 21.43% | 2.5 |
|
| 4407 |
4407
Affinity Investment Advisors
Newport Beach,
California
| $2.22億 | -$5147万 | -19% | 6.27% | 189% | 175 | 23.43% | 1.9 |
|
| 4408 |
4408
Kapitalo Investimentos
Sao Paulo,
Brazil
| $2.22億 | +$1.31億 | +143% | 10.1% | 66.5% | 46 | 71.74% | 0.1 |
|
| 4409 |
4409
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $2.21億 | +$1523万 | +7% | 5.61% | 68.6% | 66 | 18.18% | 1.1 |
|
| 4410 |
4410
Cardinal Point Wealth Management
Irvine,
California
| $2.21億 | +$2288万 | +12% | 4.21% | – | 42 | 11.9% | 0.4 |
|
| 4411 |
4411
Tucker Asset Management
Littleton,
Colorado
| $2.21億 | +$3170万 | +17% | 5.92% | 71.6% | 378 | 17.99% | 0.4 |
|
| 4412 |
4412
Bickling Financial Services
Lexington,
Massachusetts
| $2.21億 | +$2254万 | +11% | 7.1% | – | 142 | 23.94% | 0.4 |
|
| 4413 |
4413
Campbell Capital Management
Miami,
Florida
| $2.21億 | +$421万 | +2% | 7.98% | – | 66 | 34.85% | 1.1 |
|
| 4414 |
4414
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $2.21億 | +$8431万 | +62% | 4.68% | 71.1% | 158 | 39.87% | 0.3 |
|
| 4415 |
SST
4415
S Squared Technology
New York
| $2.21億 | +$946万 | +4% | 3.81% | 223% | 43 | 25.58% | 2 |
|
| 4416 |
4416
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $2.21億 | +$1692万 | +8% | 5.81% | 71.4% | 105 | 16.19% | 2.4 |
|
| 4417 |
4417
SimpliFi Inc
San Diego,
California
| $2.21億 | +$679万 | +3% | 2.37% | 27.9% | 29 | 37.93% | 1.6 |
|
| 4418 |
4418
Excalibur Management
Waltham,
Massachusetts
| $2.21億 | +$1802万 | +9% | 6% | 81.7% | 161 | 9.32% | 3 |
|
| 4419 |
4419
Westbourne Investment Advisors
Annapolis,
Maryland
| $2.21億 | +$1970万 | +10% | 8.99% | 107% | 88 | 7.95% | 2.2 |
|
| 4420 |
4420
Cabot-Wellington
Boston,
Massachusetts
| $2.21億 | +$1087万 | +5% | 6% | 65% | 17 | 0% | 4.1 |
|
| 4421 |
4421
Old Well Partners
Charlotte,
North Carolina
| $2.2億 | +$1773万 | +9% | 11% | 97.8% | 52 | 38.46% | 0.6 |
|
| 4422 |
4422
D. Scott Neal
Lexington,
Kentucky
| $2.2億 | -$264万 | -1% | 6.03% | 105% | 52 | 15.38% | 2.6 |
|
| 4423 |
SFG
4423
SageGuard Financial Group
Goodlettsville,
Tennessee
| $2.2億 | +$542万 | +3% | 6.63% | – | 150 | 20.67% | 0.4 |
|
| 4424 |
4424
Running Point Capital Advisors
El Segundo,
California
| $2.2億 | +$3873万 | +21% | 6.5% | 52.1% | 158 | 13.92% | 0.4 |
|
| 4425 |
4425
Founders Financial Alliance
Raleigh,
North Carolina
| $2.2億 | +$1687万 | +8% | 6.87% | 84.9% | 494 | 9.51% | 0.6 |
|