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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Concentrum Wealth Management
San Jose,
California
| $3.19億 | +$4894万 | +18% | 22.2% | 174% | 83 | 20.48% | 3.1 |
|
| 4427 |
4427
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $3.19億 | +$2282万 | +8% | 4.58% | 36.2% | 161 | 13.66% | 2.7 |
|
| 4428 |
4428
TSP Capital Management Group
Summit,
New Jersey
| $3.19億 | +$1464万 | +5% | 10.3% | 186% | 46 | 100% | – |
|
| 4429 |
4429
Capital Planning
Bellevue,
Washington
| $3.18億 | -$3932万 | -11% | 15.7% | 81.2% | 101 | 27.72% | 2.9 |
|
| 4430 |
4430
Oxler Private Wealth
Rye Brook,
New York
| $3.18億 | +$3358万 | +12% | 14.8% | 119% | 87 | 3.45% | 3.4 |
|
| 4431 |
4431
11 Capital Partners
Darien,
Connecticut
| $3.18億 | +$1667万 | +6% | 17.9% | 101% | 19 | 15.79% | 1.6 |
|
| 4432 |
4432
Evexia Wealth
Stevens Point,
Wisconsin
| $3.18億 | +$4288万 | +16% | 13% | 92.5% | 84 | 19.05% | 1.3 |
|
| 4433 |
FAP
4433
Financial Advisory Partners
Winter Park,
Florida
| $3.18億 | +$1914万 | +6% | 7.32% | 52.9% | 67 | 5.97% | 2.6 |
|
| 4434 |
4434
Neumann Capital Management
Foster City,
California
| $3.18億 | +$2877万 | +10% | 12.4% | 89.9% | 103 | 6.8% | 7.3 |
|
| 4435 |
4435
Court Place Advisors
Ellicott City,
Maryland
| $3.18億 | +$1649万 | +5% | 9.05% | 92% | 153 | 7.19% | 7.9 |
|
| 4436 |
4436
Newton One Investments
Newark,
Delaware
| $3.18億 | +$3815万 | +14% | 7.22% | 42% | 129 | 9.3% | 1.7 |
|
| 4437 |
4437
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.18億 | +$495万 | +2% | 13.6% | 101% | 436 | 4.13% | 3.9 |
|
| 4438 |
4438
EWA LLC
Pittsbugh,
Pennsylvania
| $3.18億 | +$4859万 | +18% | 14.2% | 102% | 233 | 27.9% | 1.1 |
|
| 4439 |
4439
Knuff & Co
Foster City,
California
| $3.18億 | +$1957万 | +7% | 13.3% | 85.8% | 143 | 19.58% | 4.1 |
|
| 4440 |
CIA
4440
Corigliano Investment Advisers
Raleigh,
North Carolina
| $3.18億 | +$9231万 | +41% | 1.4% | – | 63 | 73.02% | 0.1 |
|
| 4441 |
4441
Oak Family Advisors
Chicago,
Illinois
| $3.17億 | +$2036万 | +7% | 11.3% | 81.9% | 119 | 28.57% | 2.2 |
|
| 4442 |
4442
Seascape Capital Management
Portsmouth,
New Hampshire
| $3.17億 | +$3048万 | +11% | 10.9% | 111% | 103 | 9.71% | 3.3 |
|
| 4443 |
4443
OLIO Financial Planning
Mclean,
Virginia
| $3.17億 | +$2774万 | +10% | 6.9% | 52.9% | 64 | 7.81% | 2.1 |
|
| 4444 |
4444
Sandbox Financial Partners
Bethesda,
Maryland
| $3.17億 | +$3381万 | +12% | 13% | 69.6% | 127 | 17.32% | 2.3 |
|
| 4445 |
VST
4445
Van Strum & Towne
San Francisco,
California
| $3.17億 | +$1929万 | +6% | 7.4% | 62.2% | 114 | 4.39% | 5.9 |
|
| 4446 |
4446
360 Financial
Wayzata,
Minnesota
| $3.17億 | +$4048万 | +15% | 10.8% | 82.5% | 86 | 12.79% | 2.9 |
|
| 4447 |
4447
Duncan Williams Asset Management
Memphis,
Tennessee
| $3.17億 | +$3998万 | +14% | 7.97% | – | 156 | 7.05% | 0.8 |
|
| 4448 |
4448
WJ Wealth Management
Glendale,
Arizona
| $3.17億 | +$3406万 | +12% | 13.1% | 90.6% | 106 | 31.13% | 1.8 |
|
| 4449 |
4449
Crestview Partners III
New York
| $3.16億 | -$2356万 | -7% | 5.95% | 51.2% | 3 | 0% | 4.2 |
|
| 4450 |
4450
EdgeRock Capital
Denver,
Colorado
| $3.16億 | +$1.76億 | +125% | 9.84% | 71.3% | 112 | 41.96% | 0.9 |
|