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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
WJ Wealth Management
Glendale,
Arizona
| $3.17億 | +$3406万 | +12% | 13.1% | 90.6% | 106 | 31.13% | 1.8 |
|
| 4452 |
4452
Crestview Partners III
New York
| $3.16億 | -$2356万 | -7% | 5.95% | 51.2% | 3 | 0% | 4.2 |
|
| 4453 |
4453
EdgeRock Capital
Denver,
Colorado
| $3.16億 | +$1.76億 | +125% | 9.84% | 71.3% | 112 | 41.96% | 0.9 |
|
| 4454 |
4454
Rench Wealth Management
Denton,
Texas
| $3.16億 | +$2639万 | +9% | 11.2% | 106% | 52 | 5.77% | 5.6 |
|
| 4455 |
4455
Compass Advisory Group
Melville,
New York
| $3.16億 | +$2879万 | +10% | 7.27% | 49.2% | 77 | 5.19% | 3 |
|
| 4456 |
4456
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $3.16億 | +$2484万 | +9% | 16% | 158% | 189 | 7.94% | 1.8 |
|
| 4457 |
4457
Atwater Malick
Lancaster,
Pennsylvania
| $3.16億 | +$2017万 | +7% | 6.2% | 83.4% | 83 | 6.02% | 3.4 |
|
| 4458 |
CMAI
4458
Capital Management Associates Inc
Minneapolis,
Minnesota
| $3.16億 | -$1.26億 | -28% | 6.64% | 75.6% | 148 | 34.46% | 1 |
|
| 4459 |
4459
Sequent Planning
Omaha,
Nebraska
| $3.16億 | +$3789万 | +14% | 8.01% | – | 167 | 15.57% | 0.9 |
|
| 4460 |
4460
Leeward Financial Partners
Bellevue,
Washington
| $3.16億 | +$4790万 | +18% | 14.8% | 97.9% | 103 | 19.42% | 2.1 |
|
| 4461 |
4461
Courage Miller Partners
Norfolk,
Virginia
| $3.15億 | +$2026万 | +7% | 5.88% | 43.5% | 86 | 4.65% | 7.6 |
|
| 4462 |
4462
White Pine Capital
Bloomington,
Minnesota
| $3.15億 | +$2641万 | +9% | 10.8% | 143% | 230 | 6.09% | 6.3 |
|
| 4463 |
4463
BCWM LLC
Overland Park,
Kansas
| $3.15億 | +$2726万 | +9% | 5.35% | – | 57 | 15.79% | 4.5 |
|
| 4464 |
4464
Prudent Man Advisors
Naperville,
Illinois
| $3.15億 | +$3945万 | +14% | 9.2% | 82.8% | 189 | 13.76% | 3 |
|
| 4465 |
4465
Websterrogers Financial Advisors
Florence,
South Carolina
| $3.15億 | +$2169万 | +7% | 7.03% | 42.9% | 88 | 6.82% | 2.3 |
|
| 4466 |
4466
Centennial Wealth Advisory
Traverse City,
Michigan
| $3.14億 | +$3920万 | +14% | 7.3% | 63% | 176 | 31.82% | 1.7 |
|
| 4467 |
4467
Proathlete Wealth Management
Boca Raton,
Florida
| $3.14億 | +$3995万 | +15% | 11.1% | 73.9% | 333 | 39.64% | 0.4 |
|
| 4468 |
4468
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $3.14億 | +$2461万 | +8% | 9.86% | 101% | 147 | 17.01% | 5.6 |
|
| 4469 |
4469
Seaside Wealth Management
Carlsbad,
California
| $3.14億 | +$3394万 | +12% | 8.74% | 53.4% | 64 | 10.94% | 2.2 |
|
| 4470 |
4470
Mirabaud & Cie
Geneva,
Switzerland
| $3.14億 | +$2107万 | +7% | 16.3% | 151% | 65 | 13.85% | 1.2 |
|
| 4471 |
4471
Panview Capital
Hong Kong
| $3.14億 | +$5017万 | +19% | 12.8% | – | 9 | 11.11% | 0.4 |
|
| 4472 |
4472
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $3.14億 | +$1593万 | +5% | 7.64% | 63.2% | 86 | 9.3% | 4.2 |
|
| 4473 |
4473
Rivermont Capital Management
New York
| $3.14億 | +$7666万 | +32% | 36% | 555% | 24 | 54.17% | 0.9 |
|
| 4474 |
4474
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| $3.14億 | +$1.14億 | +57% | 9.68% | – | 17 | 64.71% | 0.2 |
|
| 4475 |
4475
Custos Family Office
Austin,
Texas
| $3.14億 | +$3166万 | +11% | 8.56% | 57.4% | 74 | 10.81% | 1.7 |
|