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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Lion Street Advisors
Austin,
Texas
| $2.7億 | +$2533万 | +10% | 0.41% | 38% | 283 | 19.08% | 1.4 |
|
| 4477 |
4477
Oxler Private Wealth
Rye Brook,
New York
| $2.7億 | +$1511万 | +6% | 4.57% | 119% | 88 | 7.95% | 2.6 |
|
| 4478 |
RFG
4478
RFP Financial Group
Atlanta,
Georgia
| $2.7億 | +$1391万 | +5% | 1.72% | 53.2% | 952 | 13.13% | 1 |
|
| 4479 |
4479
First Washington Corp
Seattle,
Washington
| $2.7億 | +$855万 | +3% | 3.62% | 142% | 59 | 6.78% | 3.9 |
|
| 4480 |
4480
Greenfield Seitz Capital Management
Dallas,
Texas
| $2.7億 | +$159万 | +0.6% | 1.19% | – | 108 | 8.33% | 0.5 |
|
| 4481 |
4481
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $2.7億 | +$821万 | +3% | 2.84% | 81.6% | 92 | 4.35% | 2.6 |
|
| 4482 |
4482
Value Star Asset Management
Hong Kong
| $2.7億 | -$2006万 | -7% | 9.56% | – | 24 | 33.33% | 0.9 |
|
| 4483 |
4483
Glassy Mountain Advisors
Bethesda,
Maryland
| $2.7億 | +$407万 | +2% | 2.3% | 91.5% | 56 | 3.57% | 0.9 |
|
| 4484 |
4484
Passive Capital Management
Baltimore,
Maryland
| $2.69億 | +$1390万 | +5% | 0.46% | 37.7% | 67 | 13.43% | 1.7 |
|
| 4485 |
4485
BNC Wealth Management
Beaverton,
Oregon
| $2.69億 | +$3547万 | +15% | 7.48% | 204% | 112 | 21.43% | 2.3 |
|
| 4486 |
4486
West Branch Capital
Amherst,
Massachusetts
| $2.69億 | +$2134万 | +9% | 10.3% | 156% | 438 | 5.48% | 3 |
|
| 4487 |
4487
Highland Financial Advisors
Wayne,
New Jersey
| $2.69億 | +$1906万 | +8% | 2.47% | 70% | 58 | 13.79% | 1.4 |
|
| 4488 |
4488
Flagstone Financial Management
Lincoln,
Nebraska
| $2.69億 | +$1000万 | +4% | 0.71% | 43.9% | 45 | 4.44% | 1.2 |
|
| 4489 |
4489
First United Bank & Trust
Oakland,
Maryland
| $2.69億 | -$138万 | -0.5% | 2.14% | 78% | 423 | 6.86% | 2.5 |
|
| 4490 |
4490
Auour Investments
Woburn,
Massachusetts
| $2.69億 | -$247万 | -0.9% | 0.88% | 35.5% | 82 | 7.32% | 0.9 |
|
| 4491 |
SM
4491
Samjo Management
New York
| $2.68億 | -$1580万 | -6% | 1.47% | – | 58 | 13.79% | 0.5 |
|
| 4492 |
4492
Newbridge Financial Services Group
Boca Raton,
Florida
| $2.68億 | +$3935万 | +17% | 7.27% | 189% | 1,257 | 19.97% | 2.2 |
|
| 4493 |
4493
Westwood Wealth Management
Los Angeles,
California
| $2.68億 | +$6385万 | +31% | 22.2% | 425% | 43 | 6.98% | 1.6 |
|
| 4494 |
4494
First Citizens Asset Management
Raleigh,
North Carolina
| $2.68億 | +$424万 | +2% | 1.28% | 44.2% | 33 | 0% | 1.4 |
|
| 4495 |
4495
Hayek Kallen Investment Management
Fairhope,
Alabama
| $2.68億 | +$727万 | +3% | 4.27% | 71.9% | 95 | 5.26% | 6 |
|
| 4496 |
4496
BBJS Financial Advisors
Seattle,
Washington
| $2.68億 | -$1225万 | -4% | 2.48% | – | 189 | 36.51% | 0.9 |
|
| 4497 |
4497
Seascape Capital Management
Portsmouth,
New Hampshire
| $2.68億 | -$92.1万 | -0.3% | 0.84% | 111% | 107 | 10.28% | 2.7 |
|
| 4498 |
4498
Sovereign Investment Advisors
Phoenix,
Arizona
| $2.68億 | -$2169万 | -7% | 0.4% | 43.7% | 34 | 2.94% | 3.6 |
|
| 4499 |
4499
Central Asset Investments & Management Holdings
Hong Kong
| $2.68億 | +$1.45億 | +118% | 19.1% | 3,210% | 67 | 55.22% | 0.6 |
|
| 4500 |
4500
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $2.68億 | +$3183万 | +13% | 7.48% | – | 589 | 6.96% | 2.3 |
|