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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Hollow Brook Wealth Management
Katonah,
New York
| $1.1億 | +$1790万 | +19% | 3.64% | 92.8% | 52 | 11.54% | 3.2 |
|
| 4502 |
4502
Smart Portfolios LLC
Seattle,
Washington
| $1.1億 | -$818万 | -7% | 1.34% | 41.3% | 221 | 81% | 1.4 |
|
| 4503 |
4503
Ballew Advisors
Jackson,
Mississippi
| $1.1億 | +$132万 | +1% | 2.31% | 68% | 94 | 8.51% | 1.4 |
|
| 4504 |
4504
Kelly Financial Services
Braintree,
Massachusetts
| $1.1億 | +$2008万 | +22% | 3.63% | 64.3% | 523 | 8.8% | 0.2 |
|
| 4505 |
PC
4505
PA Capital
Richmond,
Virginia
| $1.1億 | -$220万 | -2% | 5.2% | – | 134 | 37.31% | 0.4 |
|
| 4506 |
4506
Private Wealth Group
Tampa,
Florida
| $1.1億 | +$79.5万 | +0.7% | 3.59% | 52.9% | 27 | 3.7% | 0.9 |
|
| 4507 |
SCM
4507
Shoals Capital Management
Arlington,
Virginia
| $1.1億 | -$380万 | -3% | 3.24% | – | 20 | 50% | 0.2 |
|
| 4508 |
4508
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $1.1億 | +$94.2万 | +0.9% | 2.06% | 87.9% | 110 | 8.18% | 1.2 |
|
| 4509 |
4509
WealthBridge Capital Management
Westerville,
Ohio
| $1.1億 | -$4778万 | -30% | 3.76% | 89.4% | 1,013 | 89.04% | 0.5 |
|
| 4510 |
4510
Protective Life
Birmingham,
Alabama
| $1.1億 | +$204万 | +2% | 1.91% | 38.4% | 12 | 0% | 0.8 |
|
| 4511 |
AIM
4511
Act II Management
New York
| $1.09億 | -$1096万 | -9% | 5.11% | 43.6% | 26 | 15.38% | 2 |
|
| 4512 |
ASA
4512
Armstrong Shaw Associates
New Canaan,
Connecticut
| $1.09億 | +$518万 | +5% | 4.61% | 51.2% | 44 | 11.36% | 3.5 |
|
| 4513 |
4513
Clearshares
New York
| $1.09億 | +$612万 | +6% | 2.27% | – | 35 | 34.29% | 1.1 |
|
| 4514 |
4514
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $1.09億 | -$151万 | -1% | 3.33% | 58.8% | 133 | 16.54% | 1.3 |
|
| 4515 |
4515
TPG Financial Advisors
Portland,
Oregon
| $1.09億 | +$575万 | +6% | 1.6% | – | 43 | 20.93% | 0.4 |
|
| 4516 |
4516
EDMP Inc
Lutz,
Florida
| $1.09億 | +$664万 | +6% | 1.73% | 71.6% | 55 | 20% | 3.5 |
|
| 4517 |
4517
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $1.09億 | – | – | 0.92% | 143% | 41 | – | 0 |
|
| 4518 |
4518
Seneca House Advisors
Richmond,
Virginia
| $1.09億 | -$605万 | -5% | 2.83% | 58.2% | 97 | 10.31% | 1.3 |
|
| 4519 |
4519
TCG Advisors
Austin,
Texas
| $1.09億 | -$63.1万 | -0.6% | 1.46% | – | 588 | 34.18% | 0.2 |
|
| 4520 |
4520
Atwater Malick
Lancaster,
Pennsylvania
| $1.09億 | +$678万 | +7% | 4.67% | 83.4% | 36 | 5.56% | 0.5 |
|
| 4521 |
4521
Field & Main Bank
Henderson,
Kentucky
| $1.09億 | +$297万 | +3% | 4.16% | 107% | 211 | 3.79% | 3.8 |
|
| 4522 |
4522
Axis Capital Holdings
Pembroke,
| $1.09億 | +$390万 | +4% | 3.72% | 67% | 2 | 0% | 4.6 |
|
| 4523 |
4523
Lederer & Associates Investment Counsel
Long Beach,
California
| $1.09億 | +$149万 | +1% | 4.4% | 75.5% | 93 | 10.75% | 3 |
|
| 4524 |
4524
Yorktown Energy Partners X
New York
| $1.09億 | +$1316万 | +14% | 1.23% | 95.9% | 3 | 33.33% | 1.6 |
|
| 4525 |
4525
Hoover Financial Advisors
Malvern,
Pennsylvania
| $1.09億 | +$409万 | +4% | 3.75% | – | 66 | 9.09% | 0.5 |
|