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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $3.43億 | +$732万 | +2% | 0.56% | 58.8% | 279 | 9.32% | 3.5 |
|
| 4552 |
4552
Martin Investment Management
Palm Beach Gardens,
Florida
| $3.43億 | -$1455万 | -4% | 4.65% | 44% | 51 | 13.73% | 5.5 |
|
| 4553 |
MKC
4553
M. Kraus & Co
Shelburne,
Vermont
| $3.43億 | -$1529万 | -4% | 0.02% | 65.9% | 86 | 9.3% | 6.8 |
|
| 4554 |
FCM
4554
Fieldview Capital Management
Niles,
Michigan
| $3.43億 | -$2.46億 | -42% | 3.83% | – | 736 | 72.28% | 0.2 |
|
| 4555 |
VST
4555
Van Strum & Towne
San Francisco,
California
| $3.43億 | -$1497万 | -4% | 1.95% | 72.3% | 118 | 9.32% | 6.4 |
|
| 4556 |
4556
FC Advisory
West Chester,
Pennsylvania
| $3.42億 | -$558万 | -2% | 1.83% | 46.6% | 118 | 3.39% | 5.4 |
|
| 4557 |
4557
Consilio Wealth Advisors
Bellevue,
Washington
| $3.42億 | +$49.2万 | +0.1% | 4.17% | 66.4% | 112 | 22.32% | 1.9 |
|
| 4558 |
4558
Vectors Research Management
New York
| $3.42億 | +$1471万 | +4% | 2.33% | 67.3% | 144 | 17.36% | 4.1 |
|
| 4559 |
4559
Regimen Wealth
Atlanta,
Georgia
| $3.42億 | +$30.1万 | +0.1% | 1.12% | 34.4% | 80 | 17.5% | 2.2 |
|
| 4560 |
WPA
4560
WIT Partners Advisory
Singapore
| $3.42億 | +$5320万 | +18% | 2.37% | 22.7% | 18 | 22.22% | 0.5 |
|
| 4561 |
SC
4561
Slotnik Capital
Dallas,
Texas
| $3.42億 | -$8754万 | -20% | 20.1% | – | 50 | 82% | 0.2 |
|
| 4562 |
4562
Yakira Capital Management
Westport,
Connecticut
| $3.42億 | +$4443万 | +15% | 1.83% | 74.1% | 244 | 43.44% | 0.8 |
|
| 4563 |
4563
Grandview Asset Management
Harrisburg,
Pennsylvania
| $3.42億 | -$2292万 | -6% | 2.88% | 200% | 147 | 12.24% | 2.3 |
|
| 4564 |
4564
SMART Wealth
Omaha,
Nebraska
| $3.41億 | +$1346万 | +4% | 0.41% | 83.6% | 240 | 35.42% | 1 |
|
| 4565 |
4565
Findell Capital Management
New York
| $3.41億 | -$632万 | -2% | 2.23% | – | 22 | 40.91% | 0.8 |
|
| 4566 |
4566
Seneca Financial Advisors
Rochester,
New York
| $3.41億 | +$1265万 | +4% | 0.09% | 50.9% | 65 | 3.08% | 3.4 |
|
| 4567 |
4567
EntryPoint Capital
New York
| $3.41億 | +$8487万 | +33% | 2.35% | – | 955 | 56.54% | 0.4 |
|
| 4568 |
4568
Intergy Private Wealth
Colorado Springs,
Colorado
| $3.41億 | +$949万 | +3% | 0.4% | 73.8% | 126 | 10.32% | 2.3 |
|
| 4569 |
4569
Crestview Partners II
New York
| $3.41億 | +$2288万 | +7% | 9.78% | 157% | 3 | 0% | 7.4 |
|
| 4570 |
4570
Missouri Trust & Investment Company
Springfield,
Missouri
| $3.41億 | +$10万 | +0% | 1.86% | 81.6% | 422 | 7.35% | 3.4 |
|
| 4571 |
4571
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $3.41億 | +$947万 | +3% | 1.78% | 66% | 138 | 26.09% | 2.3 |
|
| 4572 |
4572
Crown Wealth Group
Charlotte,
North Carolina
| $3.4億 | -$1745万 | -5% | 3.26% | 98.2% | 163 | 23.31% | 1.8 |
|
| 4573 |
4573
Cornell Pochily Investment Advisors
Ithaca,
New York
| $3.4億 | -$456万 | -1% | 0.28% | 97% | 189 | 11.64% | 5.3 |
|
| 4574 |
4574
Main Street Group
Glen Allen,
Virginia
| $3.4億 | +$5049万 | +17% | 5.17% | 98.3% | 865 | 89.48% | 0.2 |
|
| 4575 |
4575
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $3.4億 | +$2400万 | +8% | 0.13% | 62.6% | 147 | 14.97% | 2.9 |
|