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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Vishria Bird Financial Group
Memphis,
Tennessee
| $3.01億 | +$650万 | +2% | 8.76% | 74.3% | 94 | 17.02% | 3 |
|
| 4602 |
CCP
4602
Caden Capital Partners
Santa Monica,
California
| $3.01億 | -$2312万 | -7% | 1.5% | 19.1% | 12 | 8.33% | 1.5 |
|
| 4603 |
FP
4603
FFG Partners
Fort Lauderdale,
Florida
| $3.01億 | +$5778万 | +24% | 28.8% | 277% | 37 | 40.54% | 0.8 |
|
| 4604 |
4604
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $3.01億 | +$2497万 | +9% | 5.79% | 46.9% | 178 | 11.8% | 2.8 |
|
| 4605 |
4605
CJM Wealth Advisers
Falls Church,
Virginia
| $3億 | +$1729万 | +6% | 9.49% | 76.8% | 73 | 13.7% | 2.5 |
|
| 4606 |
4606
Holowesko Partners
Nassau,
Bahamas
| $3億 | +$3287万 | +12% | 1.08% | 51.1% | 30 | 6.67% | 3.5 |
|
| 4607 |
4607
Elevatus Welath Management
Victor,
New York
| $3億 | +$1.24億 | +70% | 24.1% | 270% | 135 | 39.26% | 1 |
|
| 4608 |
4608
Chesapeake Wealth Management
Williamsburg,
Virginia
| $3億 | +$1949万 | +7% | 8.77% | 65.9% | 161 | 5.59% | 5.4 |
|
| 4609 |
IAS
4609
Investment Advisory Services
The Woodlands,
Texas
| $3億 | +$2334万 | +8% | 7.49% | 74.9% | 132 | 13.64% | 3.4 |
|
| 4610 |
4610
PL Capital Advisors
Naples,
Florida
| $3億 | +$194万 | +0.7% | 4.09% | 100% | 28 | 14.29% | 4.5 |
|
| 4611 |
4611
Accel Wealth Management
Waverly,
Iowa
| $3億 | +$2295万 | +8% | 8.7% | 82.4% | 280 | 12.5% | 2.5 |
|
| 4612 |
4612
Visualize Group
New York
| $3億 | -$406万 | -1% | 5.31% | – | 14 | 21.43% | 0.5 |
|
| 4613 |
4613
Socorro Asset Management
Dallas,
Texas
| $3億 | +$979万 | +3% | 5.83% | 43.8% | 35 | 11.43% | 2.8 |
|
| 4614 |
4614
One Advisory Partners
Overland Park,
Kansas
| $2.99億 | +$6535万 | +28% | 10.4% | 58.3% | 63 | 26.98% | 1.8 |
|
| 4615 |
4615
Sterling Financial Planning
Sparta,
New Jersey
| $2.99億 | +$2360万 | +9% | 6.63% | 59.3% | 117 | 7.69% | 3.3 |
|
| 4616 |
SHFA
4616
SS&H Financial Advisors
Troy,
Michigan
| $2.99億 | +$3127万 | +12% | 11.7% | – | 128 | 8.59% | 2.7 |
|
| 4617 |
4617
Arch Venture Management
Chicago,
Illinois
| $2.99億 | +$9289万 | +45% | 5.62% | 228% | 11 | 18.18% | 1.5 |
|
| 4618 |
4618
Investment Management Associates
Greenwood Village,
Colorado
| $2.99億 | +$5436万 | +22% | 7.6% | 50.4% | 30 | 26.67% | 2.2 |
|
| 4619 |
4619
Pinnacle Financial Group
Western Springs,
Illinois
| $2.99億 | +$2351万 | +9% | 6.63% | 59.1% | 105 | 13.33% | 2 |
|
| 4620 |
AIA
4620
AIMZ Investment Advisors
Los Altos,
California
| $2.99億 | +$1227万 | +4% | 6.96% | 81.3% | 131 | 5.34% | 6.9 |
|
| 4621 |
4621
Nicollet Investment Management
Minneapolis,
Minnesota
| $2.99億 | +$1412万 | +5% | 12.1% | 104% | 73 | 4.11% | 4.7 |
|
| 4622 |
4622
Quaker Wealth Management
Moorestown,
New Jersey
| $2.99億 | +$1562万 | +6% | 7.89% | – | 1,784 | 99.5% | 0 |
|
| 4623 |
4623
Snow Phipps Group
New York
| $2.99億 | +$418万 | +1% | 1.69% | 58% | 2 | 0% | 5.3 |
|
| 4624 |
4624
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $2.98億 | +$2947万 | +11% | 6.6% | 49.9% | 537 | 18.06% | 1.3 |
|
| 4625 |
4625
Mudita Advisors
London,
United Kingdom
| $2.98億 | +$1億 | +51% | 10.4% | 143% | 21 | 28.57% | 1.5 |
|