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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Landaas & Company
Milwaukee,
Wisconsin
| $1.82億 | +$2415万 | +15% | 7.79% | 68.3% | 70 | 20% | 3.5 |
|
| 4702 |
4702
Glassy Mountain Advisors
Bethesda,
Maryland
| $1.82億 | – | – | 8.66% | 91.5% | 227 | – | 0.3 |
|
| 4703 |
4703
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $1.81億 | +$1149万 | +7% | 5.56% | 44.2% | 110 | 29.09% | 1.7 |
|
| 4704 |
4704
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $1.81億 | +$1620万 | +10% | 9.5% | 66.8% | 103 | 6.8% | 5.7 |
|
| 4705 |
4705
Opal Wealth Advisors
Jericho,
New York
| $1.81億 | +$4434万 | +32% | 5.48% | 62.3% | 135 | 31.85% | 1 |
|
| 4706 |
4706
Demars Financial Group
Spokane Valley,
Washington
| $1.81億 | +$1304万 | +8% | 5.31% | 69.1% | 77 | 27.27% | 1.6 |
|
| 4707 |
4707
Watchman Group
Plano,
Texas
| $1.81億 | +$2207万 | +14% | 7.9% | 54% | 78 | 26.92% | 2 |
|
| 4708 |
4708
Lowe Wealth Advisors
Columbia,
Maryland
| $1.81億 | +$1114万 | +7% | 6.02% | 63.3% | 369 | 6.23% | 4.3 |
|
| 4709 |
4709
Reston Wealth Management
Reston,
Virginia
| $1.81億 | +$1308万 | +8% | 7.77% | 66.4% | 53 | 20.75% | 2.9 |
|
| 4710 |
4710
Augustine Asset Management
Jacksonville,
Florida
| $1.81億 | +$2882万 | +19% | 9.08% | 316% | 110 | 26.36% | 2.9 |
|
| 4711 |
4711
Seneca House Advisors
Richmond,
Virginia
| $1.81億 | +$4597万 | +34% | 7.66% | 58.2% | 87 | 12.64% | 3 |
|
| 4712 |
4712
Snider Financial Group
Bellevue,
Washington
| $1.81億 | -$335万 | -2% | 6.19% | 87% | 56 | 7.14% | 1.2 |
|
| 4713 |
4713
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $1.81億 | +$1308万 | +8% | 10% | 136% | 126 | 9.52% | 2.7 |
|
| 4714 |
4714
Shayne & Jacobs LLC
Nashville,
Tennessee
| $1.8億 | +$2150万 | +14% | 13.2% | 79.4% | 36 | 2.78% | 5.6 |
|
| 4715 |
SL
4715
SOF Ltd
George Town,
Cayman Islands
| $1.8億 | +$2954万 | +20% | 19.6% | 42.3% | 1 | 0% | 6 |
|
| 4716 |
4716
Strata Wealth Advisors
Dallas,
Texas
| $1.8億 | – | – | 6.71% | 73.6% | 49 | – | 0 |
|
| 4717 |
4717
SRH Advisors
Salina,
Kansas
| $1.8億 | +$1.03億 | +135% | 6.64% | 55.7% | 326 | 8.9% | 5.2 |
|
| 4718 |
SAM
4718
Security Asset Management
New York
| $1.8億 | +$1351万 | +8% | 8.89% | 67.4% | 76 | 7.89% | 5.1 |
|
| 4719 |
4719
TriaGen Wealth Management
Calabasas,
California
| $1.8億 | -$105万 | -0.6% | 9.15% | 132% | 188 | 27.66% | 1.2 |
|
| 4720 |
CWM
4720
CCG Wealth Management
San Diego,
California
| $1.8億 | +$1622万 | +10% | 7.51% | 82.6% | 105 | 12.38% | 2 |
|
| 4721 |
4721
Lexington Partners
New York
| $1.8億 | -$284万 | -2% | 1.04% | 1.27% | 7 | 14.29% | 1.8 |
|
| 4722 |
4722
Unio Capital
Princeton,
New Jersey
| $1.8億 | +$1444万 | +9% | 12.1% | 97.8% | 52 | 32.69% | 2.9 |
|
| 4723 |
4723
Beech Hill Advisors
New York
| $1.8億 | +$538万 | +3% | 9.96% | 105% | 85 | 4.71% | 4.1 |
|
| 4724 |
4724
Sonata Capital Group
Seattle,
Washington
| $1.8億 | -$159万 | -0.9% | 6.07% | 66.5% | 112 | 10.71% | 5.5 |
|
| 4725 |
4725
Foundry Group Next
Boulder,
Colorado
| $1.8億 | – | – | 4.11% | – | 4 | – | 0 |
|