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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
Siguler Guff Advisers
New York
| $1.96億 | -$3021万 | -13% | 12.4% | 37.7% | 7 | 14.29% | 2 |
|
| 4702 |
4702
Silverleafe Capital Partners
Germantown,
Tennessee
| $1.96億 | +$3449万 | +21% | 4.83% | 87.7% | 64 | 31.25% | 2.6 |
|
| 4703 |
4703
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $1.96億 | +$831万 | +4% | 3.83% | 54.5% | 181 | 6.08% | 1.4 |
|
| 4704 |
4704
Corbyn Investment Management
Lutherville,
Maryland
| $1.96億 | -$1079万 | -5% | 4.48% | 71% | 63 | 15.87% | 4.4 |
|
| 4705 |
OIA
4705
Optimum Investment Advisors
Chicago,
Illinois
| $1.95億 | -$896万 | -4% | 2.58% | 125% | 738 | 5.42% | 5.1 |
|
| 4706 |
4706
Sterling Financial Planning
Sparta,
New Jersey
| $1.95億 | -$659万 | -3% | 3.67% | 59.3% | 99 | 7.07% | 2.3 |
|
| 4707 |
4707
SR One Capital Management
Wayne,
Pennsylvania
| $1.95億 | -$3679万 | -16% | 3.33% | 656% | 6 | 0% | 1.3 |
|
| 4708 |
4708
Kelleher Financial Advisors
New York
| $1.95億 | +$2158万 | +12% | 1.55% | 80.3% | 118 | 12.71% | 4.1 |
|
| 4709 |
GWM
4709
Gray Wealth Management
Bangor,
Maine
| $1.95億 | -$376万 | -2% | 3.38% | 22.1% | 139 | 10.79% | 2.4 |
|
| 4710 |
AC
4710
Athos Capital
Hong Kong
| $1.95億 | +$6689万 | +52% | 11.1% | 110% | 83 | 53.01% | 0.9 |
|
| 4711 |
4711
Brand Asset Management Group
Chesterfield,
Missouri
| $1.95億 | -$1459万 | -7% | 3.87% | 70.2% | 75 | 5.33% | 4.6 |
|
| 4712 |
4712
Narus Financial Partners
Salt Lake City,
Utah
| $1.95億 | +$142万 | +0.7% | 0.27% | 85.3% | 128 | 9.38% | 3.1 |
|
| 4713 |
4713
Tealwood Asset Management
Minneapolis,
Minnesota
| $1.95億 | -$1122万 | -5% | 2.39% | 128% | 132 | 4.55% | 3.5 |
|
| 4714 |
CCC
4714
Chelsea Counsel Company
Los Angeles,
California
| $1.94億 | -$876万 | -4% | 3.71% | 106% | 166 | 3.61% | 3 |
|
| 4715 |
4715
JVL Associates
Wyoming,
Michigan
| $1.94億 | -$1128万 | -5% | 3.77% | 81% | 39 | 7.69% | 4.1 |
|
| 4716 |
4716
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $1.94億 | -$603万 | -3% | 2.03% | 47.8% | 112 | 3.57% | 4.1 |
|
| 4717 |
DI
4717
DAGCO Inc
Westlake,
Ohio
| $1.94億 | -$703万 | -3% | 3.76% | 75% | 81 | 3.7% | 3.8 |
|
| 4718 |
4718
Forza Wealth Management
Sarasota,
Florida
| $1.94億 | -$480万 | -2% | 1.67% | 69.8% | 187 | 5.88% | 0.7 |
|
| 4719 |
4719
Advisor Resource Council
Dallas,
Texas
| $1.94億 | -$2843万 | -13% | 3.13% | 74.7% | 183 | 23.5% | 1.2 |
|
| 4720 |
4720
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $1.94億 | +$6477万 | +50% | 3.94% | 64.9% | 28 | 14.29% | 1.3 |
|
| 4721 |
4721
Wealthstream Advisors
New York
| $1.94億 | +$298万 | +2% | 3.17% | 88.2% | 113 | 17.7% | 1.1 |
|
| 4722 |
4722
Global Financial Private Client
Sarasota,
Florida
| $1.94億 | -$976万 | -5% | 2.92% | 100% | 697 | 5.74% | 2.8 |
|
| 4723 |
4723
TPG Financial Advisors
Portland,
Oregon
| $1.93億 | +$259万 | +1% | 3.5% | – | 55 | 12.73% | 2.6 |
|
| 4724 |
4724
Core Wealth Management
Jupiter,
Florida
| $1.93億 | -$359万 | -2% | 3.76% | 44.5% | 25 | 24% | 0.6 |
|
| 4725 |
4725
Helen Stephens Group
Fort Worth,
Texas
| $1.93億 | -$452万 | -2% | 2.75% | 53.4% | 68 | 4.41% | 1.4 |
|