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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
Endeavour Capital Advisors
Greenwich,
Connecticut
| $2.91億 | +$2112万 | +8% | 4.98% | 105% | 39 | 25.64% | 3.2 |
|
| 4702 |
4702
RJA Asset Management
Stamford,
Connecticut
| $2.9億 | -$3373万 | -10% | 3.01% | 80.2% | 4 | 0% | 2.7 |
|
| 4703 |
4703
Cabot-Wellington
Boston,
Massachusetts
| $2.9億 | +$1890万 | +7% | 10.5% | 65% | 5 | 0% | 4.8 |
|
| 4704 |
4704
BWM Planning
The Woodlands,
Texas
| $2.9億 | +$5395万 | +23% | 6.66% | – | 85 | 14.12% | 0.7 |
|
| 4705 |
4705
Moseley Investment Management
Bradenton,
Florida
| $2.9億 | +$3450万 | +13% | 12.4% | 96.6% | 166 | 10.84% | 3.7 |
|
| 4706 |
4706
Pinion Investment Advisors
Wichita,
Kansas
| $2.9億 | -$1.64億 | -36% | 9.4% | 75.4% | 171 | 16.96% | 3.1 |
|
| 4707 |
EWA
4707
ERTS Wealth Advisors
Marquette,
Michigan
| $2.9億 | -$2.25億 | -44% | 6.82% | 39.3% | 85 | 69.41% | 3.9 |
|
| 4708 |
4708
Baker Boyer National Bank
Walla Walla,
Washington
| $2.9億 | +$1887万 | +7% | 6.31% | 44.7% | 79 | 8.86% | 5.4 |
|
| 4709 |
AA
4709
AF Advisors
Sacramento,
California
| $2.9億 | -$2.39億 | -45% | 0.12% | 76.5% | 30 | 33.33% | 2.3 |
|
| 4710 |
4710
Hudson Value Partners
Palm Beach,
Florida
| $2.9億 | +$2373万 | +9% | 10.7% | 124% | 115 | 18.26% | 2.5 |
|
| 4711 |
4711
Kercheville Advisors
San Antonio,
Texas
| $2.9億 | +$4443万 | +18% | 16.8% | 261% | 113 | 28.32% | 2.2 |
|
| 4712 |
4712
Stiles Financial Services
Edina,
Minnesota
| $2.9億 | +$2902万 | +11% | 12% | 133% | 180 | 8.33% | 2.6 |
|
| 4713 |
4713
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| $2.89億 | +$2736万 | +10% | 8.02% | – | 155 | 11.61% | 0.5 |
|
| 4714 |
4714
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $2.89億 | +$2723万 | +10% | 9.84% | 77.8% | 223 | 17.04% | 1.6 |
|
| 4715 |
4715
NIA Impact Advisors
Berkeley,
California
| $2.89億 | +$1997万 | +7% | 15.9% | – | 105 | 13.33% | 1.9 |
|
| 4716 |
4716
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $2.89億 | +$5719万 | +25% | 7.72% | 50.8% | 109 | 18.35% | 1.5 |
|
| 4717 |
4717
Jeppson Wealth Management
Manhattan Beach,
California
| $2.89億 | +$1595万 | +6% | 8.86% | 107% | 221 | 11.31% | 3.2 |
|
| 4718 |
SA
4718
SAM Advisors
Oakhurst,
California
| $2.89億 | +$2224万 | +8% | 9.68% | 57.5% | 45 | 17.78% | 2 |
|
| 4719 |
SFMG
4719
Sage Financial Management Group
Mclean,
Virginia
| $2.89億 | +$1356万 | +5% | 7.44% | 47.3% | 57 | 5.26% | 1 |
|
| 4720 |
4720
Darwin Wealth Management
Tampa,
Florida
| $2.89億 | -$855万 | -3% | 9.85% | 56.8% | 681 | 17.62% | 1.1 |
|
| 4721 |
4721
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $2.89億 | +$4459万 | +18% | 8.76% | 61.6% | 85 | 8.24% | 2.4 |
|
| 4722 |
WPA
4722
WIT Partners Advisory
Singapore
| $2.89億 | -$1403万 | -5% | 4.63% | 22.7% | 1 | 0% | 1.5 |
|
| 4723 |
4723
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $2.89億 | +$5238万 | +22% | 11.6% | 85% | 1,354 | 47.19% | 0.8 |
|
| 4724 |
4724
Iridian Asset Management
Westport,
Connecticut
| $2.89億 | -$3012万 | -9% | 5.91% | 88.4% | 46 | 10.87% | 4 |
|
| 4725 |
FCT
4725
Family Capital Trust
Peabody,
Massachusetts
| $2.89億 | +$979万 | +4% | 5.44% | 39.1% | 62 | 0% | 7 |
|