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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Metropolitan Life Insurance Company (MetLife)
New York
| $3.3億 | -$1163万 | -3% | 0.92% | 50.8% | 11 | 0% | 7 |
|
| 4727 |
4727
Aragon Global Management
Miami,
Florida
| $3.29億 | +$411万 | +1% | 2.3% | – | 35 | 20% | 0.8 |
|
| 4728 |
FP
4728
Fiduciary Planning
Englewood,
Florida
| $3.29億 | +$234万 | +0.7% | 1.66% | 71.4% | 86 | 16.28% | 2.2 |
|
| 4729 |
4729
Cherrydale Wealth Management
Hoboken,
New Jersey
| $3.29億 | +$1118万 | +4% | 2.58% | 80.8% | 85 | 12.94% | 2.1 |
|
| 4730 |
4730
Matthews International Capital Management
San Francisco,
California
| $3.29億 | -$1億 | -23% | 8.36% | 186% | 42 | 11.9% | 2.8 |
|
| 4731 |
4731
Kanen Wealth Management
Coconut Creek,
Florida
| $3.29億 | +$3024万 | +10% | 11.3% | 328% | 42 | 54.76% | 1 |
|
| 4732 |
4732
Pioneer Wealth Management Group
Austin,
Texas
| $3.29億 | +$1957万 | +6% | 1.54% | – | 56 | 12.5% | 1.7 |
|
| 4733 |
AW
4733
Atlas Wealth
Cincinnati,
Ohio
| $3.29億 | +$1949万 | +6% | 0.68% | 43.5% | 117 | 16.24% | 1.8 |
|
| 4734 |
4734
Taylor Hoffman Capital Management
Richmond,
Virginia
| $3.29億 | +$1179万 | +4% | 4.76% | – | 120 | 4.17% | 1.2 |
|
| 4735 |
4735
Cisco Systems
San Jose,
California
| $3.29億 | -$7484万 | -19% | 9.41% | 210% | 4 | 25% | 1.8 |
|
| 4736 |
CL
4736
COWA LLC
Tulsa,
Oklahoma
| $3.29億 | +$2744万 | +9% | 2.88% | 67.7% | 162 | 20.99% | 2.5 |
|
| 4737 |
4737
Seneca Financial Advisors
Rochester,
New York
| $3.29億 | +$2236万 | +7% | 1.43% | 50.9% | 65 | 4.62% | 3.2 |
|
| 4738 |
4738
Ameliora Wealth Management
Zurich,
Switzerland
| $3.28億 | +$2793万 | +9% | 4.13% | 73.9% | 232 | 6.9% | 1.9 |
|
| 4739 |
4739
Orion Investment Company
St. Louis,
Missouri
| $3.28億 | +$1355万 | +4% | 6.07% | – | 71 | 5.63% | 1.3 |
|
| 4740 |
4740
Claris Advisors
St. Louis,
Missouri
| $3.28億 | +$4050万 | +14% | 3.28% | 65.7% | 75 | 12% | 2.4 |
|
| 4741 |
MS
4741
Madden Securities
Dallas,
Texas
| $3.28億 | +$101万 | +0.3% | 0.65% | 108% | 124 | 16.94% | 2.6 |
|
| 4742 |
4742
SMART Wealth
Omaha,
Nebraska
| $3.28億 | +$6292万 | +24% | 4.33% | 83.6% | 204 | 38.73% | 1 |
|
| 4743 |
TM
4743
TigerOak Management
Albuquerque,
New Mexico
| $3.28億 | +$562万 | +2% | 2.61% | – | 124 | 7.26% | 0.9 |
|
| 4744 |
PCP
4744
Perbak Capital Partners
London,
United Kingdom
| $3.28億 | -$2.4億 | -42% | 3.12% | – | 335 | 48.66% | 0.4 |
|
| 4745 |
4745
Vectors Research Management
New York
| $3.28億 | +$1033万 | +3% | 1.97% | 67.3% | 133 | 10.53% | 4.7 |
|
| 4746 |
IWN
4746
Independent Wealth Network
Urbandale,
Iowa
| $3.27億 | +$1625万 | +5% | 2.99% | 78.2% | 306 | 13.4% | 2.5 |
|
| 4747 |
SFMG
4747
Sage Financial Management Group
Mclean,
Virginia
| $3.27億 | +$1416万 | +5% | 1.52% | 51.6% | 58 | 3.45% | 1.4 |
|
| 4748 |
4748
Churchill Financial Advisors
Louisville,
Kentucky
| $3.27億 | – | – | 3.9% | – | 122 | – | 0 |
|
| 4749 |
4749
Alpha Financial Advisors
Charlotte,
North Carolina
| $3.27億 | +$4296万 | +15% | 1.86% | 41.6% | 70 | 15.71% | 1.6 |
|
| 4750 |
4750
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $3.27億 | +$229万 | +0.7% | 5.16% | 141% | 23 | 26.09% | 5.9 |
|