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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Abbot Financial Management
Andover,
Massachusetts
| $2.05億 | -$1909万 | -9% | 5.74% | 102% | 140 | 10% | 3.4 |
|
| 4752 |
4752
Marion Wealth Management
Monroeville,
Pennsylvania
| $2.05億 | -$622万 | -3% | 3.63% | 51.7% | 99 | 4.04% | 0.3 |
|
| 4753 |
4753
Mendel Money Management
Northbrook,
Illinois
| $2.05億 | +$3131万 | +18% | 5.82% | 75.4% | 125 | 46.4% | 2.2 |
|
| 4754 |
4754
Client 1st Advisory Group
Dunedin,
Florida
| $2.05億 | -$17.4万 | -0.1% | 3.61% | 64.5% | 82 | 8.54% | 1.4 |
|
| 4755 |
4755
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $2.05億 | -$231万 | -1% | 1.06% | 80.3% | 122 | 7.38% | 1.7 |
|
| 4756 |
4756
Townsend Asset Management
Raleigh,
North Carolina
| $2.05億 | -$482万 | -2% | 5.02% | 88.5% | 219 | 10.05% | 1.8 |
|
| 4757 |
4757
San Luis Wealth Advisors
San Luis Obispo,
California
| $2.05億 | +$1.06億 | +108% | 5.74% | 65% | 459 | 80.61% | 0.2 |
|
| 4758 |
4758
Robertson Opportunity Capital
Dallas,
Texas
| $2.04億 | -$1407万 | -6% | 0.66% | 93.4% | 29 | 13.79% | 5 |
|
| 4759 |
4759
Prosperity Planning
Kansas City,
Missouri
| $2.04億 | +$697万 | +4% | 4.2% | 43.5% | 96 | 4.17% | 1 |
|
| 4760 |
4760
SG Capital Management
Chicago,
Illinois
| $2.04億 | -$6105万 | -23% | 2.65% | 250% | 84 | 69.05% | 0.4 |
|
| 4761 |
4761
Northwest Wealth Management
Spencer,
Iowa
| $2.04億 | -$1095万 | -5% | 1.61% | 68.2% | 143 | 20.28% | 2.8 |
|
| 4762 |
4762
Madrona Financial Services
Everett,
Washington
| $2.04億 | -$3247万 | -14% | 4.09% | 85.1% | 82 | 14.63% | 2.4 |
|
| 4763 |
CWM
4763
CCG Wealth Management
San Diego,
California
| $2.04億 | +$1224万 | +6% | 3.64% | 82.6% | 131 | 32.82% | 1.3 |
|
| 4764 |
4764
Bienville Capital Management
New York
| $2.04億 | +$6587万 | +48% | 7.06% | 36.3% | 154 | 45.45% | 2 |
|
| 4765 |
4765
Ferguson Shapiro
Decatur,
Georgia
| $2.04億 | +$1850万 | +10% | 7.19% | 42.7% | 42 | 50% | 0.7 |
|
| 4766 |
4766
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $2.04億 | +$102万 | +0.5% | 4.42% | 58.9% | 76 | 18.42% | 1 |
|
| 4767 |
TL
4767
TowerView LLC
New York
| $2.04億 | +$140万 | +0.7% | 2.48% | 17.9% | 36 | 13.89% | 2.8 |
|
| 4768 |
4768
Newbridge Financial Services Group
Boca Raton,
Florida
| $2.03億 | -$832万 | -4% | 5.05% | 189% | 1,612 | 17.25% | 1 |
|
| 4769 |
4769
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $2.03億 | -$256万 | -1% | 3.37% | 136% | 133 | 22.56% | 2.2 |
|
| 4770 |
4770
Scissortail Wealth Management
Tulsa,
Oklahoma
| $2.03億 | -$5643万 | -22% | 0.08% | 65% | 147 | 55.1% | 0.2 |
|
| 4771 |
SFA
4771
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $2.03億 | -$180万 | -0.9% | 1.69% | 187% | 10 | 10% | 2.8 |
|
| 4772 |
4772
PYA Waltman Capital
Knoxville,
Tennessee
| $2.03億 | +$906万 | +5% | 1.56% | 62.4% | 216 | 8.33% | 0.5 |
|
| 4773 |
4773
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $2.03億 | -$1689万 | -8% | 5.78% | 47% | 13 | 7.69% | 0.9 |
|
| 4774 |
4774
Shayne & Jacobs LLC
Nashville,
Tennessee
| $2.03億 | +$1705万 | +9% | 10.5% | 79.4% | 37 | 2.7% | 4.9 |
|
| 4775 |
4775
New Leaf Venture Partners
New York
| $2.03億 | -$7311万 | -26% | 22% | 3.91% | 22 | 4.55% | 2.7 |
|