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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
Ferguson Shapiro
Decatur,
Georgia
| $2.7億 | +$194万 | +0.7% | 0.18% | 42.7% | 80 | 37.5% | 1 |
|
| 4752 |
SFMG
4752
Sage Financial Management Group
Mclean,
Virginia
| $2.7億 | +$1210万 | +5% | 1.59% | 51.6% | 55 | 5.45% | 0.6 |
|
| 4753 |
BCM
4753
Birmingham Capital Management
Birmingham,
Alabama
| $2.7億 | -$500万 | -2% | 2.6% | 103% | 114 | 7.89% | 8.4 |
|
| 4754 |
4754
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $2.7億 | +$9162万 | +51% | 0.88% | – | 78 | 50% | 0.9 |
|
| 4755 |
4755
Argent Advisors
Monroe,
Louisiana
| $2.7億 | +$75.5万 | +0.3% | 0.71% | 63.1% | 146 | 12.33% | 3.5 |
|
| 4756 |
4756
Sara-Bay Financial
Sarasota,
Florida
| $2.7億 | -$637万 | -2% | 5.29% | 233% | 92 | 18.48% | 2.8 |
|
| 4757 |
4757
Beaconlight Capital
New York
| $2.7億 | +$2397万 | +10% | 13.4% | 282% | 35 | 34.29% | 1.5 |
|
| 4758 |
4758
Aragon Global Management
Miami,
Florida
| $2.7億 | +$3091万 | +13% | 3.96% | – | 20 | 40% | 0.6 |
|
| 4759 |
4759
Main Street Group
Glen Allen,
Virginia
| $2.7億 | +$1593万 | +6% | 2.81% | 98.3% | 873 | 14.78% | 0.9 |
|
| 4760 |
4760
Hillman Capital Management
Bethesda,
Maryland
| $2.7億 | -$2202万 | -8% | 4.87% | 20.2% | 60 | 23.33% | 3 |
|
| 4761 |
4761
Financial Insights
Tacoma,
Washington
| $2.69億 | -$4728万 | -15% | 1.2% | 82.1% | 149 | 28.86% | 3.4 |
|
| 4762 |
4762
Howard Bailey Securities
Fort Wayne,
Indiana
| $2.69億 | +$545万 | +2% | 0.78% | – | 189 | 25.93% | 0.2 |
|
| 4763 |
4763
Pure Portfolios Holdings
Lake Oswego,
Oregon
| $2.69億 | +$442万 | +2% | 0.19% | – | 109 | 8.26% | 0.2 |
|
| 4764 |
QCI
4764
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $2.69億 | -$4434万 | -14% | 3.29% | 107% | 15 | 6.67% | 2.9 |
|
| 4765 |
4765
Reston Wealth Management
Reston,
Virginia
| $2.69億 | -$732万 | -3% | 0.39% | 66.4% | 449 | 88.86% | 3.6 |
|
| 4766 |
4766
Delta Financial Advisors
New Orleans,
Louisiana
| $2.69億 | -$639万 | -2% | 1.52% | 107% | 117 | 10.26% | 4.5 |
|
| 4767 |
4767
Sterling Financial Group
Pasadena,
California
| $2.69億 | +$3480万 | +15% | 0.28% | 49.6% | 75 | 25.33% | 1.4 |
|
| 4768 |
4768
HighVista Strategies
Boston,
Massachusetts
| $2.69億 | -$2116万 | -7% | 1.03% | 622% | 168 | 33.93% | 0.9 |
|
| 4769 |
4769
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $2.69億 | +$248万 | +0.9% | 0.12% | 62.6% | 138 | 9.42% | 2.1 |
|
| 4770 |
4770
Kanen Wealth Management
Coconut Creek,
Florida
| $2.69億 | +$8121万 | +43% | 71.1% | 328% | 26 | 23.08% | 1.5 |
|
| 4771 |
4771
Hudson Value Partners
Palm Beach,
Florida
| $2.69億 | +$1134万 | +4% | 3% | 124% | 104 | 18.27% | 2.6 |
|
| 4772 |
4772
Bell & Brown Wealth Advisors
Newport Beach,
California
| $2.69億 | +$1287万 | +5% | 6.54% | 125% | 73 | 5.48% | 5.2 |
|
| 4773 |
4773
Seven Springs Wealth Group
Brentwood,
Tennessee
| $2.69億 | -$665万 | -2% | 4.28% | 59.2% | 80 | 15% | 2.9 |
|
| 4774 |
4774
Juncture Wealth Strategies
Scottsdale,
Arizona
| $2.68億 | +$1013万 | +4% | 1.61% | 76.5% | 138 | 18.84% | 2.7 |
|
| 4775 |
4775
APEIRON Capital Ltd
Hong Kong
| $2.68億 | -$1199万 | -4% | 16.3% | 362% | 16 | 56.25% | 0.7 |
|