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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Narus Financial Partners
Salt Lake City,
Utah
| $1.84億 | +$1124万 | +6% | 4.76% | 85.3% | 121 | 14.05% | 3 |
|
| 4777 |
4777
Client 1st Advisory Group
Dunedin,
Florida
| $1.84億 | +$1333万 | +8% | 5.51% | 64.5% | 96 | 10.42% | 1.9 |
|
| 4778 |
4778
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $1.84億 | +$8632万 | +88% | 7.42% | 106% | 230 | 48.7% | 0.7 |
|
| 4779 |
4779
DHJJ Financial Advisors
Naperville,
Illinois
| $1.84億 | +$986万 | +6% | 6.63% | 62.5% | 139 | 5.04% | 1.8 |
|
| 4780 |
4780
Sterling Financial Planning
Sparta,
New Jersey
| $1.84億 | +$1665万 | +10% | 4.58% | 59.3% | 95 | 5.26% | 1.8 |
|
| 4781 |
4781
Highland Financial Advisors
Wayne,
New Jersey
| $1.84億 | +$1438万 | +8% | 5.38% | 70% | 49 | 18.37% | 0.6 |
|
| 4782 |
4782
Total Clarity Wealth Management
St. Charles,
Illinois
| $1.84億 | -$1220万 | -6% | 3.26% | 73.2% | 255 | 43.53% | 1.5 |
|
| 4783 |
PK
4783
Pflug Koory
Omaha,
Nebraska
| $1.84億 | +$410万 | +2% | 4.11% | – | 428 | 2.1% | 4.6 |
|
| 4784 |
EAM
4784
Eukles Asset Management
Cincinnati,
Ohio
| $1.84億 | +$1256万 | +7% | 10.3% | 87.9% | 227 | 0.44% | 3.2 |
|
| 4785 |
4785
Atom Investors
Austin,
Texas
| $1.84億 | -$1630万 | -8% | 2.68% | 83.4% | 336 | 61.9% | 0.4 |
|
| 4786 |
4786
Hitchwood Capital Management
New York
| $1.84億 | -$5.49億 | -75% | 35.8% | 275% | 31 | 74.19% | 0.5 |
|
| 4787 |
4787
Goodman Advisory Group
Needham,
Massachusetts
| $1.84億 | +$1177万 | +7% | 7.8% | 101% | 182 | 31.32% | 0.7 |
|
| 4788 |
CNBT
4788
Cornerstone National Bank & Trust
Palatine,
Illinois
| $1.84億 | +$450万 | +3% | 4.45% | 38.5% | 60 | 8.33% | 2.9 |
|
| 4789 |
4789
Bond Capital Management
San Francisco,
California
| $1.84億 | +$4142万 | +29% | 40.2% | 47.5% | 5 | 0% | 1 |
|
| 4790 |
4790
TPB Wealth Advisors
San Antonio,
Texas
| $1.83億 | -$1125万 | -6% | 6.65% | – | 49 | 30.61% | 1.3 |
|
| 4791 |
4791
Shayne & Jacobs LLC
Nashville,
Tennessee
| $1.83億 | +$300万 | +2% | 1.72% | 79.4% | 37 | 8.11% | 5.7 |
|
| 4792 |
4792
Arista Wealth Management
Las Vegas,
Nevada
| $1.83億 | +$2489万 | +16% | 4.82% | 67% | 66 | 9.09% | 0.2 |
|
| 4793 |
4793
Houlihan Financial Resource Group
Ashburn,
Virginia
| $1.83億 | +$997万 | +6% | 5.18% | 50.6% | 92 | 5.43% | 2.6 |
|
| 4794 |
TCM
4794
Trybe Capital Management
Greenwich,
Connecticut
| $1.83億 | +$7916万 | +76% | 39% | 681% | 13 | 30.77% | 1.4 |
|
| 4795 |
GWM
4795
Gray Wealth Management
Bangor,
Maine
| $1.83億 | +$1068万 | +6% | 4.76% | 22.1% | 127 | 11.81% | 2.2 |
|
| 4796 |
4796
TPG Financial Advisors
Portland,
Oregon
| $1.83億 | +$1817万 | +11% | 3.96% | – | 50 | 14% | 2.5 |
|
| 4797 |
4797
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $1.83億 | +$671万 | +4% | 10.2% | 152% | 89 | 3.37% | 3.7 |
|
| 4798 |
4798
Tiemann Investment Advisors
Menlo Park,
California
| $1.83億 | +$1225万 | +7% | 8.48% | 77% | 197 | 6.6% | 5.9 |
|
| 4799 |
4799
RDST Capital
Seattle,
Washington
| $1.83億 | +$1922万 | +12% | 10.9% | 43% | 18 | 16.67% | 1 |
|
| 4800 |
4800
Eagle Bay Advisors
New York
| $1.83億 | +$427万 | +2% | 5.87% | 85% | 991 | 8.58% | 1 |
|