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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
Concentrum Wealth Management
San Jose,
California
| $2.57億 | +$1925万 | +8% | 6.76% | 174% | 74 | 6.76% | 2.8 |
|
| 4777 |
4777
MTM Investment Management
Spartanburg,
South Carolina
| $2.57億 | +$1287万 | +5% | 7.16% | 87.7% | 277 | 6.86% | 2.9 |
|
| 4778 |
4778
Global Financial Private Client
Sarasota,
Florida
| $2.57億 | +$1739万 | +7% | 7.36% | 100% | 828 | 20.05% | 2.9 |
|
| 4779 |
4779
Centennial Wealth Advisory
Traverse City,
Michigan
| $2.57億 | +$2573万 | +11% | 5.46% | 63% | 167 | 27.54% | 1.6 |
|
| 4780 |
4780
Segra Capital Management
Palm Beach,
Florida
| $2.56億 | +$1.3億 | +103% | 0.18% | 19% | 10 | 60% | 0.9 |
|
| 4781 |
4781
Miller Equity Capital Advisors
Irving,
Texas
| $2.56億 | +$1585万 | +7% | 7.61% | 23.7% | 56 | 1.79% | 3.8 |
|
| 4782 |
4782
United Community Bank
Greenville,
South Carolina
| $2.56億 | +$865万 | +3% | 8.56% | 72.7% | 393 | 9.41% | 1.7 |
|
| 4783 |
PH
4783
Pinnacle Holdings
Tulsa,
Oklahoma
| $2.56億 | +$1006万 | +4% | 7.84% | 79.6% | 259 | 18.92% | 4.6 |
|
| 4784 |
4784
Sand Grove Capital Management
London,
United Kingdom
| $2.56億 | -$8598万 | -25% | 12.4% | 410% | 28 | 75% | 0.4 |
|
| 4785 |
4785
True Wealth Design
Akron,
Ohio
| $2.56億 | -$1.49億 | -37% | 5.16% | 57% | 1,325 | 45.06% | 0.9 |
|
| 4786 |
4786
Selway Asset Management
| $2.56億 | +$1055万 | +4% | 5.9% | 36.5% | 82 | 14.63% | 5.4 |
|
| 4787 |
4787
Red Lighthouse Investment Management
New York
| $2.56億 | +$1712万 | +7% | 6.7% | 63.4% | 106 | 3.77% | 1.5 |
|
| 4788 |
4788
Bell & Brown Wealth Advisors
Newport Beach,
California
| $2.56億 | -$1992万 | -7% | 5.45% | 125% | 73 | 8.22% | 5 |
|
| 4789 |
4789
Investment Management Associates
Greenwood Village,
Colorado
| $2.56億 | -$3551万 | -12% | 7.45% | 50.4% | 40 | 27.5% | 2.2 |
|
| 4790 |
4790
Enzi Wealth
Austin,
Texas
| $2.56億 | +$2855万 | +13% | 6.03% | 77% | 72 | 13.89% | 1.3 |
|
| 4791 |
4791
Summit Rock Advisors
New York
| $2.56億 | -$6778万 | -21% | 5.12% | – | 8 | 37.5% | 0.6 |
|
| 4792 |
AP
4792
Arlington Partners
Birmingham,
Alabama
| $2.56億 | +$5425万 | +27% | 12% | 46.4% | 59 | 3.39% | 2.4 |
|
| 4793 |
MCF
4793
MKA Charitable Fund
San Francisco,
California
| $2.56億 | -$513万 | -2% | 16.4% | 17.1% | 1 | 0% | 0.8 |
|
| 4794 |
4794
Retirement Capital Strategies
San Jose,
California
| $2.56億 | +$617万 | +2% | 6.12% | 59% | 84 | 44.05% | 2.3 |
|
| 4795 |
4795
Brand Asset Management Group
Chesterfield,
Missouri
| $2.55億 | +$1872万 | +8% | 7.34% | 70.2% | 92 | 16.3% | 4.4 |
|
| 4796 |
4796
Hixon Zuercher
Findlay,
Ohio
| $2.55億 | +$1802万 | +8% | 7.38% | 101% | 76 | 15.79% | 2.8 |
|
| 4797 |
4797
Pinnacle Financial Group
Western Springs,
Illinois
| $2.55億 | +$2133万 | +9% | 7.65% | 59.1% | 84 | 19.05% | 1.8 |
|
| 4798 |
RL
4798
Rogco LP
Claremore,
Oklahoma
| $2.55億 | +$1000万 | +4% | 6.4% | 53.3% | 248 | 6.45% | 0.9 |
|
| 4799 |
4799
SMART Wealth
Omaha,
Nebraska
| $2.55億 | +$792万 | +3% | 5.44% | 77.7% | 166 | 40.36% | 0.7 |
|
| 4800 |
4800
Westwood Wealth Management
Los Angeles,
California
| $2.55億 | -$1324万 | -5% | 0.93% | 495% | 44 | 9.09% | 1.8 |
|