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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Houlihan Financial Resource Group
Ashburn,
Virginia
| $1.73億 | +$906万 | +6% | 5.37% | 50.6% | 89 | 13.48% | 2.5 |
|
| 4827 |
4827
Towerpoint Wealth
Sacramento,
California
| $1.73億 | +$743万 | +4% | 6.34% | 67.7% | 90 | 14.44% | 2.9 |
|
| 4828 |
4828
Newbridge Financial Services Group
Boca Raton,
Florida
| $1.73億 | +$312万 | +2% | 4.91% | 189% | 1,541 | 12.13% | 1.5 |
|
| 4829 |
4829
Nicollet Investment Management
Minneapolis,
Minnesota
| $1.73億 | -$966万 | -5% | 4.58% | 104% | 60 | 8.33% | 3.8 |
|
| 4830 |
4830
DG Capital Management
New York
| $1.73億 | -$5405万 | -24% | 7.62% | 76.7% | 64 | 40.63% | 1.6 |
|
| 4831 |
4831
Performa Ltd (US)
Charleston,
South Carolina
| $1.73億 | +$2340万 | +16% | 6.84% | 55.8% | 85 | 20% | 1.3 |
|
| 4832 |
4832
Narus Financial Partners
Salt Lake City,
Utah
| $1.73億 | +$1504万 | +10% | 7.75% | 85.3% | 124 | 19.35% | 2.8 |
|
| 4833 |
4833
Your Advocates Ltd
Houston,
Texas
| $1.73億 | +$626万 | +4% | 4.83% | 50% | 230 | 9.57% | 1.6 |
|
| 4834 |
KLCM
4834
KG&L Capital Management
Saint Francisville,
Louisiana
| $1.73億 | -$409万 | -2% | 11.3% | 91.9% | 143 | 19.58% | 2.3 |
|
| 4835 |
4835
Bennicas & Associates
Portola Valley,
California
| $1.73億 | +$1617万 | +10% | 13.7% | 40.3% | 104 | 10.58% | 6 |
|
| 4836 |
4836
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $1.73億 | +$1091万 | +7% | 6.39% | 36.2% | 122 | 22.95% | 1.7 |
|
| 4837 |
AC
4837
Athos Capital
Hong Kong
| $1.73億 | -$6313万 | -27% | 5.81% | 110% | 151 | 46.36% | 0.8 |
|
| 4838 |
4838
Scissortail Wealth Management
Tulsa,
Oklahoma
| $1.73億 | -$1986万 | -10% | 12.2% | 65% | 174 | 82.76% | 0.2 |
|
| 4839 |
4839
Burrus Financial Services
Salt Lake City,
Utah
| $1.73億 | +$1025万 | +6% | 5.58% | 31.3% | 10 | 10% | 0.6 |
|
| 4840 |
4840
LRT Capital Management
Austin,
Texas
| $1.73億 | +$2600万 | +18% | 9.35% | 76.2% | 70 | 27.14% | 0.7 |
|
| 4841 |
GWM
4841
Gray Wealth Management
Bangor,
Maine
| $1.73億 | +$1591万 | +10% | 8.74% | 22.1% | 123 | 17.07% | 2.1 |
|
| 4842 |
4842
RIA Advisory Group
Des Moines,
Iowa
| $1.73億 | – | – | 6.01% | – | 96 | – | 0 |
|
| 4843 |
4843
Kestrel Investment Management
San Mateo,
California
| $1.72億 | +$1467万 | +9% | 15.6% | 89.2% | 42 | 16.67% | 1.6 |
|
| 4844 |
4844
Mad River Investors
Boston,
Massachusetts
| $1.72億 | +$3506万 | +26% | 27.7% | 169% | 27 | 7.41% | 4.1 |
|
| 4845 |
BIA
4845
Bigelow Investment Advisors
Portland,
Maine
| $1.72億 | +$475万 | +3% | 8.21% | 75.7% | 151 | 12.58% | 3.6 |
|
| 4846 |
4846
Powell Investment Advisors
Miami,
Florida
| $1.72億 | +$1983万 | +13% | 7.15% | 82.4% | 142 | 19.72% | 2 |
|
| 4847 |
4847
Global Wealth Strategies & Associates
Denver,
Colorado
| $1.72億 | – | – | 7.2% | 68.7% | 346 | – | 0 |
|
| 4848 |
4848
WJ Wealth Management
Glendale,
Arizona
| $1.72億 | +$1282万 | +8% | 7.57% | 90.6% | 59 | 22.03% | 1.4 |
|
| 4849 |
4849
NIA Impact Advisors
Berkeley,
California
| $1.72億 | +$1002万 | +6% | 7.54% | – | 65 | 15.38% | 1.6 |
|
| 4850 |
4850
Chapin Davis
Baltimore,
Maryland
| $1.72億 | – | – | 10.8% | 339% | 203 | – | 0 |
|