で公開中です!
詳しく見る
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
Penobscot Wealth Management
Portland,
Maine
| $2.79億 | +$4157万 | +17% | 8.43% | 56.7% | 101 | 13.86% | 2 |
|
| 4827 |
4827
Essex Woodlands Management
The Woodlands,
Texas
| $2.79億 | -$6753万 | -19% | 16.1% | 55% | 6 | 0% | 6 |
|
| 4828 |
4828
Bear Mountain Capital
Seattle,
Washington
| $2.79億 | +$2045万 | +8% | 7.78% | – | 347 | 48.41% | 1.2 |
|
| 4829 |
4829
Oak Asset Management
Westlake Village,
California
| $2.79億 | +$614万 | +2% | 5.76% | 91.8% | 104 | 3.85% | 2.7 |
|
| 4830 |
4830
Luminvest Wealth Management
Scottsdale,
Arizona
| $2.79億 | +$3626万 | +15% | 7.67% | 47.7% | 42 | 26.19% | 1 |
|
| 4831 |
4831
Stevens Capital Partners
Omaha,
Nebraska
| $2.79億 | +$6603万 | +31% | 11% | 76.3% | 86 | 32.56% | 1.5 |
|
| 4832 |
4832
Evelyn Partners Investment Management (Europe)
Dublin,
| $2.79億 | +$1139万 | +4% | 9.33% | – | 189 | 3.17% | 0.5 |
|
| 4833 |
4833
Berkeley Inc
Boise,
Idaho
| $2.79億 | +$6545万 | +31% | 5.44% | 49.4% | 75 | 13.33% | 2.7 |
|
| 4834 |
4834
JVL Associates
Wyoming,
Michigan
| $2.78億 | +$3057万 | +12% | 10.2% | 81% | 67 | 16.42% | 3.5 |
|
| 4835 |
4835
Bishop & Co Investment Management
Erie,
Pennsylvania
| $2.78億 | +$1979万 | +8% | 8.69% | 47.6% | 27 | 7.41% | 5.9 |
|
| 4836 |
4836
Your Advocates Ltd
Houston,
Texas
| $2.78億 | +$1759万 | +7% | 6.87% | 50% | 217 | 9.68% | 2.9 |
|
| 4837 |
4837
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $2.78億 | +$4230万 | +18% | 9.23% | 62.6% | 158 | 6.96% | 2.2 |
|
| 4838 |
4838
X-Square Capital
Guaynabo,
Puerto Rico
| $2.78億 | +$4544万 | +20% | 19.1% | 158% | 173 | 18.5% | 3.1 |
|
| 4839 |
CAGAS
4839
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $2.78億 | +$1604万 | +6% | 7.54% | 54.8% | 185 | 12.43% | 2.5 |
|
| 4840 |
4840
Burkett Financial Services
Rock Hill,
South Carolina
| $2.78億 | +$3227万 | +13% | 7.39% | 63.6% | 265 | 19.25% | 1.2 |
|
| 4841 |
4841
Roth Financial Partners
Kingwood,
Texas
| $2.77億 | +$2424万 | +10% | 8.67% | 61% | 32 | 6.25% | 3.2 |
|
| 4842 |
4842
Patient Square Capital
Menlo Park,
California
| $2.77億 | +$3566万 | +15% | 15.4% | 329% | 22 | 27.27% | 0.6 |
|
| 4843 |
4843
Team Hewins
Redwood City,
California
| $2.77億 | +$1998万 | +8% | 5.98% | 60.5% | 38 | 15.79% | 1.4 |
|
| 4844 |
4844
Fi3 Financial Advisors
Indianapolis,
Indiana
| $2.77億 | +$3102万 | +13% | 10.1% | 83.1% | 181 | 32.04% | 1.5 |
|
| 4845 |
4845
Revisor Wealth Management
Akron,
Ohio
| $2.77億 | +$5252万 | +23% | 6.68% | 72% | 283 | 26.15% | 0.9 |
|
| 4846 |
4846
Windward Private Wealth Management
Overland Park,
Kansas
| $2.77億 | +$2085万 | +8% | 6.38% | 35.5% | 44 | 9.09% | 3.9 |
|
| 4847 |
4847
Long Corridor Asset Management
Hong Kong
| $2.77億 | +$1.41億 | +103% | 15.5% | 73.6% | 23 | 39.13% | 1.1 |
|
| 4848 |
PH
4848
Pinnacle Holdings
Tulsa,
Oklahoma
| $2.77億 | +$1409万 | +5% | 4.43% | 79.6% | 257 | 20.23% | 4.9 |
|
| 4849 |
4849
Rede Wealth
Charlottesville,
Virginia
| $2.77億 | -$609万 | -2% | 0.42% | 84.4% | 107 | 2.8% | 3 |
|
| 4850 |
4850
DHJJ Financial Advisors
Naperville,
Illinois
| $2.77億 | +$2859万 | +12% | 8.46% | 62.5% | 996 | 8.23% | 1.7 |
|