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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
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $3.11億 | -$935万 | -3% | 3.87% | 87.3% | 330 | 4.85% | 3.4 |
|
| 4827 |
4827
Tradewinds LLC
Raleigh,
North Carolina
| $3.11億 | -$1.08億 | -26% | 0.68% | – | 232 | 41.81% | 0.6 |
|
| 4828 |
4828
Boothe Investment Group
Dover,
Delaware
| $3.11億 | +$3125万 | +11% | 0.99% | 75.6% | 41 | 14.63% | 2.1 |
|
| 4829 |
4829
IronBridge Private Wealth
Austin,
Texas
| $3.1億 | -$591万 | -2% | 0.79% | 143% | 58 | 43.1% | 1.9 |
|
| 4830 |
4830
Redwood Grove Capital
Palo Alto,
California
| $3.1億 | -$4091万 | -12% | 4.88% | 79.8% | 24 | 16.67% | 2.5 |
|
| 4831 |
4831
HealthInvest Partners
Stockholm,
Sweden
| $3.1億 | -$376万 | -1% | 0.04% | – | 43 | 18.6% | 1.7 |
|
| 4832 |
CCM
4832
Consolidated Capital Management
Burbank,
California
| $3.1億 | -$2090万 | -6% | 1.47% | 166% | 93 | 35.48% | 2.2 |
|
| 4833 |
IR
4833
IAT Reinsurance
New York
| $3.1億 | -$3187万 | -9% | 2.32% | 60.2% | 75 | 16% | 4.4 |
|
| 4834 |
4834
Seven Post Investment Office
San Francisco,
California
| $3.1億 | +$2984万 | +11% | 0.37% | 44.4% | 38 | 7.89% | 4.4 |
|
| 4835 |
4835
TSA Wealth Management
Houston,
Texas
| $3.09億 | +$749万 | +2% | 1.38% | 62.4% | 109 | 22.02% | 1.3 |
|
| 4836 |
PH
4836
Pinnacle Holdings
Tulsa,
Oklahoma
| $3.09億 | +$1330万 | +4% | 5.62% | 79.6% | 265 | 18.87% | 5.1 |
|
| 4837 |
4837
Cloverfields Capital Group
Minneapolis,
Minnesota
| $3.09億 | -$1358万 | -4% | 0.14% | 101% | 100 | 19% | 2.5 |
|
| 4838 |
4838
Advisor Resource Council
Dallas,
Texas
| $3.09億 | +$2768万 | +10% | 0.16% | 84.8% | 268 | 22.01% | 0.5 |
|
| 4839 |
4839
Pines Wealth Management
Southern Pines,
North Carolina
| $3.09億 | -$69.4万 | -0.2% | 0.48% | – | 234 | 11.54% | 1.1 |
|
| 4840 |
4840
Alteri Wealth
Westlake Village,
California
| $3.09億 | +$7.98万 | +0% | 0.24% | – | 312 | 14.74% | 1 |
|
| 4841 |
4841
Financial Insights
Tacoma,
Washington
| $3.09億 | +$1023万 | +3% | 1.62% | 82.1% | 136 | 10.29% | 3.4 |
|
| 4842 |
4842
Castle Wealth Management
West Palm Beach,
Florida
| $3.09億 | +$669万 | +2% | 0.15% | 53.6% | 136 | 6.62% | 2.7 |
|
| 4843 |
4843
Bell & Brown Wealth Advisors
Newport Beach,
California
| $3.08億 | -$243万 | -0.8% | 2.75% | 125% | 72 | 6.94% | 6.1 |
|
| 4844 |
4844
General Electric
Evendale,
Ohio
| $3.08億 | -$3.47億 | -53% | 46.5% | 23.2% | 2 | 0% | 1.9 |
|
| 4845 |
4845
Elite Wealth Management
Kirkland,
Washington
| $3.08億 | -$5924万 | -16% | 8.64% | 182% | 63 | 38.1% | 2.8 |
|
| 4846 |
4846
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $3.08億 | +$7041万 | +30% | 16.5% | 22.2% | 5 | 20% | 1.4 |
|
| 4847 |
4847
Pecaut & Co
Sioux City,
Iowa
| $3.08億 | -$198万 | -0.6% | 2.99% | 62.8% | 73 | 13.7% | 4.9 |
|
| 4848 |
4848
Alta Wealth Advisors
Woburn,
Massachusetts
| $3.08億 | +$869万 | +3% | 1.75% | 120% | 187 | 25.13% | 2.2 |
|
| 4849 |
4849
First United Bank & Trust
Oakland,
Maryland
| $3.08億 | -$541万 | -2% | 0.21% | 78% | 414 | 9.42% | 3.9 |
|
| 4850 |
4850
Islander Capital Partners
San Francisco,
California
| $3.08億 | +$8598万 | +39% | 16.8% | – | 18 | 27.78% | 0.2 |
|