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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
TSA Wealth Management
Houston,
Texas
| $2.35億 | +$523万 | +2% | 2.53% | 62.4% | 69 | 21.74% | 0.4 |
|
| 4852 |
4852
Scholtz & Company
Stamford,
Connecticut
| $2.35億 | +$828万 | +4% | 5.09% | 89.2% | 56 | 21.43% | 2 |
|
| 4853 |
IAMH
4853
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $2.35億 | +$1975万 | +9% | 9.53% | 76% | 24 | 29.17% | 1 |
|
| 4854 |
PCR
4854
Potrero Capital Research
San Francisco,
California
| $2.35億 | +$5925万 | +34% | 11.6% | 226% | 34 | 41.18% | 0.9 |
|
| 4855 |
4855
Sweeney & Michel
Chico,
California
| $2.35億 | +$873万 | +4% | 3.63% | – | 115 | 6.96% | 1.1 |
|
| 4856 |
4856
Jessup Wealth Management
Dayton,
Ohio
| $2.35億 | +$101万 | +0.4% | 8.21% | 181% | 70 | 34.29% | 0.9 |
|
| 4857 |
4857
Visa Foundation
San Francisco,
California
| $2.35億 | +$6925万 | +42% | 0.27% | 58.1% | 2 | 50% | 1.3 |
|
| 4858 |
4858
Stonebridge Capital Management
Los Angeles,
California
| $2.34億 | +$1068万 | +5% | 2.78% | – | 86 | 6.98% | 8 |
|
| 4859 |
4859
Aragon Global Management
Miami,
Florida
| $2.34億 | +$1163万 | +5% | 10.5% | – | 21 | 33.33% | 0.4 |
|
| 4860 |
CVA
4860
Central Valley Advisors
Sacramento,
California
| $2.34億 | +$4067万 | +21% | 3.07% | 77.8% | 196 | 50% | 0.3 |
|
| 4861 |
4861
Lynch Asset Management
Yardley,
Pennsylvania
| $2.34億 | +$2169万 | +10% | 13.5% | 214% | 43 | 2.33% | 2.4 |
|
| 4862 |
4862
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $2.34億 | +$757万 | +3% | 1.03% | 61.6% | 76 | 5.26% | 1.7 |
|
| 4863 |
4863
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $2.34億 | +$221万 | +1% | 2.95% | 80.3% | 105 | 4.76% | 3.3 |
|
| 4864 |
4864
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $2.34億 | +$262万 | +1% | 1.84% | 103% | 64 | 15.63% | 3.5 |
|
| 4865 |
4865
Clear Rock Advisors
Kerrville,
Texas
| $2.34億 | +$371万 | +2% | 0.5% | – | 74 | 12.16% | 0.5 |
|
| 4866 |
CAGAS
4866
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $2.34億 | +$2314万 | +11% | 3.3% | 54.8% | 159 | 15.09% | 2.1 |
|
| 4867 |
4867
Pinnacle Financial Group
Western Springs,
Illinois
| $2.34億 | +$615万 | +3% | 0.41% | 59.1% | 72 | 9.72% | 1.9 |
|
| 4868 |
4868
Weik Capital Management
Wyomissing,
Pennsylvania
| $2.34億 | -$160万 | -0.7% | 1.82% | 66.9% | 99 | 9.09% | 7.4 |
|
| 4869 |
4869
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $2.34億 | +$1629万 | +7% | 1.32% | 60.3% | 26 | 7.69% | 1.8 |
|
| 4870 |
4870
Rivermont Capital Management
New York
| $2.34億 | -$3923万 | -14% | 0.35% | 555% | 23 | 34.78% | 0.9 |
|
| 4871 |
4871
Northeast Financial Group
Tannersville,
Pennsylvania
| $2.34億 | +$739万 | +3% | 0.74% | 31.6% | 80 | 10% | 1.7 |
|
| 4872 |
4872
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $2.34億 | +$489万 | +2% | 2.68% | 82% | 87 | 19.54% | 2.6 |
|
| 4873 |
4873
Stonehearth Capital Management
Danvers,
Massachusetts
| $2.34億 | +$1261万 | +6% | 0.7% | 87.5% | 85 | 15.29% | 2.8 |
|
| 4874 |
4874
Forager Capital Management
Birmingham,
Alabama
| $2.34億 | -$2548万 | -10% | 8.47% | 52.6% | 14 | 14.29% | 1.9 |
|
| 4875 |
4875
Siguler Guff Advisers
New York
| $2.33億 | -$1751万 | -7% | 4.55% | 37.7% | 6 | 16.67% | 2.9 |
|