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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
DHJJ Financial Advisors
Naperville,
Illinois
| $2.77億 | +$2859万 | +12% | 8.46% | 62.5% | 996 | 8.23% | 1.7 |
|
| 4852 |
4852
Sandy Cove Advisors
Hingham,
Massachusetts
| $2.77億 | +$2789万 | +11% | 9.03% | 78% | 134 | 12.69% | 2.2 |
|
| 4853 |
CCM
4853
Consolidated Capital Management
Burbank,
California
| $2.77億 | +$3590万 | +15% | 12.1% | 166% | 50 | 14% | 3.4 |
|
| 4854 |
4854
Crestmont Private Wealth
Houston,
Texas
| $2.77億 | +$4561万 | +20% | 6.93% | 54.8% | 88 | 18.18% | 1.6 |
|
| 4855 |
4855
Richard W. Paul & Associates
Novi,
Michigan
| $2.77億 | +$2164万 | +8% | 9.88% | 65.2% | 357 | 11.48% | 2 |
|
| 4856 |
4856
Whelan Financial
Fresno,
California
| $2.77億 | +$1945万 | +8% | 6.98% | 64.6% | 67 | 8.96% | 1.7 |
|
| 4857 |
4857
Forge First Asset Management
Toronto, Ontario,
Canada
| $2.77億 | +$4680万 | +20% | 18.2% | 112% | 46 | 54.35% | 0.6 |
|
| 4858 |
4858
Texas Capital Bancshares
Dallas,
Texas
| $2.76億 | +$4153万 | +18% | 19.6% | 175% | 84 | 10.71% | 4 |
|
| 4859 |
4859
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $2.76億 | +$2844万 | +11% | 10.7% | 103% | 71 | 12.68% | 3.7 |
|
| 4860 |
4860
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| $2.76億 | +$4587万 | +20% | 3.88% | – | 95 | 22.11% | 1.8 |
|
| 4861 |
4861
TFR Capital
Plano,
Texas
| $2.76億 | +$3592万 | +15% | 12.8% | – | 167 | 11.98% | 0.4 |
|
| 4862 |
4862
Townsend Asset Management
Raleigh,
North Carolina
| $2.76億 | +$1670万 | +6% | 9.01% | 88.5% | 187 | 12.3% | 4.1 |
|
| 4863 |
4863
Omnia Family Wealth
Aventura,
Florida
| $2.76億 | +$3695万 | +15% | 10.8% | 80.6% | 106 | 17.92% | 3.7 |
|
| 4864 |
4864
Solitude Financial Services
Charlottesville,
Virginia
| $2.76億 | +$1852万 | +7% | 4.03% | 62.4% | 39 | 7.69% | 2.6 |
|
| 4865 |
4865
Monashee Investment Management
Boston,
Massachusetts
| $2.76億 | -$5.69億 | -67% | 34.8% | 520% | 96 | 91.67% | 0.1 |
|
| 4866 |
4866
Pineridge Advisors
St. Charles,
Missouri
| $2.76億 | +$2001万 | +8% | 5.55% | – | 590 | 18.64% | 1.1 |
|
| 4867 |
4867
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $2.76億 | +$3364万 | +14% | 5.75% | 63.9% | 140 | 5% | 6.2 |
|
| 4868 |
4868
Argyle Capital Management
Center Valley,
Pennsylvania
| $2.76億 | +$659万 | +2% | 5.75% | 106% | 132 | 1.52% | 8.8 |
|
| 4869 |
4869
Shaker Financial Services
Arlington,
Virginia
| $2.76億 | +$1885万 | +7% | 5.18% | 12.9% | 176 | 29.55% | 2.2 |
|
| 4870 |
4870
Client 1st Advisory Group
Dunedin,
Florida
| $2.76億 | +$1878万 | +7% | 8.81% | 64.5% | 141 | 14.18% | 2.8 |
|
| 4871 |
4871
Bain Capital Credit
Boston,
Massachusetts
| $2.76億 | -$1.33億 | -33% | 5.69% | 14.4% | 7 | 28.57% | 2.3 |
|
| 4872 |
4872
Aubrey Capital Management
Edinburgh,
United Kingdom
| $2.75億 | +$2648万 | +11% | 22.6% | 319% | 56 | 25% | 1.4 |
|
| 4873 |
4873
Adirondack Trust Company
Saratoga Springs,
New York
| $2.75億 | +$1953万 | +8% | 9.4% | 96.7% | 498 | 7.83% | 6.5 |
|
| 4874 |
4874
Meredith Wealth Planning
Maryville,
Illinois
| $2.75億 | +$4868万 | +21% | 8.99% | 66.5% | 62 | 20.97% | 1.6 |
|
| 4875 |
4875
Castle Wealth Management
West Palm Beach,
Florida
| $2.75億 | +$1993万 | +8% | 7.87% | 53.6% | 130 | 9.23% | 2.2 |
|