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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
FWM
4876
Filbrandt Wealth Management
Middleton,
Wisconsin
| $1.74億 | -$223万 | -1% | 1.48% | – | 265 | 38.49% | 1 |
|
| 4877 |
4877
Pacific Sun Financial
Los Angeles,
California
| $1.74億 | – | – | 1.9% | 70.3% | 174 | – | 2.5 |
|
| 4878 |
4878
Sovereign Financial Group
Stamford,
Connecticut
| $1.74億 | +$870万 | +5% | 0.58% | 90.7% | 192 | 25.52% | 0.6 |
|
| 4879 |
4879
Landaas & Company
Milwaukee,
Wisconsin
| $1.74億 | -$493万 | -3% | 0.62% | 68.3% | 77 | 5.19% | 2.6 |
|
| 4880 |
4880
One Charles Private Wealth Services
Hingham,
Massachusetts
| $1.74億 | +$2443万 | +16% | 7.35% | 99.7% | 126 | 15.08% | 0.4 |
|
| 4881 |
4881
Legacy Bridge
West Des Moines,
Iowa
| $1.73億 | -$334万 | -2% | 0.34% | 236% | 312 | 10.26% | 2.1 |
|
| 4882 |
4882
Harrington Investments
Napa,
California
| $1.73億 | +$441万 | +3% | 1.22% | 109% | 84 | 9.52% | 3.2 |
|
| 4883 |
4883
Concorde Asset Management
Ann Arbor,
Michigan
| $1.73億 | -$480万 | -3% | 3.98% | – | 220 | 23.64% | 1.3 |
|
| 4884 |
4884
Shayne & Jacobs LLC
Nashville,
Tennessee
| $1.73億 | -$506万 | -3% | 0.62% | 79.4% | 37 | 2.7% | 4.5 |
|
| 4885 |
4885
Apexium Financial
Dallas,
Texas
| $1.73億 | +$1207万 | +7% | 0.11% | 89.6% | 91 | 13.19% | 1.3 |
|
| 4886 |
4886
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $1.73億 | +$95.7万 | +0.6% | 0.37% | 98.6% | 177 | 19.77% | 2.8 |
|
| 4887 |
4887
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $1.73億 | -$634万 | -4% | 1.57% | 66.8% | 142 | 2.82% | 3.1 |
|
| 4888 |
4888
IMS Capital Management
Portland,
Oregon
| $1.73億 | +$332万 | +2% | 1.22% | 119% | 146 | 19.18% | 3.2 |
|
| 4889 |
4889
Donald L. Hagan LLC
Sarasota,
Florida
| $1.73億 | +$294万 | +2% | 2.19% | 47.9% | 103 | 15.53% | 2.1 |
|
| 4890 |
4890
RFG Holdings
Argyle,
Texas
| $1.73億 | +$301万 | +2% | 1.56% | 74.2% | 36 | 36.11% | 0.5 |
|
| 4891 |
CWM
4891
CCG Wealth Management
San Diego,
California
| $1.73億 | +$4396万 | +34% | 0.25% | 82.6% | 117 | 33.33% | 1.2 |
|
| 4892 |
4892
Spark Investment Management
New York
| $1.73億 | -$973万 | -5% | 8.46% | 459% | 45 | 28.89% | 0.9 |
|
| 4893 |
4893
SWMG LLC
Fort Worth,
Texas
| $1.72億 | +$244万 | +1% | 1.28% | 68.7% | 68 | 20.59% | 0.6 |
|
| 4894 |
4894
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $1.72億 | +$555万 | +3% | 0.08% | 56.9% | 81 | 11.11% | 2 |
|
| 4895 |
MA
4895
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $1.72億 | -$1728万 | -9% | 4.28% | 166% | 74 | 6.76% | 5.7 |
|
| 4896 |
4896
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $1.72億 | -$267万 | -2% | 0.76% | 91.4% | 178 | 29.21% | 0.5 |
|
| 4897 |
4897
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $1.72億 | – | – | 0.8% | 155% | 102 | – | 0 |
|
| 4898 |
CFG
4898
CMC Financial Group
Atlanta,
Georgia
| $1.72億 | -$403万 | -2% | 2.02% | 102% | 32 | 28.13% | 1.5 |
|
| 4899 |
WCH
4899
Willoughby Capital Holdings
Greenwich,
Connecticut
| $1.72億 | – | – | 22% | – | 1 | – | 0 |
|
| 4900 |
4900
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $1.72億 | +$1974万 | +13% | 0.91% | 38.4% | 14 | 21.43% | 1.4 |
|