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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
PWM
4926
Prosperity Wealth Management
San Ramon,
California
| $2.7億 | +$5709万 | +27% | 21.5% | 175% | 289 | 43.6% | 0.9 |
|
| 4927 |
4927
Pioneer Wealth Management Group
Austin,
Texas
| $2.7億 | +$3752万 | +16% | 6.23% | – | 49 | 30.61% | 1.6 |
|
| 4928 |
4928
Vista Investment Management
Pittsburgh,
Pennsylvania
| $2.7億 | +$1392万 | +5% | 6.53% | 54.4% | 176 | 5.68% | 5.1 |
|
| 4929 |
4929
Scott Marsh Financial
Millcreek,
Utah
| $2.7億 | – | – | 12.4% | – | 248 | – | 0 |
|
| 4930 |
LCM
4930
Lonestar Capital Management
San Francisco,
California
| $2.7億 | +$862万 | +3% | 17.7% | 260% | 25 | 56% | 0.8 |
|
| 4931 |
4931
Mathes Company
New York
| $2.7億 | +$2370万 | +10% | 15.2% | 121% | 127 | 7.09% | 6.9 |
|
| 4932 |
4932
Robertson Opportunity Capital
Dallas,
Texas
| $2.7億 | +$683万 | +3% | 10.7% | 93.4% | 29 | 6.9% | 6.4 |
|
| 4933 |
WCM
4933
Westerly Capital Management
San Francisco,
California
| $2.7億 | +$3825万 | +17% | 11.6% | 116% | 49 | 36.73% | 1.5 |
|
| 4934 |
4934
Prairiewood Capital
Fargo,
North Dakota
| $2.69億 | +$2362万 | +10% | 4.37% | 42.6% | 80 | 7.5% | 2.7 |
|
| 4935 |
4935
Empower Annuity Insurance Company
Hartford,
Connecticut
| $2.69億 | +$226万 | +0.8% | 0.85% | 0.86% | 1 | 0% | 2.5 |
|
| 4936 |
ISFAN
4936
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| $2.69億 | +$5708万 | +27% | 8.58% | – | 222 | 26.13% | 0.4 |
|
| 4937 |
4937
Thomist Capital Management
Houston,
Texas
| $2.69億 | +$1534万 | +6% | 16.7% | 71.2% | 69 | 82.61% | 0.3 |
|
| 4938 |
4938
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| $2.69億 | +$2814万 | +12% | 7.79% | – | 247 | 22.67% | 0.8 |
|
| 4939 |
4939
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $2.69億 | -$1772万 | -6% | 7.77% | 59.6% | 150 | 18% | 2.6 |
|
| 4940 |
4940
HTG Investment Advisors
New Canaan,
Connecticut
| $2.69億 | +$2915万 | +12% | 8.34% | 57.4% | 75 | 16% | 1.9 |
|
| 4941 |
4941
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $2.69億 | +$2861万 | +12% | 6.53% | 58.8% | 265 | 18.11% | 3.2 |
|
| 4942 |
4942
Lavaca Capital
Houston,
Texas
| $2.69億 | +$2653万 | +11% | 13.5% | 46.5% | 277 | 13% | 1.4 |
|
| 4943 |
4943
Essential Planning
Portsmouth,
New Hampshire
| $2.69億 | +$2041万 | +8% | 5.42% | 40.9% | 83 | 3.61% | 1.9 |
|
| 4944 |
4944
CIBC Capital Markets (Europe)
Luxembourg
| $2.68億 | +$2.03億 | +311% | 23.5% | – | 10 | 0% | 0.5 |
|
| 4945 |
4945
Flagship Pioneering
Cambridge,
Massachusetts
| $2.68億 | +$3270万 | +14% | 20% | 13.3% | 4 | 0% | 6 |
|
| 4946 |
4946
Investment Research & Advisory Group
Atlanta,
Georgia
| $2.68億 | +$2902万 | +12% | 11.6% | 105% | 276 | 21.01% | 2.8 |
|
| 4947 |
4947
RBA Wealth Management
Newport Beach,
California
| $2.68億 | +$1560万 | +6% | 8.27% | 91% | 97 | 7.22% | 2.7 |
|
| 4948 |
CWM
4948
Capital Wealth Management
W. Warwick,
Rhode Island
| $2.68億 | +$2715万 | +11% | 6.77% | 51.3% | 40 | 5% | 3.6 |
|
| 4949 |
4949
Etesian Wealth Advisors
West Linn,
Oregon
| $2.68億 | +$3616万 | +16% | 8.23% | 60.6% | 142 | 7.75% | 1.9 |
|
| 4950 |
4950
FullCircle Wealth
Dallas,
Texas
| $2.68億 | +$2517万 | +10% | 8.84% | – | 277 | 18.77% | 0.7 |
|