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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
SWMG LLC
Fort Worth,
Texas
| $1.65億 | +$1200万 | +8% | 6.53% | 68.7% | 90 | 35.56% | 1 |
|
| 4952 |
4952
Gallacher Capital Management
Lone Tree,
Colorado
| $1.65億 | – | – | 6.55% | 82.8% | 230 | – | 0 |
|
| 4953 |
4953
Commonwealth Retirement Investments
Richmond,
Virginia
| $1.65億 | – | – | 14.6% | 96.7% | 67 | – | 0 |
|
| 4954 |
4954
TPG Financial Advisors
Portland,
Oregon
| $1.65億 | +$201万 | +1% | 4.7% | – | 48 | 10.42% | 2.4 |
|
| 4955 |
4955
Reliant Wealth Planning
Louisville,
Kentucky
| $1.65億 | -$7068万 | -30% | 6.16% | 39.4% | 15 | 20% | 0.9 |
|
| 4956 |
KCM
4956
Kempner Capital Management
Galveston,
Texas
| $1.65億 | +$1356万 | +9% | 10.5% | 60.9% | 63 | 7.94% | 3.6 |
|
| 4957 |
4957
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $1.65億 | +$3336万 | +25% | 7.43% | 60.6% | 81 | 12.35% | 0.8 |
|
| 4958 |
4958
GPM Growth Investors
Bloomfield Hills,
Michigan
| $1.65億 | +$1471万 | +10% | 6.68% | – | 41 | 19.51% | 1.9 |
|
| 4959 |
4959
Tempus Wealth Planning
Irvine,
California
| $1.65億 | +$1465万 | +10% | 9.58% | 95% | 205 | 24.39% | 1.5 |
|
| 4960 |
4960
Stagwell Group
Miami Beach,
Florida
| $1.65億 | -$1961万 | -11% | 10.6% | 8.47% | 1 | 0% | 1 |
|
| 4961 |
4961
DecisionPoint Financial
Mesa,
Arizona
| $1.65億 | – | – | 5.35% | 48% | 200 | – | 0 |
|
| 4962 |
4962
Armor Investment Advisors
Raleigh,
North Carolina
| $1.64億 | +$1769万 | +12% | 9.56% | 62% | 182 | 16.48% | 3.7 |
|
| 4963 |
4963
Triton Wealth Management
Sun City,
Arizona
| $1.64億 | -$407万 | -2% | 5.21% | – | 89 | 12.36% | 2 |
|
| 4964 |
4964
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $1.64億 | +$2086万 | +15% | 10.3% | 64.8% | 67 | 16.42% | 2.6 |
|
| 4965 |
4965
CNA Financial
Chicago,
Illinois
| $1.64億 | -$9865万 | -38% | 14.9% | 48.6% | 173 | 58.96% | 2.3 |
|
| 4966 |
4966
Highview Capital Management
Buffalo Grove,
Illinois
| $1.64億 | +$2947万 | +22% | 6.66% | 123% | 121 | 33.06% | 0.7 |
|
| 4967 |
4967
Flagstone Financial Management
Lincoln,
Nebraska
| $1.64億 | – | – | 6.79% | 43.9% | 42 | – | 0 |
|
| 4968 |
4968
Pelion Inc
Salt Lake City,
Utah
| $1.64億 | -$3467万 | -17% | 17% | 16.9% | 4 | 0% | 1 |
|
| 4969 |
SLA
4969
Silver Lake Advisory
Cottonwood Heights,
Utah
| $1.64億 | -$683万 | -4% | 10.9% | 76.7% | 94 | 39.36% | 5.7 |
|
| 4970 |
4970
Union Heritage Capital
Bloomfield Hills,
Michigan
| $1.64億 | +$1337万 | +9% | 13.4% | 82.1% | 53 | 0% | 1.7 |
|
| 4971 |
4971
Strategic Financial Partners
Bend,
Oregon
| $1.64億 | +$683万 | +4% | 6.34% | 54.8% | 71 | 11.27% | 2.2 |
|
| 4972 |
4972
Prostatis Group
Hanover,
Maryland
| $1.64億 | +$7711万 | +89% | 8.71% | 72.9% | 112 | 56.25% | 0.8 |
|
| 4973 |
4973
Peachtree Investment Partners
Indian River Shores,,
Florida
| $1.64億 | +$1501万 | +10% | 9.51% | 92.2% | 105 | 22.86% | 2.4 |
|
| 4974 |
4974
Access Financial Services
Minneapolis,
Minnesota
| $1.64億 | +$936万 | +6% | 7.03% | 44.8% | 90 | 7.78% | 3.2 |
|
| 4975 |
4975
RDST Capital
Seattle,
Washington
| $1.64億 | +$2916万 | +22% | 15.7% | 43% | 18 | 11.11% | 0.8 |
|