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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
Foguth Wealth Management
Brighton,
Michigan
| $2.27億 | +$4023万 | +22% | 1.94% | – | 162 | 39.51% | 0.2 |
|
| 4952 |
4952
Old West Investment Management
Los Angeles,
California
| $2.27億 | +$2896万 | +15% | 8.54% | 242% | 63 | 23.81% | 2.6 |
|
| 4953 |
4953
Marks Wealth
Annapolis,
Maryland
| $2.27億 | -$3797万 | -14% | 4.71% | 169% | 24 | 70.83% | 0.8 |
|
| 4954 |
SST
4954
S Squared Technology
New York
| $2.27億 | +$880万 | +4% | 4.46% | 223% | 36 | 5.56% | 3 |
|
| 4955 |
4955
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $2.27億 | +$2360万 | +12% | 1.7% | 50.8% | 88 | 9.09% | 1 |
|
| 4956 |
4956
Monte Financial Group
Guilford,
Connecticut
| $2.26億 | -$176万 | -0.8% | 0.31% | 57.9% | 86 | 8.14% | 3.4 |
|
| 4957 |
4957
Clarus Group
Houston,
Texas
| $2.26億 | +$8363万 | +59% | 3.52% | 67.5% | 125 | 22.4% | 2 |
|
| 4958 |
4958
Purus Wealth Management
Newport Beach,
California
| $2.26億 | +$2386万 | +12% | 10.3% | 174% | 118 | 5.93% | 2.3 |
|
| 4959 |
4959
IMA Advisory Services
Denver,
Colorado
| $2.26億 | +$1491万 | +7% | 3.41% | 74.5% | 77 | 10.39% | 3.4 |
|
| 4960 |
4960
Vigilare Wealth Management
Scottsdale,
Arizona
| $2.26億 | +$2340万 | +12% | 2.74% | 56.9% | 100 | 15% | 2.6 |
|
| 4961 |
4961
Hunting Hill Global Capital
New York
| $2.26億 | +$2459万 | +12% | 5.56% | 132% | 132 | 28.79% | 0.7 |
|
| 4962 |
4962
Kensington Investment Counsel
Long Beach,
California
| $2.26億 | +$712万 | +3% | 1.5% | 81.9% | 111 | 15.32% | 2.4 |
|
| 4963 |
4963
Letson Investment Management
Atlanta,
Georgia
| $2.26億 | -$1049万 | -4% | 2.81% | – | 96 | 9.38% | 0.5 |
|
| 4964 |
4964
James T. Borello RIA
East Dundee,
Illinois
| $2.26億 | +$639万 | +3% | 0.98% | 71.2% | 178 | 3.37% | 0.5 |
|
| 4965 |
MS
4965
Madden Securities
Dallas,
Texas
| $2.26億 | +$922万 | +4% | 3.8% | 92.2% | 109 | 17.43% | 2.4 |
|
| 4966 |
4966
Bridgewealth Advisory Group
Fresno,
California
| $2.26億 | +$2145万 | +10% | 0.82% | 39.1% | 87 | 25.29% | 1 |
|
| 4967 |
4967
Investment Research & Advisory Group
Atlanta,
Georgia
| $2.26億 | +$836万 | +4% | 4.76% | 105% | 216 | 7.87% | 2.9 |
|
| 4968 |
4968
Robertson Opportunity Capital
Dallas,
Texas
| $2.26億 | +$340万 | +2% | 0.37% | 93.4% | 26 | 7.69% | 6.7 |
|
| 4969 |
DI
4969
DAGCO Inc
Westlake,
Ohio
| $2.25億 | +$573万 | +3% | 1.69% | 75% | 232 | 11.21% | 1 |
|
| 4970 |
4970
Compass Advisory Group
Melville,
New York
| $2.25億 | -$105万 | -0.5% | 1.55% | 49.2% | 79 | 13.92% | 2.4 |
|
| 4971 |
4971
Walnut Level Capital
Denver,
Colorado
| $2.25億 | +$5408万 | +32% | 4.9% | – | 50 | 44% | 0.3 |
|
| 4972 |
4972
Hanover Advisors
Seneca,
South Carolina
| $2.25億 | -$1327万 | -6% | 1.56% | – | 96 | 9.38% | 0.5 |
|
| 4973 |
ODFS
4973
O'Donnell Financial Services
San Rafael,
California
| $2.25億 | +$659万 | +3% | 1.86% | 61% | 40 | 7.5% | 1.2 |
|
| 4974 |
4974
Sentry Investment Management
Stevens Point,
Wisconsin
| $2.25億 | -$3248万 | -13% | 5.38% | 103% | 471 | 8.92% | 5.4 |
|
| 4975 |
4975
Eclectic Associates
Fullerton,
California
| $2.25億 | +$579万 | +3% | 0.59% | 53.8% | 93 | 7.53% | 2.4 |
|