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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
VCU Investment Management
Richmond,
Virginia
| $1.7億 | -$1931万 | -10% | 2.39% | – | 8 | 12.5% | 2.5 |
|
| 4977 |
4977
Fullen Financial Group
Columbus,
Ohio
| $1.7億 | +$1339万 | +9% | 3.98% | 28.4% | 60 | 3.33% | 0.9 |
|
| 4978 |
4978
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $1.7億 | +$1565万 | +10% | 7.64% | 55.5% | 70 | 18.57% | 0.4 |
|
| 4979 |
TI
4979
Truehand Inc
Strafford,
New Hampshire
| $1.7億 | +$605万 | +4% | 4.8% | 86.9% | 202 | 2.48% | 2.2 |
|
| 4980 |
4980
JSF Financial
Los Angeles,
California
| $1.7億 | +$1040万 | +7% | 6.77% | 91% | 101 | 4.95% | 1.4 |
|
| 4981 |
4981
RFG Holdings
Argyle,
Texas
| $1.7億 | +$1000万 | +6% | 4.15% | 72.3% | 33 | 12.12% | 0.4 |
|
| 4982 |
4982
IronBridge Private Wealth
Austin,
Texas
| $1.7億 | +$1228万 | +8% | 11.7% | 122% | 313 | 22.68% | 0.4 |
|
| 4983 |
4983
Vista Investment Management
Pittsburgh,
Pennsylvania
| $1.7億 | +$890万 | +6% | 4.65% | 54.4% | 160 | 6.25% | 2.6 |
|
| 4984 |
4984
Red Spruce Capital
Berwyn,
Pennsylvania
| $1.69億 | +$1216万 | +8% | 8.26% | 98.4% | 91 | 4.4% | 1.3 |
|
| 4985 |
4985
IMS Capital Management
Portland,
Oregon
| $1.69億 | +$1062万 | +7% | 4.6% | 119% | 140 | 19.29% | 3.2 |
|
| 4986 |
4986
Portland Hill Asset Management
London,
United Kingdom
| $1.69億 | +$2159万 | +15% | 10.9% | 30.2% | 33 | 3.03% | 2.6 |
|
| 4987 |
RWG
4987
Regal Wealth Group
Seal Beach,
California
| $1.69億 | -$89.8万 | -0.5% | 5.65% | 17% | 267 | 82.4% | 4.4 |
|
| 4988 |
EWG
4988
Executive Wealth Group
Kirkland,
Washington
| $1.69億 | +$657万 | +4% | 4.94% | 14.9% | 48 | 6.25% | 2.6 |
|
| 4989 |
4989
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $1.69億 | +$1951万 | +13% | 12.8% | 76.8% | 12 | 0% | 0.5 |
|
| 4990 |
4990
Intel Corp
Santa Clara,
California
| $1.69億 | +$3234万 | +24% | 22.9% | 9.79% | 4 | 25% | 0.4 |
|
| 4991 |
4991
Harrington Investments
Napa,
California
| $1.69億 | +$898万 | +6% | 7.89% | 109% | 80 | 6.25% | 3.2 |
|
| 4992 |
4992
Van Leeuwen & Company
Princeton,
New Jersey
| $1.69億 | +$1658万 | +11% | 9.78% | 75.4% | 81 | 34.57% | 1.2 |
|
| 4993 |
4993
Sustainable Insight Capital Management
New York
| $1.69億 | +$1842万 | +12% | 7.27% | 150% | 145 | 38.62% | 0.9 |
|
| 4994 |
4994
BCGM Wealth Management
Lafayette,
Indiana
| $1.69億 | +$2243万 | +15% | 5.46% | 54.9% | 100 | 9% | 0.5 |
|
| 4995 |
CSA
4995
Cottage Street Advisors
Marion,
Massachusetts
| $1.68億 | +$1605万 | +11% | 8.23% | 95.8% | 100 | 11% | 3.1 |
|
| 4996 |
LFWA
4996
LBJ Family Wealth Advisors
Austin,
Texas
| $1.68億 | +$944万 | +6% | 7.47% | 64.9% | 22 | 13.64% | 5.4 |
|
| 4997 |
4997
Cincinnati Casualty Company
Fairfield,
Ohio
| $1.68億 | +$914万 | +6% | 6.09% | 56% | 27 | 3.7% | 5.6 |
|
| 4998 |
4998
VeraBank
Henderson,
Texas
| $1.68億 | +$1418万 | +9% | 6.5% | 60.6% | 120 | 7.5% | 1.9 |
|
| 4999 |
4999
Game Plan Financial Advisors
Westlake,
Ohio
| $1.68億 | +$1293万 | +8% | 8.85% | – | 113 | 16.81% | 0.7 |
|
| 5000 |
5000
Harvest Group Wealth Management
Waltham,
Massachusetts
| $1.68億 | +$847万 | +5% | 3.97% | 28.1% | 69 | 57.97% | 0.6 |
|