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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
First Dallas Securities
Dallas,
Texas
| $2.39億 | -$606万 | -2% | 0.3% | 163% | 122 | 16.39% | 3 |
|
| 5002 |
5002
Members Advisory Group
Williamsville,
New York
| $2.39億 | -$454万 | -2% | 2.65% | 70.6% | 36 | 16.67% | 1.2 |
|
| 5003 |
HCM
5003
Horrell Capital Management
Little Rock,
Arkansas
| $2.39億 | -$1.03億 | -30% | 0.81% | 55.6% | 214 | 17.76% | 7.2 |
|
| 5004 |
5004
Peloton Wealth Strategists
Indianapolis,
Indiana
| $2.39億 | -$872万 | -4% | 2.37% | 51.3% | 99 | 14.14% | 3.5 |
|
| 5005 |
5005
American Trust Investment Advisors
Lebanon,
New Hampshire
| $2.39億 | -$481万 | -2% | 0.02% | 91% | 115 | 17.39% | 3.6 |
|
| 5006 |
5006
Omnia Family Wealth
Aventura,
Florida
| $2.39億 | -$288万 | -1% | 1.19% | 80.6% | 93 | 17.2% | 3.9 |
|
| 5007 |
5007
American Assets Capital Advisers
San Diego,
California
| $2.39億 | -$6070万 | -20% | 8.12% | 73.5% | 43 | 13.95% | 3.3 |
|
| 5008 |
5008
Kerrisdale Advisers
Miami,
Florida
| $2.39億 | -$5701万 | -19% | 5.64% | 78.8% | 98 | 29.59% | 1.6 |
|
| 5009 |
5009
Highview Capital Management
Buffalo Grove,
Illinois
| $2.39億 | -$2152万 | -8% | 1.96% | 123% | 129 | 26.36% | 2.1 |
|
| 5010 |
5010
Capasso Planning Partners
Charleston,
South Carolina
| $2.39億 | -$1132万 | -5% | 1.37% | 51.6% | 104 | 8.65% | 1.8 |
|
| 5011 |
5011
Painted Porch Advisors
Santa Barbara,
California
| $2.39億 | +$3615万 | +18% | 3.65% | – | 581 | 25.3% | 0.6 |
|
| 5012 |
5012
DLK Investment Management
Solana Beach,
California
| $2.39億 | -$36.6万 | -0.2% | 0.37% | 80.4% | 94 | 12.77% | 1.1 |
|
| 5013 |
VWM
5013
VCI Wealth Management
St Louis,
Missouri
| $2.38億 | +$276万 | +1% | 0.16% | 86.3% | 111 | 30.63% | 0.6 |
|
| 5014 |
5014
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $2.38億 | +$512万 | +2% | 1.67% | 56.5% | 200 | 9% | 2.2 |
|
| 5015 |
5015
Harmony Asset Management
Scottsdale,
Arizona
| $2.38億 | -$1397万 | -6% | 3.02% | 138% | 173 | 15.61% | 0.9 |
|
| 5016 |
5016
Invenio Wealth Partners
Coral Gables,
Florida
| $2.38億 | -$58.2万 | -0.2% | 1.19% | 55.5% | 105 | 19.05% | 1.3 |
|
| 5017 |
5017
Wealth Effects
Boston,
Massachusetts
| $2.38億 | -$4345万 | -15% | 8.41% | 235% | 222 | 15.32% | 2.3 |
|
| 5018 |
5018
Jessup Wealth Management
Dayton,
Ohio
| $2.38億 | +$335万 | +1% | 5.31% | 181% | 86 | 33.72% | 1.1 |
|
| 5019 |
5019
Strategic Equity Management
Tucson,
Arizona
| $2.38億 | +$50.1万 | +0.2% | 4.09% | 74.9% | 64 | 26.56% | 1.3 |
|
| 5020 |
5020
Peak Planning Group
Centennial,
Colorado
| $2.38億 | -$221万 | -0.9% | 2.69% | 105% | 131 | 18.32% | 2.2 |
|
| 5021 |
5021
Penobscot Wealth Management
Portland,
Maine
| $2.38億 | +$2076万 | +10% | 0.39% | 56.7% | 94 | 24.47% | 2 |
|
| 5022 |
5022
Myriad Asset Management US
West Palm Beach,
Florida
| $2.38億 | +$8851万 | +59% | 11.6% | – | 75 | 100% | 0 |
|
| 5023 |
5023
Flagship Wealth Advisors
Wakefield,
Massachusetts
| $2.38億 | +$6740万 | +40% | 2.45% | – | 396 | 8.08% | 0.2 |
|
| 5024 |
5024
Bayview Asset Management
Coral Gables,
Florida
| $2.38億 | +$1.14億 | +92% | 0.43% | 55.4% | 68 | 69.12% | 0.3 |
|
| 5025 |
5025
MMA Asset Management
Conshohocken,
Pennsylvania
| $2.37億 | +$854万 | +4% | 0.85% | 61.2% | 137 | 10.22% | 2.2 |
|