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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
Spectrum Asset Management (California)
Newport Beach,
California
| $3億 | +$1538万 | +5% | 2.14% | 68.3% | 126 | 26.19% | 3.3 |
|
| 5002 |
5002
Barrett & Company
Providence,
Rhode Island
| $3億 | +$811万 | +3% | 2.05% | 83.6% | 679 | 8.98% | 2.5 |
|
| 5003 |
SA
5003
Skyline Advisors
Bellingham,
Washington
| $3億 | +$930万 | +3% | 0.62% | 52% | 105 | 9.52% | 1.5 |
|
| 5004 |
5004
TPG Financial Advisors
Portland,
Oregon
| $3億 | +$3107万 | +12% | 0.92% | – | 78 | 17.95% | 3.2 |
|
| 5005 |
5005
Sustainable Insight Capital Management
New York
| $3億 | -$1868万 | -6% | 2.9% | 168% | 89 | 33.71% | 1.5 |
|
| 5006 |
5006
Argyle Capital Management
Center Valley,
Pennsylvania
| $3億 | +$1032万 | +4% | 4.17% | 106% | 139 | 4.32% | 8.9 |
|
| 5007 |
5007
Denver PWM
Denver,
Colorado
| $2.99億 | -$2132万 | -7% | 0.97% | 48.6% | 78 | 2.56% | 3.1 |
|
| 5008 |
5008
AlphaGrep UK
London,
| $2.99億 | – | – | 2.09% | – | 657 | – | 0 |
|
| 5009 |
5009
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $2.99億 | +$159万 | +0.5% | 3.25% | 63.9% | 145 | 6.21% | 6.5 |
|
| 5010 |
5010
Alta Wealth Advisors
Woburn,
Massachusetts
| $2.99億 | +$2009万 | +7% | 3.52% | 120% | 181 | 21.55% | 2 |
|
| 5011 |
5011
Hassell Wealth Management
Houma,
Louisiana
| $2.99億 | +$1078万 | +4% | 1.79% | 49.7% | 26 | 0% | 2.5 |
|
| 5012 |
5012
Demars Financial Group
Spokane Valley,
Washington
| $2.99億 | +$1015万 | +4% | 1.95% | 69.1% | 99 | 15.15% | 2.4 |
|
| 5013 |
5013
Marks Wealth
Annapolis,
Maryland
| $2.99億 | -$2499万 | -8% | 5.06% | 165% | 36 | 75% | 0.5 |
|
| 5014 |
5014
Flagstar Advisors
New York
| $2.99億 | -$2804万 | -9% | 1.46% | 81.9% | 186 | 9.14% | 3.1 |
|
| 5015 |
ACM
5015
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $2.99億 | +$32.2万 | +0.1% | 14.7% | 2,106% | 39 | 74.36% | 0.5 |
|
| 5016 |
5016
LCNB Corp
Lebanon,
Ohio
| $2.98億 | +$1264万 | +4% | 3.87% | 75.2% | 190 | 5.79% | 5.4 |
|
| 5017 |
5017
Financial Insights
Tacoma,
Washington
| $2.98億 | -$363万 | -1% | 1.5% | 82.1% | 146 | 14.38% | 3.3 |
|
| 5018 |
5018
Turas Capital Management
Boston,
Massachusetts
| $2.98億 | – | – | 1.31% | – | 63 | – | 0 |
|
| 5019 |
5019
Harmony Asset Management
Scottsdale,
Arizona
| $2.98億 | +$785万 | +3% | 4.6% | 138% | 188 | 13.3% | 1.4 |
|
| 5020 |
5020
44 Wealth Management
Eugene,
Oregon
| $2.98億 | +$336万 | +1% | 3.41% | – | 213 | 14.55% | 2.5 |
|
| 5021 |
5021
Corundum Group
Colorado Springs,
Colorado
| $2.98億 | +$5461万 | +22% | 2.09% | 89.5% | 119 | 18.49% | 4.7 |
|
| 5022 |
5022
NIA Impact Advisors
Berkeley,
California
| $2.98億 | -$978万 | -3% | 2.76% | – | 105 | 7.62% | 2.2 |
|
| 5023 |
5023
Lazari Capital Management
Woodland Hills,
California
| $2.98億 | +$139万 | +0.5% | 2.61% | 145% | 174 | 9.77% | 1.8 |
|
| 5024 |
5024
Veridan Wealth
West Linn,
Oregon
| $2.98億 | +$719万 | +2% | 1.46% | – | 81 | 4.94% | 1.3 |
|
| 5025 |
5025
Medallion Wealth Advisors
Farmington,
Connecticut
| $2.98億 | +$1595万 | +6% | 1.45% | – | 1,148 | 6.45% | 0.9 |
|