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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Grand Wealth Management
Grand Rapids,
Michigan
| $1.61億 | -$2952万 | -16% | 9.17% | 54.1% | 65 | 20% | 0.8 |
|
| 5027 |
DGM
5027
Darwin Global Management
St. Helier,
Jersey
| $1.61億 | +$9422万 | +142% | 25.9% | 2,582% | 6 | 100% | 0 |
|
| 5028 |
5028
Grandview Asset Management
Harrisburg,
Pennsylvania
| $1.61億 | +$346万 | +2% | 7.57% | 200% | 121 | 3.31% | 1.5 |
|
| 5029 |
5029
L2 Asset Management
Wayland,
Massachusetts
| $1.61億 | +$1525万 | +10% | 13.3% | 128% | 138 | 18.84% | 1 |
|
| 5030 |
5030
Heirloom Wealth Management
Greenwood Village,
Colorado
| $1.61億 | – | – | 9.74% | 81.8% | 49 | – | 0.4 |
|
| 5031 |
PCMK
5031
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $1.6億 | +$561万 | +4% | 8.31% | 87.5% | 58 | 17.24% | 5.8 |
|
| 5032 |
5032
Silverlake Wealth Management
Williston,
Vermont
| $1.6億 | +$1269万 | +9% | 10.4% | 73.3% | 226 | 14.6% | 0.8 |
|
| 5033 |
5033
Vance Wealth
Santa Clarita,
California
| $1.6億 | +$3021万 | +23% | 8.75% | 66.4% | 81 | 28.4% | 0.6 |
|
| 5034 |
5034
Bickling Financial Services
Lexington,
Massachusetts
| $1.6億 | +$1181万 | +8% | 8.02% | – | 124 | 10.48% | 1.6 |
|
| 5035 |
OCP
5035
OCO Capital Partners
New York
| $1.6億 | +$1811万 | +13% | 20% | 679% | 4 | 0% | 1.4 |
|
| 5036 |
5036
CNB Bank
Clearfield,
Pennsylvania
| $1.6億 | +$1216万 | +8% | 9.41% | 91.6% | 491 | 11.2% | 3.2 |
|
| 5037 |
5037
Intergy Private Wealth
Colorado Springs,
Colorado
| $1.6億 | +$1895万 | +13% | 6.9% | 73.8% | 71 | 22.54% | 0.7 |
|
| 5038 |
5038
Old West Investment Management
Los Angeles,
California
| $1.6億 | +$1871万 | +13% | 8.68% | 242% | 43 | 6.98% | 3.7 |
|
| 5039 |
5039
Davis Rea
Toronto,
Ontario, Canada
| $1.6億 | +$413万 | +3% | 3.02% | 66.9% | 45 | 20% | 5.5 |
|
| 5040 |
5040
Financial Council
Towson,
Maryland
| $1.6億 | +$7307万 | +84% | 6.66% | 80% | 73 | 24.66% | 0.7 |
|
| 5041 |
5041
Marshall & Sullivan
Seattle,
Washington
| $1.59億 | +$1479万 | +10% | 9.42% | 82% | 96 | 61.46% | 2.5 |
|
| 5042 |
5042
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $1.59億 | +$1551万 | +11% | 11.5% | 66.8% | 135 | 7.41% | 4.2 |
|
| 5043 |
5043
Axiom Financial Strategies
New Albany,
Indiana
| $1.59億 | -$2884万 | -15% | 4.97% | 54.5% | 75 | 53.33% | 2.2 |
|
| 5044 |
5044
Avalon Global Asset Management
San Francisco,
California
| $1.59億 | -$5952万 | -27% | 1.91% | 278% | 35 | 40% | 4.1 |
|
| 5045 |
5045
Addison Capital
Conshohocken,
Pennsylvania
| $1.59億 | -$255万 | -2% | 5.42% | 59.7% | 131 | 9.92% | 4 |
|
| 5046 |
5046
St. Clair Advisors
Mayfield Hts,
Ohio
| $1.59億 | +$3397万 | +27% | 8.35% | 77.5% | 63 | 39.68% | 1.1 |
|
| 5047 |
ARIS
5047
Advanced Research Investment Solutions
Los Angeles,
California
| $1.59億 | -$286万 | -2% | 8.08% | 13.1% | 166 | 87.35% | 1.5 |
|
| 5048 |
5048
Castle Wealth Management
West Palm Beach,
Florida
| $1.59億 | -$583万 | -4% | 7.79% | 53.6% | 730 | 84.79% | 0.5 |
|
| 5049 |
5049
Donald L. Hagan LLC
Sarasota,
Florida
| $1.59億 | +$1797万 | +13% | 7.77% | 47.9% | 98 | 25.51% | 2.6 |
|
| 5050 |
5050
Divergent Planning
Bethesda,
Maryland
| $1.59億 | +$2314万 | +17% | 6.74% | 43.3% | 24 | 33.33% | 1.4 |
|