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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
Westshore Wealth
Newport Beach,
California
| $2.47億 | +$226万 | +0.9% | 0.91% | 58.8% | 98 | 7.14% | 2.9 |
|
| 5027 |
5027
Lynch Asset Management
Yardley,
Pennsylvania
| $2.47億 | +$911万 | +4% | 5.54% | 214% | 44 | 6.82% | 2.8 |
|
| 5028 |
5028
Old West Investment Management
Los Angeles,
California
| $2.47億 | -$1181万 | -5% | 2.36% | 242% | 65 | 26.15% | 2.7 |
|
| 5029 |
5029
JCIC Asset Management
Toronto,
Ontario, Canada
| $2.47億 | +$281万 | +1% | 3.9% | – | 143 | 35.66% | 3.3 |
|
| 5030 |
5030
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $2.47億 | -$133万 | -0.5% | 0.61% | 47% | 28 | 14.29% | 1.9 |
|
| 5031 |
IWN
5031
Independent Wealth Network
Urbandale,
Iowa
| $2.46億 | +$2022万 | +9% | 1.28% | 78.2% | 251 | 17.53% | 2.1 |
|
| 5032 |
5032
FSA Wealth Management
Needham,
Massachusetts
| $2.46億 | -$394万 | -2% | 1.29% | – | 591 | 8.8% | 1.1 |
|
| 5033 |
5033
Geneva Partners
Lake Geneva,
Wisconsin
| $2.46億 | +$1537万 | +7% | 9.3% | 417% | 78 | 19.23% | 1.9 |
|
| 5034 |
5034
Selective Wealth Management
Forest,
Virginia
| $2.46億 | +$554万 | +2% | 5.7% | 74.4% | 112 | 8.04% | 2.9 |
|
| 5035 |
5035
Vigilare Wealth Management
Scottsdale,
Arizona
| $2.46億 | -$106万 | -0.4% | 0.4% | 59.5% | 94 | 8.51% | 2.9 |
|
| 5036 |
5036
Brand Asset Management Group
Chesterfield,
Missouri
| $2.46億 | -$924万 | -4% | 0.57% | 70.2% | 92 | 6.52% | 4.6 |
|
| 5037 |
5037
Goepper Burkhardt
Greenville,
South Carolina
| $2.46億 | +$374万 | +2% | 0.51% | 50.4% | 84 | 4.76% | 2.7 |
|
| 5038 |
5038
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $2.46億 | -$581万 | -2% | 3.48% | 61.6% | 86 | 9.3% | 2 |
|
| 5039 |
BCFD
5039
Boit C.F. David
| $2.46億 | +$4418万 | +22% | 0.78% | 84.2% | 129 | 3.1% | 2.6 |
|
| 5040 |
5040
CRCM LP
San Francisco,
California
| $2.46億 | +$9144万 | +59% | 42.6% | – | 7 | 57.14% | 0.3 |
|
| 5041 |
5041
One Degree Advisors
San Diego,
California
| $2.46億 | +$862万 | +4% | 1.58% | 54.1% | 66 | 16.67% | 0.8 |
|
| 5042 |
5042
Weik Capital Management
Wyomissing,
Pennsylvania
| $2.46億 | -$190万 | -0.8% | 0.58% | 66.9% | 97 | 8.25% | 7.6 |
|
| 5043 |
5043
Crown Wealth Group
Charlotte,
North Carolina
| $2.46億 | +$1586万 | +7% | 3.25% | 98.2% | 125 | 18.4% | 1.4 |
|
| 5044 |
5044
TSA Wealth Management
Houston,
Texas
| $2.46億 | -$252万 | -1% | 0.83% | 62.4% | 68 | 13.24% | 0.8 |
|
| 5045 |
5045
RPD Fund Management
New York
| $2.46億 | – | – | 9.58% | – | 8 | – | 0.2 |
|
| 5046 |
5046
WorthPointe
La Jolla,
California
| $2.46億 | +$790万 | +3% | 0.12% | 59.7% | 100 | 30% | 1.3 |
|
| 5047 |
RL
5047
Rogco LP
Claremore,
Oklahoma
| $2.45億 | -$969万 | -4% | 0.61% | 53.3% | 252 | 18.25% | 1.1 |
|
| 5048 |
5048
First Dallas Securities
Dallas,
Texas
| $2.45億 | +$611万 | +3% | 4.47% | 163% | 122 | 10.66% | 2.9 |
|
| 5049 |
5049
Briaud Financial Planning
College Station,
Texas
| $2.45億 | +$5166万 | +27% | 0.76% | 113% | 207 | 34.3% | 0.6 |
|
| 5050 |
5050
GKV Capital Management
Walnut Creek,
California
| $2.45億 | – | – | 3.07% | – | 160 | – | 0 |
|