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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Whelan Financial
Fresno,
California
| $1.48億 | -$1451万 | -9% | 12.5% | 57.9% | 27 | 37.04% | 0.5 |
|
| 5052 |
5052
Benedetti & Gucer
Atlanta,
Georgia
| $1.48億 | -$153万 | -1% | 12.8% | 42.7% | 119 | 36.13% | 0.8 |
|
| 5053 |
5053
Scott Capital Advisors
Portland,
Oregon
| $1.48億 | -$2216万 | -13% | 15.2% | 50.9% | 48 | 22.92% | 0.4 |
|
| 5054 |
5054
Red Cedar Capital
Omaha,
Nebraska
| $1.48億 | -$1828万 | -11% | 13.3% | 43% | 184 | 5.98% | 3.2 |
|
| 5055 |
5055
Washington Harbour Partners
Arlington,
Virginia
| $1.48億 | -$1.26億 | -46% | 31.6% | 162% | 27 | 44.44% | 0.4 |
|
| 5056 |
5056
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $1.48億 | -$2022万 | -12% | 12.1% | 46.3% | 26 | 26.92% | 1.4 |
|
| 5057 |
5057
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $1.48億 | -$1585万 | -10% | 11.5% | 36.4% | 119 | 10.92% | 3.5 |
|
| 5058 |
5058
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $1.48億 | -$4595万 | -24% | 23.7% | 76.8% | 12 | 0% | 1.2 |
|
| 5059 |
5059
Fort LP
Chevy Chase,
Maryland
| $1.48億 | -$1.17億 | -44% | 8.18% | 56.8% | 286 | 20.98% | 2.6 |
|
| 5060 |
5060
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $1.48億 | -$1529万 | -9% | 14% | 83.9% | 146 | 13.01% | 0.4 |
|
| 5061 |
CIA
5061
Citadel Investment Advisory
Chesterland,
Ohio
| $1.48億 | -$2457万 | -14% | 13.8% | 66.1% | 82 | 6.1% | 1.4 |
|
| 5062 |
5062
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $1.48億 | -$1239万 | -8% | 13.8% | 63.5% | 21 | 33.33% | 0.4 |
|
| 5063 |
SA
5063
Stonebridge Advisors
Wilton,
Connecticut
| $1.47億 | -$2333万 | -14% | 8.49% | 3.35% | 4 | 25% | 0.4 |
|
| 5064 |
5064
Vienna Insurance Group
Warsaw,
Poland
| $1.47億 | -$3092万 | -17% | 20% | 188% | 41 | 24.39% | 0.8 |
|
| 5065 |
5065
Meridian Financial Partners
Warrenton,
Virginia
| $1.47億 | +$8039万 | +120% | 11.7% | 80.8% | 89 | 51.69% | 1 |
|
| 5066 |
5066
Counterpoint Mutual Funds
San Diego,
California
| $1.47億 | +$1781万 | +14% | 7.36% | 74.3% | 347 | 65.99% | 0.2 |
|
| 5067 |
5067
Stonebridge Financial Planning Group
Orlando,
Florida
| $1.47億 | -$3132万 | -18% | 16% | 67.2% | 127 | 25.98% | 1.9 |
|
| 5068 |
5068
Watchtower Advisors
Old Greenwich,
Connecticut
| $1.47億 | -$5294万 | -26% | 13.3% | 384% | 17 | 58.82% | 0.3 |
|
| 5069 |
5069
Tradewinds LLC
Raleigh,
North Carolina
| $1.47億 | – | – | 11.8% | – | 118 | – | 0.2 |
|
| 5070 |
5070
Investment Advisory Group
Hanover,
Massachusetts
| $1.47億 | -$1761万 | -11% | 12.4% | 61.6% | 138 | 15.22% | 0.5 |
|
| 5071 |
5071
Brown Miller Wealth Management
Mclean,
Virginia
| $1.47億 | -$2586万 | -15% | 13.1% | 102% | 128 | 17.19% | 1.3 |
|
| 5072 |
SM
5072
Sabby Management
Miami Beach,
Florida
| $1.47億 | -$5.23億 | -78% | 41% | 95.5% | 167 | 34.73% | 0.7 |
|
| 5073 |
5073
AllSquare Wealth Management
Albany,
New York
| $1.47億 | -$1963万 | -12% | 10.7% | 62.4% | 540 | 4.26% | 3.8 |
|
| 5074 |
STC
5074
Sarah T. Connolly
| $1.47億 | -$2399万 | -14% | 13.5% | 35% | 97 | 8.25% | 1.4 |
|
| 5075 |
5075
First National Bank of South Miami
South Miami,
Florida
| $1.47億 | -$1855万 | -11% | 11.4% | 35.2% | 357 | 19.89% | 2.7 |
|