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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
Family Wealth Partners
Matthews,
North Carolina
| $3.26億 | +$3297万 | +11% | 10.7% | 58.5% | 125 | 28.8% | 1.3 |
|
| 5052 |
5052
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $3.26億 | +$3171万 | +11% | 4.61% | 17.7% | 148 | 35.14% | 3.4 |
|
| 5053 |
5053
Wilkerson Advisory Group
Columbia,
Missouri
| $3.26億 | +$3465万 | +12% | 12.6% | – | 659 | 12.29% | 0.4 |
|
| 5054 |
5054
Triton Wealth Management
Sun City,
Arizona
| $3.26億 | +$5599万 | +21% | 21.2% | – | 142 | 19.01% | 2.6 |
|
| 5055 |
5055
S.A. Mason
Holland,
Michigan
| $3.26億 | +$5913万 | +22% | 20.6% | 116% | 294 | 13.61% | 4.5 |
|
| 5056 |
BOTBT
5056
Bank of the Bluegrass & Trust
Lexington,
Kentucky
| $3.25億 | – | – | 13.3% | – | 240 | – | 0 |
|
| 5057 |
5057
Mullooly Asset Management
Wall Township,
New Jersey
| $3.25億 | +$5395万 | +20% | 20.4% | – | 60 | 15% | 1 |
|
| 5058 |
5058
Sykon Capital
Harrison,
New York
| $3.25億 | +$2480万 | +8% | 11.2% | 63.7% | 132 | 48.48% | 1 |
|
| 5059 |
5059
Bishop & Co Investment Management
Erie,
Pennsylvania
| $3.25億 | +$3328万 | +11% | 11.1% | 47.6% | 26 | 0% | 6.9 |
|
| 5060 |
GPC
5060
Guardian Point Capital
Charlottesville,
Virginia
| $3.25億 | +$8210万 | +34% | 21.4% | 142% | 14 | 21.43% | 2.3 |
|
| 5061 |
5061
Lazari Capital Management
Woodland Hills,
California
| $3.25億 | +$3718万 | +13% | 18.4% | 145% | 198 | 16.67% | 2 |
|
| 5062 |
NCM
5062
NCM Capital Management
Ramsey,
New Jersey
| $3.24億 | +$4522万 | +16% | 17.4% | 105% | 200 | 10.5% | 3.2 |
|
| 5063 |
PH
5063
Pinnacle Holdings
Tulsa,
Oklahoma
| $3.24億 | +$1513万 | +5% | 11.2% | 79.6% | 265 | 25.66% | 5.1 |
|
| 5064 |
5064
NWK Group
San Francisco,
California
| $3.24億 | +$6362万 | +24% | 33% | 268% | 75 | 17.33% | 3.6 |
|
| 5065 |
5065
Wealth Management Resources
Smithfield,
Rhode Island
| $3.24億 | +$3691万 | +13% | 9.02% | 37.7% | 31 | 9.68% | 3.2 |
|
| 5066 |
5066
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $3.24億 | +$6389万 | +25% | 59.5% | 39.8% | 4 | 0% | 7.3 |
|
| 5067 |
5067
Bluesphere Advisors
East Norriton,
Pennsylvania
| $3.24億 | +$4263万 | +15% | 17.1% | 105% | 132 | 16.67% | 2.4 |
|
| 5068 |
5068
Investment Research & Advisory Group
Atlanta,
Georgia
| $3.24億 | +$3760万 | +13% | 14.7% | 105% | 325 | 18.15% | 2.8 |
|
| 5069 |
5069
Nicollet Investment Management
Minneapolis,
Minnesota
| $3.24億 | +$3190万 | +11% | 13.2% | 104% | 79 | 6.33% | 5.1 |
|
| 5070 |
5070
Wealth Quarterback
Toms River,
New Jersey
| $3.24億 | +$6984万 | +27% | 21.8% | 109% | 180 | 13.89% | 2.9 |
|
| 5071 |
MCM
5071
Magarian Capital Management
San Antonio,
Texas
| $3.24億 | – | – | 19.3% | – | 13 | – | 0 |
|
| 5072 |
5072
Legacy Bridge
West Des Moines,
Iowa
| $3.24億 | +$6157万 | +23% | 38.3% | 236% | 334 | 7.78% | 4.5 |
|
| 5073 |
5073
HF Advisory Group
Annapolis,
Maryland
| $3.23億 | +$3004万 | +10% | 8.78% | 73.2% | 174 | 8.05% | 2.8 |
|
| 5074 |
5074
Orion Capital Management
Coronado,
California
| $3.23億 | +$3321万 | +11% | 15.2% | 75.3% | 534 | 14.04% | 1.9 |
|
| 5075 |
5075
Sims Investment Management
Cincinnati,
Ohio
| $3.23億 | +$5130万 | +19% | 16.1% | – | 184 | 80.98% | 0.3 |
|