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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Left Brain Wealth Management
Naperville,
Illinois
| $2.89億 | -$2955万 | -9% | 2.88% | 376% | 112 | 37.5% | 1.5 |
|
| 5102 |
5102
Range Financial Group
Tigard,
Oregon
| $2.89億 | +$1178万 | +4% | 6.14% | 195% | 229 | 28.38% | 1.6 |
|
| 5103 |
WPA
5103
WIT Partners Advisory
Singapore
| $2.89億 | +$1945万 | +7% | 6.56% | 22.7% | 18 | 38.89% | 0.3 |
|
| 5104 |
5104
Malaga Cove Capital
Pv Estates,
California
| $2.89億 | +$1330万 | +5% | 3.26% | 97.3% | 198 | 19.19% | 2.6 |
|
| 5105 |
5105
Seldon Capital
San Francisco,
California
| $2.89億 | +$430万 | +2% | 15.2% | 604% | 72 | 12.5% | 2.4 |
|
| 5106 |
5106
Providence First Trust
Scottsdale,
Arizona
| $2.89億 | +$39.3万 | +0.1% | 3.49% | 68.4% | 188 | 51.06% | 2 |
|
| 5107 |
5107
Windward Private Wealth Management
Overland Park,
Kansas
| $2.89億 | -$110万 | -0.4% | 1.32% | 35.5% | 45 | 4.44% | 4.2 |
|
| 5108 |
TSM
5108
Two Star Manager
Miami Beach,
Florida
| $2.89億 | +$1003万 | +4% | 4.44% | – | 13 | 15.38% | 1.3 |
|
| 5109 |
5109
National Wealth Management Group
Cincinnati,
Ohio
| $2.89億 | +$2313万 | +9% | 3.63% | 128% | 292 | 38.36% | 1.2 |
|
| 5110 |
KC
5110
KHIS Custodian
Dallas,
Texas
| $2.88億 | – | – | 1.34% | – | 1 | – | 0 |
|
| 5111 |
5111
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $2.88億 | +$1561万 | +6% | 2% | 72.1% | 82 | 7.32% | 2.4 |
|
| 5112 |
5112
Hillman Company
Pittsburgh,
Pennsylvania
| $2.88億 | -$3549万 | -11% | 0.38% | 118% | 18 | 27.78% | 2 |
|
| 5113 |
5113
New Perspectives Inc
Ridgeland,
Mississippi
| $2.88億 | +$6500万 | +29% | 2.13% | – | 43 | 9.3% | 2.5 |
|
| 5114 |
5114
Warner Financial
Bethesda,
Maryland
| $2.88億 | +$2030万 | +8% | 2.66% | 69.2% | 136 | 11.76% | 2.7 |
|
| 5115 |
5115
NWK Group
San Francisco,
California
| $2.88億 | -$610万 | -2% | 5.84% | 268% | 75 | 18.67% | 3.5 |
|
| 5116 |
5116
Range Rock Capital
Wellesley,
Massachusetts
| $2.88億 | – | – | 6.36% | – | 26 | – | 0 |
|
| 5117 |
5117
Rede Wealth
Charlottesville,
Virginia
| $2.88億 | +$1.6億 | +126% | 0.84% | 84.4% | 188 | 84.04% | 1.1 |
|
| 5118 |
5118
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $2.88億 | -$2297万 | -7% | 3.05% | 69.5% | 176 | 10.23% | 1.5 |
|
| 5119 |
5119
SmartHarvest Portfolios
Poulsbo,
Washington
| $2.88億 | – | – | 5.45% | – | 366 | – | 0 |
|
| 5120 |
5120
Torrey Growth & Income Advisors
Del Mar,
California
| $2.88億 | -$5222万 | -15% | 1.39% | – | 137 | 27.74% | 0.2 |
|
| 5121 |
WMA
5121
Wealth Management Associates
Cherry Hill,
New Jersey
| $2.88億 | +$573万 | +2% | 2.97% | 111% | 247 | 11.74% | 3.6 |
|
| 5122 |
5122
Alliance Private Wealth
North Reading,
Massachusetts
| $2.87億 | – | – | 3.21% | – | 81 | – | 0 |
|
| 5123 |
5123
Holowesko Partners
Nassau,
Bahamas
| $2.87億 | +$1702万 | +6% | 0.26% | 51.1% | 30 | 20% | 3.6 |
|
| 5124 |
5124
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $2.87億 | +$3288万 | +13% | 1.95% | – | 58 | 55.17% | 0.5 |
|
| 5125 |
5125
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $2.87億 | +$2.36億 | +468% | 2.53% | – | 1,387 | 62.22% | 0.5 |
|