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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Balanced Wealth Group
Westlake,
Ohio
| $2.26億 | +$615万 | +3% | 7.28% | – | 68 | 2.94% | 0.7 |
|
| 5127 |
5127
Baker Tilly Wealth Management
Madison,
Wisconsin
| $2.26億 | -$1852万 | -8% | 7.14% | 96.9% | 294 | 25.51% | 3 |
|
| 5128 |
5128
Harbour Investment Management
Edmonds,
Washington
| $2.26億 | +$928万 | +4% | 5.2% | 58.8% | 91 | 4.4% | 6.1 |
|
| 5129 |
5129
Exeter Financial
Scottsdale,
Arizona
| $2.26億 | +$1605万 | +8% | 8.39% | 59.1% | 93 | 5.38% | 4.9 |
|
| 5130 |
AIC
5130
Anthracite Investment Company
Fort Worth,
Texas
| $2.26億 | +$176万 | +0.8% | 6.55% | – | 108 | 47.22% | 0.5 |
|
| 5131 |
5131
Act Wealth Management
Plano,
Texas
| $2.26億 | +$2231万 | +11% | 7.25% | 70% | 50 | 16% | 2.1 |
|
| 5132 |
5132
Warner Financial
Bethesda,
Maryland
| $2.26億 | +$2049万 | +10% | 6.79% | 62.1% | 115 | 4.35% | 2.1 |
|
| 5133 |
5133
SimpliFi Inc
San Diego,
California
| $2.26億 | +$900万 | +4% | 5.77% | 27.9% | 42 | 4.76% | 2.7 |
|
| 5134 |
CCAM
5134
Codex Capital Asset Management
Dallas,
Texas
| $2.25億 | +$702万 | +3% | 3.94% | – | 38 | 7.89% | 0.2 |
|
| 5135 |
5135
BWM Planning
The Woodlands,
Texas
| $2.25億 | – | – | 5.73% | – | 76 | – | 0 |
|
| 5136 |
5136
Slagle Financial
Edwardsville,
Illinois
| $2.25億 | +$3031万 | +16% | 8% | 77.9% | 116 | 8.62% | 1 |
|
| 5137 |
GAMC
5137
Garner Asset Management Corp
Plano,
Texas
| $2.25億 | +$1365万 | +6% | 7.42% | 103% | 155 | 5.81% | 4.8 |
|
| 5138 |
5138
Incline Global Management
New York
| $2.25億 | -$1749万 | -7% | 10.5% | 40.1% | 29 | 24.14% | 1.8 |
|
| 5139 |
5139
Forum Private Client Group
Fishers,
Indiana
| $2.25億 | +$1474万 | +7% | 5.77% | 47.9% | 75 | 2.67% | 0.7 |
|
| 5140 |
5140
Tanglewood Legacy Advisors
Houston,
Texas
| $2.25億 | +$1345万 | +6% | 5.47% | 61.1% | 288 | 3.13% | 1.5 |
|
| 5141 |
5141
Cobalt Capital Management
Short Hills,
New Jersey
| $2.25億 | -$572万 | -2% | 11.5% | 235% | 37 | 70.27% | 0.8 |
|
| 5142 |
5142
Azarias Capital Management
Berwyn,
Pennsylvania
| $2.25億 | +$248万 | +1% | 3.71% | 58.2% | 21 | 4.76% | 2 |
|
| 5143 |
5143
Altman Advisors
Chicago,
Illinois
| $2.25億 | +$4888万 | +28% | 7.36% | 127% | 99 | 36.36% | 2 |
|
| 5144 |
5144
GS Investments
Minneapolis,
Minnesota
| $2.25億 | +$1288万 | +6% | 6.39% | 94.1% | 134 | 2.99% | 3.7 |
|
| 5145 |
5145
Wynnefield Capital
New York
| $2.25億 | +$220万 | +1% | 3.03% | 52.1% | 17 | 0% | 4.7 |
|
| 5146 |
VWM
5146
VCI Wealth Management
St Louis,
Missouri
| $2.25億 | +$2237万 | +11% | 5.69% | 86.3% | 127 | 56.69% | 0.4 |
|
| 5147 |
5147
Acuitas Investments
Seattle,
Washington
| $2.24億 | +$3743万 | +20% | 14.4% | 145% | 131 | 20.61% | 1.1 |
|
| 5148 |
BIA
5148
Bigelow Investment Advisors
Portland,
Maine
| $2.24億 | +$1479万 | +7% | 6.63% | 75.7% | 155 | 1.94% | 4.1 |
|
| 5149 |
5149
Sharper & Granite
El Segundo,
California
| $2.24億 | +$1447万 | +7% | 5.95% | 47.1% | 103 | 3.88% | 1.6 |
|
| 5150 |
5150
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $2.24億 | -$242万 | -1% | 5.63% | 50.8% | 102 | 22.55% | 1.1 |
|