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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
Deepwater Asset Management
Minneapolis,
Minnesota
| $2.53億 | +$1630万 | +7% | 24.6% | 142% | 22 | 13.64% | 1.3 |
|
| 5127 |
5127
Carnegie Lake Advisors
Princeton,
New Jersey
| $2.53億 | +$619万 | +3% | 4.82% | – | 171 | 9.94% | 0.7 |
|
| 5128 |
5128
MKT Advisors
Escondido,
California
| $2.53億 | +$3939万 | +18% | 6.54% | 55.5% | 173 | 20.23% | 2.3 |
|
| 5129 |
5129
Retirement Capital Strategies
San Jose,
California
| $2.52億 | -$375万 | -1% | 6% | 59% | 86 | 36.05% | 2.7 |
|
| 5130 |
5130
G&S Capital
Denver,
Colorado
| $2.52億 | +$1686万 | +7% | 7.42% | 85.6% | 133 | 14.29% | 2.9 |
|
| 5131 |
5131
Beddow Capital Management
Jackson,
Wyoming
| $2.52億 | -$1491万 | -6% | 1.14% | 50.7% | 57 | 3.51% | 6 |
|
| 5132 |
5132
Elmwood Wealth Management
Berkeley,
California
| $2.52億 | +$848万 | +3% | 6.55% | 42.1% | 135 | 9.63% | 3.9 |
|
| 5133 |
5133
Sunpointe
St. Louis,
Missouri
| $2.52億 | +$6437万 | +34% | 14.6% | 122% | 245 | 27.76% | 0.8 |
|
| 5134 |
5134
1 North Wealth Services
Annapolis,
Maryland
| $2.52億 | +$3593万 | +17% | 5.43% | – | 283 | 6.71% | 1.1 |
|
| 5135 |
5135
Geneva Partners
Lake Geneva,
Wisconsin
| $2.52億 | +$5801万 | +30% | 22.4% | 417% | 76 | 26.32% | 2.1 |
|
| 5136 |
5136
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $2.52億 | +$1761万 | +8% | 8.44% | 52% | 93 | 15.05% | 1.8 |
|
| 5137 |
5137
Trinity Wealth Management
Berwyn,
Pennsylvania
| $2.52億 | +$3293万 | +15% | 8.1% | 56.7% | 64 | 18.75% | 2.5 |
|
| 5138 |
5138
Kaleidoscope Capital
Boston,
Massachusetts
| $2.52億 | +$8374万 | +50% | 25.8% | – | 9 | 0% | 2.8 |
|
| 5139 |
5139
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $2.52億 | +$1359万 | +6% | 8.53% | 56.5% | 203 | 5.42% | 2.4 |
|
| 5140 |
5140
Rise Advisors
Rochester,
New York
| $2.52億 | +$2554万 | +11% | 7.64% | 62.8% | 1,661 | 16.98% | 1.4 |
|
| 5141 |
5141
GPM Growth Investors
Bloomfield Hills,
Michigan
| $2.52億 | +$2369万 | +10% | 13.8% | – | 44 | 4.55% | 3.3 |
|
| 5142 |
5142
Texas Bank & Trust
Longview,
Texas
| $2.52億 | +$1524万 | +6% | 9.07% | – | 186 | 10.22% | 0.5 |
|
| 5143 |
5143
Ted Buchan & Co
San Diego,
California
| $2.52億 | +$4007万 | +19% | 7.67% | 65.2% | 97 | 16.49% | 1.6 |
|
| 5144 |
5144
Invenio Wealth Partners
Coral Gables,
Florida
| $2.52億 | +$1333万 | +6% | 6.56% | 55.5% | 106 | 25.47% | 1.3 |
|
| 5145 |
5145
REDW Wealth
Albuquerque,
New Mexico
| $2.51億 | -$1724万 | -6% | 7.56% | 54.1% | 109 | 8.26% | 3.9 |
|
| 5146 |
5146
Equita Financial Network
Fort Washington,
Pennsylvania
| $2.51億 | -$3486万 | -12% | 8.33% | 50.5% | 95 | 24.21% | 1.2 |
|
| 5147 |
5147
Paragon Private Wealth Management
Lexington,
Kentucky
| $2.51億 | +$3570万 | +17% | 13.4% | 104% | 201 | 15.42% | 1.8 |
|
| 5148 |
5148
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $2.51億 | +$4872万 | +24% | 10.6% | 70.9% | 502 | 99.8% | 0 |
|
| 5149 |
5149
Ranmore Fund Management
Cobham,
United Kingdom
| $2.51億 | +$8355万 | +50% | 5.2% | – | 19 | 47.37% | 0.3 |
|
| 5150 |
5150
University of Illinois Foundation
Champaign,
Illinois
| $2.51億 | -$6752万 | -21% | 11% | – | 17 | 76.47% | 0.3 |
|