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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Norris Financial Group
Greenville,
South Carolina
| $2.44億 | +$2984万 | +14% | 12.4% | 142% | 99 | 31.31% | 1.6 |
|
| 5202 |
5202
Tiemann Investment Advisors
Menlo Park,
California
| $2.44億 | +$2376万 | +11% | 10.3% | 77% | 202 | 6.44% | 6.8 |
|
| 5203 |
5203
Daventry Group
New York
| $2.44億 | +$1281万 | +6% | 3.66% | 26.2% | 9 | 44.44% | 1.3 |
|
| 5204 |
5204
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $2.44億 | +$3531万 | +17% | 9.94% | 72.4% | 101 | 16.83% | 2 |
|
| 5205 |
5205
Forza Wealth Management
Sarasota,
Florida
| $2.44億 | +$2143万 | +10% | 5.95% | 69.8% | 193 | 10.88% | 2.1 |
|
| 5206 |
5206
Alexander Labrunerie & Co
Columbia,
Missouri
| $2.44億 | +$1287万 | +6% | 7.91% | – | 115 | 8.7% | 1 |
|
| 5207 |
5207
AXS Investments
Port Chester,
New York
| $2.44億 | -$1.18億 | -33% | 13.4% | 104% | 217 | 40.55% | 2.1 |
|
| 5208 |
5208
Tanglewood Legacy Advisors
Houston,
Texas
| $2.44億 | +$1558万 | +7% | 8.02% | 61.1% | 303 | 9.9% | 2 |
|
| 5209 |
5209
Painted Porch Advisors
Santa Barbara,
California
| $2.44億 | +$478万 | +2% | 2.78% | – | 557 | 21.36% | 0.9 |
|
| 5210 |
5210
Goodlander Investment Management
Dallas,
Texas
| $2.44億 | +$1.26億 | +108% | 60.4% | – | 17 | 76.47% | 0.1 |
|
| 5211 |
NCM
5211
NCM Capital Management
Ramsey,
New Jersey
| $2.44億 | +$2119万 | +10% | 9.05% | 105% | 181 | 7.73% | 2.7 |
|
| 5212 |
5212
Kessler Investment Group
Columbus,
Indiana
| $2.44億 | +$3877万 | +19% | 28.7% | 251% | 219 | 4.11% | 2.7 |
|
| 5213 |
5213
Agate Pass Investment Management
Bainbridge Island,
Washington
| $2.44億 | +$977万 | +4% | 6.76% | 76% | 110 | 5.45% | 2.7 |
|
| 5214 |
5214
14B Capital Management
La Jolla,
California
| $2.43億 | +$330万 | +1% | 9.59% | – | 15 | 46.67% | 0.9 |
|
| 5215 |
5215
Dean Capital Management
Overland Park,
Kansas
| $2.43億 | +$1380万 | +6% | 4.18% | 89.7% | 140 | 17.14% | 1.3 |
|
| 5216 |
5216
Juniper Investment Company
New York
| $2.43億 | +$2083万 | +9% | 18.2% | 358% | 12 | 0% | 3.4 |
|
| 5217 |
5217
H&F Corporate Investors VIII
San Francisco,
California
| $2.43億 | +$1.32億 | +119% | 119% | 33.8% | 1 | 0% | 4.5 |
|
| 5218 |
5218
New Insight Wealth Advisors
San Ramon,
California
| $2.43億 | +$2281万 | +10% | 9.64% | – | 109 | 16.51% | 1.1 |
|
| 5219 |
5219
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $2.43億 | +$3191万 | +15% | 6.99% | 55% | 58 | 5.17% | 2.6 |
|
| 5220 |
5220
1776 Wealth
Atlanta,
Georgia
| $2.43億 | +$2509万 | +12% | 13.6% | 90.4% | 149 | 10.74% | 2.9 |
|
| 5221 |
5221
Fluent Financial
Dallas,
Texas
| $2.43億 | +$1329万 | +6% | 2.49% | 46.9% | 77 | 41.56% | 1.5 |
|
| 5222 |
5222
Financial Connections Group
Corte Madera,
California
| $2.42億 | +$1969万 | +9% | 8.99% | 44.4% | 263 | 18.63% | 1.7 |
|
| 5223 |
5223
TAGStone Capital
Charlotte,
North Carolina
| $2.42億 | +$3908万 | +19% | 7.22% | 58.3% | 114 | 15.79% | 2.2 |
|
| 5224 |
5224
Warner Financial
Bethesda,
Maryland
| $2.42億 | +$1622万 | +7% | 9.04% | 62.1% | 118 | 5.93% | 2.6 |
|
| 5225 |
RFG
5225
RFP Financial Group
Atlanta,
Georgia
| $2.42億 | -$646万 | -3% | 5.65% | 53.2% | 131 | 35.88% | 1.8 |
|