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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Collaborative Wealth Management
Lake Mary,
Florida
| $1.99億 | +$1484万 | +8% | 5.12% | 46.6% | 180 | 10.56% | 2.3 |
|
| 5252 |
5252
Altus Wealth Group
Colorado Springs,
Colorado
| $1.99億 | +$1899万 | +11% | 8.12% | 76.7% | 161 | 26.09% | 2 |
|
| 5253 |
5253
Leisure Capital Management
Costa Mesa,
California
| $1.99億 | +$1432万 | +8% | 8.52% | 111% | 144 | 18.06% | 5 |
|
| 5254 |
5254
Ardent Capital Management
Cincinnati,
Ohio
| $1.99億 | +$836万 | +4% | 10.5% | 87.2% | 47 | 6.38% | 1.2 |
|
| 5255 |
5255
FIDELIS iM
Medford,
Oregon
| $1.99億 | +$1343万 | +7% | 4.56% | 44.8% | 18 | 11.11% | 2.2 |
|
| 5256 |
5256
Towerpoint Wealth
Sacramento,
California
| $1.99億 | +$1561万 | +9% | 7.17% | 67.7% | 86 | 11.63% | 3.5 |
|
| 5257 |
5257
WorthPointe
La Jolla,
California
| $1.99億 | +$206万 | +1% | 7.76% | 59.7% | 88 | 42.05% | 1.1 |
|
| 5258 |
5258
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $1.99億 | +$934万 | +5% | 2.22% | 35.4% | 45 | 13.33% | 1.5 |
|
| 5259 |
5259
Sittner & Nelson
Eugene,
Oregon
| $1.99億 | +$1140万 | +6% | 9.2% | 88.1% | 514 | 15.18% | 2.4 |
|
| 5260 |
5260
Act Wealth Management
Plano,
Texas
| $1.98億 | +$1304万 | +7% | 6.69% | 70% | 50 | 22% | 2 |
|
| 5261 |
CNBT
5261
Cornerstone National Bank & Trust
Palatine,
Illinois
| $1.98億 | +$1163万 | +6% | 3.92% | 38.5% | 62 | 4.84% | 3.4 |
|
| 5262 |
5262
Claris Advisors
St. Louis,
Missouri
| $1.98億 | +$1759万 | +10% | 7.08% | 65.7% | 59 | 15.25% | 1.4 |
|
| 5263 |
5263
Acuitas Investments
Seattle,
Washington
| $1.98億 | +$673万 | +4% | 12.2% | 120% | 139 | 27.34% | 0.7 |
|
| 5264 |
5264
Luken Investment Analytics
Brentwood,
Tennessee
| $1.98億 | +$1276万 | +7% | 4.41% | 51% | 136 | 8.09% | 2.4 |
|
| 5265 |
5265
Boothe Investment Group
Dover,
Delaware
| $1.98億 | -$2326万 | -11% | 5.38% | 75.6% | 38 | 13.16% | 2 |
|
| 5266 |
5266
Silphium Asset Management
London,
United Kingdom
| $1.98億 | +$1019万 | +5% | 14.6% | 118% | 55 | 43.64% | 0.7 |
|
| 5267 |
5267
Weitzel Financial Services
Dubuque,
Iowa
| $1.98億 | +$1160万 | +6% | 4.9% | 46.3% | 43 | 13.95% | 2.2 |
|
| 5268 |
5268
Foresite Capital Management IV
Larkspur,
California
| $1.98億 | +$4.05万 | +0% | 5.39% | 151% | 5 | 0% | 3 |
|
| 5269 |
5269
APEIRON Capital Ltd
Hong Kong
| $1.98億 | +$1.3億 | +191% | 44.4% | 362% | 14 | 57.14% | 0.8 |
|
| 5270 |
5270
Old West Investment Management
Los Angeles,
California
| $1.98億 | +$325万 | +2% | 3.29% | 242% | 55 | 32.73% | 2.6 |
|
| 5271 |
5271
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $1.98億 | +$1493万 | +8% | 7.87% | 64.8% | 81 | 12.35% | 3.1 |
|
| 5272 |
5272
Lanham O'Dell & Company
Hurricane,
West Virginia
| $1.98億 | +$5350万 | +37% | 13.7% | 81% | 36 | 36.11% | 1.2 |
|
| 5273 |
5273
Game Plan Financial Advisors
Westlake,
Ohio
| $1.98億 | +$2304万 | +13% | 12.6% | – | 486 | 19.55% | 0.7 |
|
| 5274 |
LFP
5274
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $1.98億 | +$1759万 | +10% | 7.82% | 65.4% | 69 | 11.59% | 0.4 |
|
| 5275 |
5275
Plum Street Advisors
New Orleans,
Louisiana
| $1.97億 | +$4735万 | +32% | 5.44% | – | 85 | 31.76% | 0.2 |
|