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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
PWM
5276
Prosperity Wealth Management
San Ramon,
California
| $1.55億 | +$81.7万 | +0.5% | 5.76% | 175% | 190 | 42.11% | 0.4 |
|
| 5277 |
5277
Westhampton Capital
Winston-Salem,
North Carolina
| $1.55億 | +$131万 | +0.8% | 4.49% | 105% | 121 | 11.57% | 3.1 |
|
| 5278 |
5278
1492 Capital Management
Milwaukee,
Wisconsin
| $1.55億 | -$1649万 | -10% | 1.87% | 332% | 117 | 39.32% | 1.6 |
|
| 5279 |
DRD
5279
Dennis R. Delaney
| $1.55億 | -$908万 | -6% | 3.01% | 84.3% | 50 | 12% | 5.9 |
|
| 5280 |
5280
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $1.55億 | -$1346万 | -8% | 6.54% | 114% | 13 | 0% | 2.1 |
|
| 5281 |
CC
5281
Codex Capital
New York
| $1.55億 | -$21万 | -0.1% | 0.41% | 84.4% | 38 | 5.26% | 2.3 |
|
| 5282 |
5282
Affinity Investment Advisors
Newport Beach,
California
| $1.55億 | -$1777万 | -10% | 1.8% | 189% | 202 | 16.83% | 2.7 |
|
| 5283 |
5283
Camarda Financial Advisors
Fleming Island,
Florida
| $1.55億 | -$4540万 | -23% | 0.2% | 196% | 86 | 43.02% | 1.3 |
|
| 5284 |
5284
Members Advisory Group
Williamsville,
New York
| $1.55億 | -$555万 | -3% | 5.02% | 70.6% | 20 | 0% | 1.3 |
|
| 5285 |
5285
Values First Advisors
Gray,
Tennessee
| $1.55億 | -$1088万 | -7% | 3.45% | 87.6% | 183 | 18.03% | 2.3 |
|
| 5286 |
5286
Continental Grain Company
New York
| $1.55億 | -$6316万 | -29% | 8.17% | 5.73% | 6 | 50% | 1.3 |
|
| 5287 |
5287
Medina Value Partners
Los Angeles,
California
| $1.55億 | +$3743万 | +32% | 3.91% | 80% | 22 | 54.55% | 0.3 |
|
| 5288 |
5288
Ayrshire Capital Management
Westport,
Connecticut
| $1.55億 | -$318万 | -2% | 1.95% | 84.8% | 48 | 6.25% | 2.9 |
|
| 5289 |
5289
Denver Wealth Management
Denver,
Colorado
| $1.55億 | +$1131万 | +8% | 3.47% | 64.4% | 74 | 8.11% | 1.5 |
|
| 5290 |
5290
Fortress Wealth Management
Culver City,
California
| $1.55億 | +$9.17万 | +0.1% | 2.5% | 52.1% | 61 | 4.92% | 1.3 |
|
| 5291 |
5291
Infusive Asset Management
New York
| $1.55億 | +$2353万 | +18% | 6.4% | 33.8% | 17 | 29.41% | 1.9 |
|
| 5292 |
5292
BTS Asset Management
Lincoln,
Massachusetts
| $1.54億 | -$4342万 | -22% | 1.84% | 8.8% | 43 | 20.93% | 1.5 |
|
| 5293 |
TA
5293
Tamarack Advisers
Carlsbad,
California
| $1.54億 | -$1.69億 | -52% | 12% | 46.5% | 39 | 58.97% | 1.7 |
|
| 5294 |
5294
Silver Oak Advisory Group
Portland,
Oregon
| $1.54億 | +$144万 | +0.9% | 3.51% | 27% | 60 | 8.33% | 1.4 |
|
| 5295 |
5295
EWA LLC
Pittsbugh,
Pennsylvania
| $1.54億 | +$842万 | +6% | 3.07% | 102% | 123 | 30.08% | 0.4 |
|
| 5296 |
5296
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $1.54億 | -$798万 | -5% | 4.25% | 31.7% | 42 | 4.76% | 0.9 |
|
| 5297 |
5297
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $1.54億 | -$760万 | -5% | 3.51% | 77.8% | 158 | 21.52% | 0.6 |
|
| 5298 |
5298
Jupiter Wealth Management
Glendale,
Colorado
| $1.54億 | +$3781万 | +32% | 2.8% | 99.2% | 92 | 32.61% | 1.9 |
|
| 5299 |
ARIS
5299
Advanced Research Investment Solutions
Los Angeles,
California
| $1.54億 | -$1929万 | -11% | 8.04% | 13.1% | 35 | 20% | 1.7 |
|
| 5300 |
5300
MB, Levis & Associates
Center Valley,
Pennsylvania
| $1.54億 | -$188万 | -1% | 3.66% | 43.1% | 292 | 6.16% | 0.7 |
|