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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Collaborative Wealth Management
Lake Mary,
Florida
| $2.47億 | +$1795万 | +8% | 5.79% | 41.6% | 201 | 11.94% | 3 |
|
| 5377 |
5377
1492 Capital Management
Milwaukee,
Wisconsin
| $2.47億 | +$3013万 | +14% | 11.8% | 332% | 126 | 20.63% | 1.6 |
|
| 5378 |
5378
BCU Wealth Advisors
Vernon Hills,
Illinois
| $2.47億 | +$2452万 | +11% | 6.27% | 57.7% | 61 | 8.2% | 1.2 |
|
| 5379 |
5379
Tealwood Asset Management
Minneapolis,
Minnesota
| $2.47億 | +$2240万 | +10% | 8.02% | 128% | 136 | 9.56% | 3.3 |
|
| 5380 |
CCP
5380
Caden Capital Partners
Santa Monica,
California
| $2.47億 | -$5409万 | -18% | 5.85% | 19.1% | 12 | 16.67% | 1.5 |
|
| 5381 |
AAG
5381
Avalon Advisory Group
Wexford,
Pennsylvania
| $2.47億 | +$1392万 | +6% | 5.55% | 46% | 18 | 11.11% | 2.9 |
|
| 5382 |
5382
Evergreen Private Wealth
Greenwood Village,
Colorado
| $2.47億 | +$802万 | +3% | 6.26% | 80.2% | 299 | 23.75% | 1.3 |
|
| 5383 |
5383
Swan Capital
Pensacola,
Florida
| $2.47億 | +$1639万 | +7% | 5.47% | 47.9% | 558 | 26.34% | 0.9 |
|
| 5384 |
5384
ANB Bank
Denver,
Colorado
| $2.47億 | +$2390万 | +11% | 7.08% | – | 137 | 18.98% | 0.6 |
|
| 5385 |
5385
HFM Investment Advisors
Glassboro,
New Jersey
| $2.46億 | +$1901万 | +8% | 5.64% | – | 1,323 | 6.88% | 0.5 |
|
| 5386 |
AA
5386
AF Advisors
Sacramento,
California
| $2.46億 | -$4368万 | -15% | 14.2% | 76.5% | 30 | 6.67% | 2.4 |
|
| 5387 |
5387
Weitzel Financial Services
Dubuque,
Iowa
| $2.46億 | +$990万 | +4% | 4.5% | 46.3% | 49 | 4.08% | 2.9 |
|
| 5388 |
5388
Mine & Arao Wealth Creation & Management
Campbell,
California
| $2.46億 | +$2206万 | +10% | 10.2% | 105% | 78 | 6.41% | 5 |
|
| 5389 |
5389
Moerus Capital Management
New York
| $2.46億 | +$1168万 | +5% | 11.8% | 220% | 14 | 7.14% | 4.4 |
|
| 5390 |
5390
Grunden Financial Advisory
Denton,
Texas
| $2.46億 | +$1948万 | +9% | 4.93% | – | 32 | 6.25% | 1.3 |
|
| 5391 |
5391
Mills Wealth Advisors
Southlake,
Texas
| $2.46億 | +$2769万 | +13% | 4.39% | 37.9% | 74 | 12.16% | 1.5 |
|
| 5392 |
5392
Trellis Wealth Advisors
San Luis Obispo,
California
| $2.46億 | +$1596万 | +7% | 6.65% | 62.2% | 38 | 2.63% | 1.9 |
|
| 5393 |
5393
Kensington Investment Counsel
Long Beach,
California
| $2.46億 | +$1234万 | +5% | 4.8% | 81.9% | 108 | 10.19% | 3.1 |
|
| 5394 |
RFG
5394
RFP Financial Group
Atlanta,
Georgia
| $2.46億 | +$334万 | +1% | 6.53% | 53.2% | 112 | 25.89% | 1.7 |
|
| 5395 |
5395
Parkshore Wealth Management
Granite Bay,
California
| $2.45億 | +$4077万 | +20% | 7.71% | – | 70 | 11.43% | 0.6 |
|
| 5396 |
5396
Red Spruce Capital
Berwyn,
Pennsylvania
| $2.45億 | +$1455万 | +6% | 7.88% | 98.4% | 93 | 4.3% | 3.9 |
|
| 5397 |
GBI
5397
GP Brinson Investments
Chicago,
Illinois
| $2.45億 | +$1070万 | +5% | 4.67% | 51.2% | 16 | 0% | 3.6 |
|
| 5398 |
CNBT
5398
Cornerstone National Bank & Trust
Palatine,
Illinois
| $2.45億 | +$1269万 | +5% | 4.24% | 38.5% | 178 | 7.87% | 2.2 |
|
| 5399 |
5399
Keeler Thomas Management
Orem,
Utah
| $2.45億 | +$1269万 | +5% | 2.94% | 52.1% | 110 | 9.09% | 1.3 |
|
| 5400 |
5400
Northstar Advisory Group
Northfield,
New Jersey
| $2.45億 | +$4013万 | +20% | 13% | 141% | 122 | 27.05% | 1.7 |
|