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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $1.99億 | +$2380万 | +14% | 5.87% | 55% | 55 | 7.27% | 2 |
|
| 5477 |
5477
Ballentine Capital Advisors
Greenville,
South Carolina
| $1.99億 | +$1127万 | +6% | 5.95% | 48.8% | 30 | 6.67% | 0.7 |
|
| 5478 |
JCM
5478
JS Capital Management
New York
| $1.99億 | +$305万 | +2% | 1.56% | 52.4% | 1 | 0% | 5.3 |
|
| 5479 |
5479
Parker Financial
Silverdale,
Washington
| $1.99億 | +$1577万 | +9% | 5.8% | 49.7% | 43 | 20.93% | 1.6 |
|
| 5480 |
5480
Quad-Cities Investment Group
Davenport,
Iowa
| $1.99億 | +$1846万 | +10% | 6.43% | 67.3% | 189 | 9.52% | 3.5 |
|
| 5481 |
5481
Independent Family Office
Albany,
New York
| $1.99億 | +$2393万 | +14% | 7.69% | 68.4% | 76 | 15.79% | 3 |
|
| 5482 |
PHM
5482
Prospect Hill Management
Short Hills,
New Jersey
| $1.99億 | +$1698万 | +9% | 10.7% | 85.1% | 17 | 17.65% | 2.9 |
|
| 5483 |
5483
Trueblood Wealth Management
Lima,
Ohio
| $1.99億 | +$2198万 | +12% | 8.46% | 89.9% | 236 | 9.75% | 0.7 |
|
| 5484 |
5484
Peirce Capital Management
The Woodlands,
Texas
| $1.99億 | +$1030万 | +5% | 6.54% | 56.6% | 37 | 5.41% | 0.7 |
|
| 5485 |
5485
TCFG Wealth Management
Laguna Niguel,
California
| $1.99億 | – | – | 5.4% | – | 222 | – | 0 |
|
| 5486 |
5486
Cook Wealth
Raleigh,
North Carolina
| $1.99億 | +$1398万 | +8% | 6.24% | 7.36% | 57 | 7.02% | 1.6 |
|
| 5487 |
WIA
5487
Wetzel Investment Advisors
Indianapolis,
Indiana
| $1.99億 | +$2404万 | +14% | 5.7% | 72.2% | 953 | 87.72% | 0.7 |
|
| 5488 |
5488
Oakcliff Capital Partners
New York
| $1.99億 | +$1187万 | +6% | 15.2% | 133% | 10 | 10% | 4.7 |
|
| 5489 |
5489
Abbot Financial Management
Andover,
Massachusetts
| $1.99億 | +$1204万 | +6% | 5.96% | 102% | 128 | 1.56% | 5 |
|
| 5490 |
5490
RHS Financial
San Francisco,
California
| $1.99億 | +$3516万 | +22% | 5.8% | 65.6% | 138 | 46.38% | 1.8 |
|
| 5491 |
5491
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $1.99億 | +$1086万 | +6% | 5.71% | 50.2% | 20 | 10% | 2.6 |
|
| 5492 |
5492
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $1.99億 | +$2348万 | +13% | 6.56% | 65% | 32 | 15.63% | 3.2 |
|
| 5493 |
5493
Robbins Farley
Bedford,
New Hampshire
| $1.99億 | +$1036万 | +6% | 5.22% | 106% | 172 | 12.79% | 2.1 |
|
| 5494 |
5494
Findell Capital Management
New York
| $1.99億 | -$878万 | -4% | 6.37% | – | 24 | 37.5% | 0.4 |
|
| 5495 |
5495
Lindenwold Advisors
Reading,
Pennsylvania
| $1.99億 | +$1117万 | +6% | 6.15% | 75% | 118 | 7.63% | 2 |
|
| 5496 |
5496
DCM Advisors
New York
| $1.99億 | +$915万 | +5% | 7.68% | 99.3% | 55 | 12.73% | 2.5 |
|
| 5497 |
5497
AAF Wealth Management
Westborough,
Massachusetts
| $1.98億 | +$542万 | +3% | 6.18% | 75.1% | 49 | 16.33% | 2.2 |
|
| 5498 |
5498
Nalanda India Fund
Moka,
Mauritius
| $1.98億 | +$79.1万 | +0.4% | 0.4% | 15.3% | 1 | 0% | 5.8 |
|
| 5499 |
5499
Gables Capital Management
Miami,
Florida
| $1.98億 | +$688万 | +4% | 7.71% | 173% | 454 | 14.32% | 3.7 |
|
| 5500 |
5500
Peninsula Asset Management
Bradenton,
Florida
| $1.98億 | +$1642万 | +9% | 10.4% | 44.1% | 43 | 0% | 8.3 |
|