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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
Bay Rivers Group
Williamsburg,
Virginia
| $2.37億 | +$1889万 | +9% | 12.8% | 166% | 95 | 9.47% | 3.2 |
|
| 5477 |
5477
Greykasell Wealth Strategies
Danville,
California
| $2.37億 | +$2879万 | +14% | 8.11% | – | 412 | 25.97% | 0.4 |
|
| 5478 |
APSI
5478
Asset Planning Services Inc
Covington,
Louisiana
| $2.37億 | +$1984万 | +9% | 10.2% | 138% | 36 | 8.33% | 5.7 |
|
| 5479 |
5479
Carmel Capital Partners
San Diego,
California
| $2.37億 | -$4798万 | -17% | 9.25% | 65.9% | 160 | 38.75% | 2.2 |
|
| 5480 |
5480
DCM Advisors
New York
| $2.37億 | +$387万 | +2% | 9.62% | 99.3% | 41 | 12.2% | 3.7 |
|
| 5481 |
5481
McNaughton Wealth Management
San Diego,
California
| $2.37億 | +$1288万 | +6% | 6.53% | 55.6% | 76 | 6.58% | 3.2 |
|
| 5482 |
BC
5482
Bowman & Company
Oshkosh,
Wisconsin
| $2.37億 | +$1290万 | +6% | 7% | 59.7% | 110 | 2.73% | 2.5 |
|
| 5483 |
5483
Asset Allocation & Management Company
Chicago,
Illinois
| $2.37億 | +$2101万 | +10% | 6.6% | 58.5% | 96 | 12.5% | 2.2 |
|
| 5484 |
5484
Guardian Financial Partners
Orange,
California
| $2.37億 | +$1436万 | +6% | 4.98% | 53.9% | 63 | 11.11% | 1.6 |
|
| 5485 |
5485
Greenfield Savings Bank
Greenfield,
Massachusetts
| $2.37億 | +$1660万 | +8% | 8.68% | 108% | 153 | 7.84% | 2.6 |
|
| 5486 |
5486
Dopkins Wealth Management
Williamsville,
New York
| $2.37億 | +$1405万 | +6% | 7.46% | 64.4% | 83 | 6.02% | 1.9 |
|
| 5487 |
5487
Ridgewood Investments
Springfield,
New Jersey
| $2.37億 | +$552万 | +2% | 6.91% | – | 730 | 72.6% | 3.6 |
|
| 5488 |
5488
Juniper Capital Advisors
Houston,
Texas
| $2.37億 | +$5565万 | +31% | 30.7% | – | 1 | 0% | 1.8 |
|
| 5489 |
5489
Socha Financial Group
Corning,
New York
| $2.37億 | +$1214万 | +5% | 8.67% | 88.4% | 26 | 19.23% | 2.1 |
|
| 5490 |
5490
Hutner Capital Management
Manchester,
Vermont
| $2.36億 | +$1655万 | +8% | 6.8% | 52.2% | 44 | 0% | 7.1 |
|
| 5491 |
5491
Independent Family Office
Albany,
New York
| $2.36億 | +$2064万 | +10% | 9.44% | 68.4% | 80 | 5% | 3.5 |
|
| 5492 |
JCFM
5492
JBR Co Financial Management
Ardmore,
Oklahoma
| $2.36億 | +$3377万 | +17% | 9.96% | 126% | 122 | 11.48% | 1.3 |
|
| 5493 |
5493
Shared Vision Wealth Group
Carlsbad,
United States
| $2.36億 | +$3600万 | +18% | 9.49% | – | 99 | 17.17% | 1.2 |
|
| 5494 |
CWMGP
5494
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $2.36億 | +$1.32億 | +127% | 7.5% | 75.9% | 81 | 39.51% | 1.6 |
|
| 5495 |
5495
FMB Wealth Management
Westlake Village,
California
| $2.36億 | +$2608万 | +12% | 7.91% | 71.1% | 91 | 9.89% | 1.8 |
|
| 5496 |
5496
Gainplan
Bloomfield Hills,
Michigan
| $2.36億 | +$1576万 | +7% | 8.67% | 103% | 73 | 42.47% | 1.7 |
|
| 5497 |
5497
Ardent Capital Management
Cincinnati,
Ohio
| $2.36億 | +$2753万 | +13% | 10.2% | 87.2% | 52 | 19.23% | 2.1 |
|
| 5498 |
5498
Nova R Wealth
Overland Park,
Kansas
| $2.36億 | +$2076万 | +10% | 4.42% | 60.7% | 87 | 13.79% | 2.5 |
|
| 5499 |
5499
Envision Financial Planning
Memphis,
Tennessee
| $2.36億 | +$2197万 | +10% | 4.22% | 32.1% | 49 | 8.16% | 1.4 |
|
| 5500 |
5500
Redwood Wealth Management Group
Medford,
New Jersey
| $2.36億 | +$1318万 | +6% | 8.26% | 74.1% | 193 | 14.51% | 1.6 |
|