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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
RHS Financial
San Francisco,
California
| $1.43億 | +$685万 | +5% | 2.78% | 65.6% | 101 | 14.85% | 2.5 |
|
| 5502 |
5502
Integral Investment Advisors
Turlock,
California
| $1.43億 | -$643万 | -4% | 2.4% | 60% | 80 | 11.25% | 1.4 |
|
| 5503 |
JPLA
5503
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $1.43億 | -$636万 | -4% | 3.84% | 84% | 118 | 8.47% | 3.5 |
|
| 5504 |
MA
5504
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $1.43億 | -$149万 | -1% | 6.56% | 166% | 68 | 13.24% | 6.8 |
|
| 5505 |
5505
CGC Financial Services
Lake Oswego,
Oregon
| $1.43億 | -$1081万 | -7% | 3.17% | 46% | 369 | 11.11% | 0.2 |
|
| 5506 |
5506
GSI Capital Advisors
Newport Beach,
California
| $1.43億 | -$2058万 | -13% | 6.75% | 39.7% | 34 | 38.24% | 1.5 |
|
| 5507 |
5507
Solas Capital Management
Darien,
Connecticut
| $1.43億 | -$734万 | -5% | 7.4% | 62.5% | 22 | 18.18% | 1.8 |
|
| 5508 |
5508
Ranch Capital Advisors
Sarasota,
Florida
| $1.43億 | +$91.1万 | +0.6% | 2.51% | 92.6% | 146 | 4.11% | 2.9 |
|
| 5509 |
5509
Chronos Wealth Management
Clearwater,
Florida
| $1.43億 | -$165万 | -1% | 1.43% | 92.3% | 37 | 5.41% | 3.1 |
|
| 5510 |
5510
Lodestone Wealth Management
Spokane,
Washington
| $1.43億 | -$313万 | -2% | 1.2% | 87.1% | 135 | 11.11% | 0.7 |
|
| 5511 |
5511
Consilium Wealth Advisory
Richardson,
Texas
| $1.43億 | -$148万 | -1% | 2.44% | 126% | 86 | 9.3% | 1.3 |
|
| 5512 |
5512
Bridgefront Capital
Austin,
Texas
| $1.43億 | -$4214万 | -23% | 5.2% | 52.1% | 662 | 79.61% | 0.1 |
|
| 5513 |
5513
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $1.43億 | -$771万 | -5% | 3.68% | 72.7% | 87 | 11.49% | 5.8 |
|
| 5514 |
CAM
5514
CPA Asset Management
West Palm Beach,
Florida
| $1.43億 | +$341万 | +2% | 3.25% | 53.3% | 72 | 9.72% | 0.7 |
|
| 5515 |
5515
Ridgecrest Wealth Partners
Mill Valley,
California
| $1.43億 | -$868万 | -6% | 2.61% | 103% | 105 | 9.52% | 2.1 |
|
| 5516 |
5516
Graphene Investments SAS
Paris,
France
| $1.43億 | -$910万 | -6% | 3.49% | 103% | 49 | 16.33% | 0.7 |
|
| 5517 |
5517
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $1.43億 | -$1.3億 | -48% | 3.88% | 2.24% | 449 | 45.88% | 1.4 |
|
| 5518 |
5518
Flynn Zito Capital Management
Garden City,
New York
| $1.43億 | -$556万 | -4% | 3.95% | 97.3% | 76 | 7.89% | 1 |
|
| 5519 |
DCM
5519
Dudley Capital Management
Middleburg,
Virginia
| $1.42億 | -$625万 | -4% | 2.19% | 129% | 118 | 9.32% | 0.7 |
|
| 5520 |
5520
Moser Wealth Advisors
Bellevue,
Washington
| $1.42億 | -$613万 | -4% | 3.45% | – | 136 | 7.35% | 2.8 |
|
| 5521 |
5521
Brightlight Capital Management
Westport,
Connecticut
| $1.42億 | +$1988万 | +16% | 15.7% | 202% | 11 | 27.27% | 2.3 |
|
| 5522 |
5522
Tower View Wealth Management
Shorewood,
Wisconsin
| $1.42億 | -$507万 | -3% | 1.02% | 135% | 195 | 13.85% | 2.7 |
|
| 5523 |
5523
Eudaimonia Advisors
Winchester,
Tennessee
| $1.42億 | -$664万 | -4% | 3.64% | – | 152 | 11.84% | 1.4 |
|
| 5524 |
5524
Castellan Group
Louisville,
Kentucky
| $1.42億 | -$1415万 | -9% | 2.84% | 184% | 69 | 23.19% | 1.4 |
|
| 5525 |
5525
Granite FO LLC
Bedford,
New Hampshire
| $1.42億 | -$401万 | -3% | 1.36% | 112% | 173 | 7.51% | 0.7 |
|