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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
Abbot Financial Management
Andover,
Massachusetts
| $1.87億 | +$541万 | +3% | 4.58% | 102% | 130 | 6.15% | 4.8 |
|
| 5502 |
5502
Tandem Wealth Advisors
Phoenix,
Arizona
| $1.87億 | +$463万 | +3% | 0.61% | 43.1% | 51 | 5.88% | 1.3 |
|
| 5503 |
5503
Porter White Investment Advisors
Birmingham,
Alabama
| $1.87億 | -$158万 | -0.8% | 0.77% | 58% | 32 | 3.13% | 1.2 |
|
| 5504 |
5504
Mendota Financial Group
Madison,
Wisconsin
| $1.87億 | +$1559万 | +9% | 0.91% | 50.1% | 410 | 26.34% | 0.8 |
|
| 5505 |
5505
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $1.87億 | +$213万 | +1% | 0.56% | 46.9% | 149 | 6.04% | 2.4 |
|
| 5506 |
5506
Signet Investment Advisory Group
Providence,
Rhode Island
| $1.87億 | +$357万 | +2% | 1.48% | 59.6% | 67 | 1.49% | 4.5 |
|
| 5507 |
ALS
5507
Andrew L. Share
| $1.86億 | -$1908万 | -9% | 8.48% | 14.8% | 13 | 7.69% | 1.2 |
|
| 5508 |
5508
Ted Buchan & Co
San Diego,
California
| $1.86億 | +$2358万 | +14% | 1.44% | 65.2% | 100 | 26% | 1 |
|
| 5509 |
5509
Worldly Partners Management
Needham,
Massachusetts
| $1.86億 | -$2587万 | -12% | 8.22% | 19.2% | 3 | 0% | 1.5 |
|
| 5510 |
5510
Maltin Wealth Management
Ridgewood,
New Jersey
| $1.86億 | +$840万 | +5% | 0.32% | 58.2% | 128 | 13.28% | 2.5 |
|
| 5511 |
5511
New Wave Wealth Advisors
Springdale,
Arkansas
| $1.86億 | – | – | 4.91% | – | 135 | – | 0 |
|
| 5512 |
5512
Alexander Labrunerie & Co
Columbia,
Missouri
| $1.86億 | +$696万 | +4% | 6.77% | – | 96 | 11.46% | 0.2 |
|
| 5513 |
5513
Beaton Management Company
Haverhill,
Massachusetts
| $1.86億 | +$230万 | +1% | 2.9% | 95.9% | 141 | 7.09% | 5 |
|
| 5514 |
5514
Lipe & Dalton
Syracuse,
New York
| $1.86億 | -$804万 | -4% | 0.57% | 101% | 107 | 9.35% | 5.5 |
|
| 5515 |
5515
Colonial River Investments
Midlothian,
Virginia
| $1.86億 | +$877万 | +5% | 6.26% | 156% | 178 | 11.24% | 1.7 |
|
| 5516 |
5516
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $1.86億 | +$119万 | +0.6% | 0.78% | 58.7% | 49 | 10.2% | 4.3 |
|
| 5517 |
5517
Maryland Capital Advisors
Chester,
Maryland
| $1.86億 | +$2456万 | +15% | 3.25% | – | 254 | 14.57% | 1.8 |
|
| 5518 |
5518
HTG Investment Advisors
New Canaan,
Connecticut
| $1.85億 | +$1302万 | +8% | 0.61% | 57.4% | 63 | 9.52% | 1.3 |
|
| 5519 |
5519
Red Tortoise LLC
Atlanta,
Georgia
| $1.85億 | +$641万 | +4% | 0.55% | 43.7% | 604 | 13.08% | 1.3 |
|
| 5520 |
5520
ShariaPortfolio
Lake Mary,
Florida
| $1.85億 | +$1188万 | +7% | 1.85% | 254% | 35 | 8.57% | 0.7 |
|
| 5521 |
5521
New Vernon Capital Holdings II
Morristown,
New Jersey
| $1.85億 | -$789万 | -4% | 7.04% | 114% | 89 | 30.34% | 1.3 |
|
| 5522 |
PCMK
5522
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $1.85億 | -$29.3万 | -0.2% | 4.33% | 87.5% | 56 | 12.5% | 6.5 |
|
| 5523 |
5523
Optivise Advisory Services
Franklin,
Tennessee
| $1.85億 | – | – | 2.94% | – | 179 | – | 0 |
|
| 5524 |
5524
Kessler Investment Group
Columbus,
Indiana
| $1.85億 | +$2395万 | +15% | 5.19% | 251% | 210 | 16.19% | 2.4 |
|
| 5525 |
DRD
5525
Dennis R. Delaney
| $1.85億 | +$153万 | +0.8% | 3.02% | 84.3% | 48 | 6.25% | 5.9 |
|