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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $1.13億 | -$604万 | -5% | 4.62% | 64.3% | 120 | 15.83% | 1 |
|
| 5552 |
5552
Precision Wealth Strategies
Saint Louis,
Missouri
| $1.13億 | -$1372万 | -11% | 5.63% | 106% | 158 | 26.58% | 1 |
|
| 5553 |
5553
Renasant Bank
Tupelo,
Mississippi
| $1.13億 | -$916万 | -7% | 5.14% | 65% | 192 | 19.79% | 1.3 |
|
| 5554 |
5554
Olympus Peak Asset Management
Greenwich,
Connecticut
| $1.13億 | -$1.13億 | -50% | 9.7% | – | 5 | 20% | 0.6 |
|
| 5555 |
5555
Masso Torrence Wealth Management
Marlton,
New Jersey
| $1.13億 | -$45.1万 | -0.4% | 4.23% | 130% | 87 | 11.49% | 0.6 |
|
| 5556 |
5556
WealthSpring Partners
Long Beach,
California
| $1.13億 | – | – | 5.06% | – | 74 | – | 0 |
|
| 5557 |
5557
Barnett & Company
Chattanooga,
Tennessee
| $1.13億 | -$1183万 | -9% | 2.94% | 65.9% | 92 | 20.65% | 3.9 |
|
| 5558 |
FIM
5558
FWL Investment Management
Dallas,
Texas
| $1.13億 | -$2468万 | -18% | 0.08% | 165% | 74 | 59.46% | 0.7 |
|
| 5559 |
5559
Jackson Hill Advisors
Houston,
Texas
| $1.13億 | -$165万 | -1% | 3.62% | 61.2% | 12 | 25% | 0.5 |
|
| 5560 |
5560
Spreng Capital Management
Bucyrus,
Ohio
| $1.13億 | -$2123万 | -16% | 5.69% | 72.5% | 93 | 10.75% | 2.4 |
|
| 5561 |
5561
Carl Stuart Investment Advisor
Austin,
Texas
| $1.13億 | -$212万 | -2% | 5.56% | 84.4% | 26 | 11.54% | 0.7 |
|
| 5562 |
5562
IDG Technology Venture Investment IV
Hong Kong
| $1.13億 | +$3028万 | +37% | 36.9% | 420% | 3 | 0% | 0.8 |
|
| 5563 |
5563
Pacific Wealth Management
San Diego,
California
| $1.13億 | +$2189万 | +24% | 6.43% | 72.8% | 19 | 26.32% | 0.9 |
|
| 5564 |
5564
Coombe, Bender & Co
Ellenville,
New York
| $1.13億 | -$554万 | -5% | 7.12% | – | 80 | 6.25% | 0.2 |
|
| 5565 |
5565
Stone House Capital Management
Bay Harbor Islands,
Florida
| $1.13億 | -$664万 | -6% | 7.02% | 151% | 2 | 0% | 0.6 |
|
| 5566 |
5566
Prentiss Smith & Co
Brattleboro,
Vermont
| $1.12億 | -$1714万 | -13% | 5.13% | 63.9% | 69 | 11.59% | 5.5 |
|
| 5567 |
5567
Briaud Financial Planning
College Station,
Texas
| $1.12億 | -$4005万 | -26% | 7.4% | 113% | 31 | 22.58% | 1.3 |
|
| 5568 |
5568
RHS Financial
San Francisco,
California
| $1.12億 | -$921万 | -8% | 7.58% | 65.6% | 86 | 13.95% | 2.1 |
|
| 5569 |
5569
Horizon Financial Services
Winston Salem,
North Carolina
| $1.12億 | -$1730万 | -13% | 4.93% | 39.5% | 61 | 14.75% | 1.2 |
|
| 5570 |
5570
Argus Investors Counsel
New York
| $1.12億 | -$2306万 | -17% | 4.37% | 132% | 92 | 5.43% | 4.9 |
|
| 5571 |
5571
Roubaix Capital
Denver,
Colorado
| $1.12億 | -$391万 | -3% | 0.57% | 174% | 57 | 61.4% | 0.5 |
|
| 5572 |
5572
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $1.12億 | -$493万 | -4% | 5.3% | 61% | 93 | 5.38% | 4.8 |
|
| 5573 |
5573
Maytus Capital Management
New York
| $1.12億 | -$2.52億 | -69% | 5.38% | 442% | 60 | 70% | 0.6 |
|
| 5574 |
5574
Shelton Wealth Management
Fort Worth,
Texas
| $1.12億 | -$539万 | -5% | 4.28% | 89.4% | 64 | 7.81% | 0.7 |
|
| 5575 |
5575
Ardent Capital Management
Cincinnati,
Ohio
| $1.12億 | +$3099万 | +38% | 4.57% | 87.2% | 23 | 47.83% | 0.6 |
|