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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
Boyd Wealth Management
Sacramento,
California
| $1.81億 | +$611万 | +3% | 1.85% | 56.8% | 47 | 17.02% | 1.8 |
|
| 5577 |
5577
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $1.81億 | +$1213万 | +7% | 5.32% | 83% | 161 | 16.15% | 1.3 |
|
| 5578 |
5578
Bellevue Asset Management
Bellevue,
Washington
| $1.81億 | +$494万 | +3% | 4.32% | 56.7% | 479 | 8.14% | 3.6 |
|
| 5579 |
5579
Pinnacle Family Advisors
Springfield,
Missouri
| $1.81億 | -$670万 | -4% | 4.12% | 85.8% | 130 | 39.23% | 2 |
|
| 5580 |
5580
Three Seasons Wealth
Salt Lake City,
Utah
| $1.81億 | +$3791万 | +27% | 5.71% | 156% | 97 | 27.84% | 0.5 |
|
| 5581 |
5581
AJ Advisors
Nashville,
Tennessee
| $1.81億 | -$46.2万 | -0.3% | 1.65% | 59.8% | 49 | 34.69% | 1.2 |
|
| 5582 |
5582
Quad-Cities Investment Group
Davenport,
Iowa
| $1.81億 | +$953万 | +6% | 2.85% | 67.3% | 185 | 8.11% | 3.5 |
|
| 5583 |
DCM
5583
Dudley Capital Management
Middleburg,
Virginia
| $1.81億 | +$939万 | +5% | 5.82% | 129% | 123 | 8.13% | 1.3 |
|
| 5584 |
5584
Creekside Partners
Petaluma,
California
| $1.81億 | – | – | 0.83% | – | 162 | – | 0 |
|
| 5585 |
5585
Avaii Wealth Management
Appleton,
Wisconsin
| $1.8億 | +$996万 | +6% | 2.25% | 100% | 152 | 17.11% | 1.4 |
|
| 5586 |
GECH
5586
Garnet Equity Capital Holdings
New York
| $1.8億 | -$2.73億 | -60% | 3.36% | 302% | 36 | 44.44% | 0.9 |
|
| 5587 |
5587
Mendon Capital Advisors
Key Largo,
Florida
| $1.8億 | -$624万 | -3% | 0.91% | – | 55 | 21.82% | 2.9 |
|
| 5588 |
5588
Masso Torrence Wealth Management
Marlton,
New Jersey
| $1.8億 | +$1173万 | +7% | 7.41% | 130% | 100 | 13% | 1.5 |
|
| 5589 |
MA
5589
Menlo Advisors
Menlo Park,
California
| $1.8億 | +$554万 | +3% | 2.89% | 108% | 35 | 25.71% | 5.2 |
|
| 5590 |
HWMA
5590
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $1.8億 | -$1617万 | -8% | 0.31% | – | 188 | 16.49% | 2.5 |
|
| 5591 |
5591
Heritage Family Offices
Scottsdale,
Arizona
| $1.8億 | – | – | 0.31% | – | 168 | – | 0 |
|
| 5592 |
5592
Silver Oak Advisory Group
Portland,
Oregon
| $1.8億 | +$190万 | +1% | 0.21% | 27% | 67 | 8.96% | 2 |
|
| 5593 |
5593
Tieton Capital Management
Yakima,
Washington
| $1.8億 | -$1073万 | -6% | 5.76% | 172% | 40 | 7.5% | 4.4 |
|
| 5594 |
5594
Dravo Bay
Rehoboth Beach,
Delaware
| $1.8億 | +$1197万 | +7% | 0.71% | 45.2% | 49 | 2.04% | 2 |
|
| 5595 |
5595
Ecofi Investissements
Nanterre,
France
| $1.8億 | – | – | 1.87% | – | 41 | – | 0 |
|
| 5596 |
5596
Bond Capital Management
San Francisco,
California
| $1.8億 | -$746万 | -4% | 0.14% | 47.5% | 5 | 0% | 2.3 |
|
| 5597 |
5597
Chronos Wealth Management
Clearwater,
Florida
| $1.8億 | +$885万 | +5% | 5.78% | 92.3% | 41 | 7.32% | 3.3 |
|
| 5598 |
5598
D. Scott Neal
Lexington,
Kentucky
| $1.8億 | +$2671万 | +17% | 2.34% | 105% | 65 | 9.23% | 3.2 |
|
| 5599 |
5599
Blue Barn Wealth
Orem,
Utah
| $1.8億 | +$25.8万 | +0.1% | 0.15% | 46.4% | 149 | 16.78% | 1.7 |
|
| 5600 |
5600
Shira Ridge Wealth Management
Larkspur,
California
| $1.79億 | +$474万 | +3% | 3.14% | 72.8% | 77 | 7.79% | 1.2 |
|