で公開中です!
詳しく見る
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
New Millennium Group
Sandy,
Utah
| $2.19億 | +$3817万 | +21% | 15.5% | 176% | 570 | 37.72% | 1 |
|
| 5752 |
5752
Cobblestone Asset Management
Richmond,
Virginia
| $2.19億 | +$2851万 | +15% | 8.01% | 60.6% | 78 | 16.67% | 1 |
|
| 5753 |
5753
Resolute Wealth Strategies
Jackson,
Mississippi
| $2.19億 | +$3191万 | +17% | 12.9% | 105% | 108 | 9.26% | 1.9 |
|
| 5754 |
5754
Strategic Financial Partners
Bend,
Oregon
| $2.18億 | +$292万 | +1% | 6.44% | 54.8% | 83 | 12.05% | 3.6 |
|
| 5755 |
5755
Johnson & White Wealth Management
York,
Pennsylvania
| $2.18億 | +$1980万 | +10% | 7.14% | 85.1% | 113 | 10.62% | 1.3 |
|
| 5756 |
5756
Elite Financial
Lewiston,
Idaho
| $2.18億 | +$1507万 | +7% | 6.7% | – | 54 | 3.7% | 0.7 |
|
| 5757 |
5757
New England Professional Planning Group
Westerly,
Rhode Island
| $2.18億 | -$128万 | -0.6% | 6.59% | 64.1% | 48 | 8.33% | 4.6 |
|
| 5758 |
5758
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $2.18億 | +$646万 | +3% | 4.34% | 38.1% | 22 | 0% | 3.8 |
|
| 5759 |
5759
Bluesphere Advisors
East Norriton,
Pennsylvania
| $2.18億 | +$1760万 | +9% | 10.1% | 105% | 99 | 13.13% | 2.4 |
|
| 5760 |
5760
Infusive Asset Management
New York
| $2.18億 | -$623万 | -3% | 8.46% | 33.8% | 38 | 31.58% | 1.5 |
|
| 5761 |
5761
Yarger Wealth Strategies
Westerville,
Ohio
| $2.18億 | +$2669万 | +14% | 7.81% | 55.1% | 121 | 8.26% | 1.8 |
|
| 5762 |
CIA
5762
Citadel Investment Advisory
Chesterland,
Ohio
| $2.18億 | +$1156万 | +6% | 7.22% | 66.1% | 83 | 1.2% | 4.2 |
|
| 5763 |
5763
Burrus Financial Services
Salt Lake City,
Utah
| $2.18億 | +$901万 | +4% | 4.27% | 31.3% | 10 | 0% | 2.8 |
|
| 5764 |
5764
WealthCollab
Bellevue,
Washington
| $2.18億 | +$3901万 | +22% | 15.5% | – | 998 | 7.52% | 1.3 |
|
| 5765 |
5765
Forge First Asset Management
Toronto, Ontario,
Canada
| $2.18億 | -$5859万 | -21% | 10.1% | 112% | 57 | 70.18% | 0.5 |
|
| 5766 |
5766
Core Wealth Partners
Santa Rosa,
California
| $2.18億 | +$2077万 | +11% | 7.56% | 75.7% | 191 | 12.04% | 1.7 |
|
| 5767 |
5767
Tribridge Partners Financial
Columbia,
Maryland
| $2.18億 | +$4735万 | +28% | 5.36% | – | 74 | 22.97% | 0.2 |
|
| 5768 |
NERM
5768
New England Research & Management
Chicago,
Illinois
| $2.18億 | +$719万 | +3% | 7.9% | 65% | 178 | 35.39% | 4.1 |
|
| 5769 |
BCM
5769
Birmingham Capital Management
Birmingham,
Alabama
| $2.18億 | -$853万 | -4% | 7.93% | 103% | 99 | 8.08% | 9.6 |
|
| 5770 |
5770
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $2.18億 | +$1868万 | +9% | 5.94% | – | 151 | 7.28% | 0.6 |
|
| 5771 |
5771
Cobalt Capital Management
Short Hills,
New Jersey
| $2.18億 | +$450万 | +2% | 7.46% | 235% | 35 | 62.86% | 1 |
|
| 5772 |
5772
Howard Wealth Management
Madison,
Connecticut
| $2.18億 | +$1966万 | +10% | 6.74% | 69.9% | 134 | 11.94% | 2.6 |
|
| 5773 |
5773
INCA Investments
Miami,
Florida
| $2.17億 | -$4018万 | -16% | 1.29% | 128% | 10 | 10% | 6 |
|
| 5774 |
5774
Bellevue Asset Management
Bellevue,
Washington
| $2.17億 | +$1185万 | +6% | 6.51% | 56.7% | 504 | 9.72% | 4.1 |
|
| 5775 |
5775
New Vernon Capital Holdings II
Morristown,
New Jersey
| $2.17億 | +$892万 | +4% | 3.38% | 114% | 86 | 26.74% | 1.1 |
|