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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
William Allan Corp
Fort Collins,
Colorado
| $1.26億 | +$705万 | +6% | 7.28% | 94.2% | 51 | 3.92% | 1.1 |
|
| 5802 |
5802
First National Bank of Hutchinson
Hutchinson,
Kansas
| $1.26億 | +$788万 | +7% | 9.55% | 121% | 113 | 13.27% | 3.7 |
|
| 5803 |
5803
Chicago Wealth Management
Chicago,
Illinois
| $1.26億 | +$986万 | +8% | 3.3% | 134% | 51 | 37.25% | 1.3 |
|
| 5804 |
5804
PACK Private Wealth
Wayzata,
Minnesota
| $1.26億 | +$926万 | +8% | 5.04% | 52.8% | 37 | 8.11% | 1.1 |
|
| 5805 |
5805
Fairbanks Capital Management
Rancho Santa Fe,
California
| $1.26億 | +$1327万 | +12% | 9.8% | 81.3% | 54 | 5.56% | 3.8 |
|
| 5806 |
5806
Retirement Financial Solutions
Knoxville,
Tennessee
| $1.26億 | +$809万 | +7% | 4.94% | 52.5% | 279 | 89.61% | 0.2 |
|
| 5807 |
GBI
5807
GP Brinson Investments
Chicago,
Illinois
| $1.26億 | -$215万 | -2% | 6.71% | 51.2% | 16 | 6.25% | 1.8 |
|
| 5808 |
5808
RFG Holdings
Argyle,
Texas
| $1.26億 | +$2979万 | +31% | 3.79% | 74.2% | 18 | 33.33% | 1.3 |
|
| 5809 |
5809
Straight Path Wealth Management
Jenison,
Michigan
| $1.26億 | +$2137万 | +20% | 17.7% | 70.4% | 86 | 32.56% | 0.8 |
|
| 5810 |
TCM
5810
Tao Capital Management
San Francisco,
California
| $1.26億 | -$725万 | -5% | 16.5% | 314% | 16 | 6.25% | 1.9 |
|
| 5811 |
5811
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $1.26億 | +$2328万 | +23% | 5.02% | 38.4% | 7 | 0% | 2.8 |
|
| 5812 |
5812
Sterling Investment Management
Tucson,
Arizona
| $1.26億 | +$111万 | +0.9% | 1.21% | 45.3% | 62 | 4.84% | 4.5 |
|
| 5813 |
5813
First National Bank of South Miami
South Miami,
Florida
| $1.26億 | -$812万 | -6% | 4.66% | 35.2% | 277 | 5.78% | 3.5 |
|
| 5814 |
MG
5814
Meditor Group
Hamilton,
Bermuda
| $1.26億 | -$2235万 | -15% | 13% | 41.1% | 4 | 0% | 7.3 |
|
| 5815 |
5815
Wells Financial Advisors
Framingham,
Massachusetts
| $1.26億 | +$469万 | +4% | 4.35% | 58.9% | 66 | 4.55% | 1.8 |
|
| 5816 |
5816
BCR Wealth Strategies
Vestavia,
Alabama
| $1.25億 | +$947万 | +8% | 4.15% | 45.1% | 18 | 5.56% | 1.1 |
|
| 5817 |
5817
XXEC Inc
Tulsa,
Oklahoma
| $1.25億 | +$51.8万 | +0.4% | 8.58% | 30.1% | 29 | 31.03% | 1.5 |
|
| 5818 |
5818
Silver Rock Financial
Los Angeles,
California
| $1.25億 | -$1.91億 | -60% | 2.99% | 2.58% | 186 | 44.62% | 1.1 |
|
| 5819 |
5819
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $1.25億 | +$557万 | +5% | 3.58% | 94% | 48 | 14.58% | 1.5 |
|
| 5820 |
5820
Cooper/Haims Advisors
Victor,
New York
| $1.25億 | -$1602万 | -11% | 7% | 58.8% | 75 | 8% | 3.2 |
|
| 5821 |
5821
Palo Alto Wealth Advisors
Palo Alto,
California
| $1.25億 | +$750万 | +6% | 11.3% | 108% | 44 | 9.09% | 0.2 |
|
| 5822 |
5822
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $1.25億 | +$1385万 | +12% | 11.9% | 62.3% | 55 | 9.09% | 1.4 |
|
| 5823 |
5823
Cassia Capital Partners
Winston Salem,
North Carolina
| $1.25億 | +$289万 | +2% | 0.99% | 59.9% | 75 | 4% | 0.8 |
|
| 5824 |
5824
Dentgroup
Baton Rouge,
Louisiana
| $1.25億 | +$865万 | +7% | 5.53% | 53.6% | 111 | 12.61% | 0.9 |
|
| 5825 |
5825
Asset Planning Corporation
Knoxville,
Tennessee
| $1.24億 | +$435万 | +4% | 2.48% | 44.5% | 39 | 7.69% | 1.7 |
|