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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
CastleKeep Investment Advisors
Westport,
Connecticut
| $2.14億 | +$936万 | +5% | 5.03% | – | 89 | 4.49% | 1.3 |
|
| 5827 |
5827
Old North State Wealth Management
Wilmington,
North Carolina
| $2.14億 | +$2183万 | +11% | 9.29% | 91.5% | 129 | 11.63% | 2.1 |
|
| 5828 |
5828
Kieckhefer Group
Mequon,
Wisconsin
| $2.14億 | +$2925万 | +16% | 18.8% | – | 57 | 21.05% | 0.6 |
|
| 5829 |
5829
Fox Hill Wealth Management
Dedham,
Massachusetts
| $2.14億 | +$1911万 | +10% | 11.7% | – | 136 | 20.59% | 1.3 |
|
| 5830 |
5830
FCG Investment Company
Germantown,
Tennessee
| $2.14億 | +$2189万 | +11% | 16.3% | – | 98 | 16.33% | 0.9 |
|
| 5831 |
5831
Forge Financial Services
Edmond,
Oklahoma
| $2.13億 | +$8022万 | +60% | 5.66% | – | 22 | 9.09% | 0.7 |
|
| 5832 |
5832
Southern Capital Advisors
Jackson,
Tennessee
| $2.13億 | +$1787万 | +9% | 7.11% | 66.8% | 84 | 5.95% | 2.4 |
|
| 5833 |
5833
Napa Wealth Management
Napa,
California
| $2.13億 | +$430万 | +2% | 10.4% | – | 181 | 45.3% | 0.7 |
|
| 5834 |
AFT
5834
Alpha Family Trust
Los Angeles,
California
| $2.13億 | +$1128万 | +6% | 12.6% | 215% | 205 | 14.63% | 1.7 |
|
| 5835 |
5835
Leslie Global Wealth
Itasca,
Illinois
| $2.13億 | +$2607万 | +14% | 7.79% | – | 81 | 19.75% | 0.9 |
|
| 5836 |
5836
Rings Capital Management
Chicago,
Illinois
| $2.13億 | +$627万 | +3% | 6.9% | 40.9% | 7 | 0% | 3.2 |
|
| 5837 |
5837
Inlight Wealth Management
Atlanta,
Georgia
| $2.13億 | +$1981万 | +10% | 9.21% | – | 257 | 7.78% | 0.5 |
|
| 5838 |
5838
Battery Global Advisors
Boston,
Massachusetts
| $2.13億 | +$986万 | +5% | 3.65% | 76.5% | 152 | 9.21% | 1 |
|
| 5839 |
5839
StepStone Group
La Jolla,
California
| $2.13億 | +$1.62億 | +322% | 11.5% | 107% | 21 | 57.14% | 1.6 |
|
| 5840 |
5840
Steinberganna Wealth Management
Huntington,
New York
| $2.13億 | – | – | 10.3% | – | 133 | – | 0 |
|
| 5841 |
5841
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $2.13億 | +$1461万 | +7% | 5.28% | 48.4% | 46 | 6.52% | 1.4 |
|
| 5842 |
5842
First Affirmative Financial Network
Colorado Springs,
Colorado
| $2.13億 | +$1801万 | +9% | 6.95% | – | 311 | 15.11% | 2.1 |
|
| 5843 |
5843
Lloyd Advisory Services
Suwanee,
Georgia
| $2.12億 | +$554万 | +3% | 5.45% | 51.1% | 122 | 37.7% | 0.9 |
|
| 5844 |
5844
Versant Venture Management
San Francisco,
California
| $2.12億 | +$1.3億 | +159% | 55.8% | 409% | 9 | 11.11% | 2.2 |
|
| 5845 |
5845
Kapstone Financial Advisors
Lebanon,
Ohio
| $2.12億 | +$1175万 | +6% | 6.95% | 156% | 126 | 7.94% | 2 |
|
| 5846 |
5846
PACK Private Wealth
Wayzata,
Minnesota
| $2.12億 | +$2355万 | +12% | 7.81% | 52.8% | 55 | 12.73% | 2.4 |
|
| 5847 |
5847
22NW LP
Seattle,
Washington
| $2.12億 | +$5345万 | +34% | 43.2% | 138% | 23 | 17.39% | 1.9 |
|
| 5848 |
5848
Summit Place Financial Advisors
Summit,
New Jersey
| $2.12億 | +$1347万 | +7% | 9.16% | 111% | 105 | 17.14% | 3 |
|
| 5849 |
CWM
5849
CCG Wealth Management
San Diego,
California
| $2.12億 | +$2238万 | +12% | 9.4% | 82.6% | 88 | 12.5% | 3.2 |
|
| 5850 |
5850
Kilter Group
Rhinebeck,
New York
| $2.12億 | -$780万 | -4% | 8.02% | – | 1,330 | 21.43% | 0.2 |
|