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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Alpine Peaks Capital
New York
| $1.63億 | -$1071万 | -6% | 5.31% | 24.3% | 25 | 8% | 2.1 |
|
| 5852 |
5852
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $1.63億 | +$70.7万 | +0.4% | 0.64% | 41.2% | 51 | 3.92% | 2.1 |
|
| 5853 |
5853
Trivant Custom Portfolio Group
San Diego,
California
| $1.63億 | +$565万 | +4% | 4.91% | 86.1% | 199 | 14.07% | 1 |
|
| 5854 |
5854
Financial Guidance Group
Palm Harbor,
Florida
| $1.63億 | +$874万 | +6% | 0.44% | 58.7% | 69 | 17.39% | 1.4 |
|
| 5855 |
5855
Riverstone Advisors
New Braunfels,
Texas
| $1.63億 | -$500万 | -3% | 4.37% | 104% | 52 | 15.38% | 2.8 |
|
| 5856 |
5856
Argus Investors Counsel
New York
| $1.63億 | -$17.8万 | -0.1% | 5.62% | 132% | 119 | 19.33% | 4.9 |
|
| 5857 |
5857
River Street Advisors
Aurora,
Illinois
| $1.63億 | +$1460万 | +10% | 3.58% | 93.5% | 144 | 13.89% | 1.1 |
|
| 5858 |
5858
Nvest Financial
Portsmouth,
New Hampshire
| $1.63億 | +$1254万 | +8% | 4.34% | 92.8% | 95 | 22.11% | 1.3 |
|
| 5859 |
5859
Southern Capital Advisors
Jackson,
Tennessee
| $1.63億 | -$209万 | -1% | 1.5% | 58.2% | 81 | 19.75% | 1.5 |
|
| 5860 |
IFS
5860
Intelligent Financial Strategies
Excelsior,
Minnesota
| $1.62億 | +$127万 | +0.8% | 0.11% | 63.5% | 86 | 5.81% | 2.1 |
|
| 5861 |
FP
5861
Factorial Partners
Mt. Kisco,
New York
| $1.62億 | -$1345万 | -8% | 5.53% | 88.7% | 89 | 21.35% | 3 |
|
| 5862 |
5862
Family CFO
Los Altos,
California
| $1.62億 | +$103万 | +0.6% | 0.87% | 84% | 64 | 0% | 2.1 |
|
| 5863 |
5863
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $1.62億 | -$370万 | -2% | 2.43% | 100% | 165 | 8.48% | 7.2 |
|
| 5864 |
5864
Dogwood Wealth Management
Lenexa,
Kansas
| $1.62億 | +$1446万 | +10% | 1.77% | – | 661 | 17.4% | 0.5 |
|
| 5865 |
5865
Alcosta Capital Management
San Ramon,
California
| $1.62億 | +$1328万 | +9% | 10.8% | 175% | 28 | 0% | 2.2 |
|
| 5866 |
5866
Concorde Asset Management
Ann Arbor,
Michigan
| $1.62億 | +$1607万 | +11% | 4.95% | – | 177 | 32.2% | 1.7 |
|
| 5867 |
5867
Whitefort Capital Management
New York
| $1.62億 | -$194万 | -1% | 12.5% | 243% | 24 | 25% | 1.3 |
|
| 5868 |
5868
Independent Order of Foresters
Toronto,
Ontario, Canada
| $1.62億 | +$490万 | +3% | 2.75% | 66.3% | 16 | 6.25% | 3.1 |
|
| 5869 |
5869
Emprise Bank
Wichita,
Kansas
| $1.62億 | +$1350万 | +9% | 3.96% | – | 112 | 12.5% | 0.2 |
|
| 5870 |
5870
Peterson Wealth Management
Sparks,
Nevada
| $1.62億 | +$2352万 | +17% | 5.23% | 78% | 57 | 15.79% | 2 |
|
| 5871 |
5871
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $1.62億 | +$796万 | +5% | 1.7% | 53.7% | 69 | 21.74% | 1.9 |
|
| 5872 |
5872
H&H Retirement Design & Management
Las Vegas,
Nevada
| $1.62億 | +$1050万 | +7% | 0.94% | 38.4% | 87 | 3.45% | 1.4 |
|
| 5873 |
5873
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $1.62億 | +$926万 | +6% | 1.01% | 48.4% | 39 | 10.26% | 0.5 |
|
| 5874 |
5874
Dover Advisors
Richmond,
Virginia
| $1.62億 | +$1585万 | +11% | 2.94% | 65% | 129 | 14.73% | 1 |
|
| 5875 |
5875
Berkeley Inc
Boise,
Idaho
| $1.62億 | -$348万 | -2% | 3.36% | 49.4% | 72 | 19.44% | 2.7 |
|