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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
PFG Private Wealth Management
Lutz,
Florida
| $1.49億 | +$1407万 | +10% | 8.2% | 52.6% | 314 | 31.21% | 2 |
|
| 5877 |
5877
CV Advisors
Aventura,
Florida
| $1.49億 | +$1405万 | +10% | 11.2% | 112% | 23 | 8.7% | 1.5 |
|
| 5878 |
5878
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $1.49億 | +$1437万 | +11% | 10.9% | 108% | 745 | 9.66% | 1.4 |
|
| 5879 |
5879
Carl Stuart Investment Advisor
Austin,
Texas
| $1.48億 | +$2427万 | +20% | 10.8% | 84.4% | 31 | 29.03% | 0.8 |
|
| 5880 |
5880
New Insight Wealth Advisors
San Ramon,
California
| $1.48億 | – | – | 12.7% | – | 78 | – | 0 |
|
| 5881 |
5881
PACK Private Wealth
Wayzata,
Minnesota
| $1.48億 | +$1445万 | +11% | 10.3% | 52.8% | 38 | 5.26% | 1.7 |
|
| 5882 |
5882
Flynn Zito Capital Management
Garden City,
New York
| $1.48億 | +$580万 | +4% | 10.4% | 109% | 98 | 30.61% | 1 |
|
| 5883 |
5883
Penobscot Wealth Management
Portland,
Maine
| $1.48億 | +$1620万 | +12% | 10.4% | 56.7% | 74 | 16.22% | 1.6 |
|
| 5884 |
AFT
5884
Alpha Family Trust
Los Angeles,
California
| $1.48億 | +$1674万 | +13% | 13.1% | 215% | 159 | 28.93% | 0.8 |
|
| 5885 |
5885
Yorktown Energy Partners XI
New York
| $1.48億 | -$3062万 | -17% | 28% | 105% | 5 | 20% | 2.8 |
|
| 5886 |
5886
Deere & Company
Moline,
Illinois
| $1.48億 | +$1521万 | +11% | 9.95% | – | 3 | 0% | 6.3 |
|
| 5887 |
5887
Semanteon Capital Management
Newton,
Massachusetts
| $1.48億 | – | – | 14.6% | – | 207 | – | 0 |
|
| 5888 |
5888
Victory Financial Group
Austin,
Texas
| $1.48億 | – | – | 11.2% | – | 63 | – | 0 |
|
| 5889 |
5889
Selkirk Management
Chatham,
New Jersey
| $1.48億 | +$1343万 | +10% | 19.6% | 245% | 17 | 23.53% | 4.7 |
|
| 5890 |
5890
Kestrel Investment Management
San Mateo,
California
| $1.48億 | -$1033万 | -7% | 15.2% | 99.8% | 41 | 17.07% | 1.6 |
|
| 5891 |
BSWA
5891
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| $1.48億 | +$1496万 | +11% | 9.33% | – | 99 | 2.02% | 1.7 |
|
| 5892 |
5892
Platinum Equity
Beverly Hills,
California
| $1.48億 | -$4497万 | -23% | 26.6% | 52.7% | 8 | 25% | 1.4 |
|
| 5893 |
5893
Coulter & Justus Financial Services
Knoxville,
Tennessee
| $1.48億 | +$1005万 | +7% | 7.79% | – | 48 | 27.08% | 1.1 |
|
| 5894 |
5894
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $1.48億 | +$1075万 | +8% | 10.4% | 87.2% | 107 | 36.45% | 1.5 |
|
| 5895 |
5895
HBC Financial Services
Seattle,
Washington
| $1.47億 | +$1415万 | +11% | 10.2% | 12.6% | 220 | 30% | 2.3 |
|
| 5896 |
5896
Resolute Wealth Strategies
Jackson,
Mississippi
| $1.47億 | +$1364万 | +10% | 10.9% | 105% | 93 | 10.75% | 0.7 |
|
| 5897 |
ACM
5897
Altium Capital Management
New York
| $1.47億 | -$4443万 | -23% | 23.6% | – | 94 | 53.19% | 0.8 |
|
| 5898 |
5898
Privium Fund Management (UK)
London,
United Kingdom
| $1.47億 | +$1950万 | +15% | 12.5% | 34.4% | 103 | 51.46% | 0.6 |
|
| 5899 |
5899
Midwest Heritage Bank
West Des Moines,
Iowa
| $1.47億 | +$1414万 | +11% | 9.74% | 52.2% | 54 | 0% | 1.7 |
|
| 5900 |
5900
Aspire Wealth Management
Waltham,
Massachusetts
| $1.47億 | +$1564万 | +12% | 10.3% | 26% | 186 | 3.76% | 1.6 |
|