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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
Peak Retirement Planning
Columbus,
Ohio
| $1.8億 | +$3230万 | +22% | 0.31% | – | 111 | 18.92% | 0.2 |
|
| 5877 |
MWA
5877
Miller Wealth Advisors
Ridgeway,
Colorado
| $1.8億 | -$1598万 | -8% | 6.97% | 147% | 101 | 11.88% | 2 |
|
| 5878 |
5878
Peninsula Asset Management
Bradenton,
Florida
| $1.8億 | -$812万 | -4% | 0.8% | 44.1% | 46 | 8.7% | 8.1 |
|
| 5879 |
5879
Pacific Point Advisors
Rancho Santa Fe,
California
| $1.8億 | +$1558万 | +9% | 1.85% | – | 130 | 20.77% | 0.2 |
|
| 5880 |
AV
5880
Aspiring Ventures
Cincinnati,
Ohio
| $1.8億 | +$2122万 | +13% | 16.3% | – | 60 | 26.67% | 0.2 |
|
| 5881 |
GWA
5881
GGM Wealth Advisors
Baltimore,
Maryland
| $1.8億 | -$1146万 | -6% | 0.63% | 25.9% | 151 | 19.21% | 1.9 |
|
| 5882 |
5882
Old North State Wealth Management
Wilmington,
North Carolina
| $1.8億 | +$171万 | +1% | 1.15% | 91.5% | 118 | 11.02% | 1.9 |
|
| 5883 |
5883
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $1.8億 | -$1946万 | -10% | 4.19% | 65% | 32 | 12.5% | 3.3 |
|
| 5884 |
5884
Lindenwold Advisors
Reading,
Pennsylvania
| $1.8億 | -$770万 | -4% | 0.79% | 75% | 122 | 20.49% | 2.3 |
|
| 5885 |
AIC
5885
Anthracite Investment Company
Fort Worth,
Texas
| $1.8億 | -$1.06億 | -37% | 3.71% | – | 102 | 49.02% | 0.8 |
|
| 5886 |
PK
5886
Pflug Koory
Omaha,
Nebraska
| $1.8億 | -$1802万 | -9% | 1.07% | – | 397 | 1.26% | 6.2 |
|
| 5887 |
5887
Sequent Asset Management
Houston,
Texas
| $1.8億 | -$2359万 | -12% | 1.86% | 51.3% | 89 | 10.11% | 3.1 |
|
| 5888 |
5888
Guinness Atkinson Asset Management
Pasadena,
California
| $1.8億 | -$1660万 | -8% | 2.52% | 148% | 86 | 2.33% | 6.7 |
|
| 5889 |
5889
Finley Financial
Las Vegas,
Nevada
| $1.79億 | -$1269万 | -7% | 3.89% | – | 123 | 2.44% | 0.2 |
|
| 5890 |
5890
Howard Wealth Management
Madison,
Connecticut
| $1.79億 | -$541万 | -3% | 2.22% | 69.9% | 121 | 9.09% | 2.6 |
|
| 5891 |
5891
Horizon Financial Services
Winston Salem,
North Carolina
| $1.79億 | +$159万 | +0.9% | 0.56% | 42.6% | 357 | 46.78% | 0.9 |
|
| 5892 |
5892
Delap Wealth Advisory
Lake Oswego,
Oregon
| $1.79億 | +$1200万 | +7% | 0.36% | 73% | 84 | 17.86% | 1.4 |
|
| 5893 |
5893
Darrow Company
Needham,
Massachusetts
| $1.79億 | +$687万 | +4% | 1.3% | 44.5% | 50 | 4% | 1.9 |
|
| 5894 |
5894
Fortress Private Ledger
Raleigh,
North Carolina
| $1.79億 | +$1555万 | +10% | 0.35% | – | 188 | 29.26% | 0.2 |
|
| 5895 |
5895
Battery Global Advisors
Boston,
Massachusetts
| $1.79億 | -$782万 | -4% | 4.57% | – | 143 | 9.79% | 0.6 |
|
| 5896 |
5896
Legacy Bridge
West Des Moines,
Iowa
| $1.79億 | -$1259万 | -7% | 4.51% | 236% | 337 | 16.32% | 3.8 |
|
| 5897 |
5897
Resolute Wealth Strategies
Jackson,
Mississippi
| $1.79億 | -$1528万 | -8% | 2.9% | 105% | 106 | 16.98% | 1.5 |
|
| 5898 |
5898
Black Maple Capital Management
Milwaukee,
Wisconsin
| $1.79億 | -$1117万 | -6% | 5.01% | 35.7% | 118 | 46.61% | 0.8 |
|
| 5899 |
5899
Atlantic Investment Management
New York
| $1.79億 | -$2801万 | -14% | 11.6% | 28.8% | 12 | 41.67% | 0.8 |
|
| 5900 |
5900
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $1.79億 | -$784万 | -4% | 0.54% | 128% | 117 | 7.69% | 3.1 |
|