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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Carlson Capital
Dallas,
Texas
| $1.66億 | -$4.75億 | -74% | 2.9% | 67.9% | 93 | 95.7% | 3.7 |
|
| 5977 |
BWM
5977
Bullock Wealth Management
Bloomington,
Indiana
| $1.66億 | +$1326万 | +9% | 6.85% | 101% | 607 | 11.53% | 1.3 |
|
| 5978 |
5978
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $1.66億 | +$1850万 | +13% | 5.99% | 94% | 58 | 32.76% | 2.1 |
|
| 5979 |
SA
5979
Sunesis Advisors
Overland Park,
Kansas
| $1.66億 | -$244万 | -1% | 5.6% | – | 47 | 10.64% | 3 |
|
| 5980 |
5980
BlackDiamond Wealth Management
New York
| $1.65億 | +$1340万 | +9% | 4.54% | 70.8% | 175 | 25.14% | 1.4 |
|
| 5981 |
5981
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $1.65億 | +$1435万 | +10% | 5.46% | – | 87 | 14.94% | 0.6 |
|
| 5982 |
5982
CAZ Investments
Houston,
Texas
| $1.65億 | -$1.2億 | -42% | 21% | 263% | 36 | 8.33% | 2.9 |
|
| 5983 |
ALAM
5983
Asahi Life Asset Management
Tokyo,
Japan
| $1.65億 | +$1975万 | +14% | 7.37% | 122% | 212 | 58.96% | 1.8 |
|
| 5984 |
5984
Gridiron Partners
Wexford,
Pennsylvania
| $1.65億 | +$812万 | +5% | 5.53% | 15.5% | 64 | 1.56% | 0.7 |
|
| 5985 |
5985
Kapstone Financial Advisors
Lebanon,
Ohio
| $1.65億 | +$1242万 | +8% | 8.46% | 131% | 115 | 12.17% | 1.4 |
|
| 5986 |
LWM
5986
Latko Wealth Management
Frankfort,
Illinois
| $1.65億 | – | – | 5.33% | – | 30 | – | 0 |
|
| 5987 |
5987
Core Wealth Partners
Santa Rosa,
California
| $1.65億 | +$1856万 | +13% | 4.62% | 63.8% | 171 | 18.71% | 1.1 |
|
| 5988 |
5988
Avory & Company
Miami,
Florida
| $1.65億 | +$2286万 | +16% | 17.8% | 74.9% | 31 | 6.45% | 2.1 |
|
| 5989 |
ASBI
5989
American State Bank (Iowa)
Sioux Center,
Iowa
| $1.65億 | +$848万 | +5% | 5.54% | 138% | 128 | 4.69% | 3.4 |
|
| 5990 |
5990
Capital Square
Chattanooga,
Tennessee
| $1.65億 | +$1088万 | +7% | 8.59% | 62.5% | 178 | 15.73% | 2.1 |
|
| 5991 |
5991
HBC Financial Services
Seattle,
Washington
| $1.65億 | +$746万 | +5% | 6.02% | 12.6% | 201 | 18.91% | 2.6 |
|
| 5992 |
5992
Impala Asset Management
Palm Beach,
Florida
| $1.65億 | +$5390万 | +49% | 5.51% | 62.6% | 20 | 45% | 0.7 |
|
| 5993 |
5993
Tull Financial Group
Chesapeake,
Virginia
| $1.64億 | – | – | 6.37% | – | 26 | – | 0 |
|
| 5994 |
5994
Lauterbach Financial Advisors
El Paso,
Texas
| $1.64億 | +$1256万 | +8% | 6.27% | 76.5% | 71 | 11.27% | 2 |
|
| 5995 |
5995
Founders Capital Management (Texas)
Houston,
Texas
| $1.64億 | +$990万 | +6% | 6.69% | 131% | 388 | 7.73% | 4.1 |
|
| 5996 |
IA
5996
Incentive AS
Oslo,
Norway
| $1.64億 | +$7010万 | +75% | 7.4% | – | 2 | 50% | 0.4 |
|
| 5997 |
5997
SWP Financial
San Diego,
California
| $1.64億 | +$1251万 | +8% | 6.02% | 58.4% | 55 | 9.09% | 0.6 |
|
| 5998 |
5998
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $1.64億 | +$2508万 | +18% | 9.3% | 61% | 106 | 14.15% | 5.7 |
|
| 5999 |
5999
SummerHaven Investment Management
Stamford,
Connecticut
| $1.64億 | +$1175万 | +8% | 9.56% | 150% | 295 | 68.14% | 1 |
|
| 6000 |
WFG
6000
Wormser Freres Gestion
Paris,
France
| $1.64億 | +$1036万 | +7% | 5.62% | 67.4% | 47 | 6.38% | 0.7 |
|