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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
Edge Financial Advisors
Wheaton,
Illinois
| $1.9億 | +$3140万 | +20% | 9.02% | – | 130 | 26.92% | 0.7 |
|
| 5977 |
5977
Triavera Capital
Larkspur,
California
| $1.9億 | +$1536万 | +9% | 19.4% | – | 21 | 19.05% | 0.5 |
|
| 5978 |
5978
Wealth Advisors Northwest
Portland,
Oregon
| $1.9億 | +$3195万 | +20% | 8.74% | – | 62 | 12.9% | 0.4 |
|
| 5979 |
CWM
5979
CCG Wealth Management
San Diego,
California
| $1.9億 | +$2260万 | +14% | 12.4% | 82.6% | 81 | 8.64% | 3.2 |
|
| 5980 |
5980
Midwest Capital Advisors
Grand Rapids,
Michigan
| $1.9億 | +$2677万 | +16% | 9.45% | – | 196 | 11.22% | 0.5 |
|
| 5981 |
5981
Spring Capital Management
Amarillo,
Texas
| $1.9億 | +$646万 | +4% | 6.4% | 73.6% | 53 | 9.43% | 1.8 |
|
| 5982 |
5982
Aurora Investment Counsel
Atlanta,
Georgia
| $1.9億 | +$928万 | +5% | 5.47% | 31.7% | 127 | 29.13% | 1.3 |
|
| 5983 |
NAMNJ
5983
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| $1.9億 | +$2969万 | +19% | 12.8% | – | 98 | 12.24% | 1.2 |
|
| 5984 |
5984
Innealta Capital
Austin,
Texas
| $1.9億 | +$504万 | +3% | 10.1% | 63.7% | 140 | 42.86% | 1.7 |
|
| 5985 |
5985
Ridgecrest Wealth Partners
Mill Valley,
California
| $1.89億 | -$149万 | -0.8% | 7.36% | 103% | 117 | 9.4% | 3 |
|
| 5986 |
5986
Udine Wealth Management
Boca Raton,
Florida
| $1.89億 | +$3995万 | +27% | 15.7% | 141% | 38 | 34.21% | 1.3 |
|
| 5987 |
5987
Peninsula Asset Management
Bradenton,
Florida
| $1.89億 | +$931万 | +5% | 5.19% | 44.1% | 45 | 2.22% | 8.2 |
|
| 5988 |
5988
AGP Franklin
Franklin,
Tennessee
| $1.89億 | +$2690万 | +17% | 22.4% | – | 89 | 19.1% | 0.4 |
|
| 5989 |
5989
Harrington Investments
Napa,
California
| $1.89億 | +$1308万 | +7% | 11.2% | 109% | 83 | 1.2% | 5.9 |
|
| 5990 |
5990
Krensavage Asset Management
New York
| $1.89億 | +$805万 | +4% | 9.39% | 124% | 16 | 18.75% | 2.7 |
|
| 5991 |
5991
Cincinnati Casualty Company
Fairfield,
Ohio
| $1.89億 | +$1435万 | +8% | 9.73% | 56% | 24 | 0% | 9.3 |
|
| 5992 |
BWM
5992
Bullock Wealth Management
Bloomington,
Indiana
| $1.89億 | +$988万 | +6% | 9.68% | 101% | 620 | 11.61% | 1.7 |
|
| 5993 |
5993
Dalton Investments
Las Vegas,
Nevada
| $1.89億 | +$238万 | +1% | 11.3% | 95.1% | 22 | 9.09% | 3.9 |
|
| 5994 |
5994
Traveka Wealth
Los Altos,
California
| $1.89億 | +$1038万 | +6% | 10.2% | 78.1% | 157 | 17.2% | 1.2 |
|
| 5995 |
CI
5995
Carroll Investors
Mt Pleasant,
South Carolina
| $1.89億 | +$3855万 | +26% | 31.3% | 241% | 34 | 23.53% | 1.7 |
|
| 5996 |
5996
PACK Private Wealth
Wayzata,
Minnesota
| $1.89億 | +$2060万 | +12% | 7.37% | 52.8% | 48 | 14.58% | 2.4 |
|
| 5997 |
5997
Nalanda India Fund
Moka,
Mauritius
| $1.89億 | +$522万 | +3% | 2.85% | 15.3% | 1 | 0% | 6.5 |
|
| 5998 |
5998
Horizon Financial Services
Winston Salem,
North Carolina
| $1.89億 | +$917万 | +5% | 5.87% | 39.5% | 324 | 11.42% | 1.1 |
|
| 5999 |
5999
Orleans Capital Management
Mandeville,
Louisiana
| $1.88億 | +$1848万 | +11% | 8.77% | 94.6% | 112 | 18.75% | 2.9 |
|
| 6000 |
6000
New Mountain Capital
New York
| $1.88億 | -$3850万 | -17% | 17% | 64.8% | 1 | 0% | 2.8 |
|