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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
WAM
6001
Werlinich Asset Management
Stamford,
Connecticut
| $2.01億 | +$1808万 | +10% | 12% | 232% | 63 | 7.94% | 3.3 |
|
| 6002 |
6002
Avid Wealth Partners
San Antonio,
Texas
| $2.01億 | +$2644万 | +15% | 10.2% | 93.7% | 56 | 8.93% | 1 |
|
| 6003 |
6003
Capital Wealth Alliance
Scottsdale,
Arizona
| $2.01億 | +$1518万 | +8% | 11.4% | 124% | 86 | 25.58% | 2.5 |
|
| 6004 |
6004
Twin Securities
New York
| $2.01億 | +$2496万 | +14% | 26.3% | 506% | 22 | 72.73% | 0.3 |
|
| 6005 |
6005
Baugh & Associates
Atlanta,
Georgia
| $2.01億 | +$925万 | +5% | 10.3% | 98.8% | 43 | 6.98% | 5.6 |
|
| 6006 |
BWM
6006
Bullock Wealth Management
Bloomington,
Indiana
| $2.01億 | +$1232万 | +7% | 7.65% | 101% | 663 | 17.35% | 2.7 |
|
| 6007 |
6007
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $2.01億 | +$1299万 | +7% | 9.65% | 152% | 94 | 9.57% | 4.5 |
|
| 6008 |
6008
Private Wealth Group
Tampa,
Florida
| $2.01億 | +$1296万 | +7% | 5.78% | 52.9% | 68 | 8.82% | 3 |
|
| 6009 |
6009
Eagle Wealth Strategies
West Deptford,
New Jersey
| $2.01億 | +$2221万 | +12% | 6.89% | 85% | 111 | 8.11% | 1.3 |
|
| 6010 |
FCM
6010
Floyd Capital Management
Texarkana,
Texas
| $2.01億 | +$6118万 | +44% | 7.82% | – | 1 | 0% | 0.8 |
|
| 6011 |
6011
Byrne Financial Freedom
Franklin,
Massachusetts
| $2.01億 | +$88万 | +0.4% | 11.3% | – | 110 | 20% | 0.6 |
|
| 6012 |
6012
Cornercap Investment Counsel
Atlanta,
Georgia
| $2.01億 | +$884万 | +5% | 6.43% | 55.4% | 157 | 8.28% | 2.9 |
|
| 6013 |
6013
Financial Freedom LLC
Cincinnati,
Ohio
| $2.01億 | +$1518万 | +8% | 7.58% | 72% | 367 | 6.54% | 2.4 |
|
| 6014 |
6014
Finer Wealth Management
Salem,
Massachusetts
| $2.01億 | +$1361万 | +7% | 9.37% | 175% | 89 | 6.74% | 2.7 |
|
| 6015 |
6015
Econ Financial Services
Harrisburg,
Pennsylvania
| $2.01億 | +$640万 | +3% | 2.71% | 16.9% | 108 | 52.78% | 0.8 |
|
| 6016 |
6016
Monashee Investment Management
Boston,
Massachusetts
| $2.01億 | -$7537万 | -27% | 37.8% | 520% | 107 | 89.72% | 0.2 |
|
| 6017 |
6017
American Financial & Tax Strategies
New York
| $2億 | +$683万 | +4% | 5.48% | 46.9% | 94 | 4.26% | 1.7 |
|
| 6018 |
6018
Harrington Investments
Napa,
California
| $2億 | +$1132万 | +6% | 9.01% | 109% | 85 | 2.35% | 6 |
|
| 6019 |
6019
Little Harbor Advisors
Marblehead,
Massachusetts
| $2億 | +$3160万 | +19% | 6.62% | 59% | 8 | 12.5% | 1.8 |
|
| 6020 |
6020
Innealta Capital
Austin,
Texas
| $2億 | +$1050万 | +6% | 7.21% | 69.8% | 125 | 31.2% | 1.7 |
|
| 6021 |
6021
Freemont Management
Vaud,
Switzerland
| $2億 | -$4.67億 | -70% | 21.9% | 102% | 114 | 23.68% | 1.7 |
|
| 6022 |
6022
Bank of Jackson Hole Trust
Jackson,
Wyoming
| $2億 | +$2360万 | +13% | 8.51% | – | 471 | 9.77% | 0.7 |
|
| 6023 |
6023
Chris Bulman
Roseville,
California
| $2億 | +$2425万 | +14% | 7% | – | 152 | 27.63% | 0.8 |
|
| 6024 |
DRD
6024
Dennis R. Delaney
| $2億 | +$492万 | +3% | 6.72% | 84.3% | 50 | 4% | 6.1 |
|
| 6025 |
LPCM
6025
Lynwood Price Capital Management
Austin,
Texas
| $2億 | -$153万 | -0.8% | 0.1% | – | 16 | 18.75% | 0.6 |
|