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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 |
6001
Horizon Advisory Services
West Henrietta,
New York
| $2.38億 | +$4223万 | +22% | 7.12% | – | 52 | 11.54% | 1.2 |
|
| 6002 |
BCFD
6002
Boit C.F. David
| $2.38億 | +$1230万 | +5% | 11.8% | 84.2% | 118 | 28.81% | 4.2 |
|
| 6003 |
6003
Cornerstone Select Advisors
St. Louis,
Missouri
| $2.38億 | +$7789万 | +49% | 50.2% | – | 155 | 23.87% | 1 |
|
| 6004 |
6004
BlueDoor Private Wealth
Beverly,
Massachusetts
| $2.38億 | +$2168万 | +10% | 10.8% | – | 171 | 18.13% | 0.4 |
|
| 6005 |
6005
Tableaux
Stockbridge,
Massachusetts
| $2.38億 | +$3104万 | +15% | 12.1% | – | 125 | 13.6% | 0.9 |
|
| 6006 |
6006
NBH Bank
Greenwood Village,
Colorado
| $2.37億 | – | – | 16.2% | – | 552 | – | 0 |
|
| 6007 |
6007
Client First Investment Management
West Bend,
Wisconsin
| $2.37億 | +$4493万 | +23% | 43.8% | 243% | 36 | 77.78% | 0.5 |
|
| 6008 |
6008
Grant Private Wealth Management
Pleasanton,
California
| $2.37億 | +$4867万 | +26% | 26.7% | – | 171 | 14.04% | 0.8 |
|
| 6009 |
6009
Crestview Partners III
New York
| $2.37億 | +$4211万 | +22% | 27.4% | 51.2% | 2 | 50% | 3 |
|
| 6010 |
6010
Sequent Asset Management
Houston,
Texas
| $2.37億 | +$2817万 | +13% | 13.4% | 51.3% | 99 | 19.19% | 3.5 |
|
| 6011 |
AIA
6011
Arcadia Investment Advisors
Eagle,
Idaho
| $2.37億 | +$2529万 | +12% | 11.2% | 56.4% | 83 | 6.02% | 5.8 |
|
| 6012 |
6012
RetireMitten Financial
Milford,
Michigan
| $2.37億 | +$3027万 | +15% | 10% | – | 182 | 74.18% | 0.3 |
|
| 6013 |
6013
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $2.37億 | +$1066万 | +5% | 1.05% | 44.1% | 67 | 40.3% | 1.8 |
|
| 6014 |
6014
True Blue Financial
Stevensville,
Michigan
| $2.37億 | +$1.1億 | +87% | 10% | – | 62 | 17.74% | 0.4 |
|
| 6015 |
CA
6015
Continental Advisors
Park City,
Utah
| $2.37億 | +$4092万 | +21% | 4.99% | 73.6% | 54 | 14.81% | 5.4 |
|
| 6016 |
6016
Grove Street Fiduciary
Peterborough,
New Hampshire
| $2.37億 | +$984万 | +4% | 6.12% | – | 80 | 13.75% | 1.2 |
|
| 6017 |
6017
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $2.37億 | +$672万 | +3% | 13.2% | 83.9% | 105 | 17.14% | 3.4 |
|
| 6018 |
6018
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $2.37億 | +$1493万 | +7% | 9.25% | 44.1% | 52 | 11.54% | 4.1 |
|
| 6019 |
6019
ADE LLC
Baltimore,
Maryland
| $2.37億 | +$2805万 | +13% | 12.6% | 59.8% | 96 | 13.54% | 3.5 |
|
| 6020 |
MWA
6020
Miller Wealth Advisors
Ridgeway,
Colorado
| $2.37億 | -$2310万 | -9% | 8.89% | 147% | 126 | 10.32% | 2.5 |
|
| 6021 |
TCM
6021
TAM Capital Management
Stamford,
Connecticut
| $2.37億 | +$3172万 | +15% | 7.68% | 4.15% | 10 | 40% | 0.6 |
|
| 6022 |
6022
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $2.37億 | +$1337万 | +6% | 8.55% | 38.1% | 31 | 32.26% | 4.5 |
|
| 6023 |
6023
10Elms LLP
Tulsa,
Oklahoma
| $2.36億 | +$7777万 | +49% | 10.8% | – | 528 | 10.61% | 1.2 |
|
| 6024 |
6024
Deane Retirement Strategies
New Orleans,
Louisiana
| $2.36億 | -$1238万 | -5% | 1.53% | 73.4% | 77 | 58.44% | 1.5 |
|
| 6025 |
CCC
6025
Chelsea Counsel Company
Los Angeles,
California
| $2.36億 | +$1134万 | +5% | 11.6% | 106% | 245 | 9.8% | 3.9 |
|