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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Hippocratic Financial Advisors
Westlake Village,
California
| $1.87億 | +$1926万 | +11% | 6.8% | – | 24 | 16.67% | 0.4 |
|
| 6027 |
6027
Leslie Global Wealth
Itasca,
Illinois
| $1.87億 | -$1829万 | -9% | 10.5% | – | 80 | 15% | 0.8 |
|
| 6028 |
6028
Finer Wealth Management
Salem,
Massachusetts
| $1.87億 | +$2015万 | +12% | 14.6% | 175% | 93 | 15.05% | 2.5 |
|
| 6029 |
6029
Global Trust Asset Management
West Palm Beach,
Florida
| $1.87億 | +$2292万 | +14% | 12.6% | 178% | 505 | 12.67% | 4 |
|
| 6030 |
6030
Perry Creek Capital
New York
| $1.87億 | +$1212万 | +7% | 0.97% | 51.2% | 11 | 18.18% | 3.7 |
|
| 6031 |
6031
Sovereign's Capital Management
Atlanta,
Georgia
| $1.87億 | +$1875万 | +11% | 4.98% | – | 82 | 8.54% | 0.5 |
|
| 6032 |
6032
Threadgill Financial
Spring,
Texas
| $1.87億 | +$29.2万 | +0.2% | 2.07% | 49.3% | 52 | 25% | 1.6 |
|
| 6033 |
CWMG
6033
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| $1.87億 | – | – | 7% | – | 59 | – | 0 |
|
| 6034 |
KCM
6034
Kempner Capital Management
Galveston,
Texas
| $1.87億 | +$903万 | +5% | 3.84% | 60.9% | 51 | 11.76% | 4.5 |
|
| 6035 |
6035
GSI Capital Advisors
Newport Beach,
California
| $1.87億 | -$404万 | -2% | 2.22% | 39.7% | 35 | 25.71% | 2 |
|
| 6036 |
6036
Financial Futures
Brielle,
New Jersey
| $1.87億 | +$1036万 | +6% | 6.37% | 48.5% | 69 | 21.74% | 1.9 |
|
| 6037 |
6037
Birchbrook
Bangor,
Maine
| $1.87億 | +$865万 | +5% | 5.96% | 49.1% | 282 | 7.09% | 1.3 |
|
| 6038 |
6038
Strategic Investment Management
Arlington,
Virginia
| $1.87億 | -$6244万 | -25% | 6.74% | 53.4% | 21 | 42.86% | 5.6 |
|
| 6039 |
6039
Resolute Wealth Strategies
Jackson,
Mississippi
| $1.87億 | +$748万 | +4% | 7.49% | 105% | 105 | 8.57% | 1.7 |
|
| 6040 |
6040
Western Financial Corp
San Diego,
California
| $1.87億 | +$1447万 | +8% | 16.4% | 275% | 139 | 25.18% | 1.6 |
|
| 6041 |
6041
Pennington Partners & Co
Bethesda,
Maryland
| $1.86億 | +$1196万 | +7% | 9.36% | – | 90 | 18.89% | 0.4 |
|
| 6042 |
6042
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $1.86億 | +$1389万 | +8% | 7.08% | 51.7% | 378 | 8.47% | 2.5 |
|
| 6043 |
6043
Aull & Monroe Investment Management
Mobile,
Alabama
| $1.86億 | -$1466万 | -7% | 4.06% | 98.3% | 127 | 7.09% | 8.8 |
|
| 6044 |
6044
Cambridge Capital Management
O'fallon,
Illinois
| $1.86億 | +$2826万 | +18% | 7.07% | 55.9% | 41 | 12.2% | 1.3 |
|
| 6045 |
6045
Beaumont Asset Management
Beaumont,
Texas
| $1.86億 | +$2070万 | +13% | 10.5% | 73.1% | 76 | 23.68% | 2.9 |
|
| 6046 |
6046
Horizon Advisory Services
West Henrietta,
New York
| $1.86億 | +$943万 | +5% | 4.79% | – | 47 | 4.26% | 0.8 |
|
| 6047 |
WMS
6047
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| $1.86億 | +$3658万 | +24% | 8% | – | 39 | 7.69% | 0.4 |
|
| 6048 |
6048
Capital Wealth Alliance
Scottsdale,
Arizona
| $1.86億 | +$1872万 | +11% | 9.3% | 124% | 78 | 14.1% | 2.7 |
|
| 6049 |
6049
4D Advisors
Redondo Beach,
California
| $1.86億 | +$5728万 | +45% | 25.6% | – | 47 | 59.57% | 0.2 |
|
| 6050 |
6050
Gray Private Wealth
Canton,
Massachusetts
| $1.86億 | +$1984万 | +12% | 9.34% | – | 47 | 17.02% | 1 |
|