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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Tranquilli Financial Advisor
Clinton,
New Jersey
| $1.59億 | +$1011万 | +7% | 7.11% | 55.1% | 113 | 8.85% | 2 |
|
| 6077 |
6077
Carson Advisory
Athens,
Georgia
| $1.59億 | +$1677万 | +12% | 9.46% | 68.6% | 184 | 13.59% | 1.9 |
|
| 6078 |
6078
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $1.59億 | +$267万 | +2% | 3.99% | 14.4% | 65 | 44.62% | 1.1 |
|
| 6079 |
6079
KilterHowling LLC
Boulder,
Colorado
| $1.59億 | +$1237万 | +8% | 5.21% | 51.3% | 51 | 7.84% | 2.1 |
|
| 6080 |
6080
Fairbanks Capital Management
Rancho Santa Fe,
California
| $1.59億 | +$693万 | +5% | 4.68% | 81.3% | 54 | 5.56% | 5.1 |
|
| 6081 |
6081
Asset Allocation & Management Company
Chicago,
Illinois
| $1.59億 | +$781万 | +5% | 5.1% | 58.5% | 49 | 6.12% | 3.2 |
|
| 6082 |
6082
Lakeside Advisors
Seattle,
Washington
| $1.59億 | +$511万 | +3% | 5.6% | 83.7% | 66 | 6.06% | 2.4 |
|
| 6083 |
6083
Tenret Company
Tampa,
Florida
| $1.59億 | +$1460万 | +10% | 6.02% | – | 33 | 3.03% | 2.5 |
|
| 6084 |
6084
EHP Funds Inc
Toronto,
Canada
| $1.59億 | -$4336万 | -21% | 4.39% | 173% | 111 | 86.49% | 0.5 |
|
| 6085 |
6085
Criterion Capital Advisors
Nashville,
Tennessee
| $1.59億 | -$1,204 | -0% | 6.48% | – | 348 | 0% | 0.7 |
|
| 6086 |
CNFG
6086
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $1.59億 | +$1313万 | +9% | 8.65% | 52.6% | 80 | 6.25% | 6.5 |
|
| 6087 |
JCA
6087
Jade Capital Advisors
Essex Fells,
New Jersey
| $1.59億 | +$1727万 | +12% | 5.76% | 28.9% | 135 | 60.74% | 0.5 |
|
| 6088 |
6088
Farrow Financial
Randolph,
Vermont
| $1.59億 | +$1203万 | +8% | 8.16% | – | 54 | 11.11% | 0.7 |
|
| 6089 |
6089
Robocap Asset Management
London,
United Kingdom
| $1.59億 | -$171万 | -1% | 1.89% | 259% | 25 | 4% | 1.4 |
|
| 6090 |
6090
Swisher Financial Concepts
Westerville,
Ohio
| $1.59億 | +$6002万 | +61% | 7.74% | – | 92 | 20.65% | 0.6 |
|
| 6091 |
6091
Values Added Financial
Washington,
District of Columbia
| $1.59億 | +$1985万 | +14% | 6.14% | 65.9% | 108 | 18.52% | 0.9 |
|
| 6092 |
6092
Massachusetts Wealth Management
North Andover,
Massachusetts
| $1.59億 | +$963万 | +6% | 6.54% | 110% | 97 | 13.4% | 1.5 |
|
| 6093 |
6093
Mayfair Advisory Group
Birmingham,
Alabama
| $1.59億 | +$1089万 | +7% | 6.43% | 71.5% | 165 | 20.61% | 2.1 |
|
| 6094 |
FAG
6094
Fortitude Advisory Group
Gig Harbor,
Washington
| $1.59億 | -$880万 | -5% | 5.16% | 142% | 216 | 11.11% | 2 |
|
| 6095 |
6095
Bancreek Capital Management
Santa Monica,
California
| $1.58億 | +$3041万 | +24% | 11.6% | 33.6% | 22 | 18.18% | 1.7 |
|
| 6096 |
6096
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $1.58億 | +$1069万 | +7% | 6.05% | 64.3% | 121 | 15.7% | 2 |
|
| 6097 |
6097
Disciplined Equity Management
Neptune Beach,
Florida
| $1.58億 | +$665万 | +4% | 7.61% | 72.3% | 63 | 0% | 1.8 |
|
| 6098 |
6098
Pring Turner Capital Group
Alamo,
California
| $1.58億 | +$1518万 | +11% | 9.41% | 70.8% | 72 | 11.11% | 4 |
|
| 6099 |
6099
Palouse Capital Management
Spokane,
Washington
| $1.58億 | +$935万 | +6% | 7.95% | 67.8% | 126 | 10.32% | 2.3 |
|
| 6100 |
6100
Nipun Capital
Foster City,
California
| $1.58億 | +$1813万 | +13% | 10.5% | 30.2% | 8 | 25% | 0.6 |
|