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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
N10 Assets
Greenwich,
Connecticut
| $2.31億 | – | – | 48.3% | – | 34 | – | 0 |
|
| 6102 |
6102
Foundry Financial Group
Laconia,
New Hampshire
| $2.31億 | +$2974万 | +15% | 13.3% | 57.4% | 82 | 17.07% | 1.5 |
|
| 6103 |
VH
6103
VVR Holdings
Bellingham,
Washington
| $2.31億 | +$3767万 | +19% | 17.2% | – | 45 | 28.89% | 0.4 |
|
| 6104 |
6104
Founders Capital Management (Texas)
Houston,
Texas
| $2.31億 | +$2629万 | +13% | 24.1% | 131% | 427 | 10.3% | 4.4 |
|
| 6105 |
LWA
6105
Legacy Wealth Advisors
Miami,
Florida
| $2.31億 | +$3507万 | +18% | 12.8% | – | 155 | 34.19% | 0.3 |
|
| 6106 |
6106
PFG Private Wealth Management
Lutz,
Florida
| $2.31億 | -$505万 | -2% | 9.55% | 52.6% | 86 | 26.74% | 1.6 |
|
| 6107 |
6107
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $2.31億 | +$2836万 | +14% | 11.9% | 51.7% | 75 | 13.33% | 3.8 |
|
| 6108 |
6108
AGP Franklin
Franklin,
Tennessee
| $2.31億 | +$3043万 | +15% | 24.1% | – | 107 | 26.17% | 1 |
|
| 6109 |
6109
Cooper Capital Advisors
Encinitas,
California
| $2.31億 | +$8767万 | +61% | 17.1% | – | 44 | 27.27% | 0.9 |
|
| 6110 |
6110
Harold Davidson & Associates
Los Angeles,
California
| $2.31億 | +$2467万 | +12% | 22.7% | – | 66 | 19.7% | 1.3 |
|
| 6111 |
BWM
6111
Bullock Wealth Management
Bloomington,
Indiana
| $2.31億 | +$3122万 | +16% | 18% | 101% | 650 | 10.92% | 3.3 |
|
| 6112 |
6112
Note Advisors
Buffalo,
New York
| $2.31億 | +$3049万 | +15% | 7.96% | – | 88 | 5.68% | 1.3 |
|
| 6113 |
6113
Burrus Financial Services
Salt Lake City,
Utah
| $2.3億 | +$1186万 | +5% | 6.76% | 31.3% | 11 | 0% | 2.3 |
|
| 6114 |
6114
Kensington Investment Counsel
Long Beach,
California
| $2.3億 | +$2251万 | +11% | 21.1% | 81.9% | 93 | 19.35% | 3.3 |
|
| 6115 |
6115
Strive Financial Group
Carmel,
Indiana
| $2.3億 | +$4158万 | +22% | 16.3% | – | 944 | 29.34% | 0.4 |
|
| 6116 |
6116
Banyan Capital Management
Atlanta,
Georgia
| $2.3億 | -$196万 | -0.8% | 4.14% | 44.4% | 55 | 0% | 2.2 |
|
| 6117 |
6117
LCM Capital Management
Chicago,
Illinois
| $2.3億 | +$3074万 | +15% | 19% | 128% | 132 | 18.94% | 3.2 |
|
| 6118 |
6118
BDFS Capital
Rehoboth Beach,
Delaware
| $2.3億 | +$2224万 | +11% | 6.77% | – | 149 | 30.2% | 0.4 |
|
| 6119 |
6119
International City Management Association Retirement Corp
Washington,
District of Columbia
| $2.3億 | +$3481万 | +18% | 9.68% | 48.1% | 6 | 0% | 2.6 |
|
| 6120 |
6120
Matrix Private Capital Group
New York
| $2.3億 | +$2250万 | +11% | 9.57% | 62.5% | 148 | 8.11% | 4.3 |
|
| 6121 |
6121
Azarias Capital Management
Berwyn,
Pennsylvania
| $2.3億 | +$668万 | +3% | 9.32% | 58.2% | 25 | 12% | 2.5 |
|
| 6122 |
6122
Integrity Investment Advisors
Fort Collins,
Colorado
| $2.3億 | +$4536万 | +25% | 16.9% | – | 79 | 15.19% | 0.9 |
|
| 6123 |
LS
6123
LCW Services
Virginia Beach,
Virginia
| $2.3億 | +$2837万 | +14% | 11.7% | – | 40 | 2.5% | 0.5 |
|
| 6124 |
AIFS
6124
A&I Financial Services
Lone Tree,
Colorado
| $2.3億 | +$1851万 | +9% | 11.4% | – | 86 | 25.58% | 1.8 |
|
| 6125 |
6125
Catalys Pacific
Tokyo,
Japan
| $2.29億 | -$126万 | -0.5% | 0.54% | 189% | 2 | 0% | 2.5 |
|