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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Catherine Avery Investment Management
Longboat Key,
Florida
| $2.29億 | +$555万 | +2% | 15% | – | 173 | 41.04% | 0.9 |
|
| 6127 |
6127
Paul R. Ried Financial Group
Bellevue,
Washington
| $2.29億 | +$1381万 | +6% | 6.75% | – | 47 | 12.77% | 1.1 |
|
| 6128 |
6128
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $2.29億 | +$3914万 | +21% | 12.7% | 78% | 551 | 9.07% | 1.4 |
|
| 6129 |
6129
Painted Porch Advisors
Santa Barbara,
California
| $2.29億 | +$1930万 | +9% | 9.76% | – | 81 | 24.69% | 1.7 |
|
| 6130 |
6130
Asset Advisory Group
Kinnelon,
New Jersey
| $2.29億 | +$2950万 | +15% | 13.2% | – | 126 | 8.73% | 0.5 |
|
| 6131 |
6131
tru Independence
Portland,
Oregon
| $2.29億 | +$2645万 | +13% | 11.3% | 67.4% | 110 | 9.09% | 2.9 |
|
| 6132 |
6132
Innovative Asset Advisors Group
Shelton,
Connecticut
| $2.29億 | +$5540万 | +32% | 29.4% | – | 1,099 | 79.34% | 0.2 |
|
| 6133 |
6133
Wildcat Capital Management
New York
| $2.29億 | +$1.22億 | +115% | 120% | 77.7% | 3 | 33.33% | 3 |
|
| 6134 |
6134
Dow Chemical Company
Midland,
Michigan
| $2.28億 | -$1030万 | -4% | 2.29% | 29.4% | 6 | 50% | 2.6 |
|
| 6135 |
6135
Summit Place Financial Advisors
Summit,
New Jersey
| $2.28億 | +$2006万 | +10% | 11% | 111% | 116 | 13.79% | 3.2 |
|
| 6136 |
6136
Benchmark Investment Advisors
Chicago,
Illinois
| $2.28億 | +$5598万 | +33% | 56.3% | – | 79 | 15.19% | 2.9 |
|
| 6137 |
MA
6137
Menlo Advisors
Menlo Park,
California
| $2.28億 | +$534万 | +2% | 8.2% | 108% | 33 | 18.18% | 6.2 |
|
| 6138 |
6138
Adalta Capital Management
New York
| $2.28億 | +$1872万 | +9% | 16% | 80.4% | 108 | 14.81% | 4.2 |
|
| 6139 |
6139
Mission Hills Financial Advisory
San Diego,
California
| $2.28億 | +$3228万 | +17% | 7.52% | – | 89 | 39.33% | 0.7 |
|
| 6140 |
6140
Capital Square
Chattanooga,
Tennessee
| $2.28億 | +$1062万 | +5% | 10.5% | 62.5% | 252 | 14.68% | 2.3 |
|
| 6141 |
6141
Castleview Partners
Dallas,
Texas
| $2.28億 | +$3245万 | +17% | 8.05% | 61.3% | 251 | 31.47% | 2.4 |
|
| 6142 |
BCM
6142
Beartown Capital Management
Huntington Woods,
Michigan
| $2.27億 | +$1878万 | +9% | 63.1% | – | 56 | 51.79% | 0.3 |
|
| 6143 |
6143
Tower View Wealth Management
Shorewood,
Wisconsin
| $2.27億 | +$3260万 | +17% | 26% | 135% | 220 | 14.09% | 3.6 |
|
| 6144 |
6144
Signet Investment Advisory Group
Providence,
Rhode Island
| $2.27億 | +$906万 | +4% | 6.12% | 68.2% | 73 | 5.48% | 5.4 |
|
| 6145 |
KWM
6145
KRM Wealth Management
Reno,
Nevada
| $2.27億 | +$3533万 | +18% | 9.98% | – | 47 | 10.64% | 0.4 |
|
| 6146 |
6146
Next Level Wealth Planning
Meridian,
Idaho
| $2.27億 | +$3247万 | +17% | 17.2% | – | 76 | 6.58% | 1.1 |
|
| 6147 |
6147
Flower City Capital
Pittsford,
New York
| $2.27億 | +$2777万 | +14% | 13.4% | 69.5% | 49 | 6.12% | 2.5 |
|
| 6148 |
6148
Wingate Wealth Advisors
Lexington,
Massachusetts
| $2.27億 | +$3993万 | +21% | 9.86% | – | 132 | 12.12% | 1.1 |
|
| 6149 |
6149
TFB Advisors
Overland Park,
Kansas
| $2.27億 | +$3602万 | +19% | 18% | 85% | 199 | 14.07% | 1.9 |
|
| 6150 |
6150
Smith Thornton Advisors
Huntsville,
Alabama
| $2.27億 | +$2838万 | +14% | 11.4% | – | 146 | 15.07% | 1.6 |
|