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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $1.11億 | -$274万 | -2% | 4.25% | 84.1% | 57 | 8.77% | 0.2 |
|
| 6177 |
6177
Penobscot Wealth Management
Portland,
Maine
| $1.11億 | -$625万 | -5% | 5.33% | 56.7% | 68 | 23.53% | 0.6 |
|
| 6178 |
6178
Erickson Financial Group
Allentown,
Pennsylvania
| $1.11億 | -$490万 | -4% | 7.87% | 63.3% | 26 | 3.85% | 0.2 |
|
| 6179 |
6179
Rise Advisors
Rochester,
New York
| $1.11億 | +$609万 | +6% | 5.27% | 62.8% | 687 | 7.71% | 0.2 |
|
| 6180 |
6180
Protective Life
Birmingham,
Alabama
| $1.11億 | -$307万 | -3% | 7.15% | 38.4% | 15 | 13.33% | 2.7 |
|
| 6181 |
6181
Archvest Wealth Advisors
Concord,
California
| $1.11億 | -$456万 | -4% | 4.47% | 53.1% | 45 | 13.33% | 0.2 |
|
| 6182 |
6182
CEDRUS
Littleton,
Colorado
| $1.11億 | +$723万 | +7% | 5.66% | 19.8% | 166 | 18.67% | 0.2 |
|
| 6183 |
6183
Tenret Company
Tampa,
Florida
| $1.11億 | -$68.7万 | -0.6% | 5.52% | – | 33 | 21.21% | 0.6 |
|
| 6184 |
6184
Mork Capital Management
Healdsburg,
California
| $1.11億 | -$3674万 | -25% | 1.04% | 61.9% | 116 | 20.69% | 2.4 |
|
| 6185 |
HFAS
6185
Hummer Financial Advisory Services
Chicago,
Illinois
| $1.11億 | -$774万 | -7% | 5.6% | 71.8% | 107 | 6.54% | 1.9 |
|
| 6186 |
6186
Buttonwood Financial Advisors
Baltimore,
Maryland
| $1.11億 | +$858万 | +8% | 2.95% | 73.4% | 70 | 30% | 0.2 |
|
| 6187 |
NICM
6187
Neo Ivy Capital Management
New York
| $1.11億 | +$4116万 | +59% | 2.72% | – | 617 | 55.43% | 0.3 |
|
| 6188 |
6188
Maripau Wealth Management
Fort Wayne,
Indiana
| $1.11億 | +$517万 | +5% | 4.09% | 55.6% | 94 | 21.28% | 0.2 |
|
| 6189 |
6189
Tevis Investment Management
Plano,
Texas
| $1.11億 | -$416万 | -4% | 0.57% | 58.7% | 523 | 12.62% | 0.2 |
|
| 6190 |
6190
Alethea Capital Management
Mercer Island,
Washington
| $1.11億 | -$729万 | -6% | 1.09% | 275% | 104 | 54.81% | 2.7 |
|
| 6191 |
6191
American Asset Management
Boca Raton,
Florida
| $1.11億 | -$301万 | -3% | 2.91% | 42.5% | 9 | 11.11% | 4.7 |
|
| 6192 |
6192
Boyu Capital Investment Management Company
Hong Kong
| $1.1億 | -$630万 | -5% | 2.25% | – | 4 | 0% | 1.3 |
|
| 6193 |
BWM
6193
Bullock Wealth Management
Bloomington,
Indiana
| $1.1億 | -$558万 | -5% | 4.44% | 101% | 537 | 9.31% | 0.5 |
|
| 6194 |
6194
Wilson & Boucher Capital Management
Moraga,
California
| $1.1億 | -$63万 | -0.6% | 3.45% | 69.8% | 112 | 8.04% | 0.2 |
|
| 6195 |
6195
Wealthspan Partners
Davenport,
Iowa
| $1.1億 | -$286万 | -3% | 1.65% | 65% | 71 | 8.45% | 0.2 |
|
| 6196 |
6196
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $1.1億 | -$492万 | -4% | 5.1% | 64.9% | 69 | 66.67% | 0.1 |
|
| 6197 |
6197
Portland Hill Asset Management
London,
United Kingdom
| $1.1億 | -$2144万 | -16% | 11.6% | 30.2% | 44 | 6.82% | 2.5 |
|
| 6198 |
DGM
6198
Darwin Global Management
St. Helier,
Jersey
| $1.1億 | -$5.44億 | -83% | 13.9% | 2,582% | 13 | 92.31% | 0.3 |
|
| 6199 |
6199
Arctis Global
San Juan,
Puerto Rico
| $1.1億 | -$1.57億 | -59% | 14.9% | 69.5% | 16 | 68.75% | 0.6 |
|
| 6200 |
6200
EMFO LLC
Weston,
Florida
| $1.1億 | -$315万 | -3% | 1% | 25.8% | 356 | 10.11% | 0.7 |
|