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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Peterson Wealth Management
Sparks,
Nevada
| $9810万 | -$916万 | -9% | 6.05% | 78% | 62 | 19.35% | 1.6 |
|
| 6277 |
6277
Safir Wealth Advisors
Greenland,
New Hampshire
| $9810万 | +$201万 | +2% | 5.02% | 52.1% | 15 | 13.33% | 1.6 |
|
| 6278 |
6278
Mainsail Financial Group
Bellevue,
Washington
| $9810万 | – | – | 6.06% | 61.9% | 43 | – | 0 |
|
| 6279 |
6279
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $9806万 | +$691万 | +8% | 10.9% | 106% | 168 | 37.5% | 1 |
|
| 6280 |
6280
Rose Park Advisors
Boston,
Massachusetts
| $9780万 | -$4963万 | -34% | 11.8% | 11.8% | 1 | 0% | 1 |
|
| 6281 |
6281
ACME LLC
San Francisco,
California
| $9777万 | -$1375万 | -12% | 0.08% | 199% | 9 | 0% | 1.3 |
|
| 6282 |
6282
Terrapin Asset Management
Miami,
Florida
| $9765万 | – | – | 3.15% | – | 264 | – | 0 |
|
| 6283 |
6283
Ampfield Management
New York
| $9760万 | +$2884万 | +42% | 20.8% | 56.9% | 4 | 25% | 1.8 |
|
| 6284 |
6284
Barden Capital Management
Austin,
Texas
| $9759万 | +$1170万 | +14% | 8.22% | 80.1% | 67 | 13.43% | 0.8 |
|
| 6285 |
6285
KFG Wealth Management
Granger,
Indiana
| $9759万 | – | – | 7.08% | 55.9% | 75 | – | 0 |
|
| 6286 |
6286
Alamar Capital Management
Santa Barbara,
California
| $9757万 | +$857万 | +10% | 11.3% | – | 75 | 16% | 1.4 |
|
| 6287 |
6287
Wilson & Boucher Capital Management
Moraga,
California
| $9755万 | +$1167万 | +14% | 11.5% | 69.8% | 100 | 9% | 0.9 |
|
| 6288 |
6288
Panoramic Investment Advisors
Denver,
Colorado
| $9753万 | – | – | 7.24% | – | 94 | – | 0 |
|
| 6289 |
6289
Gavilan Investment Partners
Burlingame,
California
| $9742万 | – | – | 1.76% | 109% | 14 | – | 0 |
|
| 6290 |
6290
Threadgill Financial
Spring,
Texas
| $9740万 | -$410万 | -4% | 15.3% | 49.3% | 45 | 31.11% | 0.7 |
|
| 6291 |
6291
LAM Group
Lake Oswego,
Oregon
| $9739万 | – | – | 9.21% | 61.8% | 117 | – | 0 |
|
| 6292 |
6292
Del-Sette Capital Management
Schenectady,
New York
| $9732万 | +$1273万 | +15% | 11.6% | 112% | 36 | 52.78% | 0.5 |
|
| 6293 |
6293
Axim Planning & Wealth
Springboro,
Ohio
| $9730万 | -$431万 | -4% | 31.1% | 32.3% | 172 | 87.79% | 0.4 |
|
| 6294 |
6294
BCK Capital Management
Stamford,
Connecticut
| $9720万 | -$4207万 | -30% | 22.7% | 161% | 116 | 51.72% | 0.6 |
|
| 6295 |
6295
Campbell Capital Management
Miami,
Florida
| $9719万 | -$1137万 | -10% | 0.66% | – | 31 | 19.35% | 2.3 |
|
| 6296 |
6296
RF&L Wealth Management
Acton,
Massachusetts
| $9708万 | – | – | 8.92% | 73.8% | 47 | – | 0 |
|
| 6297 |
6297
Walker Financial Services
Bowling Green,
Kentucky
| $9703万 | -$1000万 | -9% | 5.19% | 20.8% | 24 | 16.67% | 0.6 |
|
| 6298 |
6298
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $9697万 | +$2375万 | +32% | 7.23% | 79.7% | 106 | 24.53% | 0.7 |
|
| 6299 |
6299
Brown Financial Advisory
Fairhope,
Alabama
| $9694万 | -$723万 | -7% | 7.32% | 66.3% | 30 | 13.33% | 1.7 |
|
| 6300 |
GG
6300
Golden Green
Seneca,
South Carolina
| $9690万 | +$430万 | +5% | 5.41% | 92.4% | 89 | 32.58% | 0.9 |
|