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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Cosner Financial Group
Windsor,
Colorado
| $1.96億 | +$1001万 | +5% | 0.84% | 56.1% | 38 | 5.26% | 1.9 |
|
| 6302 |
6302
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $1.96億 | +$645万 | +3% | 3.81% | 94% | 53 | 1.89% | 2.8 |
|
| 6303 |
6303
Torren Management
San Diego,
California
| $1.96億 | – | – | 3% | – | 1,474 | – | 0 |
|
| 6304 |
6304
Apricus Wealth
Beaufort,
South Carolina
| $1.96億 | +$1045万 | +6% | 5.11% | 80.6% | 133 | 13.53% | 2.4 |
|
| 6305 |
6305
Braeburn Wealth Management
Muskegon,
Michigan
| $1.96億 | – | – | 4.47% | – | 84 | – | 0 |
|
| 6306 |
6306
KM Capital Management
Austin,
Texas
| $1.96億 | -$2059万 | -10% | 2.58% | 60.8% | 55 | 20% | 1.8 |
|
| 6307 |
6307
STAR Financial Bank
Fort Wayne,
Indiana
| $1.96億 | +$2663万 | +16% | 1.47% | 53.4% | 125 | 20% | 1.9 |
|
| 6308 |
6308
TenCore Partners
New York
| $1.96億 | -$3005万 | -13% | 2.26% | 78.4% | 14 | 14.29% | 3.4 |
|
| 6309 |
6309
Forest Hill Capital
Little Rock,
Arkansas
| $1.96億 | +$2570万 | +15% | 15.1% | 132% | 39 | 15.38% | 4 |
|
| 6310 |
GRWP
6310
Green Ridge Wealth Planning
Montville,
New Jersey
| $1.96億 | – | – | 3.45% | – | 87 | – | 0 |
|
| 6311 |
6311
Level Wealth Management
Greensboro,
North Carolina
| $1.96億 | +$556万 | +3% | 1.31% | – | 64 | 10.94% | 0.8 |
|
| 6312 |
6312
Tudor Financial
Dayton,
Ohio
| $1.95億 | +$717万 | +4% | 2.62% | – | 147 | 8.84% | 1.1 |
|
| 6313 |
6313
Omni 360 Wealth
Plainsboro,
New Jersey
| $1.95億 | +$1690万 | +9% | 1.97% | 59.9% | 131 | 10.69% | 1.5 |
|
| 6314 |
6314
HealthCor Partners Management
Charleston,
South Carolina
| $1.95億 | -$3021万 | -13% | 0% | – | 1 | 0% | 0.3 |
|
| 6315 |
AIM
6315
Athena Investment Management
Orinda,
California
| $1.95億 | +$322万 | +2% | 2.46% | 80.6% | 160 | 6.25% | 3.1 |
|
| 6316 |
6316
BostonPremier Wealth
Hanover,
Massachusetts
| $1.95億 | -$619万 | -3% | 2.63% | – | 74 | 8.11% | 0.8 |
|
| 6317 |
6317
Aufman Associates
Sewickley,
Pennsylvania
| $1.95億 | +$1745万 | +10% | 3.93% | 141% | 69 | 7.25% | 3.3 |
|
| 6318 |
6318
Ring Mountain Capital
Tiburon,
California
| $1.95億 | +$1448万 | +8% | 6.16% | – | 107 | 15.89% | 0.9 |
|
| 6319 |
6319
Symphony Financial Services
Akron,
Ohio
| $1.95億 | +$926万 | +5% | 1.23% | – | 108 | 12.96% | 1.1 |
|
| 6320 |
6320
Lancaster Investment Management
London,
United Kingdom
| $1.95億 | -$3832万 | -16% | 4.33% | 0.78% | 9 | 22.22% | 1.5 |
|
| 6321 |
6321
Note Advisors
Buffalo,
New York
| $1.95億 | +$2676万 | +16% | 1.73% | – | 88 | 12.5% | 0.9 |
|
| 6322 |
IMC
6322
Inherent Management Corp
New York
| $1.95億 | +$2046万 | +12% | 5.2% | – | 9 | 22.22% | 0.8 |
|
| 6323 |
6323
Peninsula Asset Management
Bradenton,
Florida
| $1.95億 | +$8.27万 | +0% | 2.59% | 44.1% | 46 | 8.7% | 8.5 |
|
| 6324 |
6324
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $1.95億 | +$754万 | +4% | 4.19% | 72.7% | 115 | 11.3% | 4.9 |
|
| 6325 |
JKA
6325
Jones Kertz & Associates
Blaine,
Minnesota
| $1.95億 | – | – | 6.08% | – | 63 | – | 0 |
|