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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 |
JKA
6301
Jones Kertz & Associates
Blaine,
Minnesota
| $2.17億 | +$2858万 | +15% | 33.2% | – | 68 | 5.88% | 0.5 |
|
| 6302 |
GAA
6302
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| $2.17億 | +$4572万 | +27% | 15% | 106% | 130 | 26.15% | 1.7 |
|
| 6303 |
6303
Bellevue Asset Management
Bellevue,
Washington
| $2.17億 | +$1689万 | +8% | 13.8% | 56.7% | 591 | 39.76% | 3.1 |
|
| 6304 |
6304
Chou Associates Management
Toronto,
Ontario, Canada
| $2.17億 | +$633万 | +3% | 7% | 66.4% | 31 | 3.23% | 3.8 |
|
| 6305 |
6305
Friedenthal Financial
Marlton,
New Jersey
| $2.17億 | +$1713万 | +9% | 9.19% | 105% | 312 | 40.38% | 2 |
|
| 6306 |
6306
Security National Bank of So Dak
Sioux City,
Iowa
| $2.17億 | +$909万 | +4% | 11.4% | 67.7% | 292 | 60.96% | 2.4 |
|
| 6307 |
6307
Ballast Rock Private Wealth
Charleston,
South Carolina
| $2.17億 | +$3574万 | +20% | 14.2% | – | 195 | 10.77% | 0.4 |
|
| 6308 |
6308
Tenzing Global Management
San Francisco,
California
| $2.16億 | +$9590万 | +80% | 35.4% | 273% | 23 | 56.52% | 0.6 |
|
| 6309 |
6309
Omni 360 Wealth
Plainsboro,
New Jersey
| $2.16億 | +$2262万 | +12% | 11.1% | 59.9% | 137 | 10.22% | 1.8 |
|
| 6310 |
6310
Enstar Group
Hamilton,
Bermuda
| $2.16億 | -$101万 | -0.5% | 0.19% | 29.5% | 9 | 0% | 4.3 |
|
| 6311 |
6311
Islay Capital Management
Lubbock,
Texas
| $2.16億 | +$1930万 | +10% | 6.66% | 72% | 262 | 34.35% | 3.1 |
|
| 6312 |
6312
Barnes Wealth Management Group
Bakersfield,
California
| $2.16億 | +$1915万 | +10% | 10.4% | – | 205 | 15.12% | 1.1 |
|
| 6313 |
6313
SWP Financial
San Diego,
California
| $2.16億 | +$2013万 | +10% | 11.9% | 58.4% | 80 | 13.75% | 1.6 |
|
| 6314 |
PCMK
6314
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $2.16億 | +$1408万 | +7% | 14.8% | 87.5% | 61 | 8.2% | 6.6 |
|
| 6315 |
6315
GuidedMoney
Black Earth,
Wisconsin
| $2.16億 | +$2556万 | +13% | 9.45% | – | 34 | 14.71% | 0.4 |
|
| 6316 |
PIM
6316
Pullen Investment Management
Bradenton,
Florida
| $2.16億 | +$1684万 | +8% | 10.9% | – | 108 | 18.52% | 1.6 |
|
| 6317 |
6317
Brendel Financial Advisors
Hanover,
New Hampshire
| $2.16億 | +$1388万 | +7% | 13.3% | 126% | 116 | 31.03% | 1.9 |
|
| 6318 |
6318
Chokshi & Queen Wealth Advisors
San Diego,
California
| $2.16億 | +$2878万 | +15% | 17.8% | – | 69 | 20.29% | 0.9 |
|
| 6319 |
6319
Planning Directions
Glen Mills,
Pennsylvania
| $2.16億 | +$1831万 | +9% | 11.1% | 46.3% | 113 | 8.85% | 3.4 |
|
| 6320 |
6320
Kennicott Capital Management
Corte Madera,
California
| $2.16億 | +$3277万 | +18% | 19.3% | 98% | 48 | 8.33% | 3.6 |
|
| 6321 |
6321
Sharp Financial Services
Horsham,
Pennsylvania
| $2.16億 | +$1335万 | +7% | 10.4% | – | 135 | 17.04% | 1.4 |
|
| 6322 |
6322
J. Hagan Capital
Louisville,
Kentucky
| $2.16億 | +$3053万 | +16% | 13.9% | – | 96 | 17.71% | 0.8 |
|
| 6323 |
6323
AUA Capital Management
Camp Hill,
Pennsylvania
| $2.16億 | +$2005万 | +10% | 11.6% | 70.2% | 85 | 7.06% | 6.7 |
|
| 6324 |
6324
Petra Financial Advisors
Colorado Srpings,
Colorado
| $2.16億 | +$5413万 | +33% | 18.6% | 129% | 184 | 45.11% | 1.3 |
|
| 6325 |
6325
FOCUS Wealth Advisors
Houston,
Texas
| $2.16億 | +$1108万 | +5% | 13.8% | 68.7% | 69 | 26.09% | 3.2 |
|