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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Bradley & Co Private Wealth Management
Miami,
Florida
| $1.63億 | +$1688万 | +12% | 13.3% | – | 198 | 7.07% | 3.1 |
|
| 6402 |
6402
TRV GP IV
Boston,
Massachusetts
| $1.63億 | +$7047万 | +76% | 150% | 1,102% | 3 | 0% | 3 |
|
| 6403 |
6403
Crabel Capital Management
Los Angeles,
California
| $1.63億 | +$7067万 | +76% | 1.28% | 13.9% | 52 | 23.08% | 1.3 |
|
| 6404 |
6404
Stegner Investment Associates
Louisville,
Kentucky
| $1.63億 | +$2018万 | +14% | 13.2% | 84.8% | 27 | 7.41% | 3.3 |
|
| 6405 |
6405
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $1.63億 | +$1128万 | +7% | 8.41% | 59.6% | 113 | 15.04% | 1.7 |
|
| 6406 |
6406
Echo Wealth Management
Plymouth,
Minnesota
| $1.63億 | +$1516万 | +10% | 5.64% | 42.9% | 50 | 8% | 2.7 |
|
| 6407 |
6407
Financial Designs
Claremont,
California
| $1.63億 | +$1952万 | +14% | 7.02% | 49% | 36 | 47.22% | 0.6 |
|
| 6408 |
6408
Client First Investment Management
West Bend,
Wisconsin
| $1.63億 | +$1555万 | +11% | 17.6% | 243% | 33 | 78.79% | 0.4 |
|
| 6409 |
6409
Worth Financial Advisory Group
Charlotte,
North Carolina
| $1.63億 | +$552万 | +4% | 12.8% | 93.3% | 169 | 20.71% | 1.6 |
|
| 6410 |
6410
Panoramic Investment Advisors
Denver,
Colorado
| $1.63億 | +$1475万 | +10% | 9.66% | – | 127 | 14.17% | 1.8 |
|
| 6411 |
6411
L.K. Benson & Company
Baltimore,
Maryland
| $1.63億 | +$1841万 | +13% | 6.2% | – | 102 | 6.86% | 0.5 |
|
| 6412 |
6412
North Ridge Wealth Advisors
Beaverton,
Oregon
| $1.63億 | +$1312万 | +9% | 7.35% | 29.5% | 182 | 14.29% | 0.8 |
|
| 6413 |
6413
RiverPark Advisors
New York
| $1.63億 | +$3424万 | +27% | 11.9% | 87.5% | 139 | 15.11% | 2.6 |
|
| 6414 |
6414
Gimbal Financial
Carmel,
Indiana
| $1.63億 | +$5191万 | +47% | 12.8% | – | 54 | 38.89% | 1 |
|
| 6415 |
6415
GraniteShares Advisors
New York
| $1.63億 | +$580万 | +4% | 4.87% | 86.2% | 99 | 17.17% | 1.4 |
|
| 6416 |
6416
Successful Portfolios
Clearwater,
Florida
| $1.63億 | +$1563万 | +11% | 10.3% | 110% | 169 | 6.51% | 4.9 |
|
| 6417 |
6417
Clark Financial Services Group
Chesterfield,
Missouri
| $1.63億 | +$1831万 | +13% | 11.3% | 116% | 101 | 6.93% | 1.9 |
|
| 6418 |
6418
Pandora Wealth
Oakbrook Terrace,
Illinois
| $1.63億 | +$1062万 | +7% | 10.5% | – | 309 | 17.15% | 0.2 |
|
| 6419 |
AGC
6419
Alden Global Capital
Brandon,
Florida
| $1.63億 | +$6890万 | +74% | 19.6% | 99.8% | 25 | 56% | 0.9 |
|
| 6420 |
6420
Northland Capital Management
Virginia,
Minnesota
| $1.62億 | +$1460万 | +10% | 5.18% | 37.5% | 31 | 0% | 2.3 |
|
| 6421 |
6421
OxenFree Capital
Satellite Beach,
Florida
| $1.62億 | +$3094万 | +24% | 8.92% | 56.4% | 45 | 6.67% | 1.3 |
|
| 6422 |
6422
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $1.62億 | +$944万 | +6% | 6.96% | 61.1% | 133 | 11.28% | 6.4 |
|
| 6423 |
6423
Sebold Capital Management
Lisle,
Illinois
| $1.62億 | +$1018万 | +7% | 7.44% | – | 81 | 13.58% | 1.9 |
|
| 6424 |
6424
Nicholson Wealth Management Group
Charlestown,
South Carolina
| $1.62億 | +$993万 | +7% | 5.76% | – | 108 | 6.48% | 0.7 |
|
| 6425 |
6425
Sard Wealth Management Group
Atlanta,
Georgia
| $1.62億 | +$1303万 | +9% | 5.02% | 51.3% | 50 | 8% | 1.3 |
|