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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Fischer Investment Strategies
Westlake Village,
California
| $2.1億 | +$3817万 | +22% | 15% | 81% | 52 | 19.23% | 1.1 |
|
| 6427 |
6427
Arcadia Wealth Management (New York)
Smithtown,
New York
| $2.1億 | +$2477万 | +13% | 13.3% | – | 61 | 14.75% | 1.2 |
|
| 6428 |
6428
Apricus Wealth
Beaufort,
South Carolina
| $2.1億 | +$427万 | +2% | 5.14% | 80.6% | 131 | 9.92% | 2.6 |
|
| 6429 |
6429
Shearwater Capital
Denver,
Colorado
| $2.09億 | +$1875万 | +10% | 11% | 74.4% | 73 | 13.7% | 2.9 |
|
| 6430 |
6430
Trust Investment Advisors
Indianapolis,
Indiana
| $2.09億 | +$3847万 | +23% | 32.5% | 178% | 101 | 15.84% | 4.9 |
|
| 6431 |
IF
6431
Integrity Financial
Cheyenne,
Wyoming
| $2.09億 | +$832万 | +4% | 14.2% | 66.3% | 318 | 16.35% | 2.4 |
|
| 6432 |
6432
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $2.09億 | +$3989万 | +24% | 9.26% | 41.6% | 20 | 25% | 1.2 |
|
| 6433 |
6433
Sard Wealth Management Group
Atlanta,
Georgia
| $2.09億 | +$2520万 | +14% | 11% | 51.3% | 64 | 10.94% | 1.8 |
|
| 6434 |
6434
Humankind Investments
New York
| $2.09億 | +$3404万 | +19% | 18.2% | 62.5% | 24 | 25% | 1.3 |
|
| 6435 |
6435
Panoramic Investment Advisors
Denver,
Colorado
| $2.09億 | +$2413万 | +13% | 12.9% | – | 145 | 13.1% | 2.2 |
|
| 6436 |
NED
6436
Nancy E. Dempze
| $2.09億 | +$2691万 | +15% | 23.6% | 83.1% | 97 | 11.34% | 4.4 |
|
| 6437 |
6437
Peninsula Asset Management
Bradenton,
Florida
| $2.09億 | +$1308万 | +7% | 9.36% | 44.1% | 56 | 8.93% | 7.1 |
|
| 6438 |
HFS
6438
Hoge Financial Services
Canonsburg,
Pennsylvania
| $2.09億 | +$2206万 | +12% | 12.4% | – | 87 | 21.84% | 1.5 |
|
| 6439 |
6439
IFS Advisors
Overland Park,
Kansas
| $2.09億 | +$1475万 | +8% | 8.74% | 54.2% | 226 | 6.64% | 2.7 |
|
| 6440 |
6440
RLH Capital
Great Neck,
New York
| $2.09億 | +$1196万 | +6% | 0.19% | – | 180 | 67.78% | 0.1 |
|
| 6441 |
6441
Pacific Financial Group
Bellevue,
Washington
| $2.09億 | +$2305万 | +12% | 14.5% | 61.1% | 90 | 8.89% | 5.3 |
|
| 6442 |
FAG
6442
Financial Architects (Georgia)
Woodstock,
Georgia
| $2.09億 | +$1894万 | +10% | 9.49% | 35.9% | 25 | 4% | 1.8 |
|
| 6443 |
6443
Oak Wealth Advisors
Northbrook,
Illinois
| $2.08億 | +$2649万 | +15% | 12.4% | – | 68 | 16.18% | 1.2 |
|
| 6444 |
CCAM
6444
Capelight Capital Asset Management
New York
| $2.08億 | +$7436万 | +55% | 96.8% | – | 50 | 58% | 0.2 |
|
| 6445 |
AWM
6445
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $2.08億 | -$1107万 | -5% | 15.8% | 73.1% | 436 | 61.01% | 1.8 |
|
| 6446 |
6446
Promethium Advisors
Bethesda,
Maryland
| $2.08億 | +$1524万 | +8% | 9.08% | – | 130 | 20% | 1.4 |
|
| 6447 |
6447
Axis Wealth Partners
East Providence,
Rhode Island
| $2.08億 | +$2025万 | +11% | 9.99% | – | 197 | 18.78% | 1.2 |
|
| 6448 |
6448
Monument Group Wealth Advisors
Concord,
Massachusetts
| $2.08億 | +$2813万 | +16% | 12.5% | 68.6% | 44 | 2.27% | 2 |
|
| 6449 |
MF
6449
Meridian Financial
Holliston,
Massachusetts
| $2.08億 | +$2518万 | +14% | 12.5% | 58.5% | 152 | 11.18% | 2.9 |
|
| 6450 |
6450
Andrews Advisory Associates
Honolulu,
Hawaii
| $2.08億 | +$1815万 | +10% | 9.1% | – | 89 | 11.24% | 0.4 |
|