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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
WPA
6451
Wealth Preservation Advisors
Chattanooga,
Tennessee
| $1.72億 | +$967万 | +6% | 11.7% | – | 625 | 11.84% | 0.4 |
|
| 6452 |
6452
Hillman Capital Management
Bethesda,
Maryland
| $1.72億 | -$1141万 | -6% | 3.59% | 20.2% | 55 | 12.73% | 3.1 |
|
| 6453 |
6453
Trademark Financial Management
Bloomington,
Minnesota
| $1.72億 | +$826万 | +5% | 6.24% | 67.5% | 96 | 10.42% | 1.2 |
|
| 6454 |
6454
SummerHaven Investment Management
Stamford,
Connecticut
| $1.72億 | +$1890万 | +12% | 13.5% | 150% | 296 | 69.26% | 1 |
|
| 6455 |
6455
Petra Financial Advisors
Colorado Srpings,
Colorado
| $1.72億 | +$1409万 | +9% | 9.4% | 129% | 148 | 10.14% | 1.7 |
|
| 6456 |
JCM
6456
JS Capital Management
New York
| $1.72億 | +$6259万 | +57% | 57.4% | 52.4% | 1 | 0% | 6.3 |
|
| 6457 |
6457
LWM Advisory Services
Plantation,
Florida
| $1.72億 | +$2656万 | +18% | 7.25% | 64.9% | 98 | 13.27% | 2.3 |
|
| 6458 |
6458
Pacific Point Advisors
Rancho Santa Fe,
California
| $1.71億 | -$1303万 | -7% | 13.4% | – | 131 | 18.32% | 0.6 |
|
| 6459 |
6459
Fee-Only Financial Planning
Okatie,
South Carolina
| $1.71億 | +$987万 | +6% | 7.21% | 72.6% | 43 | 6.98% | 2.4 |
|
| 6460 |
6460
MQS Management
New York
| $1.71億 | -$999万 | -6% | 0.95% | 6.42% | 697 | 78.62% | 0.1 |
|
| 6461 |
6461
Successful Portfolios
Clearwater,
Florida
| $1.71億 | +$869万 | +5% | 7.78% | 110% | 181 | 9.94% | 4.9 |
|
| 6462 |
6462
Echo Wealth Management
Plymouth,
Minnesota
| $1.71億 | +$818万 | +5% | 5.09% | 42.9% | 46 | 2.17% | 2.9 |
|
| 6463 |
6463
Whalen Wealth Management
Las Vegas,
Nevada
| $1.71億 | +$1182万 | +7% | 5.71% | 90.2% | 277 | 64.98% | 0.4 |
|
| 6464 |
6464
WESPAC Advisors
Orinda,
California
| $1.71億 | +$2814万 | +20% | 7.77% | 126% | 208 | 32.69% | 1.2 |
|
| 6465 |
AGC
6465
Alden Global Capital
Brandon,
Florida
| $1.71億 | +$856万 | +5% | 15% | 99.8% | 21 | 42.86% | 1.1 |
|
| 6466 |
6466
Counterweight Ventures
Wilmington,
North Carolina
| $1.71億 | +$1788万 | +12% | 10.6% | – | 81 | 14.81% | 1.4 |
|
| 6467 |
6467
Northland Capital Management
Virginia,
Minnesota
| $1.71億 | +$856万 | +5% | 4.99% | 37.5% | 31 | 3.23% | 2.6 |
|
| 6468 |
AI
6468
Arrien Investments
Boise,
Idaho
| $1.71億 | +$1271万 | +8% | 4.91% | 46% | 41 | 4.88% | 1.8 |
|
| 6469 |
YC
6469
Yunqi Capital
Hong Kong
| $1.71億 | +$3082万 | +22% | 33.6% | 71.4% | 7 | 42.86% | 1.5 |
|
| 6470 |
6470
IFS Advisors
Overland Park,
Kansas
| $1.71億 | +$3872万 | +29% | 5% | 54.2% | 179 | 6.15% | 2.6 |
|
| 6471 |
6471
14B Capital Management
La Jolla,
California
| $1.71億 | -$7248万 | -30% | 5.9% | – | 11 | 9.09% | 1.2 |
|
| 6472 |
6472
Axis Wealth Partners
East Providence,
Rhode Island
| $1.71億 | +$1864万 | +12% | 6.15% | – | 162 | 9.88% | 0.6 |
|
| 6473 |
6473
Brucke Financial
Indianapolis,
Indiana
| $1.71億 | +$2695万 | +19% | 8.13% | – | 176 | 25% | 0.6 |
|
| 6474 |
6474
Nicholson Wealth Management Group
Charlestown,
South Carolina
| $1.71億 | +$842万 | +5% | 2.76% | – | 112 | 8.04% | 0.9 |
|
| 6475 |
6475
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $1.71億 | -$8026万 | -32% | 7.99% | 70.9% | 509 | 3.34% | 0.2 |
|