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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Lake Hills Wealth Management
Austin,
Texas
| $1.45億 | -$161万 | -1% | 1.15% | 83.7% | 76 | 61.84% | 1 |
|
| 6527 |
6527
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $1.45億 | -$507万 | -3% | 1.37% | 58.2% | 125 | 17.6% | 1.8 |
|
| 6528 |
KFO
6528
Kopp Family Office
Bloomington,
Minnesota
| $1.45億 | -$1318万 | -8% | 9.36% | 47.9% | 29 | 31.03% | 2.4 |
|
| 6529 |
6529
Cascade Wealth Advisors
Wenatchee,
Washington
| $1.45億 | -$316万 | -2% | 2.63% | – | 50 | 22% | 1 |
|
| 6530 |
MIM
6530
Meixler Investment Management
Show Low,
Arizona
| $1.45億 | +$937万 | +7% | 5.45% | 60.8% | 125 | 17.6% | 1.6 |
|
| 6531 |
6531
Archer Investment Management
Austin,
Texas
| $1.45億 | -$1786万 | -11% | 0.19% | – | 65 | 23.08% | 0.2 |
|
| 6532 |
6532
Wallace Advisory Group
Lafayette,
California
| $1.44億 | -$19.5万 | -0.1% | 1.6% | 50.9% | 201 | 16.42% | 1.6 |
|
| 6533 |
6533
L.K. Benson & Company
Baltimore,
Maryland
| $1.44億 | +$252万 | +2% | 3.45% | – | 100 | 7% | 0.2 |
|
| 6534 |
6534
Kellett Wealth Advisors
Cincinnati,
Ohio
| $1.44億 | -$113万 | -0.8% | 2.9% | 76.3% | 78 | 14.1% | 1.9 |
|
| 6535 |
6535
Clark Financial Services Group
Chesterfield,
Missouri
| $1.44億 | +$1357万 | +10% | 3.93% | 116% | 103 | 29.13% | 1.8 |
|
| 6536 |
6536
Amitell Capital
Singapore
| $1.44億 | +$2113万 | +17% | 4.12% | 188% | 57 | 47.37% | 0.8 |
|
| 6537 |
6537
Monument Group Wealth Advisors
Concord,
Massachusetts
| $1.44億 | +$301万 | +2% | 1.09% | 68.6% | 54 | 14.81% | 1 |
|
| 6538 |
6538
MWA Asset Management
Lexington,
Massachusetts
| $1.44億 | -$618万 | -4% | 3.71% | 174% | 129 | 11.63% | 1.3 |
|
| 6539 |
6539
Granite Group Advisors
Stamford,
Connecticut
| $1.44億 | -$1280万 | -8% | 5.41% | 74% | 84 | 15.48% | 1.1 |
|
| 6540 |
6540
Mission Hills Financial Advisory
San Diego,
California
| $1.44億 | +$1518万 | +12% | 0.73% | – | 38 | 13.16% | 0.4 |
|
| 6541 |
6541
LWM Advisory Services
Plantation,
Florida
| $1.44億 | +$16.7万 | +0.1% | 0.76% | 64.9% | 101 | 10.89% | 1.9 |
|
| 6542 |
6542
Lummis Asset Management
Fort Worth,
Texas
| $1.44億 | +$6505万 | +82% | 0.67% | – | 174 | 22.41% | 1 |
|
| 6543 |
6543
Conscious Wealth Investments
Coral Gables,
Florida
| $1.44億 | -$351万 | -2% | 5.73% | – | 60 | 30% | 0.9 |
|
| 6544 |
6544
Summit Rock Advisors
New York
| $1.44億 | -$1.51億 | -51% | 9.3% | – | 6 | 66.67% | 1.1 |
|
| 6545 |
6545
Strive Asset Management
Dublin,
Ohio
| $1.44億 | +$1048万 | +8% | 3.59% | – | 125 | 17.6% | 0.2 |
|
| 6546 |
CCA
6546
Cypress Capital Advisors
Franklin,
Tennessee
| $1.44億 | +$1612万 | +13% | 0.59% | – | 76 | 22.37% | 0.2 |
|
| 6547 |
6547
Christian Investment Advisors
New Braunfels,
Texas
| $1.44億 | +$557万 | +4% | 0.14% | – | 12 | 0% | 0.3 |
|
| 6548 |
6548
Disciplined Equity Management
Neptune Beach,
Florida
| $1.44億 | -$1054万 | -7% | 2.04% | 72.3% | 61 | 8.2% | 2.3 |
|
| 6549 |
6549
Taylor Financial Group
Roanoke,
Virginia
| $1.44億 | -$59.9万 | -0.4% | 2% | 79% | 103 | 12.62% | 1.1 |
|
| 6550 |
6550
Comprehensive Wealth Management
Lynnwood,
Washington
| $1.44億 | +$1000万 | +7% | 1.23% | 40.6% | 35 | 20% | 1.5 |
|