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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
First National Bank of Hutchinson
Hutchinson,
Kansas
| $1.71億 | -$1829万 | -10% | 3.41% | 121% | 102 | 19.61% | 4.3 |
|
| 6752 |
6752
LWM Advisory Services
Plantation,
Florida
| $1.71億 | -$89.8万 | -0.5% | 3.13% | 64.9% | 103 | 29.13% | 2.2 |
|
| 6753 |
6753
SFM LLC
Manchester,
New Hampshire
| $1.71億 | -$131万 | -0.8% | 2.29% | 67.5% | 64 | 10.94% | 1.6 |
|
| 6754 |
6754
OmniStar Financial Group
Wilmington,
North Carolina
| $1.71億 | +$552万 | +3% | 3.96% | 75.6% | 119 | 22.69% | 1.4 |
|
| 6755 |
6755
Martin Capital Advisors
San Antonio,
Texas
| $1.71億 | +$490万 | +3% | 4.69% | 140% | 75 | 5.33% | 3.2 |
|
| 6756 |
6756
Ariston Services Group
San Diego,
California
| $1.7億 | +$455万 | +3% | 2.98% | 71.7% | 72 | 4.17% | 1.6 |
|
| 6757 |
6757
NEXTBio Capital Management
Menlo Park,
California
| $1.7億 | – | – | 76.5% | – | 23 | – | 0 |
|
| 6758 |
6758
Seros Financial
Tempe,
Arizona
| $1.7億 | +$523万 | +3% | 1.23% | – | 66 | 12.12% | 0.8 |
|
| 6759 |
6759
Windward Management
Miami Beach,
Florida
| $1.7億 | – | – | 18.5% | – | 12 | – | 0 |
|
| 6760 |
6760
Daviman Financial
Noblesville,
Indiana
| $1.7億 | – | – | 1.01% | – | 89 | – | 0 |
|
| 6761 |
6761
Petra Financial Advisors
Colorado Srpings,
Colorado
| $1.7億 | -$126万 | -0.7% | 2.43% | 129% | 152 | 17.11% | 1.8 |
|
| 6762 |
6762
Nicholson Wealth Management Group
Charlestown,
South Carolina
| $1.7億 | -$34.1万 | -0.2% | 0.14% | – | 111 | 5.41% | 1.1 |
|
| 6763 |
GWMI
6763
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $1.7億 | +$100万 | +0.6% | 0.84% | 98.1% | 68 | 11.76% | 2.9 |
|
| 6764 |
6764
Connective Capital Management
Palo Alto,
California
| $1.7億 | +$6132万 | +56% | 4.21% | 188% | 95 | 63.16% | 0.9 |
|
| 6765 |
6765
Lakewood Asset Management
Naperville,
Illinois
| $1.7億 | +$484万 | +3% | 0.58% | 69.3% | 111 | 11.71% | 2.5 |
|
| 6766 |
6766
Remedium Capital Partners
Fort Lauderdale,
Florida
| $1.7億 | – | – | 85.7% | – | 6 | – | 0 |
|
| 6767 |
6767
Taylor Financial Group
Roanoke,
Virginia
| $1.7億 | -$363万 | -2% | 0.24% | 79% | 105 | 2.86% | 1.7 |
|
| 6768 |
6768
Islay Capital Management
Lubbock,
Texas
| $1.7億 | -$478万 | -3% | 2.88% | 72% | 252 | 28.97% | 3.5 |
|
| 6769 |
6769
Astra Wealth Partners
Jersey City,
New Jersey
| $1.7億 | +$1983万 | +13% | 2.75% | – | 108 | 17.59% | 0.7 |
|
| 6770 |
6770
Cascade Investment Advisors
Oregon City,
Oregon
| $1.7億 | +$497万 | +3% | 3.23% | 79.1% | 118 | 6.78% | 4.4 |
|
| 6771 |
6771
Millstone Evans Group
Boulder,
Colorado
| $1.7億 | +$1257万 | +8% | 2.76% | – | 877 | 7.18% | 0.9 |
|
| 6772 |
6772
Herbst Group
Westport,
Connecticut
| $1.7億 | +$910万 | +6% | 4.06% | 142% | 70 | 38.57% | 1.8 |
|
| 6773 |
6773
Klein Pavlis & Peasley Financial
Irvine,
California
| $1.7億 | +$680万 | +4% | 4.14% | 97.4% | 104 | 25% | 0.9 |
|
| 6774 |
6774
MQS Management
New York
| $1.7億 | -$177万 | -1% | 3.37% | 4.55% | 664 | 81.02% | 0.1 |
|
| 6775 |
6775
Farrell Financial
Orchard Park,
New York
| $1.7億 | +$1005万 | +6% | 1.88% | 57.8% | 75 | 8% | 1.6 |
|