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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
Kestrel Investment Management
San Mateo,
California
| $1.67億 | -$894万 | -5% | 2.85% | 99.8% | 44 | 20.45% | 1.9 |
|
| 6752 |
6752
Members Wealth
Media,
Pennsylvania
| $1.67億 | +$771万 | +5% | 2.97% | – | 116 | 11.21% | 1.3 |
|
| 6753 |
6753
Farrell Financial
Orchard Park,
New York
| $1.67億 | -$219万 | -1% | 1.78% | 57.8% | 79 | 10.13% | 1.7 |
|
| 6754 |
PWP
6754
Pursue Wealth Partners
Clayton,
California
| $1.67億 | -$3842万 | -19% | 5.65% | 108% | 117 | 24.79% | 2.3 |
|
| 6755 |
6755
Triavera Capital
Larkspur,
California
| $1.67億 | -$4187万 | -20% | 8.98% | – | 18 | 11.11% | 1.1 |
|
| 6756 |
6756
Grafton Street Partners
North Palm Beach,
Florida
| $1.67億 | -$3688万 | -18% | 19.3% | – | 13 | 23.08% | 1.5 |
|
| 6757 |
6757
Andrews Lucia Wealth Management
Danville,
California
| $1.67億 | -$93.8万 | -0.6% | 0.85% | 64% | 35 | 5.71% | 2.9 |
|
| 6758 |
6758
Montaka Global
Sydney,
| $1.67億 | -$4404万 | -21% | 16.9% | – | 22 | 18.18% | 0.2 |
|
| 6759 |
6759
Lummis Asset Management
Fort Worth,
Texas
| $1.67億 | +$469万 | +3% | 5.44% | – | 201 | 11.44% | 1.5 |
|
| 6760 |
6760
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $1.67億 | -$893万 | -5% | 4.92% | 88.8% | 8 | 0% | 2.9 |
|
| 6761 |
6761
ROI Financial Advisors
Beaverton,
Oregon
| $1.67億 | -$689万 | -4% | 1.31% | 165% | 69 | 10.14% | 1.7 |
|
| 6762 |
6762
Ariston Services Group
San Diego,
California
| $1.67億 | -$334万 | -2% | 0.84% | 71.7% | 74 | 94.59% | 0 |
|
| 6763 |
6763
Del-Sette Capital Management
Schenectady,
New York
| $1.67億 | +$507万 | +3% | 7.09% | 112% | 59 | 33.9% | 2.2 |
|
| 6764 |
6764
Jacobs Asset Management
New York
| $1.67億 | -$1245万 | -7% | 1.59% | 114% | 34 | 23.53% | 2.5 |
|
| 6765 |
6765
Empirical Capital Management
Hendersonville,
Tennessee
| $1.67億 | +$1478万 | +10% | 5.52% | 205% | 15 | 26.67% | 2.7 |
|
| 6766 |
6766
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $1.67億 | -$3225万 | -16% | 3.97% | 58.3% | 58 | 15.52% | 3.2 |
|
| 6767 |
6767
Mustard Seed Financial
Magnolia,
Arkansas
| $1.67億 | +$780万 | +5% | 0.54% | 59.2% | 94 | 10.64% | 1.8 |
|
| 6768 |
SV
6768
Stilwell Value
New York
| $1.67億 | -$1454万 | -8% | 5.71% | 87.9% | 26 | 11.54% | 5 |
|
| 6769 |
6769
Sterling Investment Management
Tucson,
Arizona
| $1.67億 | -$960万 | -5% | 1.46% | 45.3% | 75 | 21.33% | 4.2 |
|
| 6770 |
6770
Caitlin John
Brighton,
Michigan
| $1.67億 | +$1399万 | +9% | 0.35% | – | 1,016 | 16.83% | 0.6 |
|
| 6771 |
6771
Millstone Evans Group
Boulder,
Colorado
| $1.67億 | -$333万 | -2% | 1.63% | – | 884 | 6.22% | 1.1 |
|
| 6772 |
6772
Ames National Corp
Ames,
Iowa
| $1.67億 | -$416万 | -2% | 0.93% | – | 70 | 10% | 1.1 |
|
| 6773 |
6773
White Wing Wealth Management
The Wodlands,
Texas
| $1.67億 | -$89.9万 | -0.5% | 1.61% | – | 37 | 5.41% | 1.5 |
|
| 6774 |
6774
Brown Shipley & Co
London,
United Kingdom
| $1.67億 | -$2045万 | -11% | 8.06% | 125% | 82 | 19.51% | 2.2 |
|
| 6775 |
BWM
6775
BCO Wealth Management
Carlsbad,
New Mexico
| $1.66億 | +$341万 | +2% | 0% | – | 42 | 2.38% | 1 |
|