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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Sheridan Capital Management
San Rafael,
California
| $1.45億 | +$776万 | +6% | 8.13% | – | 31 | 22.58% | 1.1 |
|
| 6777 |
6777
Atala Financial
Calabasas,
California
| $1.45億 | +$765万 | +6% | 14.6% | – | 476 | 73.95% | 0.5 |
|
| 6778 |
6778
Pillar Financial Advisors
Louisville,
Kentucky
| $1.45億 | +$1062万 | +8% | 6.14% | – | 111 | 1.8% | 0.5 |
|
| 6779 |
6779
Vannoy Advisory Group
Austin,
Texas
| $1.45億 | +$983万 | +7% | 6.95% | 52.5% | 27 | 3.7% | 1.4 |
|
| 6780 |
6780
Argosy-Lionbridge Management
New York
| $1.45億 | -$523万 | -3% | 4.59% | – | 13 | 15.38% | 0.4 |
|
| 6781 |
PWAM
6781
Pinnacle West Asset Management
Casper,
Wyoming
| $1.45億 | +$620万 | +4% | 7.94% | 100% | 113 | 0.88% | 2 |
|
| 6782 |
VFS
6782
Valpey Financial Services
Concord,
New Hampshire
| $1.45億 | – | – | 7.07% | – | 67 | – | 0 |
|
| 6783 |
6783
EntreWealth
Austin,
Texas
| $1.45億 | +$1445万 | +11% | 6.51% | – | 68 | 16.18% | 0.4 |
|
| 6784 |
6784
Christian Investment Advisors
New Braunfels,
Texas
| $1.45億 | +$74.4万 | +0.5% | 5.59% | – | 14 | 28.57% | 0.4 |
|
| 6785 |
6785
Note Advisors
Buffalo,
New York
| $1.45億 | +$2349万 | +19% | 5.72% | – | 78 | 10.26% | 0.5 |
|
| 6786 |
6786
Banco de Sabadell
Miami,
Florida
| $1.45億 | +$1302万 | +10% | 9.07% | 75.1% | 65 | 13.85% | 5.2 |
|
| 6787 |
6787
M3 Advisory Group
Needham Heights,
Massachusetts
| $1.45億 | +$1798万 | +14% | 11.6% | – | 151 | 11.26% | 1.2 |
|
| 6788 |
6788
SFI Advisors
Montclair,
New Jersey
| $1.45億 | +$921万 | +7% | 12.2% | 82.9% | 79 | 36.71% | 2 |
|
| 6789 |
6789
Coordinated Financial Services
Denver,
Colorado
| $1.44億 | +$1387万 | +11% | 8.15% | – | 152 | 11.84% | 1 |
|
| 6790 |
6790
Bluegrass Capital Partners
Palm Beach,
Florida
| $1.44億 | +$2761万 | +24% | 15.9% | 60.1% | 12 | 16.67% | 2.5 |
|
| 6791 |
6791
Challenger Wealth Management
Aliso Viejo,
California
| $1.44億 | +$1799万 | +14% | 11.4% | – | 120 | 18.33% | 0.4 |
|
| 6792 |
ALS
6792
Andrew L. Share
| $1.44億 | +$710万 | +5% | 7.27% | 14.8% | 13 | 0% | 2 |
|
| 6793 |
6793
Panoramic Capital Partners
Lake Oswego,
Oregon
| $1.44億 | +$4716万 | +49% | 9.99% | – | 62 | 20.97% | 0.4 |
|
| 6794 |
6794
Dentgroup
Baton Rouge,
Louisiana
| $1.44億 | +$1079万 | +8% | 7.81% | 53.6% | 95 | 18.95% | 2.2 |
|
| 6795 |
6795
Novak & Powell Financial Services
St. Petersburg,
Florida
| $1.44億 | -$1660万 | -10% | 9.4% | – | 156 | 8.97% | 1.3 |
|
| 6796 |
6796
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $1.44億 | +$759万 | +6% | 4.17% | 59.7% | 62 | 3.23% | 2.2 |
|
| 6797 |
6797
Axon Enterprise
Scottsdale,
Arizona
| $1.44億 | -$3087万 | -18% | 17.7% | – | 1 | 0% | 0.5 |
|
| 6798 |
6798
Wernau Asset Management
Gloucester,
Massachusetts
| $1.44億 | +$1589万 | +12% | 5.19% | – | 49 | 6.12% | 0.5 |
|
| 6799 |
6799
Brucke Financial
Indianapolis,
Indiana
| $1.44億 | +$2870万 | +25% | 10.6% | – | 148 | 6.76% | 0.5 |
|
| 6800 |
6800
Del-Sette Capital Management
Schenectady,
New York
| $1.44億 | +$1649万 | +13% | 12.6% | 112% | 51 | 35.29% | 1.4 |
|