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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
Albert D. Mason Inc
Boston,
Massachusetts
| $1.38億 | -$892万 | -6% | 6.53% | 82% | 151 | 9.93% | 6 |
|
| 6902 |
6902
Park Square Financial Group
Roswell,
Georgia
| $1.38億 | +$1209万 | +10% | 15.3% | – | 1,055 | 13.36% | 0.4 |
|
| 6903 |
6903
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| $1.38億 | +$1158万 | +9% | 8.01% | – | 81 | 30.86% | 0.4 |
|
| 6904 |
FP
6904
Factorial Partners
Mt. Kisco,
New York
| $1.38億 | -$2419万 | -15% | 5.89% | 88.7% | 71 | 18.31% | 3.2 |
|
| 6905 |
6905
Wallace Advisory Group
Lafayette,
California
| $1.38億 | -$671万 | -5% | 3.75% | 50.9% | 202 | 22.28% | 1.8 |
|
| 6906 |
6906
Archer Investment Management
Austin,
Texas
| $1.38億 | -$679万 | -5% | 5.99% | – | 61 | 19.67% | 0.4 |
|
| 6907 |
6907
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $1.38億 | – | – | 11.9% | – | 87 | – | 2.9 |
|
| 6908 |
6908
Capstone Capital
Henderson,
Nevada
| $1.38億 | +$1309万 | +11% | 8.74% | 62.8% | 24 | 12.5% | 1.3 |
|
| 6909 |
6909
Applied Capital LLC
Hollywood,
Florida
| $1.38億 | +$1049万 | +8% | 8.5% | 78.3% | 89 | 8.99% | 2 |
|
| 6910 |
6910
Sippican Capital Advisors
Boston,
Massachusetts
| $1.38億 | +$500万 | +4% | 5.48% | 81.1% | 114 | 6.14% | 5.7 |
|
| 6911 |
6911
Monetta Financial Services
Wheaton,
Illinois
| $1.38億 | +$2463万 | +22% | 26.8% | 275% | 61 | 24.59% | 2.6 |
|
| 6912 |
6912
Greycroft
New York
| $1.38億 | +$4433万 | +48% | 5.64% | 20% | 12 | 8.33% | 1.4 |
|
| 6913 |
MCM
6913
Monimus Capital Management
Woodbridge,
New Jersey
| $1.38億 | +$1979万 | +17% | 16.9% | – | 65 | 43.08% | 0.3 |
|
| 6914 |
6914
Silvia McColl Wealth Management
San Diego,
California
| $1.38億 | +$570万 | +4% | 7.29% | 82.7% | 117 | 7.69% | 2 |
|
| 6915 |
EP
6915
Elkhorn Partners
Omaha,
Nebraska
| $1.38億 | -$1504万 | -10% | 9.39% | 32.2% | 40 | 20% | 5.9 |
|
| 6916 |
6916
Fairscale Capital
Nashua,
New Hampshire
| $1.38億 | +$2680万 | +24% | 14.7% | – | 446 | 21.97% | 0.8 |
|
| 6917 |
6917
Mainstream Capital Management
Los Angeles,
California
| $1.38億 | +$1128万 | +9% | 10.8% | – | 87 | 4.6% | 0.7 |
|
| 6918 |
6918
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| $1.37億 | +$1218万 | +10% | 8.99% | – | 108 | 19.44% | 0.4 |
|
| 6919 |
6919
City National Bank of Florida
Miami,
Florida
| $1.37億 | +$2626万 | +24% | 10.5% | – | 144 | 25.69% | 0.4 |
|
| 6920 |
6920
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $1.37億 | +$1436万 | +12% | 8.51% | – | 471 | 16.99% | 4 |
|
| 6921 |
PWM
6921
Puff Wealth Management
Haddonfield,
New Jersey
| $1.37億 | +$3062万 | +29% | 8.81% | – | 136 | 34.56% | 0.3 |
|
| 6922 |
6922
Palliser Capital (UK)
London,
United Kingdom
| $1.37億 | +$5256万 | +62% | 2.11% | 57% | 5 | 40% | 0.4 |
|
| 6923 |
6923
Mork Capital Management
Healdsburg,
California
| $1.37億 | +$941万 | +7% | 3.8% | 61.9% | 109 | 0% | 3.3 |
|
| 6924 |
6924
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $1.37億 | +$1303万 | +11% | 8.82% | – | 449 | 4.23% | 0.5 |
|
| 6925 |
6925
NDWM LLC
La Jolla,
California
| $1.37億 | +$3426万 | +33% | 6.79% | – | 36 | 22.22% | 1.1 |
|