で公開中です!
詳しく見る
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| $1.74億 | +$1813万 | +12% | 15.6% | 90.4% | 178 | 11.24% | 2 |
|
| 7002 |
PIA
7002
Prakash Investment Advisors
Andover,
Massachusetts
| $1.74億 | +$4560万 | +35% | 64.7% | – | 107 | 23.36% | 0.7 |
|
| 7003 |
NWA
7003
Northwest Wealth Advisors
Bellingham,
Washington
| $1.74億 | +$3403万 | +24% | 15% | – | 67 | 5.97% | 0.5 |
|
| 7004 |
6SA
7004
6th Street Advisors
Daphne,
Alabama
| $1.74億 | +$1510万 | +10% | 9.99% | – | 65 | 15.38% | 0.2 |
|
| 7005 |
7005
Pacific Wealth Strategies Group
Santa Barbara,
California
| $1.74億 | +$1378万 | +9% | 11.8% | 75.5% | 64 | 10.94% | 4 |
|
| 7006 |
KCM
7006
Kalehua Capital Management
Dallas,
Texas
| $1.74億 | +$3262万 | +23% | 45.2% | – | 33 | 45.45% | 0.3 |
|
| 7007 |
7007
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| $1.74億 | +$1987万 | +13% | 10.1% | 55.4% | 78 | 10.26% | 1.7 |
|
| 7008 |
7008
MontVue Capital Management
Lynchburg,
Virginia
| $1.74億 | +$2705万 | +18% | 15.5% | 76% | 78 | 14.1% | 1.8 |
|
| 7009 |
7009
M.E. Allison & Co
San Antonio,
Texas
| $1.74億 | +$2289万 | +15% | 18.3% | – | 205 | 10.73% | 1.2 |
|
| 7010 |
7010
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $1.74億 | +$1.16億 | +203% | 30.9% | – | 129 | 75.19% | 0.8 |
|
| 7011 |
7011
Melia Wealth
Tulsa,
Oklahoma
| $1.74億 | -$3294万 | -16% | 2.8% | – | 23 | 4.35% | 2 |
|
| 7012 |
7012
Strategent Financial
Harrisonburg,
Virginia
| $1.74億 | +$2636万 | +18% | 14.3% | – | 41 | 0% | 1.3 |
|
| 7013 |
7013
Livet Wealth
Salt Lake City,
Utah
| $1.73億 | +$1607万 | +10% | 9.25% | – | 131 | 17.56% | 0.4 |
|
| 7014 |
7014
Ehrenkranz Partners
New York
| $1.73億 | +$4678万 | +37% | 25.1% | – | 54 | 22.22% | 0.6 |
|
| 7015 |
7015
PVG Asset Management
Golden,
Colorado
| $1.73億 | +$383万 | +2% | 37.6% | – | 139 | 15.11% | 0.7 |
|
| 7016 |
7016
Natixis Investment Managers
Boston,
Massachusetts
| $1.73億 | +$9628万 | +125% | 2.43% | – | 4 | 50% | 0.3 |
|
| 7017 |
7017
SwitchPoint Financial Planning
Lehi,
Utah
| $1.73億 | +$2571万 | +17% | 11.8% | – | 72 | 12.5% | 1.2 |
|
| 7018 |
7018
Covestor
London,
United Kingdom
| $1.73億 | +$2883万 | +20% | 27.7% | 134% | 2,923 | 7.29% | 3.5 |
|
| 7019 |
7019
Stage Harbor Financial
Westwood,
Massachusetts
| $1.73億 | +$2228万 | +15% | 10.9% | – | 66 | 10.61% | 1.7 |
|
| 7020 |
AIFAIM
7020
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $1.73億 | +$1874万 | +12% | 14.6% | 72.8% | 162 | 7.41% | 3.6 |
|
| 7021 |
7021
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| $1.73億 | +$1209万 | +8% | 11.7% | – | 73 | 8.22% | 1.1 |
|
| 7022 |
7022
Kuhn & Co Investment Counsel
Chicago,
Illinois
| $1.73億 | +$1779万 | +11% | 15.6% | 88.7% | 155 | 12.26% | 1.9 |
|
| 7023 |
7023
Teton Advisors
Rye,
New York
| $1.73億 | +$3083万 | +22% | 41.5% | 139% | 163 | 9.82% | 9 |
|
| 7024 |
7024
Concorde Asset Management
Ann Arbor,
Michigan
| $1.73億 | -$3112万 | -15% | 22.1% | – | 231 | 44.59% | 2.3 |
|
| 7025 |
7025
Archvest Wealth Advisors
Concord,
California
| $1.73億 | +$1783万 | +12% | 11.3% | 53.1% | 81 | 18.52% | 2.1 |
|