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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Fidato Wealth
Middleburg Heights,
Ohio
| $1.71億 | +$1710万 | +11% | 12.6% | 61.1% | 16 | 18.75% | 2.6 |
|
| 7052 |
CPC
7052
CFC Planning Company
Cicero,
Indiana
| $1.71億 | +$3088万 | +22% | 24.5% | – | 88 | 37.5% | 0.9 |
|
| 7053 |
7053
Guided Capital Wealth Management
Houston,
Texas
| $1.71億 | +$1944万 | +13% | 10.3% | – | 37 | 13.51% | 1.1 |
|
| 7054 |
7054
Alexis Investment Partners
Montgomery,
Texas
| $1.71億 | +$2577万 | +18% | 13.8% | – | 42 | 26.19% | 1.1 |
|
| 7055 |
7055
Longview Financial Advisors
Huntsville,
Alabama
| $1.71億 | +$733万 | +4% | 5.15% | 47.4% | 162 | 73.46% | 2.1 |
|
| 7056 |
7056
Ridgeline Wealth
Mesa,
Arizona
| $1.71億 | +$3134万 | +22% | 13.7% | – | 61 | 16.39% | 1.1 |
|
| 7057 |
7057
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| $1.71億 | +$1080万 | +7% | 7.66% | – | 107 | 72.9% | 0.3 |
|
| 7058 |
7058
Strategic Value Partners
Greenwich,
Connecticut
| $1.71億 | +$3785万 | +28% | 28.5% | – | 1 | 0% | 0.5 |
|
| 7059 |
7059
Invariant Investment Management
Camp Hill,
Pennsylvania
| $1.71億 | +$813万 | +5% | 6.08% | – | 72 | 8.33% | 0.5 |
|
| 7060 |
7060
Cathy Pareto & Associates
Coral Gables,
Florida
| $1.71億 | +$2156万 | +14% | 12% | – | 107 | 14.95% | 1.2 |
|
| 7061 |
7061
Wilson & Boucher Capital Management
Moraga,
California
| $1.7億 | +$1965万 | +13% | 17% | 69.8% | 122 | 8.2% | 3.5 |
|
| 7062 |
7062
Banco de Sabadell
Miami,
Florida
| $1.7億 | +$1962万 | +13% | 12.3% | 75.1% | 62 | 1.61% | 5.6 |
|
| 7063 |
7063
Pfizer
New York
| $1.7億 | -$6841万 | -29% | 6.77% | – | 18 | 5.56% | 1.4 |
|
| 7064 |
7064
NDWM LLC
La Jolla,
California
| $1.7億 | +$1600万 | +10% | 9.88% | – | 42 | 16.67% | 1.6 |
|
| 7065 |
7065
WPG Advisers
Baltimore,
Maryland
| $1.7億 | +$3442万 | +25% | 19.8% | – | 1,588 | 9.51% | 1.2 |
|
| 7066 |
7066
Evolution Wealth Management
Fort Myers,
Florida
| $1.7億 | +$3329万 | +24% | 13.5% | – | 981 | 17.84% | 0.7 |
|
| 7067 |
7067
Harbourvest Partners
Boston,
Massachusetts
| $1.7億 | +$6914万 | +69% | 47.4% | 8.96% | 6 | 16.67% | 1.9 |
|
| 7068 |
7068
Gordian Advisors
Tucson,
Arizona
| $1.7億 | +$1992万 | +13% | 11.4% | 55.4% | 67 | 20.9% | 1.4 |
|
| 7069 |
7069
OEP Capital Advisors
New York
| $1.7億 | -$2414万 | -12% | 12.4% | 23.2% | 1 | 0% | 5.5 |
|
| 7070 |
7070
Chatterton & Associates
Anaheim,
California
| $1.7億 | +$2720万 | +19% | 13.2% | – | 110 | 20% | 0.4 |
|
| 7071 |
7071
Aspetuck Financial Management
Westport,
Connecticut
| $1.7億 | +$2390万 | +16% | 19.4% | – | 81 | 9.88% | 1.3 |
|
| 7072 |
7072
Jackson Wealth Management
Lake Mary,
Florida
| $1.7億 | -$8.02億 | -83% | 12.3% | 72.1% | 152 | 46.05% | 2.5 |
|
| 7073 |
PCM
7073
Park Capital Management
Madison,
Wisconsin
| $1.7億 | +$6716万 | +65% | 56.2% | – | 175 | 65.14% | 0.5 |
|
| 7074 |
7074
Providence Wealth Advisors
Frankfort,
Illinois
| $1.7億 | +$1242万 | +8% | 15.4% | 121% | 88 | 13.64% | 5.3 |
|
| 7075 |
7075
Nicholson Wealth Management Group
Charlestown,
South Carolina
| $1.7億 | -$210万 | -1% | 5.83% | – | 120 | 12.5% | 1.4 |
|