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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
7126
Good Steward Wealth Advisors
Clarksville,
Tennessee
| $1.28億 | +$1769万 | +16% | 4.63% | – | 134 | 35.07% | 0.2 |
|
| 7127 |
7127
Clio Asset Management
Charlottesville,
Virginia
| $1.28億 | +$181万 | +1% | 6.6% | 60.6% | 15 | 6.67% | 1.5 |
|
| 7128 |
7128
Haven Global Partners
Atlanta,
Georgia
| $1.27億 | +$3204万 | +34% | 14.5% | – | 10 | 0% | 0.5 |
|
| 7129 |
7129
Farley Capital
New York
| $1.27億 | +$1946万 | +18% | 13.2% | 105% | 18 | 16.67% | 5.3 |
|
| 7130 |
7130
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| $1.27億 | +$200万 | +2% | 6.91% | – | 99 | 13.13% | 1.2 |
|
| 7131 |
7131
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $1.27億 | +$813万 | +7% | 9.51% | 72.1% | 116 | 6.9% | 2.8 |
|
| 7132 |
7132
Steadtrust
Allen,
Texas
| $1.27億 | – | – | 9.8% | – | 115 | – | 0 |
|
| 7133 |
7133
Barnett & Company
Chattanooga,
Tennessee
| $1.27億 | +$748万 | +6% | 3.17% | 65.9% | 86 | 16.28% | 3.8 |
|
| 7134 |
DW
7134
Durante & Waters
Brewster,
New York
| $1.27億 | +$809万 | +7% | 6.87% | – | 32 | 6.25% | 1.3 |
|
| 7135 |
TCM
7135
TAM Capital Management
Stamford,
Connecticut
| $1.27億 | +$786万 | +7% | 7.71% | 4.15% | 5 | 40% | 0.5 |
|
| 7136 |
CFP
7136
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $1.27億 | +$2417万 | +24% | 15.5% | – | 355 | 12.11% | 0.5 |
|
| 7137 |
7137
Seneschal Advisors
Tacoma,
Washington
| $1.27億 | +$1030万 | +9% | 6.23% | – | 39 | 15.38% | 0.4 |
|
| 7138 |
7138
Finward Bancorp
Munster,
Indiana
| $1.27億 | +$1124万 | +10% | 11.4% | – | 106 | 6.6% | 0.5 |
|
| 7139 |
7139
Processus Wealth & Capital Management
Brentwood,
Tennessee
| $1.27億 | +$911万 | +8% | 15.7% | 160% | 35 | 5.71% | 1.4 |
|
| 7140 |
7140
Rydar Equities
Weatherford,
Texas
| $1.27億 | – | – | 12.1% | – | 95 | – | 0 |
|
| 7141 |
7141
Cook & Bynum Capital Management
Birmingham,
Alabama
| $1.27億 | -$162万 | -1% | 0.26% | 46.8% | 6 | 0% | 6.7 |
|
| 7142 |
7142
Perissos Private Wealth Management
Bethany,
Oklahoma
| $1.26億 | +$1677万 | +15% | 6.69% | – | 81 | 22.22% | 1 |
|
| 7143 |
7143
Chico Wealth RIA
Chico,
California
| $1.26億 | +$1119万 | +10% | 10.1% | 74.7% | 33 | 9.09% | 1.9 |
|
| 7144 |
7144
Generation Capital Management
Pittsford,
New York
| $1.26億 | +$1533万 | +14% | 11.2% | – | 87 | 34.48% | 0.4 |
|
| 7145 |
BTC
7145
Bank & Trust Company
Litchfield,
Illinois
| $1.26億 | +$359万 | +3% | 4.72% | – | 291 | 1.72% | 1 |
|
| 7146 |
7146
Exchange Bank
Santa Rosa,
California
| $1.26億 | +$238万 | +2% | 5.56% | 75.2% | 121 | 7.44% | 1.7 |
|
| 7147 |
7147
Ategra Capital Management
Vienna,
Virginia
| $1.26億 | -$228万 | -2% | 6.29% | 114% | 27 | 40.74% | 2.1 |
|
| 7148 |
7148
Blue Water Life Science Advisors
Larkspur,
California
| $1.26億 | +$2542万 | +25% | 31.4% | 503% | 8 | 12.5% | 2.1 |
|
| 7149 |
7149
Tide Cove Capital Partners
San Diego,
California
| $1.26億 | +$1136万 | +10% | 6.71% | – | 11 | 0% | 0.5 |
|
| 7150 |
7150
HFG Advisors
Cincinatti,
Ohio
| $1.26億 | +$920万 | +8% | 8.14% | 69.7% | 107 | 21.5% | 2.3 |
|