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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
Strong Retirement Solutions
Silverdale,
Washington
| $1.67億 | +$2412万 | +17% | 18.8% | – | 89 | 11.24% | 0.5 |
|
| 7127 |
MFFIA
7127
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| $1.67億 | -$963万 | -5% | 34% | 136% | 87 | 10.34% | 2.2 |
|
| 7128 |
AAM
7128
Ackerman Asset Management
Rockville,
Maryland
| $1.67億 | +$2335万 | +16% | 14.5% | – | 38 | 7.89% | 0.9 |
|
| 7129 |
EWP
7129
Evergreen Wealth Partners
Kalispell,
Montana
| $1.67億 | +$3571万 | +27% | 8.83% | – | 97 | 21.65% | 0.4 |
|
| 7130 |
7130
Orca Wealth Management
New Port Richey,
Florida
| $1.67億 | +$2612万 | +19% | 34.3% | – | 86 | 25.58% | 1 |
|
| 7131 |
7131
Lauer Wealth
Valparaiso,
Indiana
| $1.67億 | +$4104万 | +33% | 12.7% | 89.4% | 101 | 59.41% | 0.8 |
|
| 7132 |
7132
Grand Alliance Asset Management
Central,
Hong Kong
| $1.67億 | +$138万 | +0.8% | 116% | – | 18 | 44.44% | 0.5 |
|
| 7133 |
7133
Wright Wealth
Atlanta,
Georgia
| $1.67億 | +$1705万 | +11% | 9.09% | – | 54 | 5.56% | 0.5 |
|
| 7134 |
IR
7134
IAT Reinsurance
New York
| $1.67億 | -$1.43億 | -46% | 27.4% | 60.2% | 80 | 20% | 3.9 |
|
| 7135 |
7135
Copia Wealth Management
Bend,
Oregon
| $1.66億 | +$2095万 | +14% | 11.1% | – | 583 | 10.98% | 1.2 |
|
| 7136 |
7136
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| $1.66億 | +$1777万 | +12% | 12.1% | – | 62 | 8.06% | 1.2 |
|
| 7137 |
7137
Harber Asset Management
Asheville,
North Carolina
| $1.66億 | +$1004万 | +6% | 29.5% | 63.6% | 50 | 40% | 1 |
|
| 7138 |
7138
SeaTown Holdings
Singapore
| $1.66億 | +$1372万 | +9% | 35.9% | 220% | 19 | 31.58% | 1.4 |
|
| 7139 |
7139
Silvia McColl Wealth Management
San Diego,
California
| $1.66億 | +$1436万 | +9% | 13.7% | 82.7% | 124 | 5.65% | 2.7 |
|
| 7140 |
7140
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $1.66億 | -$3195万 | -16% | 8.62% | 44.8% | 286 | 26.57% | 2.2 |
|
| 7141 |
7141
Mainstream Capital Management
Los Angeles,
California
| $1.66億 | +$1700万 | +11% | 17.7% | – | 92 | 6.52% | 1.4 |
|
| 7142 |
7142
Bitterroot Capital Advisors
Bozeman,
Montana
| $1.66億 | +$129万 | +0.8% | 8.63% | – | 62 | 17.74% | 0.5 |
|
| 7143 |
7143
Kurv Investment Management
San Francisco,
California
| $1.66億 | -$703万 | -4% | 52.3% | – | 76 | 48.68% | 0.3 |
|
| 7144 |
7144
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| $1.66億 | +$342万 | +2% | 16.1% | – | 139 | 23.02% | 1.1 |
|
| 7145 |
7145
Shum Financial Group
Alameda,
California
| $1.66億 | +$2450万 | +17% | 15% | – | 110 | 19.09% | 1.4 |
|
| 7146 |
7146
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $1.66億 | +$2411万 | +17% | 18.6% | 79% | 90 | 6.67% | 3.7 |
|
| 7147 |
7147
Zeit Capital
Greenwood Village,
Colorado
| $1.66億 | +$1649万 | +11% | 10.6% | 56.5% | 52 | 0% | 2.6 |
|
| 7148 |
7148
Refined Wealth Management
Salt Lake City,
Utah
| $1.66億 | +$727万 | +5% | 6.38% | 99.4% | 52 | 9.62% | 2.3 |
|
| 7149 |
7149
Westco Advisory Services
Lynbrook,
New York
| $1.66億 | +$1018万 | +7% | 20.4% | – | 107 | 10.28% | 0.4 |
|
| 7150 |
7150
S.R. Schill & Associates
Mercer Island,
Washington
| $1.66億 | +$1763万 | +12% | 8.66% | 42.7% | 29 | 13.79% | 4 |
|