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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
7226
Financial Life Planners
Tempe,
Arizona
| $1.23億 | +$2018万 | +20% | 22.7% | – | 86 | 40.7% | 0.5 |
|
| 7227 |
7227
Scratch Capital
Boise,
Idaho
| $1.23億 | +$2605万 | +27% | 7.34% | – | 37 | 10.81% | 0.4 |
|
| 7228 |
7228
Pollock Investment Advisors
Ann Arbor,
Michigan
| $1.23億 | -$97.5万 | -0.8% | 2.36% | – | 43 | 6.98% | 0.5 |
|
| 7229 |
7229
Ridgeline Wealth
Mesa,
Arizona
| $1.23億 | +$497万 | +4% | 9.62% | – | 58 | 24.14% | 0.5 |
|
| 7230 |
7230
Trace Wealth Advisors
Los Angeles,
California
| $1.22億 | +$1021万 | +9% | 8.22% | – | 60 | 10% | 0.5 |
|
| 7231 |
7231
Twin City Private Wealth
Winston-Salem,
North Carolina
| $1.22億 | +$872万 | +8% | 6.02% | – | 105 | 13.33% | 1.1 |
|
| 7232 |
7232
Cannon Wealth Management Services
Winston Salem,
North Carolina
| $1.22億 | +$1036万 | +9% | 6.69% | – | 83 | 12.05% | 0.7 |
|
| 7233 |
7233
GEN Financial Management
Plymouth,
Minnesota
| $1.22億 | -$2530万 | -17% | 6.19% | – | 52 | 17.31% | 0.4 |
|
| 7234 |
7234
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| $1.22億 | +$1255万 | +11% | 6.19% | – | 29 | 6.9% | 1.1 |
|
| 7235 |
KSCM
7235
Kamunting Street Capital Management
Miami Beach,
Florida
| $1.22億 | -$2705万 | -18% | 2.53% | 7.47% | 21 | 61.9% | 1.4 |
|
| 7236 |
IFO
7236
Intrepid Family Office
Sarasota,
Florida
| $1.22億 | +$5100万 | +72% | 9.07% | – | 43 | 34.88% | 1.2 |
|
| 7237 |
7237
Aspire Growth Partners
Miromar Lakes,
Florida
| $1.22億 | +$935万 | +8% | 9.56% | – | 117 | 5.98% | 0.5 |
|
| 7238 |
7238
SwitchPoint Financial Planning
Lehi,
Utah
| $1.22億 | +$1660万 | +16% | 9.02% | – | 64 | 28.13% | 0.4 |
|
| 7239 |
7239
Archon Capital Management
Seattle,
Washington
| $1.22億 | +$2712万 | +29% | 35.8% | 222% | 60 | 45% | 1.2 |
|
| 7240 |
7240
Kids Capital Management
Los Angeles,
California
| $1.22億 | +$2346万 | +24% | 24.8% | – | 14 | 28.57% | 1.3 |
|
| 7241 |
7241
Opulen Financial Group
Arlington,
Virginia
| $1.22億 | +$1180万 | +11% | 7.06% | – | 100 | 10% | 0.4 |
|
| 7242 |
7242
Bonfire Financial
Colorado Springs,
Colorado
| $1.22億 | +$1343万 | +12% | 7.99% | – | 53 | 7.55% | 0.5 |
|
| 7243 |
7243
Richwood Investment Advisors
Cincinnati,
Ohio
| $1.22億 | +$413万 | +4% | 5.18% | 66% | 102 | 6.86% | 3.2 |
|
| 7244 |
7244
Clifford Group
Wayland,
Massachusetts
| $1.22億 | +$1468万 | +14% | 12.2% | 67.9% | 85 | 12.94% | 1.9 |
|
| 7245 |
7245
Palacios Wealth Management
Ormond Beach,
Florida
| $1.22億 | -$1299万 | -10% | 26.7% | – | 77 | 24.68% | 0.4 |
|
| 7246 |
7246
Fairman Group
Chesterbrook,
Pennsylvania
| $1.22億 | +$1249万 | +11% | 7.17% | – | 261 | 3.07% | 1.4 |
|
| 7247 |
7247
Ridgeline Wealth Planning
Centerville,
Ohio
| $1.21億 | +$1971万 | +19% | 10.1% | – | 37 | 5.41% | 0.5 |
|
| 7248 |
7248
Washington University
St Louis,
Missouri
| $1.21億 | +$1055万 | +10% | 30.2% | 44% | 4 | 50% | 1.8 |
|
| 7249 |
7249
Avant Financial Advisors
Austin,
Texas
| $1.21億 | +$1112万 | +10% | 8.14% | – | 65 | 3.08% | 0.5 |
|
| 7250 |
7250
Argyle Capital Partners
Los Angeles,
California
| $1.21億 | +$471万 | +4% | 6.17% | – | 150 | 8% | 0.4 |
|