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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
Fortress Financial Group
Rochester,
Minnesota
| $1.3億 | +$1236万 | +10% | 7.72% | – | 86 | 13.95% | 0.6 |
|
| 7227 |
MCM
7227
Magnolia Capital Management
Cold Spring,
New York
| $1.3億 | +$518万 | +4% | 8.72% | 85.9% | 75 | 6.67% | 4 |
|
| 7228 |
7228
Willner & Heller
Encino,
California
| $1.3億 | +$1148万 | +10% | 9.87% | 131% | 167 | 13.17% | 2.5 |
|
| 7229 |
7229
Bonfire Financial
Colorado Springs,
Colorado
| $1.3億 | +$828万 | +7% | 5.71% | – | 56 | 5.36% | 0.7 |
|
| 7230 |
NMCM
7230
Nicholson Meyer Capital Management
Kansas City,
Missouri
| $1.3億 | +$1197万 | +10% | 8.21% | – | 47 | 10.64% | 0.5 |
|
| 7231 |
7231
TB Capital Gestao de Recursos
Rio De Janeiro,
| $1.3億 | +$1481万 | +13% | 6.84% | – | 18 | 5.56% | 0.3 |
|
| 7232 |
7232
Williams & Novak
Westlake Village,
California
| $1.3億 | +$1243万 | +11% | 7.04% | 61.6% | 156 | 24.36% | 1 |
|
| 7233 |
7233
Tide Cove Capital Partners
San Diego,
California
| $1.3億 | +$365万 | +3% | 5.34% | – | 11 | 9.09% | 0.8 |
|
| 7234 |
CWMA
7234
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| $1.3億 | +$1583万 | +14% | 8.24% | – | 51 | 7.84% | 0.7 |
|
| 7235 |
7235
PUREfi Wealth
Boston,
Massachusetts
| $1.3億 | +$484万 | +4% | 7.31% | – | 174 | 15.52% | 0.5 |
|
| 7236 |
7236
Partnership Wealth Management
Towson,
Maryland
| $1.3億 | +$632万 | +5% | 5.07% | 67.6% | 73 | 9.59% | 1.6 |
|
| 7237 |
7237
Williamson Legacy Group
Carmel,
Indiana
| $1.29億 | +$1076万 | +9% | 28.1% | – | 143 | 59.44% | 0.5 |
|
| 7238 |
7238
Mascagni Wealth Management
Clinton,
Mississippi
| $1.29億 | +$1199万 | +10% | 7.93% | – | 128 | 8.59% | 0.6 |
|
| 7239 |
7239
Atlantic Family Wealth
Coral Gables,
Florida
| $1.29億 | +$1445万 | +13% | 6.81% | – | 57 | 12.28% | 0.6 |
|
| 7240 |
7240
Barnett & Company
Chattanooga,
Tennessee
| $1.29億 | +$220万 | +2% | 4.55% | 65.9% | 88 | 20.45% | 3.6 |
|
| 7241 |
7241
Rexford Capital
Bellaire,
Texas
| $1.29億 | +$878万 | +7% | 8.88% | – | 283 | 5.65% | 0.2 |
|
| 7242 |
7242
Gilbert Capital Group
North Yarmouth,
Maine
| $1.29億 | +$863万 | +7% | 6.74% | – | 54 | 16.67% | 0.2 |
|
| 7243 |
7243
North Capital
Salt Lake City,
Utah
| $1.29億 | +$1333万 | +11% | 6.15% | – | 751 | 21.44% | 0.4 |
|
| 7244 |
7244
First Community Trust
Dubuque,
Iowa
| $1.29億 | +$614万 | +5% | 9.76% | 128% | 343 | 5.83% | 2.7 |
|
| 7245 |
7245
Cornerstone Financial Group
Omaha,
Nebraska
| $1.29億 | +$1156万 | +10% | 5.1% | – | 69 | 2.9% | 0.7 |
|
| 7246 |
7246
RoundAngle Advisors
Red Bank,
New Jersey
| $1.29億 | +$940万 | +8% | 9.68% | – | 60 | 5% | 0.7 |
|
| 7247 |
7247
BAM Wealth Management
Lakewood,
Colorado
| $1.29億 | – | – | 6.02% | – | 147 | – | 0 |
|
| 7248 |
7248
Bosman Wealth Management
Redlands,
California
| $1.29億 | +$1646万 | +15% | 13.3% | – | 45 | 20% | 0.5 |
|
| 7249 |
7249
WPG Advisers
Baltimore,
Maryland
| $1.29億 | +$1038万 | +9% | 9.35% | – | 1,492 | 7.57% | 0.7 |
|
| 7250 |
7250
Brian Low Financial Group
Baton Rouge,
Louisiana
| $1.29億 | +$2206万 | +21% | 9.2% | – | 115 | 19.13% | 0.2 |
|