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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
7251
Summit Investment Advisors
Hunt Valley,
Maryland
| $1.21億 | +$892万 | +8% | 4.85% | – | 56 | 3.57% | 0.5 |
|
| 7252 |
7252
Shorepath Capital Management
Park City,
Utah
| $1.21億 | -$1119万 | -8% | 10.9% | – | 24 | 8.33% | 1.4 |
|
| 7253 |
7253
AGH Wealth Advisors
Wichita,
Kansas
| $1.21億 | +$1767万 | +17% | 12.4% | – | 134 | 16.42% | 0.4 |
|
| 7254 |
7254
PMG Wealth Management
Hawthorn Woods,
Illinois
| $1.21億 | +$2702万 | +29% | 7.34% | – | 54 | 24.07% | 0.4 |
|
| 7255 |
7255
Lauer Wealth
Valparaiso,
Indiana
| $1.21億 | -$881万 | -7% | 13.6% | 89.4% | 73 | 50.68% | 0.7 |
|
| 7256 |
7256
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| $1.21億 | +$1686万 | +16% | 11.5% | – | 167 | 32.34% | 0.4 |
|
| 7257 |
7257
Galaxy Digital Capital Management
New York
| $1.21億 | +$3290万 | +37% | 68.4% | – | 57 | 59.65% | 0.3 |
|
| 7258 |
7258
Boreal Capital Management
Miami,
Florida
| $1.21億 | – | – | 9.67% | – | 488 | – | 0 |
|
| 7259 |
7259
Cathy Pareto & Associates
Coral Gables,
Florida
| $1.21億 | +$795万 | +7% | 6.48% | – | 89 | 8.99% | 0.4 |
|
| 7260 |
7260
Eagle Bay Advisors
New York
| $1.21億 | +$299万 | +3% | 9.08% | 85% | 119 | 10.08% | 3.3 |
|
| 7261 |
7261
Hickory Asset Management
Concord,
Ohio
| $1.21億 | +$838万 | +7% | 9.66% | – | 94 | 8.51% | 0.5 |
|
| 7262 |
7262
Persium Advisors
Atlanta,
Georgia
| $1.21億 | +$1531万 | +15% | 9.04% | – | 65 | 16.92% | 0.4 |
|
| 7263 |
7263
Anchor Capital Management Company
Raleigh,
North Carolina
| $1.21億 | +$2071万 | +21% | 11.6% | – | 11 | 27.27% | 0.8 |
|
| 7264 |
7264
LifePlan Financial
Mankato,
Minnesota
| $1.21億 | +$600万 | +5% | 5.66% | 69.9% | 95 | 12.63% | 1.2 |
|
| 7265 |
7265
Gilbert Capital Group
North Yarmouth,
Maine
| $1.21億 | – | – | 8.78% | – | 48 | – | 0 |
|
| 7266 |
7266
Innovative Wealth Building
California,
Maryland
| $1.21億 | +$1210万 | +11% | 8.64% | – | 55 | 16.36% | 0.4 |
|
| 7267 |
DQRIM
7267
Dale Q Rice Investment Management
Vancouver,
Washington
| $1.21億 | -$7300万 | -38% | 23.6% | – | 95 | 31.58% | 0.5 |
|
| 7268 |
7268
Rexford Capital
Bellaire,
Texas
| $1.21億 | – | – | 7.49% | – | 280 | – | 0 |
|
| 7269 |
7269
WealthGarden F.S.
El Segundo,
California
| $1.2億 | +$1647万 | +16% | 10.8% | – | 142 | 17.61% | 0.8 |
|
| 7270 |
7270
Elm3 Financial Group
Alpharetta,
Georgia
| $1.2億 | +$648万 | +6% | 16.3% | – | 117 | 21.37% | 0.4 |
|
| 7271 |
7271
Ally Bridge Group
New York
| $1.2億 | +$925万 | +8% | 17.4% | 844% | 37 | 59.46% | 0.6 |
|
| 7272 |
7272
Mountain Lake Investment Management
Boca Raton,
Florida
| $1.2億 | +$1392万 | +13% | 4.24% | 64% | 34 | 32.35% | 1.8 |
|
| 7273 |
7273
Hartmann Taylor Wealth Management
Dallas,
Texas
| $1.2億 | +$850万 | +8% | 9.32% | – | 57 | 19.3% | 0.2 |
|
| 7274 |
7274
Womack Financial
Dallas,
Texas
| $1.2億 | +$1084万 | +10% | 8.38% | – | 66 | 3.03% | 0.5 |
|
| 7275 |
7275
Parsonex Advisory Services
Englewood,
Colorado
| $1.2億 | – | – | 17% | – | 96 | – | 0 |
|