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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
WPG Advisers
Baltimore,
Maryland
| $1.29億 | +$1038万 | +9% | 9.35% | – | 1,492 | 7.57% | 0.7 |
|
| 7252 |
7252
Brian Low Financial Group
Baton Rouge,
Louisiana
| $1.29億 | +$2206万 | +21% | 9.2% | – | 115 | 19.13% | 0.2 |
|
| 7253 |
7253
Kennon-Green & Company
New Albany,
Ohio
| $1.29億 | +$381万 | +3% | 4.73% | 58.4% | 43 | 11.63% | 2.6 |
|
| 7254 |
7254
Entruity Wealth
Bakersfield,
California
| $1.29億 | +$1118万 | +10% | 6.81% | – | 42 | 2.38% | 0.7 |
|
| 7255 |
7255
Grizzlyrock Capital
Chicago,
Illinois
| $1.29億 | -$1802万 | -12% | 0.29% | – | 26 | 26.92% | 0.8 |
|
| 7256 |
7256
Farnam Financial
Phoenix,
Arizona
| $1.29億 | +$1748万 | +16% | 6.33% | – | 52 | 9.62% | 0.9 |
|
| 7257 |
7257
Clear Point Advisors
Melville,
New York
| $1.29億 | +$1003万 | +8% | 5.87% | 56.7% | 114 | 5.26% | 1.6 |
|
| 7258 |
BC
7258
Bulwark Capital
Fernandina Beach,
Florida
| $1.29億 | +$982万 | +8% | 4.33% | – | 101 | 5.94% | 0.2 |
|
| 7259 |
7259
Andrew Hill Investment Advisors
Naples,
Florida
| $1.29億 | +$420万 | +3% | 14.6% | 269% | 57 | 29.82% | 1.3 |
|
| 7260 |
7260
Momentum Wealth Planning
Estero,
Florida
| $1.29億 | +$1106万 | +9% | 10.9% | – | 49 | 34.69% | 0.2 |
|
| 7261 |
7261
Centerpoint Advisory Group
Overland Park,
Kansas
| $1.28億 | +$1321万 | +11% | 8.06% | – | 111 | 12.61% | 0.6 |
|
| 7262 |
7262
Michels Family Financial
Fort Worth,
Texas
| $1.28億 | +$1110万 | +9% | 7.58% | – | 142 | 16.9% | 0.6 |
|
| 7263 |
7263
Clifford Group
Wayland,
Massachusetts
| $1.28億 | +$667万 | +5% | 8.29% | 67.9% | 85 | 7.06% | 2.1 |
|
| 7264 |
7264
Innovative Wealth Building
California,
Maryland
| $1.28億 | +$768万 | +6% | 6.72% | – | 55 | 7.27% | 0.6 |
|
| 7265 |
7265
Paladin Advisory Group
Clive,
Iowa
| $1.28億 | -$269万 | -2% | 7.87% | 71.9% | 258 | 10.47% | 2.1 |
|
| 7266 |
7266
Twin City Private Wealth
Winston-Salem,
North Carolina
| $1.28億 | +$572万 | +5% | 4.22% | – | 106 | 9.43% | 1.3 |
|
| 7267 |
7267
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $1.28億 | +$832万 | +7% | 9.96% | 96.8% | 372 | 6.99% | 3.8 |
|
| 7268 |
7268
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $1.28億 | +$1131万 | +10% | 9.46% | – | 88 | 27.27% | 1.4 |
|
| 7269 |
7269
Flywheel Private Wealth
Los Altos,
California
| $1.28億 | +$341万 | +3% | 7.18% | – | 88 | 11.36% | 0.7 |
|
| 7270 |
7270
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| $1.28億 | – | – | 7.6% | – | 144 | – | 0.9 |
|
| 7271 |
7271
Challenger Wealth Management
Aliso Viejo,
California
| $1.28億 | -$1630万 | -11% | 8.58% | – | 111 | 44.14% | 0.7 |
|
| 7272 |
7272
Delta Wealth Advisors
Indianapolis,
Indiana
| $1.28億 | +$840万 | +7% | 5.27% | – | 46 | 2.17% | 1.1 |
|
| 7273 |
7273
Winnow Wealth
Waco,
Texas
| $1.28億 | -$652万 | -5% | 6.18% | – | 663 | 87.93% | 0.1 |
|
| 7274 |
7274
Pollock Investment Advisors
Ann Arbor,
Michigan
| $1.28億 | +$498万 | +4% | 4.35% | – | 41 | 2.44% | 0.7 |
|
| 7275 |
7275
Cushing Capital Partners
Delafield,
Wisconsin
| $1.28億 | +$932万 | +8% | 5.81% | – | 90 | 13.33% | 0.6 |
|