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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
Rik Saylor Financial
Fairfield,
Ohio
| $1.51億 | +$1925万 | +15% | 13.9% | – | 92 | 10.87% | 1.3 |
|
| 7452 |
7452
Themes Management Co
Greenwich,
Connecticut
| $1.51億 | -$1117万 | -7% | 19.4% | – | 161 | 31.68% | 0.4 |
|
| 7453 |
7453
Signal Tree Financial Partners
Copley,
Ohio
| $1.51億 | +$1840万 | +14% | 10.2% | – | 54 | 14.81% | 1.2 |
|
| 7454 |
7454
Hamrick Investment Counsel
Seattle,
Washington
| $1.51億 | -$2971万 | -16% | 7.25% | – | 364 | 51.37% | 0.5 |
|
| 7455 |
7455
A4 Wealth Advisors
Huntersville,
North Carolina
| $1.51億 | +$2838万 | +23% | 14.9% | – | 119 | 37.82% | 0.5 |
|
| 7456 |
7456
Adelphi Trust
Saint Petersburg,
Florida
| $1.51億 | +$2777万 | +23% | 14.4% | – | 125 | 24.8% | 0.4 |
|
| 7457 |
7457
Paladin Advisory Group
Clive,
Iowa
| $1.51億 | +$1910万 | +15% | 17.9% | 71.9% | 245 | 2.45% | 2.7 |
|
| 7458 |
7458
Slocum, Gordon & Co
Newport,
Rhode Island
| $1.51億 | +$357万 | +2% | 3.15% | 65.3% | 75 | 21.33% | 2 |
|
| 7459 |
7459
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
| $1.51億 | +$3189万 | +27% | 22.9% | – | 183 | 16.39% | 0.4 |
|
| 7460 |
CFG
7460
Chapman Financial Group
Kailua,
Hawaii
| $1.5億 | +$1073万 | +8% | 11.6% | – | 270 | 5.56% | 1.2 |
|
| 7461 |
7461
Richard Young Associates
Augusta,
Georgia
| $1.5億 | +$1876万 | +14% | 13.2% | – | 31 | 25.81% | 0.4 |
|
| 7462 |
7462
Leibman Financial Services
Louisville,
Nebraska
| $1.5億 | +$1424万 | +10% | 10.7% | 59.2% | 53 | 20.75% | 1.5 |
|
| 7463 |
7463
Quattro Advisors
Pittsburgh,
Pennsylvania
| $1.5億 | +$3489万 | +30% | 24.1% | – | 60 | 18.33% | 0.4 |
|
| 7464 |
7464
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $1.5億 | +$1505万 | +11% | 19.5% | – | 88 | 36.36% | 1.2 |
|
| 7465 |
7465
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $1.5億 | -$642万 | -4% | 12.6% | – | 60 | 11.67% | 3.9 |
|
| 7466 |
PIP
7466
PB Investment Partners
Burlingame,
California
| $1.5億 | +$2317万 | +18% | 15.7% | 81.1% | 10 | 10% | 2.6 |
|
| 7467 |
7467
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $1.5億 | +$3220万 | +27% | 45.2% | 740% | 2 | 0% | 4.5 |
|
| 7468 |
NMCM
7468
Nicholson Meyer Capital Management
Kansas City,
Missouri
| $1.5億 | +$1975万 | +15% | 15.4% | – | 46 | 8.7% | 1.1 |
|
| 7469 |
7469
Bridger Management
New York
| $1.5億 | +$2211万 | +17% | 21.8% | 103% | 29 | 34.48% | 2.1 |
|
| 7470 |
7470
Kennondale Capital Management
Richmond,
Virginia
| $1.5億 | +$1135万 | +8% | 12.1% | – | 80 | 2.5% | 1.3 |
|
| 7471 |
7471
Turn8 Private Wealth
Pointe Claire,
| $1.5億 | -$1017万 | -6% | 10.5% | – | 61 | 27.87% | 0.9 |
|
| 7472 |
7472
PW Advisors
Tallahassee,
Florida
| $1.5億 | +$1634万 | +12% | 9.08% | – | 37 | 8.11% | 0.4 |
|
| 7473 |
7473
Sankala Group
Lyons,
Colorado
| $1.5億 | +$2736万 | +22% | 8.8% | – | 655 | 18.93% | 0.4 |
|
| 7474 |
7474
Sovereign's Capital Management
Atlanta,
Georgia
| $1.5億 | +$1395万 | +10% | 17.5% | – | 76 | 7.89% | 1.3 |
|
| 7475 |
7475
PlanVest Financial
Gaithersburg,
Maryland
| $1.5億 | +$1818万 | +14% | 13.2% | – | 606 | 8.75% | 0.2 |
|