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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7676 |
7676
Sound Portfolio Advisors
Mystic,
Connecticut
| $1.41億 | +$1781万 | +14% | 10.4% | – | 50 | 16% | 0.4 |
|
| 7677 |
7677
Marrick Wealth
Irvine,
California
| $1.41億 | +$2193万 | +18% | 11.9% | – | 65 | 24.62% | 0.4 |
|
| 7678 |
7678
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $1.41億 | +$474万 | +3% | 10.8% | – | 422 | 12.32% | 5 |
|
| 7679 |
7679
Pin Oak Investment Advisors
Houston,
Texas
| $1.41億 | -$83万 | -0.6% | 9.71% | 62.7% | 602 | 22.92% | 3.8 |
|
| 7680 |
7680
Pine Brook Road Advisors
Bedford,
New York
| $1.4億 | +$272万 | +2% | 27.4% | – | 1 | 0% | 2.5 |
|
| 7681 |
7681
Fourthstone LLC
St Louis,
Missouri
| $1.4億 | -$4.49億 | -76% | 14% | 104% | 68 | 72.06% | 1.5 |
|
| 7682 |
7682
Cobalt Capital Management
Short Hills,
New Jersey
| $1.4億 | -$3811万 | -21% | 32.1% | 235% | 37 | 64.86% | 0.7 |
|
| 7683 |
7683
Ethos Capital Management
Newtown,
Pennsylvania
| $1.4億 | +$2389万 | +20% | 31.5% | – | 64 | 20.31% | 0.4 |
|
| 7684 |
7684
Graver Capital Management
Columbus,
Ohio
| $1.4億 | +$874万 | +7% | 11.1% | – | 26 | 3.85% | 1.4 |
|
| 7685 |
7685
Madison Park Capital Advisors
Seattle,
Washington
| $1.4億 | +$1311万 | +10% | 10.2% | 62.4% | 67 | 10.45% | 1.8 |
|
| 7686 |
7686
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
| $1.4億 | -$2939万 | -17% | 10.8% | – | 737 | 16.28% | 0.5 |
|
| 7687 |
7687
Lesa Sroufe & Co
Seattle,
Washington
| $1.4億 | -$668万 | -5% | 0.85% | – | 74 | 17.57% | 5.3 |
|
| 7688 |
7688
Vigil Wealth Management
Ponte Vedra Beach,
Florida
| $1.4億 | +$1647万 | +13% | 12.1% | – | 82 | 9.76% | 0.5 |
|
| 7689 |
7689
Mallini Complete Financial Planning
Gainesville,
Florida
| $1.4億 | +$1392万 | +11% | 8.53% | – | 70 | 4.29% | 1.1 |
|
| 7690 |
7690
Armor Advisors
New York
| $1.4億 | -$1.58億 | -53% | 6.13% | 78.5% | 19 | 21.05% | 1.2 |
|
| 7691 |
7691
Delta Wealth Advisors
Indianapolis,
Indiana
| $1.4億 | +$858万 | +7% | 9.83% | – | 47 | 4.26% | 1.6 |
|
| 7692 |
7692
MFG Wealth Management
Indianapolis,
Indiana
| $1.4億 | +$1921万 | +16% | 22.4% | – | 70 | 22.86% | 0.8 |
|
| 7693 |
7693
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $1.4億 | +$1188万 | +9% | 11.9% | 44.9% | 42 | 4.76% | 2.1 |
|
| 7694 |
SAM
7694
Stenahm Asset Management
Guernsey
| $1.4億 | -$6624万 | -32% | 6.35% | – | 22 | 50% | 1.8 |
|
| 7695 |
7695
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
| $1.4億 | +$2798万 | +25% | 22.1% | – | 106 | 13.21% | 0.4 |
|
| 7696 |
7696
NorthAvenue LLC
Columbus,
Ohio
| $1.4億 | +$1381万 | +11% | 8.4% | – | 325 | 21.54% | 0.4 |
|
| 7697 |
7697
Sky-Mountain Capital Management
Ketchum,
Idaho
| $1.4億 | +$19.2万 | +0.1% | 3.49% | – | 41 | 12.2% | 1 |
|
| 7698 |
7698
Two Creeks Capital Management
New York
| $1.4億 | -$8.34億 | -86% | 15.7% | 38.8% | 23 | 47.83% | 3.5 |
|
| 7699 |
7699
Stegent Equity Advisors
Houston,
Texas
| $1.4億 | +$2219万 | +19% | 10.7% | 96.4% | 125 | 29.6% | 1.9 |
|
| 7700 |
7700
PCG Asset Management
Gladstone,
New Jersey
| $1.4億 | +$1442万 | +12% | 14.4% | – | 85 | 9.41% | 1.3 |
|