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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
IFG Advisory
Atlanta,
Georgia
| $13.7億 | +$1.78億 | +15% | 10.3% | 70.1% | 607 | 16.64% | 2.1 |
|
| 1552 |
1552
Baystate Wealth Management
Boston,
Massachusetts
| $13.6億 | +$1.49億 | +12% | 9.39% | 14.6% | 1,354 | 26.59% | 3 |
|
| 1553 |
1553
Oxford Financial Group
Carmel,
Indiana
| $13.6億 | +$2.06億 | +18% | 11% | 77.2% | 310 | 17.1% | 2.4 |
|
| 1554 |
1554
Lansdowne Partners (UK)
London,
United Kingdom
| $13.6億 | +$2.7億 | +25% | 19.8% | 293% | 39 | 17.95% | 1.3 |
|
| 1555 |
1555
Klingman & Associates
New York
| $13.6億 | +$1.25億 | +10% | 10.4% | 64.9% | 229 | 6.99% | 4 |
|
| 1556 |
1556
Melqart Asset Management
London,
United Kingdom
| $13.6億 | -$3882万 | -3% | 15% | 250% | 54 | 59.26% | 0.5 |
|
| 1557 |
1557
WCG Wealth Advisors
Las Vegas,
Nevada
| $13.6億 | -$405万 | -0.3% | 10.3% | 69.6% | 320 | 20.94% | 0.7 |
|
| 1558 |
1558
Visionary Wealth Advisors
O'fallon,
Illinois
| $13.6億 | +$1.26億 | +10% | 9.56% | 69.4% | 486 | 10.91% | 2.2 |
|
| 1559 |
1559
WMS Partners
Towson,
Maryland
| $13.6億 | +$9382万 | +7% | 9.1% | 10.8% | 280 | 16.79% | 4.1 |
|
| 1560 |
1560
Mason Investment Advisory Services
Reston,
Virginia
| $13.6億 | +$2.71億 | +25% | 11.1% | 76.1% | 67 | 10.45% | 2.8 |
|
| 1561 |
IFLIT
1561
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $13.6億 | +$1.3億 | +11% | 12.7% | 45.7% | 21 | 4.76% | 5.1 |
|
| 1562 |
1562
JB Capital
Wethersfield,
Connecticut
| $13.5億 | +$1.7億 | +14% | 10.6% | 83.8% | 220 | 21.82% | 1.3 |
|
| 1563 |
1563
American Trust
Lexington,
Kentucky
| $13.5億 | +$6266万 | +5% | 9.76% | 59% | 323 | 23.22% | 1.4 |
|
| 1564 |
1564
Pitcairn
Conshohocken,
Pennsylvania
| $13.5億 | +$1.57億 | +13% | 11.6% | 111% | 707 | 14.14% | 4.3 |
|
| 1565 |
SFG
1565
Sather Financial Group
Victoria,
Texas
| $13.5億 | +$1.5億 | +12% | 13.9% | 70% | 96 | 10.42% | 3.3 |
|
| 1566 |
1566
First Interstate Bank
Billings,
Montana
| $13.5億 | +$1.89億 | +16% | 10.9% | 49.7% | 173 | 10.98% | 4.7 |
|
| 1567 |
1567
Foster & Motley
Cincinnati,
Ohio
| $13.5億 | +$1.26億 | +10% | 9% | 68.8% | 394 | 13.2% | 4.1 |
|
| 1568 |
1568
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $13.5億 | +$4141万 | +3% | 15% | 70.5% | 140 | 28.57% | 2.8 |
|
| 1569 |
1569
GAM Holding
Zurich,
Switzerland
| $13.4億 | -$991万 | -0.7% | 15% | 130% | 200 | 31% | 4 |
|
| 1570 |
1570
Motley Fool Asset Management
Alexandria,
Virginia
| $13.4億 | +$9657万 | +8% | 13.4% | 135% | 232 | 12.93% | 2.4 |
|
| 1571 |
1571
Bar Harbor Wealth Management
Concord,
New Hampshire
| $13.4億 | +$8570万 | +7% | 9.52% | 85% | 264 | 9.09% | 6.3 |
|
| 1572 |
BFO
1572
Boston Family Office
Boston,
Massachusetts
| $13.3億 | +$1.1億 | +9% | 11.6% | 53.4% | 266 | 7.14% | 7.1 |
|
| 1573 |
1573
Equitable Trust
Nashville,
Tennessee
| $13.3億 | +$1.2億 | +10% | 12.1% | 109% | 418 | 10.77% | 3.1 |
|
| 1574 |
1574
Evensky & Katz
Coral Gables,
Florida
| $13.3億 | +$1.59億 | +14% | 10.1% | 61.1% | 88 | 1.14% | 5 |
|
| 1575 |
1575
Pharo Management
New York
| $13.3億 | +$13.3億 | +600,021% | 7.93% | – | 5 | 100% | 0 |
|