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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Icon Wealth Partners
Houston,
Texas
| $9.45億 | +$2641万 | +3% | 5.6% | – | 439 | 10.93% | 2.3 |
|
| 1877 |
1877
Provident Investment Management
Novi,
Michigan
| $9.45億 | +$2208万 | +2% | 9.28% | 90.8% | 75 | 2.67% | 3.8 |
|
| 1878 |
1878
Mount Yale Investment Advisors
Denver,
Colorado
| $9.44億 | +$5354万 | +6% | 8.01% | 81.9% | 524 | 16.6% | 2.3 |
|
| 1879 |
1879
Bell Bank
Fargo,
North Dakota
| $9.44億 | -$143万 | -0.2% | 4.34% | 71% | 203 | 16.26% | 4.4 |
|
| 1880 |
1880
Armstrong Advisory Group
Needham,
Massachusetts
| $9.42億 | +$9547万 | +11% | 4.86% | 55.6% | 833 | 10.08% | 0.5 |
|
| 1881 |
1881
Stonebridge Capital Advisors
St Paul,
Minnesota
| $9.41億 | +$6490万 | +7% | 6.06% | 80.1% | 1,022 | 17.32% | 2.7 |
|
| 1882 |
1882
TCV Trust & Wealth Management
Richmond,
Virginia
| $9.4億 | +$3979万 | +4% | 6.31% | 75.3% | 198 | 9.09% | 6.1 |
|
| 1883 |
1883
Salomon & Ludwin
Richmond,
Virginia
| $9.4億 | +$1.01億 | +12% | 6.35% | 52.6% | 176 | 8.52% | 2.2 |
|
| 1884 |
1884
Lindbrook Capital
Calabasas,
California
| $9.39億 | +$8617万 | +10% | 7.65% | 35.8% | 2,925 | 12.48% | 2.5 |
|
| 1885 |
1885
Willis Johnson & Associates
Houston,
Texas
| $9.38億 | +$9538万 | +11% | 4.11% | 50.9% | 133 | 13.53% | 1.5 |
|
| 1886 |
1886
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $9.36億 | +$7353万 | +9% | 8.39% | 102% | 103 | 1.94% | 3.5 |
|
| 1887 |
1887
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $9.35億 | +$5747万 | +7% | 6.5% | 73.7% | 238 | 11.34% | 3 |
|
| 1888 |
1888
Koshinski Asset Management
Decatur,
Illinois
| $9.33億 | -$9074万 | -9% | 5.51% | 76.5% | 671 | 27.57% | 2.4 |
|
| 1889 |
1889
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $9.32億 | +$6903万 | +8% | 6.96% | 81.9% | 238 | 23.95% | 1.6 |
|
| 1890 |
1890
Blackhill Capital
Morristown,
New Jersey
| $9.32億 | +$3597万 | +4% | 6.12% | 212% | 53 | 5.66% | 8.6 |
|
| 1891 |
1891
Crescent Grove Advisors
Lake Forest,
Illinois
| $9.32億 | +$7006万 | +8% | 5.76% | 64.1% | 310 | 15.81% | 2.8 |
|
| 1892 |
BCM
1892
Bayesian Capital Management
Brooklyn,
New York
| $9.31億 | +$1.23億 | +15% | 10.6% | 107% | 1,150 | 70.17% | 0.2 |
|
| 1893 |
1893
Novare Capital Management
Charlotte,
North Carolina
| $9.31億 | +$5095万 | +6% | 7.51% | 76.5% | 180 | 9.44% | 4.2 |
|
| 1894 |
1894
New York Life Insurance Company
New York
| $9.31億 | -$1.77億 | -16% | 7.97% | 61.5% | 9 | 22.22% | 2.5 |
|
| 1895 |
1895
Lutz Financial Services
Omaha,
Nebraska
| $9.3億 | +$5349万 | +6% | 3.38% | 35.3% | 82 | 8.54% | 3.2 |
|
| 1896 |
1896
Wedmont Private Capital
West Chester,
Pennsylvania
| $9.29億 | +$1.71億 | +23% | 5.82% | 87.5% | 532 | 20.3% | 0.9 |
|
| 1897 |
1897
Meeder Advisory Services
Dublin,
Ohio
| $9.29億 | +$6078万 | +7% | 6.45% | 91.4% | 453 | 9.71% | 0.4 |
|
| 1898 |
1898
Pembroke Management
Montreal,
Quebec, Canada
| $9.28億 | +$1349万 | +1% | 7.81% | 105% | 66 | 9.09% | 3.3 |
|
| 1899 |
1899
Invictus Private Wealth
Denver,
Colorado
| $9.27億 | +$7728万 | +9% | 8.48% | 84.2% | 93 | 9.68% | 0.4 |
|
| 1900 |
MIM
1900
Marco Investment Management
Atlanta,
Georgia
| $9.25億 | +$3826万 | +4% | 7.43% | 127% | 210 | 8.1% | 6.3 |
|