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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Luminvest Wealth Management
Scottsdale,
Arizona
| $4.3億 | +$4787万 | +13% | 10.2% | 47.7% | 58 | 5.17% | 1.5 |
|
| 4302 |
4302
West Branch Capital
Amherst,
Massachusetts
| $4.3億 | +$5678万 | +15% | 24.5% | 156% | 396 | 14.9% | 4.1 |
|
| 4303 |
4303
Rakuten Securities
Tokyo,
Japan
| $4.3億 | +$1.89億 | +79% | 117% | 999% | 999 | 20.52% | 1.6 |
|
| 4304 |
4304
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $4.3億 | +$4922万 | +13% | 11.6% | 83.8% | 187 | 17.11% | 3.3 |
|
| 4305 |
4305
Prostatis Group
Hanover,
Maryland
| $4.29億 | +$3868万 | +10% | 16.1% | 72.9% | 206 | 26.7% | 2 |
|
| 4306 |
4306
Virtus Investment Advisers
Hartford,
Connecticut
| $4.29億 | +$6671万 | +18% | 23.5% | 172% | 517 | 23.4% | 0.9 |
|
| 4307 |
4307
Main Street Group
Glen Allen,
Virginia
| $4.29億 | +$8875万 | +26% | 26.3% | 98.3% | 932 | 14.38% | 0.5 |
|
| 4308 |
4308
Navalign LLC
Encino,
California
| $4.29億 | +$3262万 | +8% | 9.39% | 50.7% | 139 | 13.67% | 3.6 |
|
| 4309 |
LFGO
4309
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $4.29億 | +$5010万 | +13% | 11.9% | 64.2% | 106 | 17.92% | 2.2 |
|
| 4310 |
4310
TrueFG
Cedar Park,
Texas
| $4.28億 | +$5095万 | +14% | 12.7% | 54.2% | 77 | 10.39% | 3.4 |
|
| 4311 |
4311
Straight Path Wealth Management
Jenison,
Michigan
| $4.28億 | +$5346万 | +14% | 13.6% | 70.4% | 146 | 15.07% | 1.8 |
|
| 4312 |
4312
Boone Capital Management
Atlanta,
Georgia
| $4.28億 | +$1.01億 | +31% | 22.4% | 278% | 20 | 55% | 0.7 |
|
| 4313 |
4313
BankPlus Trust Department
Jackson,
Mississippi
| $4.28億 | +$5322万 | +14% | 16% | – | 492 | 9.76% | 1.3 |
|
| 4314 |
4314
Sound Capital Solutions
Naples,
Florida
| $4.27億 | – | – | 54.5% | – | 309 | – | 0 |
|
| 4315 |
4315
Dockside LLC
New York
| $4.27億 | +$3002万 | +8% | 9.88% | – | 361 | 100% | 0 |
|
| 4316 |
4316
DSC Meridian Capital
New York
| $4.27億 | +$1.02億 | +31% | 12.8% | – | 22 | 45.45% | 0.6 |
|
| 4317 |
4317
SimplyRich
Carlsbad,
California
| $4.27億 | +$3614万 | +9% | 22.2% | 105% | 239 | 33.05% | 4.7 |
|
| 4318 |
IAA
4318
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $4.27億 | +$2818万 | +7% | 8.79% | 49.3% | 89 | 16.85% | 3.2 |
|
| 4319 |
4319
Vermillion Wealth Management
Rosemount,
Minnesota
| $4.27億 | +$1.72億 | +67% | 7.24% | – | 2,561 | 78.72% | 0.5 |
|
| 4320 |
PA
4320
Prairie Advisory
Leawood,
Kansas
| $4.26億 | – | – | 16.8% | – | 167 | – | 0 |
|
| 4321 |
4321
Ruedi Wealth Management
Champaign,
Illinois
| $4.26億 | +$3803万 | +10% | 8.51% | 44.9% | 63 | 9.52% | 2.8 |
|
| 4322 |
ACMC
4322
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| $4.26億 | +$9250万 | +28% | 27.7% | 32.2% | 1 | 0% | 2 |
|
| 4323 |
4323
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| $4.26億 | +$4932万 | +13% | 13.2% | – | 103 | 16.5% | 1.1 |
|
| 4324 |
GIL
4324
Go Invest LLC
West Jordan,
Utah
| $4.26億 | +$7667万 | +22% | 10.8% | – | 132 | 10.61% | 0.4 |
|
| 4325 |
WOCP
4325
White Oak Capital Partners
Singapore
| $4.25億 | +$1.62億 | +61% | 4.78% | – | 18 | 5.56% | 1.1 |
|