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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Ameliora Wealth Management
Zurich,
Switzerland
| $2.2億 | -$30.2万 | -0.1% | 4.43% | 73.9% | 198 | 9.6% | 1.5 |
|
| 5027 |
5027
Sterling Financial Group
Pasadena,
California
| $2.2億 | +$969万 | +5% | 2.19% | 49.6% | 69 | 14.49% | 1.1 |
|
| 5028 |
5028
Nekton Capital
London,
United Kingdom
| $2.2億 | -$2.09億 | -49% | 2.34% | 30.1% | 17 | 23.53% | 0.5 |
|
| 5029 |
IGYL
5029
I.G.Y. Ltd
London,
United Kingdom
| $2.2億 | +$1178万 | +6% | 8.03% | 80.5% | 3 | 0% | 4.3 |
|
| 5030 |
5030
Access Financial Services
Minneapolis,
Minnesota
| $2.2億 | -$371万 | -2% | 0.59% | 44.8% | 102 | 12.75% | 3.4 |
|
| 5031 |
5031
Dupree Financial Group
Lexington,
Kentucky
| $2.2億 | -$465万 | -2% | 0.07% | 75.8% | 75 | 32% | 0.4 |
|
| 5032 |
5032
Balanced Wealth Group
Westlake,
Ohio
| $2.2億 | -$464万 | -2% | 2.17% | – | 72 | 8.33% | 0.5 |
|
| 5033 |
HI
5033
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $2.2億 | -$4768万 | -18% | 17.8% | 74.8% | 1 | 0% | 2.5 |
|
| 5034 |
5034
Washington University
St Louis,
Missouri
| $2.2億 | -$5066万 | -19% | 7.63% | 44% | 5 | 40% | 1.8 |
|
| 5035 |
5035
Ameraudi Asset Management
New York
| $2.2億 | +$491万 | +2% | 0.48% | 47.1% | 60 | 21.67% | 2.2 |
|
| 5036 |
5036
Lowe Wealth Advisors
Columbia,
Maryland
| $2.2億 | +$479万 | +2% | 2.47% | 63.3% | 336 | 14.88% | 5 |
|
| 5037 |
5037
WorthPointe
La Jolla,
California
| $2.19億 | +$2070万 | +10% | 0.73% | 59.7% | 76 | 21.05% | 1.2 |
|
| 5038 |
5038
Fusion Capital
Mt. Pleasant,
South Carolina
| $2.19億 | +$63.8万 | +0.3% | 3.01% | 100% | 75 | 5.33% | 3.2 |
|
| 5039 |
5039
Elevation Capital Advisory
Bend,
Oregon
| $2.19億 | – | – | 4.41% | – | 40 | – | 0.4 |
|
| 5040 |
5040
Nixon Capital
Austin,
Texas
| $2.19億 | -$4061万 | -16% | 6.82% | 118% | 34 | 29.41% | 1.3 |
|
| 5041 |
SCA
5041
Sander Capital Advisors
Seattle,
Washington
| $2.19億 | +$1390万 | +7% | 9.89% | 113% | 18 | 27.78% | 3.5 |
|
| 5042 |
5042
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $2.19億 | +$847万 | +4% | 0.89% | 69.5% | 128 | 5.47% | 0.5 |
|
| 5043 |
5043
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $2.19億 | +$3113万 | +17% | 0.94% | 58.2% | 204 | 53.43% | 0.6 |
|
| 5044 |
5044
Next Level Private
Harrison,
New York
| $2.19億 | +$82.2万 | +0.4% | 1.92% | 95.9% | 141 | 12.77% | 1.2 |
|
| 5045 |
GWA
5045
GGM Wealth Advisors
Baltimore,
Maryland
| $2.19億 | +$392万 | +2% | 2.1% | 25.9% | 143 | 13.99% | 1.4 |
|
| 5046 |
CCAM
5046
Codex Capital Asset Management
Dallas,
Texas
| $2.18億 | – | – | 8.93% | – | 37 | – | 0 |
|
| 5047 |
CWM
5047
Capital Wealth Management
W. Warwick,
Rhode Island
| $2.18億 | +$957万 | +5% | 0.94% | 46.7% | 46 | 17.39% | 2.9 |
|
| 5048 |
5048
Commonwealth Retirement Investments
Richmond,
Virginia
| $2.18億 | +$895万 | +4% | 1.67% | 96.7% | 93 | 15.05% | 1 |
|
| 5049 |
5049
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $2.18億 | +$3352万 | +18% | 19.6% | 23.7% | 3 | 0% | 1.1 |
|
| 5050 |
5050
Montis Financial
Waltham,
Massachusetts
| $2.18億 | +$767万 | +4% | 2.23% | 46% | 89 | 16.85% | 2 |
|