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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
SHFP
5151
Second Half Financial Partners
Sebring,
Florida
| $1.53億 | +$7291万 | +91% | 6.32% | 36.8% | 45 | 22.22% | 0.5 |
|
| 5152 |
5152
FIDELIS iM
Medford,
Oregon
| $1.53億 | +$983万 | +7% | 6.58% | 44.8% | 23 | 8.7% | 1.1 |
|
| 5153 |
5153
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $1.53億 | +$2886万 | +23% | 6.06% | – | 71 | 26.76% | 0.7 |
|
| 5154 |
5154
Hunting Hill Global Capital
New York
| $1.53億 | -$1528万 | -9% | 2.02% | 132% | 132 | 61.36% | 0.4 |
|
| 5155 |
5155
Abacus FCF Advisors
Orlando,
Florida
| $1.53億 | +$814万 | +6% | 11.7% | 197% | 159 | 24.53% | 1.4 |
|
| 5156 |
5156
Retirement Planning Company of New England
Warwick,
Rhode Island
| $1.53億 | +$1488万 | +11% | 10.8% | 125% | 238 | 15.13% | 0.8 |
|
| 5157 |
GECH
5157
Garnet Equity Capital Holdings
New York
| $1.53億 | +$1.11億 | +266% | 14.7% | 302% | 40 | 55% | 0.8 |
|
| 5158 |
5158
Nightview Capital
Austin,
Texas
| $1.53億 | -$3.56億 | -70% | 49.2% | 170% | 15 | 6.67% | 1.6 |
|
| 5159 |
5159
ARQ Wealth Advisors
Scottsdale,
Arizona
| $1.53億 | +$2379万 | +18% | 9.7% | 59.3% | 52 | 13.46% | 2.1 |
|
| 5160 |
5160
Equinox Partners Investment Management
Stamford,
Connecticut
| $1.53億 | +$2869万 | +23% | 22.7% | 241% | 11 | 9.09% | 2.5 |
|
| 5161 |
5161
Tactive Advisors
Jacksonville,
Florida
| $1.53億 | – | – | 8.16% | – | 41 | – | 0 |
|
| 5162 |
5162
Aspen Investment Management
Grand Rapids,
Michigan
| $1.53億 | +$308万 | +2% | 8.74% | 84.9% | 135 | 12.59% | 6.1 |
|
| 5163 |
5163
John W. Brooker & Co
Oakland,
California
| $1.53億 | -$269万 | -2% | 5.47% | 43.4% | 200 | 70.5% | 2.5 |
|
| 5164 |
5164
DGS Capital Management
Jersey City,
New Jersey
| $1.53億 | +$323万 | +2% | 5.07% | 177% | 240 | 22.5% | 0.7 |
|
| 5165 |
5165
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $1.53億 | +$514万 | +3% | 7.73% | 65.3% | 121 | 14.05% | 1.1 |
|
| 5166 |
5166
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $1.53億 | +$2997万 | +24% | 11.3% | 173% | 58 | 55.17% | 0.9 |
|
| 5167 |
5167
MBA Advisors
Hermitage,
Pennsylvania
| $1.53億 | +$1465万 | +11% | 8.93% | 66.1% | 128 | 9.38% | 1.4 |
|
| 5168 |
XC
5168
XY Capital
Central,
Hong Kong
| $1.53億 | – | – | 16.9% | 52.8% | 70 | – | 0 |
|
| 5169 |
5169
Level Financial Advisors
East Amherst,
New York
| $1.53億 | +$1723万 | +13% | 6.41% | 44% | 310 | 24.84% | 0.7 |
|
| 5170 |
5170
Clarus Wealth Advisors
Peoria,
Arizona
| $1.53億 | +$1239万 | +9% | 8.79% | 89.7% | 127 | 25.2% | 1.8 |
|
| 5171 |
5171
Phraction Management
Colchester,
Connecticut
| $1.52億 | +$1996万 | +15% | 8.32% | 106% | 52 | 19.23% | 0.8 |
|
| 5172 |
5172
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $1.52億 | +$1709万 | +13% | 13.2% | 82.3% | 156 | 5.77% | 1.8 |
|
| 5173 |
5173
Harvest Group Wealth Management
Waltham,
Massachusetts
| $1.52億 | +$203万 | +1% | 5.38% | 28.1% | 203 | 9.85% | 1 |
|
| 5174 |
5174
Investment Research & Advisory Group
Atlanta,
Georgia
| $1.52億 | +$1869万 | +14% | 8.65% | 105% | 195 | 12.31% | 1.9 |
|
| 5175 |
RCA
5175
Rex Capital Advisors
Providence,
Rhode Island
| $1.52億 | +$1749万 | +13% | 8.3% | 7.31% | 26 | 34.62% | 2.8 |
|