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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Wealth Quarterback
Toms River,
New Jersey
| $1.51億 | -$1392万 | -8% | 1.47% | 109% | 907 | 13.45% | 0.4 |
|
| 5202 |
SSCM
5202
Summit Street Capital Management
New York
| $1.5億 | -$566万 | -4% | 3.86% | 217% | 32 | 0% | 3.2 |
|
| 5203 |
5203
WJ Wealth Management
Glendale,
Arizona
| $1.5億 | +$1.18億 | +366% | 0.18% | 95.6% | 57 | 31.58% | 0.9 |
|
| 5204 |
5204
IDG-Accel China Capital GP II Associates
Hong Kong
| $1.5億 | -$2845万 | -16% | 15.8% | – | 2 | 0% | 0.8 |
|
| 5205 |
5205
Cherry Creek Investment Advisors
Englewood,
Colorado
| $1.5億 | -$199万 | -1% | 0.13% | 151% | 121 | 15.7% | 0.2 |
|
| 5206 |
5206
Mosaic Advisors
Houston,
Texas
| $1.5億 | -$318万 | -2% | 0.85% | 50.9% | 46 | 28.26% | 0.6 |
|
| 5207 |
5207
Activest Wealth Management
Aventure,
Florida
| $1.5億 | +$1709万 | +13% | 0.94% | 117% | 417 | 27.58% | 0.4 |
|
| 5208 |
5208
HBC Financial Services
Seattle,
Washington
| $1.5億 | +$206万 | +1% | 0.67% | 12.6% | 203 | 11.82% | 1.2 |
|
| 5209 |
5209
SVB Investment Services
Salt Lake City,
Utah
| $1.5億 | +$2.4万 | +0% | 1.02% | – | 38 | 5.26% | 1.6 |
|
| 5210 |
BRC
5210
BHF RG Capital
Scottsdale,
Arizona
| $1.5億 | +$305万 | +2% | 0.65% | – | 33 | 30.3% | 1.3 |
|
| 5211 |
OCP
5211
OCO Capital Partners
New York
| $1.5億 | +$614万 | +4% | 8.35% | 679% | 3 | 0% | 1.3 |
|
| 5212 |
5212
Financial Avengers
Oakland,
California
| $1.5億 | +$194万 | +1% | 0.22% | 108% | 161 | 3.73% | 0.7 |
|
| 5213 |
5213
Quantamental Technologies
White Plains,
New York
| $1.5億 | +$3649万 | +32% | 3.11% | 24.2% | 425 | 78.59% | 0.1 |
|
| 5214 |
5214
Trinity Financial Advisors
Columbus,
Ohio
| $1.49億 | +$669万 | +5% | 1.38% | 74.5% | 55 | 9.09% | 0.6 |
|
| 5215 |
5215
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $1.49億 | +$1736万 | +13% | 0.81% | 234% | 183 | 32.79% | 1.6 |
|
| 5216 |
LAI
5216
Legal Advantage Investments
Los Altos Hills,
California
| $1.49億 | +$306万 | +2% | 0.93% | 116% | 82 | 10.98% | 0.7 |
|
| 5217 |
5217
Meridian Financial Partners
Warrenton,
Virginia
| $1.49億 | +$260万 | +2% | 0.73% | 80.8% | 82 | 9.76% | 1.6 |
|
| 5218 |
5218
First National Bank of South Miami
South Miami,
Florida
| $1.49億 | +$236万 | +2% | 0.73% | 35.2% | 344 | 4.65% | 1.9 |
|
| 5219 |
5219
Banco de Sabadell
Miami,
Florida
| $1.49億 | -$141万 | -0.9% | 1.54% | 75.1% | 129 | 32.56% | 2.8 |
|
| 5220 |
CSA
5220
Cottage Street Advisors
Marion,
Massachusetts
| $1.49億 | -$1970万 | -12% | 0.57% | 95.8% | 106 | 20.75% | 3.2 |
|
| 5221 |
EGVF
5221
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| $1.49億 | +$26万 | +0.2% | 0.59% | – | 5 | 0% | 0.8 |
|
| 5222 |
5222
Michael & Susan Dell Foundation
New York
| $1.49億 | -$3413万 | -19% | 9.53% | 238% | 3 | 0% | 1 |
|
| 5223 |
5223
Cox Capital Management
Andover,
Massachusetts
| $1.48億 | -$71.5万 | -0.5% | 2.54% | 106% | 81 | 7.41% | 2.5 |
|
| 5224 |
5224
Camarda Financial Advisors
Fleming Island,
Florida
| $1.48億 | -$1342万 | -8% | 2.21% | 196% | 120 | 67.5% | 1 |
|
| 5225 |
5225
Motive Wealth Advisors
Birmingham,
Michigan
| $1.48億 | +$830万 | +6% | 0.46% | 73.4% | 78 | 7.69% | 0.2 |
|