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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
Zeno Research
New York
| $1.51億 | +$4546万 | +43% | 10.3% | 25.2% | 32 | 53.13% | 0.3 |
|
| 5202 |
5202
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $1.51億 | +$5930万 | +65% | 9.32% | 53.1% | 18 | 44.44% | 2.1 |
|
| 5203 |
SCA
5203
Sander Capital Advisors
Seattle,
Washington
| $1.51億 | -$171万 | -1% | 1.51% | 113% | 15 | 13.33% | 2.7 |
|
| 5204 |
5204
Okabena Investment Services
Minneapolis,
Minnesota
| $1.51億 | -$5603万 | -27% | 10.7% | 72.4% | 260 | 53.46% | 0.9 |
|
| 5205 |
5205
Theory Financial
Fort Collins,
Colorado
| $1.51億 | – | – | 6.98% | 54.5% | 56 | – | 0.7 |
|
| 5206 |
5206
Burns Matteson Capital Management
Corning,
New York
| $1.51億 | +$1496万 | +11% | 8.21% | 137% | 188 | 61.17% | 0.7 |
|
| 5207 |
5207
Baron Financial Group
Fair Lawn,
New Jersey
| $1.51億 | +$241万 | +2% | 6.12% | 55.5% | 53 | 9.43% | 1.8 |
|
| 5208 |
5208
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $1.51億 | -$1857万 | -11% | 2.09% | 81.3% | 2 | 50% | 1.5 |
|
| 5209 |
5209
Joule Financial
Lexington,
Kentucky
| $1.51億 | +$1752万 | +13% | 5.83% | 55.5% | 107 | 24.3% | 0.4 |
|
| 5210 |
5210
BMS Financial Advisors
Rapid City,
South Dakota
| $1.51億 | +$818万 | +6% | 7.92% | – | 116 | 34.48% | 0.8 |
|
| 5211 |
5211
Sterneck Capital Management
Kansas City,
Missouri
| $1.51億 | +$929万 | +7% | 6.21% | 61.5% | 107 | 18.69% | 4 |
|
| 5212 |
RM
5212
Rudius Management
New York
| $1.51億 | +$1760万 | +13% | 13.3% | 8.92% | 4 | 0% | 1.9 |
|
| 5213 |
5213
Forza Wealth Management
Sarasota,
Florida
| $1.51億 | – | – | 9.91% | 69.8% | 142 | – | 0 |
|
| 5214 |
SC
5214
Stephens Consulting
Flint,
Michigan
| $1.51億 | +$3932万 | +35% | 8.83% | 50.1% | 571 | 13.66% | 0.9 |
|
| 5215 |
5215
R.W. Roge & Company
Bohemia,
New York
| $1.5億 | +$932万 | +7% | 2.92% | 68.1% | 41 | 17.07% | 2.1 |
|
| 5216 |
5216
Magnolia Capital Advisors
Jackson,
Mississippi
| $1.5億 | +$3223万 | +27% | 7.27% | 78.7% | 140 | 11.43% | 1.5 |
|
| 5217 |
5217
Sharper & Granite
El Segundo,
California
| $1.5億 | – | – | 8.18% | 47.1% | 99 | – | 0 |
|
| 5218 |
5218
EPIQ Partners
Minneapolis,
Minnesota
| $1.5億 | -$1139万 | -7% | 2.61% | 49.6% | 84 | 15.48% | 2.2 |
|
| 5219 |
5219
Stonebridge Financial Planning Group
Orlando,
Florida
| $1.5億 | +$729万 | +5% | 5.58% | 67.2% | 125 | 9.6% | 2.1 |
|
| 5220 |
WMA
5220
Wealth Management Associates
Cherry Hill,
New Jersey
| $1.5億 | +$821万 | +6% | 9.98% | 111% | 196 | 16.33% | 2.4 |
|
| 5221 |
5221
7G Capital Management
New York
| $1.5億 | -$536万 | -3% | 0.6% | 137% | 9 | 33.33% | 1.2 |
|
| 5222 |
5222
Corepath Wealth Partners
Scottsdale,
Arizona
| $1.5億 | +$1542万 | +11% | 7.97% | 62.1% | 38 | 0% | 1.8 |
|
| 5223 |
5223
Prosperity Consulting Group
Owings Mills,
Maryland
| $1.5億 | +$2817万 | +23% | 8.17% | 66.8% | 105 | 12.38% | 0.8 |
|
| 5224 |
5224
Virtus Investment Advisers
Hartford,
Connecticut
| $1.5億 | -$6764万 | -31% | 13.3% | 172% | 388 | 20.88% | 0.2 |
|
| 5225 |
5225
Heron Financial Group
New York
| $1.5億 | -$1207万 | -7% | 10.2% | 47.5% | 144 | 19.44% | 2.4 |
|