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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Seneca House Advisors
Richmond,
Virginia
| $2.35億 | +$35.1万 | +0.1% | 7.19% | 58.2% | 93 | 17.2% | 4.4 |
|
| 5302 |
5302
New Wave Wealth Advisors
Springdale,
Arkansas
| $2.35億 | +$1213万 | +5% | 12.3% | – | 163 | 30.67% | 0.7 |
|
| 5303 |
MFC
5303
Mechanics Financial Corp
Mansfield,
Ohio
| $2.35億 | +$1480万 | +7% | 7.73% | 81.6% | 246 | 3.25% | 2.7 |
|
| 5304 |
5304
Flagship Private Wealth
Woburn,
Massachusetts
| $2.35億 | +$2519万 | +12% | 8.25% | 62.7% | 110 | 14.55% | 2.8 |
|
| 5305 |
5305
Owen LaRue
Elizabethtown,
Kentucky
| $2.35億 | +$3443万 | +17% | 16.4% | 126% | 115 | 29.57% | 1.2 |
|
| 5306 |
HM
5306
Harvest Management
New York
| $2.35億 | +$857万 | +4% | 14.8% | 610% | 93 | 78.49% | 0.3 |
|
| 5307 |
5307
Two Point Capital Management
Pittsford,
New York
| $2.35億 | – | – | 11.2% | – | 25 | – | 2.4 |
|
| 5308 |
5308
Landmark Wealth Management (New York)
Melville,
New York
| $2.35億 | +$816万 | +4% | 5.06% | 37.9% | 87 | 13.79% | 1.7 |
|
| 5309 |
5309
Crux Wealth Advisors
Long Beach,
California
| $2.35億 | +$4272万 | +22% | 10.6% | – | 183 | 17.49% | 0.4 |
|
| 5310 |
SLA
5310
Silver Lake Advisory
Cottonwood Heights,
Utah
| $2.35億 | +$562万 | +2% | 3.46% | 76.7% | 105 | 6.67% | 4.2 |
|
| 5311 |
MAS
5311
Madden Advisory Services
Jacksonville,
Florida
| $2.35億 | +$2009万 | +9% | 7.74% | 52.3% | 101 | 0.99% | 5.7 |
|
| 5312 |
5312
Palmer Knight Company
Jacksonville,
Florida
| $2.35億 | +$2879万 | +14% | 6.3% | 78.9% | 38 | 15.79% | 3.8 |
|
| 5313 |
5313
Mount Lucas Management
Newtown,
Pennsylvania
| $2.35億 | -$7640万 | -25% | 10.5% | 109% | 193 | 40.41% | 0.9 |
|
| 5314 |
GBI
5314
GP Brinson Investments
Chicago,
Illinois
| $2.35億 | +$641万 | +3% | 6.01% | 51.2% | 16 | 6.25% | 3.4 |
|
| 5315 |
5315
Five Oceans Advisors
Santa Monica,
California
| $2.34億 | +$2560万 | +12% | 10.1% | 85.3% | 195 | 12.82% | 2.3 |
|
| 5316 |
5316
Triton Wealth Management
Sun City,
Arizona
| $2.34億 | – | – | 15.2% | – | 107 | – | 2.6 |
|
| 5317 |
5317
Moerus Capital Management
New York
| $2.34億 | +$1079万 | +5% | 14% | 220% | 15 | 6.67% | 4 |
|
| 5318 |
5318
Prairie Wealth Advisors
Omaha,
Nebraska
| $2.34億 | +$3073万 | +15% | 15.5% | – | 154 | 9.09% | 1 |
|
| 5319 |
5319
WJ Interests
Sugar Land,
Texas
| $2.34億 | +$1874万 | +9% | 9.11% | 55.2% | 24 | 8.33% | 1.5 |
|
| 5320 |
5320
HealthInvest Partners
Stockholm,
Sweden
| $2.34億 | +$715万 | +3% | 2.67% | – | 38 | 5.26% | 1.6 |
|
| 5321 |
5321
ShariaPortfolio
Lake Mary,
Florida
| $2.34億 | +$4104万 | +21% | 20.8% | 254% | 27 | 18.52% | 1.3 |
|
| 5322 |
5322
Game Creek Capital
Boston,
Massachusetts
| $2.33億 | +$3337万 | +17% | 13.5% | 176% | 87 | 27.59% | 3.2 |
|
| 5323 |
5323
Cape Ann Asset Management
London,
United Kingdom
| $2.33億 | +$7066万 | +43% | 14% | 199% | 9 | 22.22% | 2.3 |
|
| 5324 |
LWMI
5324
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $2.33億 | +$2384万 | +11% | 5.95% | – | 53 | 24.53% | 0.9 |
|
| 5325 |
5325
Colorado Capital Management
Boulder,
Colorado
| $2.33億 | +$1865万 | +9% | 7.62% | 60.4% | 103 | 9.71% | 5 |
|