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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
Kondo Wealth Advisors
Pasadena,
California
| $2.99億 | +$3356万 | +13% | 10.3% | – | 79 | 17.72% | 1.2 |
|
| 5302 |
5302
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $2.99億 | +$3960万 | +15% | 9.83% | 55% | 67 | 11.94% | 3.1 |
|
| 5303 |
5303
Maltin Wealth Management
Ridgewood,
New Jersey
| $2.99億 | +$3740万 | +14% | 9.38% | 58.2% | 153 | 15.69% | 3.3 |
|
| 5304 |
SIA
5304
Schear Investment Advisers
Cincinnati,
Ohio
| $2.99億 | +$7223万 | +32% | 56.4% | 241% | 85 | 11.76% | 2.5 |
|
| 5305 |
5305
Glass Wealth Management
San Antonio,
Texas
| $2.99億 | +$4044万 | +16% | 26.4% | – | 73 | 13.7% | 1.7 |
|
| 5306 |
5306
HighMark Wealth Management
St. Paul,
Minnesota
| $2.99億 | +$5292万 | +22% | 21.8% | 110% | 600 | 13.67% | 3.4 |
|
| 5307 |
5307
Highlander Partners
Dallas,
Texas
| $2.98億 | +$4279万 | +17% | 21.3% | 241% | 46 | 6.52% | 2.4 |
|
| 5308 |
5308
Searcy Financial Services
Overland Park,
Kansas
| $2.98億 | +$2853万 | +11% | 10.7% | 60.2% | 28 | 7.14% | 3.3 |
|
| 5309 |
SC
5309
Sawyer & Company
Boston,
Massachusetts
| $2.98億 | +$3819万 | +15% | 25% | 111% | 211 | 10.9% | 4.6 |
|
| 5310 |
5310
Strategic Equity Management
Tucson,
Arizona
| $2.98億 | +$3174万 | +12% | 15.5% | 70.3% | 76 | 22.37% | 1.8 |
|
| 5311 |
SIIL
5311
Sinvest Investments II Ltd
Nassau, New Providence,
| $2.98億 | +$1176万 | +4% | 4.12% | – | 1 | 0% | 0.5 |
|
| 5312 |
5312
Bluescape Energy Partners
Dallas,
Texas
| $2.97億 | -$2478万 | -8% | 4.09% | 57.9% | 5 | 20% | 4.5 |
|
| 5313 |
BOC
5313
Barbara Oil Co
Chicago,
Illinois
| $2.97億 | +$3767万 | +15% | 19% | 76.9% | 74 | 8.11% | 9.2 |
|
| 5314 |
5314
MBA Advisors
Hermitage,
Pennsylvania
| $2.97億 | +$3678万 | +14% | 9.52% | 66.1% | 169 | 15.38% | 3.1 |
|
| 5315 |
5315
Vertrix Wealth Management
Troy,
Michigan
| $2.97億 | +$2545万 | +9% | 12.4% | – | 113 | 24.78% | 0.2 |
|
| 5316 |
5316
Foundry Financial
Pasadena,
California
| $2.97億 | +$6086万 | +26% | 11.2% | – | 87 | 19.54% | 0.4 |
|
| 5317 |
5317
TCFG Investment Advisors
Laguna Niguel,
California
| $2.97億 | +$2937万 | +11% | 19.1% | – | 317 | 19.24% | 0.2 |
|
| 5318 |
5318
Dayah Capital
Stamford,
Connecticut
| $2.97億 | +$3556万 | +14% | 7.28% | – | 54 | 74.07% | 0.2 |
|
| 5319 |
5319
HF Capital
Knoxville,
Tennessee
| $2.97億 | +$5749万 | +24% | 37.4% | – | 5 | 0% | 0.5 |
|
| 5320 |
5320
Silphium Asset Management
London,
United Kingdom
| $2.97億 | +$3264万 | +12% | 18.9% | 118% | 57 | 19.3% | 1.1 |
|
| 5321 |
5321
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $2.97億 | +$4338万 | +17% | 8.1% | 68.8% | 134 | 9.7% | 3.2 |
|
| 5322 |
5322
Harper Investing
Santa Clara,
California
| $2.97億 | +$6741万 | +29% | 13% | 58.7% | 86 | 15.12% | 1.6 |
|
| 5323 |
5323
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $2.97億 | +$2876万 | +11% | 11.8% | – | 10 | 0% | 1.9 |
|
| 5324 |
5324
Shrier Wealth Management
Los Angeles,
California
| $2.96億 | +$2286万 | +8% | 6.83% | – | 139 | 9.35% | 0.5 |
|
| 5325 |
5325
Continuum Wealth Advisors
Saratoga Springs,
New York
| $2.96億 | +$5533万 | +23% | 9.39% | 69% | 87 | 25.29% | 1.7 |
|