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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Aventura Private Wealth
Aventura,
Florida
| $2.31億 | +$4018万 | +21% | 13.5% | – | 850 | 15.88% | 0.4 |
|
| 5352 |
5352
Boyd Wealth Management
Sacramento,
California
| $2.31億 | +$3029万 | +15% | 8.05% | 56.8% | 53 | 18.87% | 2.4 |
|
| 5353 |
5353
Red Spruce Capital
Berwyn,
Pennsylvania
| $2.31億 | +$1806万 | +8% | 12.6% | 98.4% | 93 | 5.38% | 3.8 |
|
| 5354 |
5354
SK Wealth Management
Providence,
Rhode Island
| $2.31億 | +$4438万 | +24% | 7.28% | – | 82 | 14.63% | 0.6 |
|
| 5355 |
5355
Firethorn Wealth Partners
Augusta,
Georgia
| $2.31億 | +$2115万 | +10% | 9.53% | 75.1% | 191 | 18.32% | 2.2 |
|
| 5356 |
5356
Kirkwood Financial Services
San Antonio,
Texas
| $2.31億 | +$3262万 | +16% | 11.5% | – | 34 | 32.35% | 0.2 |
|
| 5357 |
5357
Ranch Capital Advisors
Sarasota,
Florida
| $2.31億 | +$1972万 | +9% | 9.27% | 92.6% | 145 | 6.21% | 3.7 |
|
| 5358 |
5358
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $2.31億 | +$1239万 | +6% | 12% | 98.6% | 147 | 10.88% | 5 |
|
| 5359 |
5359
ORIX Corp
Tokyo,
Japan
| $2.31億 | +$1882万 | +9% | 18.4% | 11.7% | 1 | 0% | 7.5 |
|
| 5360 |
5360
Muzinich & Co
New York
| $2.3億 | +$5432万 | +31% | 2.34% | 13.5% | 71 | 38.03% | 4.8 |
|
| 5361 |
5361
Wills Financial Group
Richmond,
Virginia
| $2.3億 | +$485万 | +2% | 4.26% | 57.5% | 71 | 15.49% | 5.1 |
|
| 5362 |
5362
Sherbrooke Park Advisers
White Plains,
New York
| $2.3億 | +$1562万 | +7% | 6.29% | 9.59% | 827 | 70.98% | 0.3 |
|
| 5363 |
5363
Balanced Wealth Group
Westlake,
Ohio
| $2.3億 | +$2338万 | +11% | 7.49% | – | 70 | 7.14% | 1.3 |
|
| 5364 |
OIA
5364
Optimum Investment Advisors
Chicago,
Illinois
| $2.3億 | +$1787万 | +8% | 13.1% | 125% | 650 | 7.23% | 6.3 |
|
| 5365 |
5365
Swan Capital
Pensacola,
Florida
| $2.3億 | +$1372万 | +6% | 6.32% | 47.9% | 516 | 33.33% | 0.7 |
|
| 5366 |
5366
Seldon Capital
San Francisco,
California
| $2.3億 | +$7131万 | +45% | 23.4% | 604% | 71 | 23.94% | 2 |
|
| 5367 |
5367
EVR Research
Richmond,
Virginia
| $2.3億 | -$1.23億 | -35% | 18% | 165% | 44 | 52.27% | 0.7 |
|
| 5368 |
5368
Spectrum Asset Management (California)
Newport Beach,
California
| $2.3億 | +$505万 | +2% | 8.03% | 68.3% | 107 | 28.04% | 3.4 |
|
| 5369 |
5369
MBE Wealth Management
Tomah,
Wisconsin
| $2.3億 | +$2097万 | +10% | 8.15% | 66.5% | 136 | 11.76% | 2.1 |
|
| 5370 |
5370
Summit Investment Advisory Services
Roseville,
Minnesota
| $2.3億 | +$2595万 | +13% | 9.83% | 68.3% | 71 | 4.23% | 0.9 |
|
| 5371 |
5371
Trellis Wealth Advisors
San Luis Obispo,
California
| $2.3億 | +$2369万 | +11% | 9.41% | 62.2% | 37 | 5.41% | 1.7 |
|
| 5372 |
5372
Greenbush Financial Group
Albany,
New York
| $2.3億 | +$2848万 | +14% | 9.49% | – | 33 | 3.03% | 0.5 |
|
| 5373 |
5373
Lumbard & Kellner
Hollis,
New Hampshire
| $2.29億 | +$262万 | +1% | 14.9% | 137% | 97 | 24.74% | 3 |
|
| 5374 |
SAM
5374
Stenahm Asset Management
Guernsey
| $2.29億 | -$1626万 | -7% | 10.4% | – | 33 | 42.42% | 1.5 |
|
| 5375 |
5375
Collaborative Wealth Management
Lake Mary,
Florida
| $2.29億 | +$1543万 | +7% | 5.19% | 41.6% | 188 | 11.17% | 3.1 |
|