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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $2.55億 | +$6729万 | +36% | 3.64% | 48.6% | 9 | 55.56% | 0.5 |
|
| 5502 |
5502
Bain Capital Venture Investors
Boston,
Massachusetts
| $2.55億 | +$1.41億 | +124% | 14.5% | 34.2% | 4 | 75% | 0.5 |
|
| 5503 |
5503
Spreng Capital Management
Bucyrus,
Ohio
| $2.55億 | +$394万 | +2% | 2.02% | 84.4% | 81 | 14.81% | 4.3 |
|
| 5504 |
UFAC
5504
Urban Financial Advisory Corp
Chicago,
Illinois
| $2.55億 | +$3999万 | +19% | 1.24% | – | 54 | 3.7% | 1.4 |
|
| 5505 |
5505
SFG Wealth Management
Towson,
Maryland
| $2.55億 | +$2368万 | +10% | 3.06% | 86.3% | 145 | 21.38% | 1.5 |
|
| 5506 |
5506
Cane Capital Partners
Saint Francisville,
Louisiana
| $2.54億 | – | – | 3.01% | – | 144 | – | 0 |
|
| 5507 |
5507
Flagship Private Wealth
Woburn,
Massachusetts
| $2.54億 | +$554万 | +2% | 2.38% | 70.2% | 119 | 11.76% | 2.9 |
|
| 5508 |
5508
Aubrey Capital Management
Edinburgh,
United Kingdom
| $2.54億 | -$6310万 | -20% | 2.2% | 319% | 67 | 43.28% | 1.1 |
|
| 5509 |
5509
Ruggaard & Associates
Hudson,
Ohio
| $2.54億 | -$1326万 | -5% | 1.63% | 47.6% | 128 | 11.72% | 2.1 |
|
| 5510 |
RA
5510
Ransom Advisory
Providence,
Rhode Island
| $2.54億 | +$3192万 | +14% | 4.92% | – | 442 | 33.94% | 1.1 |
|
| 5511 |
5511
Shrier Wealth Management
Los Angeles,
California
| $2.54億 | – | – | 3.69% | – | 126 | – | 0 |
|
| 5512 |
5512
Howard Bailey Securities
Fort Wayne,
Indiana
| $2.54億 | -$9751万 | -28% | 1.77% | – | 163 | 25.15% | 0.9 |
|
| 5513 |
5513
Evergreen Private Wealth
Greenwood Village,
Colorado
| $2.54億 | +$700万 | +3% | 2.58% | 80.2% | 238 | 61.76% | 1.9 |
|
| 5514 |
5514
ACT Advisors
Asheville,
North Carolina
| $2.54億 | +$595万 | +2% | 2.14% | 75.4% | 77 | 20.78% | 1.8 |
|
| 5515 |
5515
Mills Wealth Advisors
Southlake,
Texas
| $2.54億 | +$776万 | +3% | 2.29% | 37.9% | 75 | 12% | 1.7 |
|
| 5516 |
5516
FMB Wealth Management
Westlake Village,
California
| $2.53億 | +$1733万 | +7% | 3.64% | 71.1% | 96 | 12.5% | 2 |
|
| 5517 |
5517
Luken Investment Analytics
Brentwood,
Tennessee
| $2.53億 | -$253万 | -1% | 1.23% | 51% | 401 | 64.34% | 1.2 |
|
| 5518 |
5518
VarCov Co
Darien,
Connecticut
| $2.53億 | – | – | 0.45% | – | 436 | – | 0 |
|
| 5519 |
5519
Global Trust Asset Management
West Palm Beach,
Florida
| $2.53億 | +$3218万 | +15% | 7.62% | 178% | 555 | 27.75% | 4.1 |
|
| 5520 |
5520
Greykasell Wealth Strategies
Danville,
California
| $2.53億 | +$1578万 | +7% | 3.45% | – | 501 | 20.76% | 0.6 |
|
| 5521 |
5521
Choice Wealth Advisors
Waterville,
Maine
| $2.53億 | +$1963万 | +8% | 1.64% | 60.3% | 34 | 8.82% | 2.3 |
|
| 5522 |
5522
S.A. Mason
Holland,
Michigan
| $2.53億 | +$2635万 | +12% | 2.64% | 116% | 273 | 10.99% | 4.5 |
|
| 5523 |
5523
Meridian Financial Partners
Warrenton,
Virginia
| $2.53億 | +$1211万 | +5% | 3.22% | 80.8% | 122 | 10.66% | 2.2 |
|
| 5524 |
5524
Integrity Wealth Solutions
Denver,
Colorado
| $2.53億 | +$2858万 | +13% | 2.41% | – | 131 | 12.21% | 1.4 |
|
| 5525 |
5525
Ardent Capital Management
Cincinnati,
Ohio
| $2.53億 | +$1681万 | +7% | 5.31% | 87.2% | 51 | 1.96% | 2.4 |
|