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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Sandbox Financial Partners
Bethesda,
Maryland
| $1.59億 | +$1912万 | +14% | 11.7% | 69.6% | 118 | 27.97% | 0.6 |
|
| 5527 |
5527
FirstPurpose Wealth
Orem,
Utah
| $1.59億 | – | – | 5.34% | – | 145 | – | 0 |
|
| 5528 |
5528
Providence Wealth Advisors
Frankfort,
Illinois
| $1.59億 | +$1544万 | +11% | 11.4% | 121% | 99 | 5.05% | 2.6 |
|
| 5529 |
5529
Memorial Sloan Kettering Cancer Center
New York
| $1.59億 | -$135万 | -0.8% | 3.08% | 14.8% | 6 | 0% | 0.8 |
|
| 5530 |
5530
Florin Court Capital
London,
United Kingdom
| $1.59億 | +$5402万 | +51% | 8.65% | 129% | 38 | 21.05% | 0.7 |
|
| 5531 |
5531
Concorde Financial
Dallas,
Texas
| $1.59億 | – | – | 7.28% | 81.3% | 134 | – | 0 |
|
| 5532 |
5532
Profit Investment Management
North Bethesda,
Maryland
| $1.59億 | +$1516万 | +11% | 9.45% | 101% | 92 | 13.04% | 5.2 |
|
| 5533 |
RFMS
5533
RWQ Financial Management Services
Naples,
Florida
| $1.59億 | +$2252万 | +17% | 18.9% | 446% | 31 | 41.94% | 0.6 |
|
| 5534 |
5534
Alaethes Wealth
Glenbrook,
Nevada
| $1.59億 | +$2128万 | +15% | 10.7% | 96.4% | 297 | 6.73% | 0.5 |
|
| 5535 |
5535
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $1.59億 | +$2590万 | +20% | 7.67% | 60.2% | 56 | 14.29% | 2 |
|
| 5536 |
5536
Alpha DNA Investment Management
Columbia,
Maryland
| $1.58億 | +$1156万 | +8% | 15.9% | 134% | 160 | 74.38% | 0.3 |
|
| 5537 |
5537
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $1.58億 | -$989万 | -6% | 10.6% | 95.3% | 104 | 29.81% | 1.2 |
|
| 5538 |
5538
H&H Retirement Design & Management
Las Vegas,
Nevada
| $1.58億 | -$436万 | -3% | 2.24% | 38.4% | 69 | 43.48% | 0.9 |
|
| 5539 |
5539
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $1.58億 | – | – | 11.2% | 83% | 120 | – | 0 |
|
| 5540 |
5540
Opal Wealth Advisors
Jericho,
New York
| $1.58億 | +$5403万 | +52% | 7.96% | 62.3% | 137 | 47.45% | 0.5 |
|
| 5541 |
5541
Silver Oak Advisory Group
Portland,
Oregon
| $1.58億 | – | – | 2.65% | 28.9% | 60 | – | 0 |
|
| 5542 |
5542
Alphadyne Asset Management
New York
| $1.58億 | +$34.3万 | +0.2% | 14.8% | 159% | 6 | 50% | 0.2 |
|
| 5543 |
5543
HighMark Wealth Management
St. Paul,
Minnesota
| $1.58億 | +$2190万 | +16% | 5.1% | 110% | 547 | 14.26% | 1.4 |
|
| 5544 |
5544
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $1.58億 | +$1886万 | +14% | 13.6% | – | 128 | 11.72% | 0.8 |
|
| 5545 |
5545
Ridgewood Investments
Springfield,
New Jersey
| $1.58億 | +$1018万 | +7% | 5.63% | – | 202 | 7.92% | 2.4 |
|
| 5546 |
5546
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $1.58億 | +$1468万 | +10% | 7.8% | 58.8% | 185 | 10.27% | 2.2 |
|
| 5547 |
5547
Royal Harbor Partners
Houston,
Texas
| $1.58億 | +$1708万 | +12% | 8.88% | 54.6% | 86 | 15.12% | 1.2 |
|
| 5548 |
5548
HBC Financial Services
Seattle,
Washington
| $1.58億 | +$757万 | +5% | 7.41% | 12.6% | 197 | 16.24% | 1.4 |
|
| 5549 |
BCFD
5549
Boit C.F. David
| $1.58億 | +$1189万 | +8% | 11% | 84.2% | 116 | 0.86% | 0.5 |
|
| 5550 |
5550
Regency Capital Management
Honolulu,
Hawaii
| $1.57億 | +$1519万 | +11% | 10.8% | 92.1% | 179 | 54.75% | 0.4 |
|