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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 |
SCMS
5526
Serenity Capital Management (Singapore)
Singapore
| $1.96億 | +$3480万 | +22% | 30.4% | 21% | 4 | 0% | 1.1 |
|
| 5527 |
BWIA
5527
Bryant Woods Investment Advisors
Getzville,
New York
| $1.96億 | +$5892万 | +43% | 6.46% | 74.4% | 50 | 24% | 2.1 |
|
| 5528 |
5528
Clarus Wealth Advisors
Peoria,
Arizona
| $1.96億 | +$814万 | +4% | 6.87% | 89.7% | 140 | 11.43% | 2.3 |
|
| 5529 |
5529
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $1.96億 | +$1996万 | +11% | 5.07% | 88.8% | 15 | 0% | 1.1 |
|
| 5530 |
5530
Anchor IV
Singapore
| $1.96億 | +$2250万 | +13% | 13% | – | 1 | 0% | 1 |
|
| 5531 |
5531
Shira Ridge Wealth Management
Larkspur,
California
| $1.96億 | +$1663万 | +9% | 5.39% | 72.8% | 84 | 14.29% | 1.3 |
|
| 5532 |
5532
Waterford Advisors
Orchard Park,
New York
| $1.96億 | -$4248万 | -18% | 6.6% | 50.5% | 56 | 14.29% | 1.4 |
|
| 5533 |
IPA
5533
Investment Planning Advisors
Cumming,
Georgia
| $1.96億 | $0 | 0% | 4.33% | – | 59 | 0% | 0.3 |
|
| 5534 |
5534
Donald L. Hagan LLC
Sarasota,
Florida
| $1.96億 | +$709万 | +4% | 6.25% | 47.9% | 102 | 14.71% | 2.9 |
|
| 5535 |
5535
Strategic Financial Partners
Bend,
Oregon
| $1.96億 | +$1429万 | +8% | 6.02% | 54.8% | 70 | 7.14% | 3.5 |
|
| 5536 |
5536
Peoples Bank (Ohio)
Marietta,
Ohio
| $1.96億 | +$313万 | +2% | 5.58% | 78.9% | 137 | 10.95% | 4.6 |
|
| 5537 |
5537
Savoir Faire Capital Management
Norwalk,
Connecticut
| $1.96億 | -$6153万 | -24% | 2.22% | 1.22% | 55 | 18.18% | 0.7 |
|
| 5538 |
5538
TAGStone Capital
Charlotte,
North Carolina
| $1.96億 | +$1937万 | +11% | 6.04% | 58.3% | 93 | 6.45% | 2 |
|
| 5539 |
5539
Ballast Asset Management
Dallas,
Texas
| $1.96億 | +$1133万 | +6% | 13.5% | 126% | 53 | 11.32% | 0.9 |
|
| 5540 |
5540
Cordant Inc
Portland,
Oregon
| $1.96億 | +$1660万 | +9% | 5.69% | 47% | 76 | 9.21% | 3.3 |
|
| 5541 |
5541
Alta Fox Capital Management
Fort Worth,
Texas
| $1.96億 | +$3806万 | +24% | 24.8% | 261% | 20 | 65% | 0.5 |
|
| 5542 |
5542
SK Wealth Management
Providence,
Rhode Island
| $1.95億 | – | – | 6.46% | – | 71 | – | 0 |
|
| 5543 |
5543
Family Wealth Partners
Matthews,
North Carolina
| $1.95億 | +$276万 | +1% | 2.19% | 58.5% | 44 | 6.82% | 0.7 |
|
| 5544 |
5544
Jupiter Wealth Management
Glendale,
Colorado
| $1.95億 | +$679万 | +4% | 4.94% | 99.2% | 104 | 19.23% | 2.3 |
|
| 5545 |
KCM
5545
Kempner Capital Management
Galveston,
Texas
| $1.95億 | +$678万 | +4% | 3.55% | 60.9% | 54 | 12.96% | 3.9 |
|
| 5546 |
5546
AJ Advisors
Nashville,
Tennessee
| $1.95億 | +$1419万 | +8% | 5.89% | 64.6% | 34 | 2.94% | 1.4 |
|
| 5547 |
5547
Silver Oak Advisory Group
Portland,
Oregon
| $1.95億 | +$1494万 | +8% | 5.44% | 27% | 70 | 11.43% | 2.1 |
|
| 5548 |
5548
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $1.95億 | +$2081万 | +12% | 5.88% | 49.9% | 417 | 23.26% | 1.1 |
|
| 5549 |
5549
Register Financial Advisors
Atlanta,
Georgia
| $1.95億 | -$295万 | -1% | 7.77% | 130% | 732 | 59.43% | 1.4 |
|
| 5550 |
5550
Transcendent Capital Group
Edmond,
Oklahoma
| $1.95億 | +$2134万 | +12% | 5.54% | 82.3% | 511 | 24.46% | 0.6 |
|