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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
Eurizon SLJ Capital
London,
| $2.52億 | – | – | 2.73% | – | 138 | – | 0 |
|
| 5527 |
5527
Proactive Wealth Strategies
Marietta,
Georgia
| $2.52億 | +$2010万 | +9% | 2.9% | – | 155 | 10.97% | 1 |
|
| 5528 |
5528
Meros Investment Management
Dallas,
Texas
| $2.52億 | +$1794万 | +8% | 2.96% | 102% | 53 | 28.3% | 1.7 |
|
| 5529 |
5529
Western Financial Corp
San Diego,
California
| $2.52億 | +$2235万 | +10% | 22.9% | 275% | 129 | 19.38% | 1.9 |
|
| 5530 |
5530
ANB Bank
Denver,
Colorado
| $2.52億 | +$543万 | +2% | 3.46% | – | 143 | 25.87% | 0.8 |
|
| 5531 |
5531
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $2.52億 | +$2906万 | +13% | 1.99% | 39.8% | 5 | 20% | 6.5 |
|
| 5532 |
5532
Roehl & Yi Investment Advisors
Eugene,
Oregon
| $2.52億 | +$2206万 | +10% | 3.02% | – | 181 | 12.15% | 0.8 |
|
| 5533 |
MCF
5533
MKA Charitable Fund
San Francisco,
California
| $2.52億 | +$2046万 | +9% | 11.8% | 17.1% | 1 | 0% | 2 |
|
| 5534 |
5534
Marathon Wealth Advisors
Boston,
Massachusetts
| $2.52億 | – | – | 4.53% | – | 73 | – | 0 |
|
| 5535 |
5535
Diesslin Group
Fort Worth,
Texas
| $2.52億 | – | – | 0.59% | – | 54 | – | 0 |
|
| 5536 |
5536
Centennial Bank
Conway,
Arkansas
| $2.52億 | -$280万 | -1% | 1.75% | 69.9% | 347 | 3.75% | 2.4 |
|
| 5537 |
5537
Maltin Wealth Management
Ridgewood,
New Jersey
| $2.51億 | +$1054万 | +4% | 2.38% | 58.2% | 135 | 5.19% | 3.4 |
|
| 5538 |
5538
Peirce Capital Management
The Woodlands,
Texas
| $2.51億 | +$1066万 | +4% | 2.92% | 56.6% | 44 | 11.36% | 1.6 |
|
| 5539 |
5539
Georgetown University
Washington,
District of Columbia
| $2.51億 | -$4800万 | -16% | 5.68% | 79.9% | 21 | 52.38% | 3.4 |
|
| 5540 |
5540
Asset Allocation & Management Company
Chicago,
Illinois
| $2.51億 | +$1404万 | +6% | 1.48% | 58.5% | 94 | 6.38% | 2.3 |
|
| 5541 |
5541
LECAP Asset Management
London,
United Kingdom
| $2.51億 | -$3660万 | -13% | 2.24% | 35.6% | 404 | 65.59% | 0.3 |
|
| 5542 |
5542
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| $2.51億 | +$763万 | +3% | 7.28% | – | 1 | 0% | 0.8 |
|
| 5543 |
5543
Red Spruce Capital
Berwyn,
Pennsylvania
| $2.51億 | +$558万 | +2% | 4.34% | 98.4% | 93 | 1.08% | 4.1 |
|
| 5544 |
5544
O'Connor Financial Group
Quincy,
Illinois
| $2.51億 | +$1228万 | +5% | 1.24% | 48.4% | 66 | 21.21% | 1.8 |
|
| 5545 |
CNBT
5545
Cornerstone National Bank & Trust
Palatine,
Illinois
| $2.51億 | +$547万 | +2% | 0.24% | 38.5% | 203 | 17.73% | 2.1 |
|
| 5546 |
5546
Financial Council
Towson,
Maryland
| $2.51億 | +$2520万 | +11% | 2.76% | 88.6% | 103 | 9.71% | 2.5 |
|
| 5547 |
5547
5T Wealth
Napa,
California
| $2.5億 | +$2095万 | +9% | 1.49% | – | 130 | 14.62% | 0.8 |
|
| 5548 |
5548
Altus Wealth Group
Colorado Springs,
Colorado
| $2.5億 | +$670万 | +3% | 1.27% | 76.7% | 151 | 11.26% | 2.9 |
|
| 5549 |
5549
Mount Lucas Management
Newtown,
Pennsylvania
| $2.5億 | +$656万 | +3% | 3.01% | 109% | 172 | 6.4% | 1.2 |
|
| 5550 |
OGF
5550
Orin Green Financial
San Diego,
California
| $2.5億 | -$17.9万 | -0.1% | 2.42% | 59.1% | 88 | 12.5% | 0.7 |
|