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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Christensen King & Associates Investment Services
Richland,
Washington
| $2.33億 | +$1453万 | +7% | 6.39% | 57.9% | 107 | 6.54% | 1.5 |
|
| 5552 |
IAMH
5552
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $2.33億 | +$1601万 | +7% | 25.3% | 76% | 24 | 62.5% | 0.7 |
|
| 5553 |
5553
Mainsail Financial Group
Bellevue,
Washington
| $2.33億 | +$1788万 | +8% | 5.28% | 61.9% | 61 | 3.28% | 2 |
|
| 5554 |
5554
Financial Avengers
Oakland,
California
| $2.33億 | +$1712万 | +8% | 11.7% | 108% | 143 | 4.2% | 3.8 |
|
| 5555 |
5555
Deane Retirement Strategies
New Orleans,
Louisiana
| $2.33億 | +$929万 | +4% | 7.78% | 73.4% | 83 | 39.76% | 3.2 |
|
| 5556 |
5556
Stash Investments
New York
| $2.32億 | +$2164万 | +10% | 4.85% | 40.7% | 5 | 0% | 1.8 |
|
| 5557 |
5557
Axiom Financial Strategies
New Albany,
Indiana
| $2.32億 | +$5313万 | +30% | 6.47% | 54.5% | 55 | 38.18% | 1.8 |
|
| 5558 |
RS
5558
R Squared
Central,
Hong Kong
| $2.32億 | +$5093万 | +28% | 6.06% | – | 739 | 65.36% | 0.2 |
|
| 5559 |
5559
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $2.32億 | +$349万 | +2% | 6.8% | 75.2% | 22 | 18.18% | 1.1 |
|
| 5560 |
5560
Wayfinding Financial
Lynnwood,
Washington
| $2.32億 | +$866万 | +4% | 6.46% | 68.3% | 157 | 10.19% | 1 |
|
| 5561 |
5561
Boyd Wealth Management
Sacramento,
California
| $2.32億 | +$131万 | +0.6% | 6.25% | 56.8% | 53 | 13.21% | 2.8 |
|
| 5562 |
5562
Proactive Wealth Strategies
Marietta,
Georgia
| $2.32億 | +$2045万 | +10% | 8.14% | – | 145 | 9.66% | 0.8 |
|
| 5563 |
5563
Wheelhouse Advisory Group
St. Louis,
Missouri
| $2.32億 | +$2929万 | +14% | 7.14% | 67.9% | 46 | 15.22% | 1.4 |
|
| 5564 |
5564
Motive Wealth Advisors
Birmingham,
Michigan
| $2.32億 | +$1235万 | +6% | 6.96% | 73.4% | 93 | 10.75% | 2.2 |
|
| 5565 |
5565
Vernal Point Advisors
San Francisco,
California
| $2.32億 | +$6046万 | +35% | 5.34% | – | 23 | 21.74% | 1.4 |
|
| 5566 |
5566
IMPACTfolio
Denver,
Colorado
| $2.32億 | +$2092万 | +10% | 6.42% | 58.8% | 43 | 27.91% | 2 |
|
| 5567 |
5567
FWG Holdings
Winter Park,
Florida
| $2.32億 | +$1907万 | +9% | 8.58% | 91.6% | 117 | 15.38% | 2.4 |
|
| 5568 |
5568
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $2.32億 | +$2149万 | +10% | 7.56% | 95.5% | 78 | 6.41% | 2.7 |
|
| 5569 |
5569
Oakcliff Capital Partners
New York
| $2.32億 | +$3159万 | +16% | 14.7% | 133% | 8 | 0% | 5.3 |
|
| 5570 |
5570
Emprise Bank
Wichita,
Kansas
| $2.32億 | +$2333万 | +11% | 7.6% | – | 115 | 13.04% | 1.2 |
|
| 5571 |
5571
M1 Capital Management
Bloomfield Hills,
Michigan
| $2.32億 | +$3325万 | +17% | 9.53% | – | 106 | 12.26% | 0.6 |
|
| 5572 |
5572
Richards, Merrill & Peterson
Spokane,
Washington
| $2.32億 | +$2133万 | +10% | 7.67% | – | 218 | 9.63% | 0.7 |
|
| 5573 |
5573
Buttonwood Financial Group
Kansas City,
Missouri
| $2.32億 | +$3458万 | +18% | 8.69% | 77.9% | 34 | 20.59% | 1.7 |
|
| 5574 |
5574
Exeter Financial
Scottsdale,
Arizona
| $2.32億 | +$686万 | +3% | 5.56% | 59.1% | 92 | 1.09% | 5.9 |
|
| 5575 |
5575
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $2.32億 | +$2884万 | +14% | 1.9% | 62% | 308 | 37.01% | 2.6 |
|