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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
New England Capital Financial Advisors
Meriden,
Connecticut
| $1.93億 | +$1374万 | +8% | 7.2% | 58.3% | 424 | 10.61% | 1.5 |
|
| 5602 |
5602
Northstar Advisory Group
Northfield,
New Jersey
| $1.92億 | +$1861万 | +11% | 8.11% | 141% | 112 | 28.57% | 1.5 |
|
| 5603 |
5603
Resolute Wealth Strategies
Jackson,
Mississippi
| $1.92億 | +$1896万 | +11% | 6.01% | 105% | 102 | 9.8% | 1.2 |
|
| 5604 |
5604
Periscope Capital
Toronto,
Ontario, Canada
| $1.92億 | -$1.03億 | -35% | 1.17% | 26.5% | 366 | 40.98% | 1.5 |
|
| 5605 |
5605
Harbourvest Partners
Boston,
Massachusetts
| $1.92億 | +$449万 | +2% | 6.85% | 8.96% | 40 | 15% | 3.1 |
|
| 5606 |
5606
Wealth Quarterback
Toms River,
New Jersey
| $1.92億 | +$1578万 | +9% | 7.14% | 109% | 136 | 13.24% | 2.7 |
|
| 5607 |
5607
Resolute Capital Asset Partners
Denver,
Colorado
| $1.92億 | +$1827万 | +11% | 20.1% | 657% | 63 | 76.19% | 0.5 |
|
| 5608 |
5608
Financial Council
Towson,
Maryland
| $1.92億 | +$1315万 | +7% | 5.55% | 88.6% | 91 | 10.99% | 1.7 |
|
| 5609 |
5609
Burford Brothers
Dallas,
Texas
| $1.92億 | +$1980万 | +12% | 8.03% | 97.4% | 165 | 13.33% | 0.6 |
|
| 5610 |
5610
Ridgecrest Wealth Partners
Mill Valley,
California
| $1.92億 | +$2570万 | +15% | 6.15% | 103% | 116 | 12.07% | 2.5 |
|
| 5611 |
5611
Rings Capital Management
Chicago,
Illinois
| $1.92億 | +$64.5万 | +0.3% | 11.6% | 40.9% | 9 | 33.33% | 1.9 |
|
| 5612 |
5612
Chronos Wealth Management
Clearwater,
Florida
| $1.92億 | +$1191万 | +7% | 6.49% | 92.3% | 42 | 7.14% | 3.4 |
|
| 5613 |
MSCM
5613
Marlin Sams Capital Management
New York
| $1.91億 | +$3369万 | +21% | 19.5% | 53.1% | 3 | 33.33% | 1.2 |
|
| 5614 |
5614
Vivid Wealth Management
West Des Moines,
Iowa
| $1.91億 | +$1286万 | +7% | 5.14% | 107% | 77 | 31.17% | 0.6 |
|
| 5615 |
CCP
5615
Cunning Capital Partners
Morrisville,
North Carolina
| $1.91億 | +$1271万 | +7% | 10.4% | 268% | 80 | 3.75% | 1 |
|
| 5616 |
5616
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $1.91億 | +$2750万 | +17% | 6.47% | 58.2% | 109 | 18.35% | 1.3 |
|
| 5617 |
5617
Cresta Advisors
Laredo,
Texas
| $1.91億 | +$2260万 | +13% | 5.35% | 66.8% | 50 | 12% | 1.3 |
|
| 5618 |
BWA
5618
BlueChip Wealth Advisors
Milton,
Georgia
| $1.91億 | +$2121万 | +12% | 6.57% | 62.2% | 155 | 13.55% | 0.6 |
|
| 5619 |
5619
EMG Holdings
Old Greenwich,
Connecticut
| $1.91億 | -$1278万 | -6% | 11.6% | 4.17% | 42 | 45.24% | 1.4 |
|
| 5620 |
DRP
5620
Decade Renewable Partners
Houston,
Texas
| $1.91億 | -$1437万 | -7% | 12.3% | – | 49 | 67.35% | 0.4 |
|
| 5621 |
BC
5621
Bowman & Company
Oshkosh,
Wisconsin
| $1.91億 | +$1754万 | +10% | 6.44% | 59.7% | 105 | 10.48% | 1.9 |
|
| 5622 |
5622
Wisconsin Capital Management
Madison,
Wisconsin
| $1.9億 | -$689万 | -3% | 1.88% | 153% | 52 | 15.38% | 4.5 |
|
| 5623 |
5623
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $1.9億 | $0 | 0% | 6.1% | 63.8% | 100 | 0% | 3.4 |
|
| 5624 |
5624
O'Connor Financial Group
Quincy,
Illinois
| $1.9億 | +$1840万 | +11% | 5.6% | 48.4% | 55 | 5.45% | 1.1 |
|
| 5625 |
CIA
5625
Citadel Investment Advisory
Chesterland,
Ohio
| $1.9億 | +$1435万 | +8% | 8.03% | 66.1% | 83 | 3.61% | 3.4 |
|