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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
Chicago Wealth Management
Chicago,
Illinois
| $2.29億 | +$1962万 | +9% | 12.2% | 134% | 54 | 18.52% | 2.3 |
|
| 5602 |
5602
Aviso Wealth Management
Bellevue,
Washington
| $2.29億 | +$1525万 | +7% | 9.81% | 153% | 148 | 8.11% | 1.5 |
|
| 5603 |
5603
rebel Financial
Groveport,
Ohio
| $2.29億 | +$1006万 | +5% | 4.87% | – | 64 | 96.88% | 0 |
|
| 5604 |
5604
5T Wealth
Napa,
California
| $2.29億 | +$1887万 | +9% | 6.06% | – | 117 | 14.53% | 0.6 |
|
| 5605 |
5605
Blue Square Asset Management
New York
| $2.29億 | +$1580万 | +7% | 8.28% | 117% | 81 | 20.99% | 2 |
|
| 5606 |
5606
Ironwood Investment Management
Boston,
Massachusetts
| $2.29億 | +$2383万 | +12% | 13.1% | 164% | 174 | 5.75% | 6.4 |
|
| 5607 |
5607
MRA Advisory Group
Parsippany,
New Jersey
| $2.29億 | +$1577万 | +7% | 8.5% | 86.8% | 151 | 16.56% | 2 |
|
| 5608 |
5608
Pinnacle Family Advisors
Springfield,
Missouri
| $2.29億 | +$2345万 | +11% | 10.8% | 85.8% | 137 | 18.98% | 2.4 |
|
| 5609 |
5609
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $2.29億 | +$2191万 | +11% | 8.03% | 84.1% | 89 | 8.99% | 2.4 |
|
| 5610 |
5610
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $2.29億 | +$2624万 | +13% | 14.9% | 114% | 15 | 6.67% | 3.6 |
|
| 5611 |
5611
Compass Capital Corp
Braintree,
Massachusetts
| $2.29億 | +$1686万 | +8% | 9.91% | – | 190 | 25.79% | 0.6 |
|
| 5612 |
5612
Physician Wealth Solutions
North Las Vegas,
Nevada
| $2.29億 | +$1342万 | +6% | 5.42% | 43.6% | 46 | 2.17% | 1.5 |
|
| 5613 |
5613
Family Office Research
Bethesda,
Maryland
| $2.29億 | +$1718万 | +8% | 5.19% | – | 74 | 12.16% | 0.7 |
|
| 5614 |
5614
Arcus Capital Partners
Atlanta,
Georgia
| $2.29億 | -$258万 | -1% | 5.09% | 69.2% | 139 | 25.9% | 2.9 |
|
| 5615 |
5615
Kinloch Capital
Glen Allen,
Virginia
| $2.29億 | +$1377万 | +6% | 6.56% | 63.4% | 77 | 7.79% | 3.4 |
|
| 5616 |
5616
Melia Wealth
Tulsa,
Oklahoma
| $2.28億 | +$1962万 | +9% | 0.03% | – | 23 | 8.7% | 1.3 |
|
| 5617 |
5617
Foronjy Financial
Santa Barbara,
California
| $2.28億 | +$1460万 | +7% | 5.41% | – | 116 | 19.83% | 0.2 |
|
| 5618 |
5618
StoneCrest Wealth Management
Chandler,
Arizona
| $2.28億 | +$1832万 | +9% | 11.2% | 168% | 81 | 24.69% | 1 |
|
| 5619 |
5619
Bandera Partners
New York
| $2.28億 | +$627万 | +3% | 12.4% | 55.4% | 14 | 7.14% | 4.7 |
|
| 5620 |
5620
Merck & Co
Rahway,
New Jersey
| $2.28億 | +$1243万 | +6% | 10.3% | – | 13 | 0% | 0.7 |
|
| 5621 |
5621
Mainsail Asset Management
Birmingham,
Alabama
| $2.28億 | +$6626万 | +41% | 5.62% | 90.4% | 93 | 37.63% | 1 |
|
| 5622 |
5622
626 Financial
Portage,
Michigan
| $2.28億 | +$1410万 | +7% | 7.52% | 81.1% | 121 | 9.09% | 3.1 |
|
| 5623 |
5623
Catalyst Private Wealth
San Mateo,
California
| $2.28億 | +$304万 | +1% | 3.65% | 120% | 82 | 6.1% | 3.2 |
|
| 5624 |
5624
Balanced Wealth Group
Westlake,
Ohio
| $2.28億 | -$256万 | -1% | 7.89% | – | 70 | 1.43% | 1.6 |
|
| 5625 |
5625
Scholtz & Company
Stamford,
Connecticut
| $2.28億 | -$21.2万 | -0.1% | 3.53% | 89.2% | 54 | 9.26% | 2.4 |
|