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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Phoenix Asset Management Partners
London,
| $1.78億 | -$988万 | -5% | 0.73% | 139% | 13 | 15.38% | 1.5 |
|
| 5627 |
5627
Etesian Wealth Advisors
West Linn,
Oregon
| $1.78億 | +$361万 | +2% | 2.17% | 54.8% | 118 | 7.63% | 1.3 |
|
| 5628 |
ASM
5628
AI-Squared Management
Hong Kong
| $1.78億 | +$4469万 | +34% | 7.47% | – | 32 | 65.63% | 0.2 |
|
| 5629 |
5629
Element Wealth
Ridgeland,
Mississippi
| $1.78億 | +$681万 | +4% | 1.13% | 59.6% | 295 | 10.17% | 2.4 |
|
| 5630 |
ORC
5630
O'Rourke & Company
Boston,
Massachusetts
| $1.78億 | +$542万 | +3% | 3.63% | 71.9% | 146 | 5.48% | 1.9 |
|
| 5631 |
5631
Delphi Financial Group
Wilmington,
Delaware
| $1.78億 | +$2296万 | +15% | 3.2% | 66.3% | 24 | 8.33% | 2 |
|
| 5632 |
5632
Wayfinding Financial
Lynnwood,
Washington
| $1.78億 | +$671万 | +4% | 4.51% | 68.3% | 131 | 9.16% | 1.4 |
|
| 5633 |
5633
Birchcreek Wealth Management
Miami Township,
Ohio
| $1.78億 | -$1258万 | -7% | 2.78% | 80.7% | 176 | 25.57% | 2 |
|
| 5634 |
5634
Arosa Capital Management
Miami Beach,
Florida
| $1.77億 | +$789万 | +5% | 0.31% | 536% | 47 | 55.32% | 0.5 |
|
| 5635 |
CWM
5635
CCG Wealth Management
San Diego,
California
| $1.77億 | +$1127万 | +7% | 4.25% | 82.6% | 77 | 15.58% | 2.8 |
|
| 5636 |
5636
Trueblood Wealth Management
Lima,
Ohio
| $1.77億 | +$257万 | +1% | 1.8% | 89.9% | 229 | 6.99% | 0.5 |
|
| 5637 |
5637
WFA Asset Management
Whitefish Bay,
Wisconsin
| $1.77億 | -$1423万 | -7% | 0.96% | 60% | 243 | 16.87% | 1.9 |
|
| 5638 |
5638
Painted Porch Advisors
Santa Barbara,
California
| $1.77億 | +$1339万 | +8% | 0.32% | – | 403 | 83.87% | 0.1 |
|
| 5639 |
5639
Paragon Private Wealth Management
Lexington,
Kentucky
| $1.77億 | +$890万 | +5% | 1.93% | 104% | 162 | 14.81% | 1.6 |
|
| 5640 |
5640
Camelot Portfolios
Maumee,
Ohio
| $1.77億 | +$7468万 | +73% | 0.96% | 41.3% | 601 | 76.54% | 1 |
|
| 5641 |
5641
Firethorn Wealth Partners
Augusta,
Georgia
| $1.77億 | +$721万 | +4% | 2.62% | 75.1% | 155 | 12.9% | 1.9 |
|
| 5642 |
5642
Crown Oak Advisors
Piedmont,
California
| $1.77億 | -$468万 | -3% | 1.48% | 53.3% | 22 | 0% | 0.5 |
|
| 5643 |
5643
1492 Capital Management
Milwaukee,
Wisconsin
| $1.77億 | -$271万 | -2% | 5.55% | 332% | 112 | 31.25% | 1.5 |
|
| 5644 |
5644
UNC Management Company
Chapel Hill,
North Carolina
| $1.77億 | +$5465万 | +45% | 2.87% | 92% | 3 | 66.67% | 0.1 |
|
| 5645 |
5645
Wealth Quarterback
Toms River,
New Jersey
| $1.76億 | -$260万 | -1% | 2.9% | 109% | 134 | 18.66% | 2.6 |
|
| 5646 |
5646
Shelton Wealth Management
Fort Worth,
Texas
| $1.76億 | +$1734万 | +11% | 2.01% | 89.4% | 156 | 39.74% | 1 |
|
| 5647 |
5647
TAGStone Capital
Charlotte,
North Carolina
| $1.76億 | +$559万 | +3% | 1.4% | 58.3% | 92 | 11.96% | 1.9 |
|
| 5648 |
5648
Fortitude Family Office
Scottsdale,
Arizona
| $1.76億 | +$2767万 | +19% | 4.88% | 81.1% | 1,081 | 21.55% | 0.4 |
|
| 5649 |
5649
Squire Investment Management Company
Orem,
Utah
| $1.76億 | +$1764万 | +11% | 0.68% | – | 55 | 3.64% | 0.5 |
|
| 5650 |
5650
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $1.76億 | +$3741万 | +27% | 4.3% | 81.5% | 15 | 66.67% | 0.8 |
|