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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
5T Wealth
Napa,
California
| $2.69億 | +$1548万 | +6% | 10.8% | – | 139 | 10.79% | 1.1 |
|
| 5627 |
VFG
5627
V2 Financial group
Naperville,
Illinois
| $2.68億 | +$5375万 | +25% | 15.8% | 63.3% | 127 | 18.11% | 2.5 |
|
| 5628 |
5628
Oakcliff Capital Partners
New York
| $2.68億 | +$4182万 | +18% | 13% | 133% | 9 | 11.11% | 5.4 |
|
| 5629 |
5629
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $2.68億 | -$1.59億 | -37% | 11.5% | 73.9% | 299 | 32.11% | 3 |
|
| 5630 |
5630
Carnegie Lake Advisors
Princeton,
New Jersey
| $2.68億 | +$1645万 | +7% | 13.1% | – | 176 | 9.66% | 1.5 |
|
| 5631 |
5631
Mad River Investors
Boston,
Massachusetts
| $2.68億 | -$976万 | -4% | 1.69% | 169% | 33 | 12.12% | 3.6 |
|
| 5632 |
MI
5632
Moneywise Inc
Forest,
Virginia
| $2.68億 | +$3905万 | +17% | 13.8% | 60.8% | 89 | 11.24% | 3 |
|
| 5633 |
5633
Aspect Partners
Fairfax,
Virginia
| $2.68億 | +$2341万 | +10% | 9.88% | 66.7% | 766 | 18.8% | 1.8 |
|
| 5634 |
5634
ANB Bank
Denver,
Colorado
| $2.68億 | +$2078万 | +8% | 14.6% | – | 140 | 17.86% | 1.1 |
|
| 5635 |
5635
Everest Management Corp
Cupertino,
California
| $2.68億 | +$7061万 | +36% | 18.3% | – | 89 | 23.6% | 1 |
|
| 5636 |
5636
Empower Annuity Insurance Company
Hartford,
Connecticut
| $2.68億 | +$19.7万 | +0.1% | 0.07% | 0.86% | 1 | 0% | 3.5 |
|
| 5637 |
5637
New England Professional Planning Group
Westerly,
Rhode Island
| $2.68億 | +$2867万 | +12% | 13.4% | 64.1% | 52 | 9.62% | 4.7 |
|
| 5638 |
5638
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $2.68億 | +$3879万 | +17% | 21% | 98.6% | 164 | 13.41% | 4.5 |
|
| 5639 |
5639
Washington State Investment Board
Olympia,
Washington
| $2.68億 | +$1658万 | +7% | 7.05% | 567% | 2 | 0% | 4.9 |
|
| 5640 |
5640
Compass Financial Services
West Des Moines,
Iowa
| $2.68億 | +$3666万 | +16% | 12.4% | – | 58 | 5.17% | 1.3 |
|
| 5641 |
5641
HMS Capital Management
Nashville,
Tennessee
| $2.67億 | +$883万 | +3% | 29.1% | 140% | 123 | 10.57% | 3.1 |
|
| 5642 |
5642
Johnson & White Wealth Management
York,
Pennsylvania
| $2.67億 | +$3099万 | +13% | 14.9% | 85.1% | 118 | 11.02% | 1.9 |
|
| 5643 |
5643
Financial Guidance Group
Palm Harbor,
Florida
| $2.67億 | +$1846万 | +7% | 9.61% | 58.7% | 92 | 4.35% | 2.7 |
|
| 5644 |
5644
Financial Planning Navigators
Maple Grove,
Minnesota
| $2.67億 | +$3905万 | +17% | 11.8% | – | 72 | 31.94% | 0.3 |
|
| 5645 |
5645
Ridgewood Investments
Springfield,
New Jersey
| $2.67億 | +$2269万 | +9% | 12.1% | – | 221 | 11.76% | 3.7 |
|
| 5646 |
5646
Element Wealth
Ridgeland,
Mississippi
| $2.67億 | +$2477万 | +10% | 14.6% | 59.6% | 224 | 12.05% | 3.4 |
|
| 5647 |
FA
5647
FF Advisors
Manhattan Beach,
California
| $2.67億 | +$2024万 | +8% | 14% | 59.7% | 127 | 13.39% | 1.7 |
|
| 5648 |
5648
Dupree Financial Group
Lexington,
Kentucky
| $2.67億 | +$1841万 | +7% | 16.6% | 75.8% | 85 | 21.18% | 1.5 |
|
| 5649 |
5649
Beta Wealth Group
San Diego,
California
| $2.67億 | +$2493万 | +10% | 9.99% | 45.4% | 119 | 10.08% | 2.3 |
|
| 5650 |
5650
Family Office Research
Bethesda,
Maryland
| $2.67億 | +$3640万 | +16% | 14.9% | – | 91 | 24.18% | 1 |
|