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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
MBE Wealth Management
Tomah,
Wisconsin
| $1.81億 | +$1606万 | +10% | 7.57% | 66.5% | 102 | 11.76% | 2.4 |
|
| 5752 |
5752
Lifestyle Asset Management
Friendswood,
Texas
| $1.81億 | +$706万 | +4% | 5.57% | 88.3% | 114 | 23.68% | 0.9 |
|
| 5753 |
5753
Alamar Capital Management
Santa Barbara,
California
| $1.81億 | +$1609万 | +10% | 7.24% | – | 84 | 10.71% | 1.9 |
|
| 5754 |
5754
Patron Partners
Houston,
Texas
| $1.81億 | +$1086万 | +6% | 7.8% | 90.2% | 187 | 15.51% | 2.5 |
|
| 5755 |
5755
Cairn Investment Group
Vancouver,
Washington
| $1.81億 | +$957万 | +6% | 7.03% | 61.3% | 69 | 8.7% | 3.3 |
|
| 5756 |
5756
Client First Capital
San Diego,
California
| $1.81億 | +$1488万 | +9% | 3.99% | 54.6% | 19 | 5.26% | 1.2 |
|
| 5757 |
5757
Glass Wealth Management
San Antonio,
Texas
| $1.81億 | +$986万 | +6% | 3.96% | – | 57 | 3.51% | 0.5 |
|
| 5758 |
5758
Yarger Wealth Strategies
Westerville,
Ohio
| $1.81億 | +$1449万 | +9% | 4.55% | 55.1% | 95 | 11.58% | 1.5 |
|
| 5759 |
5759
626 Financial
Portage,
Michigan
| $1.81億 | +$765万 | +4% | 5.36% | 71.3% | 117 | 11.11% | 2.5 |
|
| 5760 |
5760
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $1.81億 | -$2024万 | -10% | 12.3% | 172% | 13 | 23.08% | 0.9 |
|
| 5761 |
5761
EPIQ Partners
Minneapolis,
Minnesota
| $1.81億 | +$3281万 | +22% | 6.43% | 49.6% | 84 | 19.05% | 2.9 |
|
| 5762 |
5762
GoalFusion Wealth Management
Austin,
Texas
| $1.81億 | +$1957万 | +12% | 5.68% | 47.6% | 32 | 12.5% | 1.7 |
|
| 5763 |
5763
Institutional Venture Management XV
Menlo Park,
California
| $1.8億 | +$3418万 | +23% | 0.11% | 116% | 5 | 0% | 2.6 |
|
| 5764 |
5764
Birchbrook
Bangor,
Maine
| $1.8億 | +$1365万 | +8% | 6.09% | 49.1% | 285 | 14.04% | 0.7 |
|
| 5765 |
5765
Mad River Investors
Boston,
Massachusetts
| $1.8億 | +$3102万 | +21% | 18.5% | 169% | 29 | 17.24% | 3.7 |
|
| 5766 |
5766
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $1.8億 | -$86.9万 | -0.5% | 5.77% | 83% | 172 | 22.67% | 1.4 |
|
| 5767 |
5767
Intrepid Capital Management
Jacksonville Beach,
Florida
| $1.8億 | +$2320万 | +15% | 5.6% | 70.2% | 107 | 17.76% | 2.2 |
|
| 5768 |
5768
RCS Financial Planning
Annapolis,
Maryland
| $1.8億 | +$1048万 | +6% | 5.32% | 48.2% | 71 | 7.04% | 1.3 |
|
| 5769 |
5769
Proactive Wealth Strategies
Marietta,
Georgia
| $1.8億 | – | – | 5.08% | – | 124 | – | 0 |
|
| 5770 |
5770
Security National Bank of So Dak
Sioux City,
Iowa
| $1.8億 | +$1279万 | +8% | 8.74% | 67.7% | 104 | 11.54% | 5.8 |
|
| 5771 |
5771
Crown Oak Advisors
Piedmont,
California
| $1.8億 | +$305万 | +2% | 6.19% | 53.3% | 22 | 0% | 0.7 |
|
| 5772 |
5772
Summit Place Financial Advisors
Summit,
New Jersey
| $1.79億 | +$1012万 | +6% | 10.7% | 111% | 91 | 3.3% | 2.9 |
|
| 5773 |
NED
5773
Nancy E. Dempze
| $1.79億 | +$3354万 | +23% | 6.08% | 83.1% | 106 | 28.3% | 3.2 |
|
| 5774 |
5774
MQS Management
New York
| $1.79億 | +$1379万 | +8% | 4.22% | 6.42% | 694 | 81.7% | 0.1 |
|
| 5775 |
AFT
5775
Alpha Family Trust
Los Angeles,
California
| $1.79億 | +$844万 | +5% | 7.03% | 198% | 167 | 17.96% | 1.3 |
|