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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
rebel Financial
Groveport,
Ohio
| $2.34億 | +$466万 | +2% | 0.75% | – | 65 | 100% | 0 |
|
| 5752 |
5752
Capital Wealth Alliance
Scottsdale,
Arizona
| $2.34億 | +$3285万 | +16% | 14.4% | 124% | 90 | 18.89% | 2.4 |
|
| 5753 |
5753
NavPoint Financial
Prior Lake,
Minnesota
| $2.34億 | +$4328万 | +23% | 2.43% | 58.5% | 72 | 9.72% | 1.4 |
|
| 5754 |
5754
B. Riley Financial
Los Angeles,
California
| $2.34億 | +$8607万 | +58% | 86.6% | 682% | 32 | 59.38% | 1 |
|
| 5755 |
5755
Forge Financial Services
Edmond,
Oklahoma
| $2.34億 | +$2045万 | +10% | 1.97% | – | 27 | 22.22% | 0.8 |
|
| 5756 |
5756
Cherry Creek Investment Advisors
Englewood,
Colorado
| $2.34億 | +$258万 | +1% | 1.96% | 151% | 128 | 17.19% | 2.7 |
|
| 5757 |
5757
Keyvantage Wealth
Bethlehem,
Pennsylvania
| $2.34億 | -$456万 | -2% | 1.98% | – | 104 | 10.58% | 0.9 |
|
| 5758 |
5758
IDG China Venture Capital Fund IV Associates
Hong Kong
| $2.33億 | -$2.43億 | -51% | 17.1% | 59.2% | 4 | 0% | 3.8 |
|
| 5759 |
5759
Tull Financial Group
Chesapeake,
Virginia
| $2.33億 | +$702万 | +3% | 1.77% | – | 33 | 9.09% | 1 |
|
| 5760 |
5760
Mainsail Asset Management
Birmingham,
Alabama
| $2.33億 | +$542万 | +2% | 0.98% | 90.4% | 123 | 40.65% | 1 |
|
| 5761 |
CWM
5761
CCG Wealth Management
San Diego,
California
| $2.33億 | +$2121万 | +10% | 2.52% | 82.6% | 101 | 17.82% | 3 |
|
| 5762 |
5762
Shelton Wealth Management
Fort Worth,
Texas
| $2.33億 | +$1233万 | +6% | 3.35% | 89.4% | 183 | 26.78% | 1.5 |
|
| 5763 |
5763
Oakcliff Capital Partners
New York
| $2.33億 | +$156万 | +0.7% | 2.44% | 133% | 8 | 0% | 5.5 |
|
| 5764 |
5764
Summa Corp
Tomball,
Texas
| $2.33億 | +$575万 | +3% | 4.29% | 348% | 84 | 17.86% | 1.2 |
|
| 5765 |
5765
Investment Research Partners
Lemont,
Pennsylvania
| $2.33億 | +$1072万 | +5% | 4.75% | – | 245 | 13.47% | 0.2 |
|
| 5766 |
5766
Verity Asset Management
Durham,
North Carolina
| $2.33億 | -$7333万 | -24% | 3.34% | 87% | 264 | 29.55% | 2.7 |
|
| 5767 |
CCC
5767
Chelsea Counsel Company
Los Angeles,
California
| $2.33億 | +$765万 | +3% | 6.91% | 106% | 245 | 4.49% | 3.5 |
|
| 5768 |
CP
5768
CPV Partners
Stamford,
Connecticut
| $2.33億 | +$130万 | +0.6% | 1.91% | 105% | 4 | 0% | 4.8 |
|
| 5769 |
5769
Yarger Wealth Strategies
Westerville,
Ohio
| $2.33億 | +$1462万 | +7% | 3.65% | 55.1% | 131 | 12.98% | 1.9 |
|
| 5770 |
5770
Accent Capital Management
Centerville,
Ohio
| $2.33億 | -$567万 | -2% | 5.38% | – | 389 | 14.91% | 0.9 |
|
| 5771 |
5771
Spinecap SAS
Paris,
France
| $2.33億 | +$546万 | +2% | 9.46% | – | 15 | 26.67% | 0.7 |
|
| 5772 |
5772
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $2.33億 | +$546万 | +2% | 4.48% | – | 60 | 8.33% | 1 |
|
| 5773 |
5773
Aurelius Family Office
Bedford,
New Hampshire
| $2.33億 | +$776万 | +3% | 1.18% | – | 49 | 2.04% | 0.9 |
|
| 5774 |
5774
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $2.33億 | +$951万 | +4% | 3.2% | 83.9% | 108 | 5.56% | 3.1 |
|
| 5775 |
5775
626 Financial
Portage,
Michigan
| $2.32億 | +$461万 | +2% | 2.55% | 81.1% | 125 | 9.6% | 3.1 |
|