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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $1.65億 | +$469万 | +3% | 1.99% | 2.24% | 240 | 8.75% | 2 |
|
| 5827 |
5827
Dopkins Wealth Management
Williamsville,
New York
| $1.64億 | -$155万 | -0.9% | 0.02% | 64.4% | 86 | 6.98% | 1.1 |
|
| 5828 |
5828
Herbst Group
Westport,
Connecticut
| $1.64億 | +$288万 | +2% | 4.48% | 142% | 66 | 9.09% | 1.9 |
|
| 5829 |
5829
Regis Acquisition
Denver,
Colorado
| $1.64億 | -$31万 | -0.2% | 0.39% | – | 43 | 11.63% | 1 |
|
| 5830 |
5830
Windle Wealth
Oklahoma City,
Oklahoma
| $1.64億 | +$701万 | +4% | 5.08% | 73% | 29 | 0% | 1.4 |
|
| 5831 |
5831
Prosperitas Financial
Valencia,
California
| $1.64億 | +$793万 | +5% | 5.7% | 118% | 60 | 6.67% | 0.7 |
|
| 5832 |
5832
HealthInvest Partners
Stockholm,
Sweden
| $1.64億 | -$34.9万 | -0.2% | 1.01% | – | 47 | 25.53% | 1 |
|
| 5833 |
UFAC
5833
Urban Financial Advisory Corp
Chicago,
Illinois
| $1.64億 | +$107万 | +0.7% | 0.82% | – | 26 | 11.54% | 0.4 |
|
| 5834 |
5834
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $1.64億 | +$1154万 | +8% | 0.7% | 58.2% | 104 | 11.54% | 1.1 |
|
| 5835 |
5835
Penbrook Management
New York
| $1.64億 | +$249万 | +2% | 5.45% | 107% | 107 | 10.28% | 5.7 |
|
| 5836 |
5836
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $1.64億 | -$676万 | -4% | 0.01% | 45.1% | 33 | 0% | 6 |
|
| 5837 |
LA
5837
Latitude Advisors
Vero Beach,
Florida
| $1.64億 | +$380万 | +2% | 4.05% | 79.6% | 194 | 14.43% | 2.1 |
|
| 5838 |
5838
General Equity Holdings
Brooklyn,
New York
| $1.64億 | +$4331万 | +36% | 37.8% | 775% | 6 | 50% | 1.7 |
|
| 5839 |
XXIP
5839
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $1.64億 | -$1.13億 | -41% | 41% | 66.6% | 1 | 0% | 2.5 |
|
| 5840 |
5840
Plan Group Financial
Oklahoma City,
Oklahoma
| $1.64億 | +$1121万 | +7% | 0.55% | 63.4% | 107 | 19.63% | 0.8 |
|
| 5841 |
5841
RHS Financial
San Francisco,
California
| $1.63億 | -$821万 | -5% | 1.89% | 65.6% | 110 | 31.82% | 2.9 |
|
| 5842 |
5842
Fox Hill Wealth Management
Dedham,
Massachusetts
| $1.63億 | +$1488万 | +10% | 9.57% | – | 145 | 10.34% | 0.5 |
|
| 5843 |
5843
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $1.63億 | +$440万 | +3% | 0.8% | 51.7% | 431 | 20.42% | 1.8 |
|
| 5844 |
VCM
5844
Viewpoint Capital Management
Seattle,
Washington
| $1.63億 | +$607万 | +4% | 3.95% | 127% | 143 | 9.09% | 2 |
|
| 5845 |
5845
Indus Capital Partners
New York
| $1.63億 | +$248万 | +2% | 11.2% | 117% | 5 | 0% | 2.6 |
|
| 5846 |
5846
Clarity Capital Partners
Newport Beach,
California
| $1.63億 | +$1129万 | +7% | 5.91% | – | 140 | 24.29% | 0.4 |
|
| 5847 |
5847
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $1.63億 | -$244万 | -1% | 1.86% | 144% | 20 | 45% | 0.5 |
|
| 5848 |
5848
Fortune Financial Advisors
Overland Park,
Kansas
| $1.63億 | +$541万 | +3% | 1.71% | 76.8% | 129 | 5.43% | 0.9 |
|
| 5849 |
5849
E Fund Management (HK)
Central,
Hong Kong
| $1.63億 | +$1048万 | +7% | 5.69% | 163% | 168 | 69.05% | 0.5 |
|
| 5850 |
5850
Accent Capital Management
Centerville,
Ohio
| $1.63億 | +$4708万 | +41% | 11.7% | – | 233 | 49.36% | 0.3 |
|