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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
SHFP
5926
Second Half Financial Partners
Sebring,
Florida
| $2.44億 | +$2181万 | +10% | 10.1% | 36.8% | 122 | 31.97% | 1.3 |
|
| 5927 |
5927
Sterling Group Wealth Management
Pasadena,
California
| $2.44億 | +$3232万 | +15% | 14.9% | 67.7% | 68 | 23.53% | 1.5 |
|
| 5928 |
5928
Grey Rock Energy Management
Dallas,
Texas
| $2.44億 | -$8069万 | -25% | 24.9% | – | 1 | 0% | 1.5 |
|
| 5929 |
5929
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $2.44億 | +$7453万 | +44% | 10.7% | 61% | 323 | 68.42% | 2 |
|
| 5930 |
5930
Powers Capital
San Francisco,
California
| $2.44億 | +$3214万 | +15% | 15.3% | – | 2 | 0% | 1.5 |
|
| 5931 |
CCA
5931
Cypress Capital Advisors
Franklin,
Tennessee
| $2.43億 | +$5886万 | +32% | 8.57% | – | 82 | 12.2% | 1.2 |
|
| 5932 |
5932
Tejara Capital
London,
United Kingdom
| $2.43億 | -$6007万 | -20% | 6.51% | 17.3% | 98 | 58.16% | 0.7 |
|
| 5933 |
5933
JNE Partners
London,
United Kingdom
| $2.43億 | -$119万 | -0.5% | 2.94% | 100% | 7 | 14.29% | 1.8 |
|
| 5934 |
5934
Motive Wealth Advisors
Birmingham,
Michigan
| $2.43億 | +$3020万 | +14% | 14.9% | 73.4% | 102 | 15.69% | 2.6 |
|
| 5935 |
5935
Udine Wealth Management
Boca Raton,
Florida
| $2.43億 | +$3826万 | +19% | 18.4% | 141% | 45 | 33.33% | 1.7 |
|
| 5936 |
5936
NewGen Asset Management
Toronto,
Ontario, Canada
| $2.43億 | -$1590万 | -6% | 4.72% | 402% | 47 | 63.83% | 0.4 |
|
| 5937 |
5937
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $2.43億 | +$4154万 | +21% | 17.8% | – | 1,072 | 84.51% | 1.2 |
|
| 5938 |
5938
Threadgill Financial
Spring,
Texas
| $2.43億 | -$1.02億 | -30% | 10.8% | 49.3% | 48 | 33.33% | 2.2 |
|
| 5939 |
5939
One William Street Capital Management
New York
| $2.42億 | -$9.37億 | -79% | 3.16% | 44% | 18 | 27.78% | 0.4 |
|
| 5940 |
5940
Pacific Sun Financial
Los Angeles,
California
| $2.42億 | +$3597万 | +17% | 18.6% | 70.3% | 222 | 10.81% | 5 |
|
| 5941 |
5941
Sound Stewardship
Overland Park,
Kansas
| $2.42億 | +$2415万 | +11% | 8.38% | 45.9% | 73 | 13.7% | 2.3 |
|
| 5942 |
EAM
5942
Eukles Asset Management
Cincinnati,
Ohio
| $2.42億 | +$1806万 | +8% | 12.5% | 77.2% | 243 | 8.23% | 4.9 |
|
| 5943 |
5943
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $2.42億 | +$2341万 | +11% | 12.5% | 65.6% | 68 | 11.76% | 1.6 |
|
| 5944 |
5944
IRON Financial
Northbrook,
Illinois
| $2.42億 | +$1346万 | +6% | 8.66% | 60.6% | 156 | 10.26% | 3.1 |
|
| 5945 |
5945
Long Island Wealth Management
Melville,
New York
| $2.42億 | +$2658万 | +12% | 10.4% | 58.2% | 97 | 10.31% | 1.9 |
|
| 5946 |
5946
DoubleLine ETF Adviser
Tampa,
Florida
| $2.42億 | -$2061万 | -8% | 6.25% | 51.6% | 217 | 40.55% | 1 |
|
| 5947 |
5947
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $2.42億 | +$2855万 | +13% | 10.8% | – | 185 | 20.54% | 1.1 |
|
| 5948 |
5948
TrueWealth Financial Partners
Bellevue,
Washington
| $2.42億 | -$888万 | -4% | 7.61% | 36.4% | 66 | 57.58% | 0.4 |
|
| 5949 |
5949
Royalty Pharma Sub-Manager
New York
| $2.42億 | +$6915万 | +40% | 27.9% | – | 5 | 40% | 0.4 |
|
| 5950 |
5950
Financial Harvest
Winter Park,
Florida
| $2.42億 | +$7207万 | +42% | 10.2% | – | 67 | 14.93% | 0.8 |
|