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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Meritas Wealth Management
Larkspur,
California
| $1.82億 | +$1144万 | +7% | 6.44% | 69.4% | 55 | 9.09% | 2 |
|
| 6102 |
6102
Q Fund Management (Hong Kong)
Hong Kong,
| $1.82億 | +$1.09億 | +149% | 54.8% | – | 33 | 36.36% | 0.3 |
|
| 6103 |
6103
Prairie Sky Financial Group
Lake Bluff,
Illinois
| $1.82億 | +$1348万 | +8% | 3.29% | – | 78 | 15.38% | 1.7 |
|
| 6104 |
6104
Lauterbach Financial Advisors
El Paso,
Texas
| $1.82億 | +$2128万 | +13% | 9.53% | 76.5% | 81 | 11.11% | 2.3 |
|
| 6105 |
FCFC
6105
First Citizens Financial Corp
Mason City,
Iowa
| $1.82億 | +$500万 | +3% | 8.13% | 72.9% | 132 | 14.39% | 3.3 |
|
| 6106 |
6106
Brown Shipley & Co
London,
United Kingdom
| $1.82億 | +$506万 | +3% | 17.4% | 125% | 75 | 17.33% | 1.8 |
|
| 6107 |
6107
Stephens Group
Little Rock,
Arkansas
| $1.82億 | -$1247万 | -6% | 5.37% | 45% | 3 | 0% | 3.3 |
|
| 6108 |
CP
6108
CPV Partners
Stamford,
Connecticut
| $1.82億 | +$3932万 | +28% | 34.9% | 105% | 4 | 0% | 4.3 |
|
| 6109 |
6109
Ivy Lane Capital Management
Winter Park,
Florida
| $1.82億 | +$1557万 | +9% | 13.2% | 101% | 17 | 35.29% | 1.6 |
|
| 6110 |
RS
6110
R Squared
Central,
Hong Kong
| $1.81億 | +$8787万 | +94% | 8.75% | – | 577 | 70.54% | 0.2 |
|
| 6111 |
6111
MQS Management
New York
| $1.81億 | +$718万 | +4% | 1.07% | 6.42% | 682 | 76.25% | 0.1 |
|
| 6112 |
6112
Sentry Investment Management
Stevens Point,
Wisconsin
| $1.81億 | +$3387万 | +23% | 13.3% | 103% | 514 | 9.53% | 5.3 |
|
| 6113 |
6113
TrueWealth Financial Partners
Bellevue,
Washington
| $1.81億 | +$1575万 | +10% | 4.87% | 36.4% | 26 | 11.54% | 2.1 |
|
| 6114 |
6114
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $1.81億 | +$1861万 | +11% | 12.1% | 95.3% | 99 | 13.13% | 3.2 |
|
| 6115 |
6115
Brown Financial Advisory
Fairhope,
Alabama
| $1.81億 | +$2109万 | +13% | 9.58% | 66.3% | 57 | 10.53% | 1.9 |
|
| 6116 |
6116
Kintayl Capital
New York
| $1.81億 | +$3987万 | +28% | 9.58% | – | 54 | 62.96% | 0.2 |
|
| 6117 |
6117
Brightlight Capital Management
Westport,
Connecticut
| $1.81億 | +$3319万 | +22% | 21.8% | 202% | 11 | 27.27% | 1.2 |
|
| 6118 |
6118
Fairfield University
Fairfield,
Connecticut
| $1.81億 | -$1385万 | -7% | 9.3% | 61.9% | 3 | 0% | 7.8 |
|
| 6119 |
6119
Juniper Capital Advisors
Houston,
Texas
| $1.81億 | -$4452万 | -20% | 19.7% | – | 1 | 0% | 1.5 |
|
| 6120 |
6120
Wisconsin Capital Management
Madison,
Wisconsin
| $1.81億 | +$2414万 | +15% | 19.6% | 153% | 55 | 20% | 4.5 |
|
| 6121 |
6121
Unconventional Investor
Portsmouth,
New Hampshire
| $1.81億 | +$1174万 | +7% | 6.89% | 62.7% | 41 | 19.51% | 2.5 |
|
| 6122 |
6122
True Vision MN
Woodbury,
Minnesota
| $1.81億 | +$1379万 | +8% | 8.93% | – | 109 | 12.84% | 0.9 |
|
| 6123 |
6123
Loudon Investment Management
West Lebanon,
New Hampshire
| $1.81億 | +$567万 | +3% | 5.95% | 61.6% | 104 | 12.5% | 5.7 |
|
| 6124 |
6124
Gouws Capital LLC
Charlotte,
North Carolina
| $1.81億 | +$1375万 | +8% | 7.35% | 114% | 57 | 19.3% | 2.4 |
|
| 6125 |
6125
Sterling Group Wealth Management
Pasadena,
California
| $1.81億 | -$578万 | -3% | 9.86% | 67.7% | 64 | 25% | 1 |
|