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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
One William Street Capital Management
New York
| $1.46億 | +$7936万 | +120% | 0% | 44% | 6 | 100% | 0 |
|
| 6152 |
6152
Valued Wealth Advisors
Holladay,
Utah
| $1.46億 | +$451万 | +3% | 0.07% | – | 633 | 7.9% | 0.4 |
|
| 6153 |
CNFG
6153
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $1.46億 | -$393万 | -3% | 1.73% | 52.6% | 80 | 6.25% | 6.2 |
|
| 6154 |
6154
Financial Designs
Claremont,
California
| $1.45億 | -$623万 | -4% | 0.13% | 49% | 21 | 23.81% | 0.3 |
|
| 6155 |
6155
Oxford Wealth Group
Orlando,
Florida
| $1.45億 | +$3560万 | +32% | 3.03% | – | 74 | 27.03% | 0.2 |
|
| 6156 |
6156
Merrion Investment Management
Cranford,
New Jersey
| $1.45億 | +$554万 | +4% | 6.16% | 161% | 102 | 7.84% | 2.4 |
|
| 6157 |
ALAM
6157
Asahi Life Asset Management
Tokyo,
Japan
| $1.45億 | -$2138万 | -13% | 4.28% | 122% | 225 | 62.22% | 1.9 |
|
| 6158 |
6158
Renasant Bank
Tupelo,
Mississippi
| $1.45億 | +$476万 | +3% | 1.95% | 65% | 207 | 31.88% | 2.2 |
|
| 6159 |
6159
Invesco Senior Secured Management
New York
| $1.45億 | -$2459万 | -14% | 8.3% | 18.1% | 8 | 0% | 2 |
|
| 6160 |
EP
6160
Elkhorn Partners
Omaha,
Nebraska
| $1.45億 | +$660万 | +5% | 3.74% | 32.2% | 54 | 22.22% | 4.5 |
|
| 6161 |
6161
Foundry Financial Group
Laconia,
New Hampshire
| $1.45億 | +$504万 | +4% | 0.51% | – | 60 | 16.67% | 0.4 |
|
| 6162 |
6162
Davidson Trust Company
Seattle,
Washington
| $1.45億 | -$2650万 | -15% | 2.44% | 77% | 151 | 11.92% | 3.1 |
|
| 6163 |
6163
Wrenne Financial Planning
Lexington,
Kentucky
| $1.45億 | +$977万 | +7% | 0.71% | – | 41 | 29.27% | 0.3 |
|
| 6164 |
6164
Sebold Capital Management
Lisle,
Illinois
| $1.45億 | -$337万 | -2% | 0.26% | – | 75 | 10.67% | 1.3 |
|
| 6165 |
6165
Palo Alto Wealth Advisors
Palo Alto,
California
| $1.45億 | +$284万 | +2% | 4.68% | 108% | 42 | 0% | 1.3 |
|
| 6166 |
6166
Lynx Capital Group
Beachwood,
Ohio
| $1.45億 | -$354万 | -2% | 1.5% | – | 83 | 10.84% | 0.5 |
|
| 6167 |
6167
Tenret Company
Tampa,
Florida
| $1.44億 | +$261万 | +2% | 0.42% | – | 32 | 6.25% | 2.4 |
|
| 6168 |
EIM
6168
Ervin Investment Management
Seattle,
Washington
| $1.44億 | +$159万 | +1% | 3.92% | 92.9% | 39 | 10.26% | 2 |
|
| 6169 |
NAMNJ
6169
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| $1.44億 | +$1230万 | +9% | 6.39% | – | 84 | 13.1% | 0.5 |
|
| 6170 |
6170
First Affirmative Financial Network
Colorado Springs,
Colorado
| $1.44億 | +$843万 | +6% | 3.32% | – | 275 | 12.73% | 1.5 |
|
| 6171 |
6171
Millington Financial Advisors
Naperville,
Illinois
| $1.44億 | +$368万 | +3% | 2.45% | 77.5% | 87 | 19.54% | 1.1 |
|
| 6172 |
6172
Revisor Wealth Management
Akron,
Ohio
| $1.44億 | -$7720万 | -35% | 2.99% | 72% | 198 | 24.75% | 0.9 |
|
| 6173 |
ASI
6173
Advisory Services & Investments
Bend,
Oregon
| $1.44億 | -$105万 | -0.7% | 0.2% | 19.9% | 37 | 5.41% | 1.9 |
|
| 6174 |
6174
Ulland Investment Advisors
Minneapolis,
Minnesota
| $1.44億 | +$1859万 | +15% | 6.84% | 161% | 247 | 15.38% | 1.8 |
|
| 6175 |
6175
Aspen Wealth Strategies
Arvada,
Colorado
| $1.44億 | -$99.1万 | -0.7% | 0.74% | 65.8% | 78 | 8.97% | 1.2 |
|