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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Strait & Sound Wealth Management
San Francisco,
California
| $1.01億 | +$34.2万 | +0.3% | 12.2% | 74% | 115 | 9.57% | 0.5 |
|
| 6377 |
MJB
6377
Mark J. Bradley
| $1.01億 | -$3714万 | -27% | 10.4% | – | 45 | 11.11% | 2.1 |
|
| 6378 |
6378
Certus Wealth Management
Redwood City,
California
| $1.01億 | – | – | 5.13% | – | 60 | – | 0 |
|
| 6379 |
6379
Sightline Wealth Advisors
Groton,
Connecticut
| $1.01億 | +$271万 | +3% | 3.96% | 48.5% | 64 | 17.19% | 1.6 |
|
| 6380 |
6380
Capital CS Group
Irvine,
California
| $1億 | -$523万 | -5% | 2.73% | 22.5% | 107 | 69.16% | 0.5 |
|
| 6381 |
6381
Draper Asset Management
Smithtown,
New York
| $1億 | +$2216万 | +28% | 22.9% | 187% | 46 | 41.3% | 1.1 |
|
| 6382 |
6382
Centerstone Investors
New York
| $1億 | +$1530万 | +18% | 5.13% | 73.7% | 26 | 15.38% | 3.1 |
|
| 6383 |
6383
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $1億 | +$506万 | +5% | 7.42% | 72.1% | 103 | 7.77% | 1.4 |
|
| 6384 |
RL
6384
RPO LLC
Stamford,
Connecticut
| $1億 | -$2.28億 | -69% | 1.12% | 66.2% | 168 | 64.88% | 0.3 |
|
| 6385 |
6385
Orser Capital Management
Southlake,
Texas
| $1億 | +$1148万 | +13% | 11.8% | 128% | 54 | 9.26% | 3.2 |
|
| 6386 |
6386
Mayfair Advisory Group
Birmingham,
Alabama
| $1億 | +$795万 | +9% | 4.7% | 71.5% | 132 | 15.91% | 1.7 |
|
| 6387 |
6387
First Affirmative Financial Network
Colorado Springs,
Colorado
| $1億 | +$1370万 | +16% | 4.87% | – | 203 | 21.67% | 1.1 |
|
| 6388 |
KCM
6388
KRS Capital Management
Bloomfield,
Michigan
| $1億 | +$1124万 | +13% | 15% | 272% | 116 | 6.9% | 1.2 |
|
| 6389 |
6389
DMC Group
Birmingham,
Alabama
| $1億 | +$97.8万 | +1% | 4.7% | 99.2% | 122 | 4.92% | 1.3 |
|
| 6390 |
6390
Lansing Management
New York
| $9986万 | +$494万 | +5% | 20.4% | 76.9% | 7 | 14.29% | 3.3 |
|
| 6391 |
SLFPAM
6391
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| $9982万 | +$1189万 | +14% | 6.77% | 139% | 45 | 40% | 0.3 |
|
| 6392 |
6392
Karani Asset Management
New York
| $9915万 | +$473万 | +5% | 14.5% | – | 38 | 21.05% | 2 |
|
| 6393 |
6393
Palliser Capital (UK)
London,
United Kingdom
| $9914万 | +$1080万 | +12% | 13.2% | 57% | 8 | 25% | 0.6 |
|
| 6394 |
6394
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $9914万 | +$1269万 | +15% | 7.59% | 70.9% | 111 | 15.32% | 1.1 |
|
| 6395 |
PWM
6395
Pinnacle Wealth Management
Roseville,
California
| $9911万 | – | – | 6.81% | 194% | 45 | – | 0.7 |
|
| 6396 |
6396
Apis Capital Advisors
New York
| $9907万 | +$522万 | +6% | 14.1% | 1,532% | 36 | 50% | 0.8 |
|
| 6397 |
6397
3G Capital Partners
New York
| $9899万 | +$2209万 | +29% | 15.2% | 351% | 16 | 62.5% | 0.4 |
|
| 6398 |
MAM
6398
Maytree Asset Management
Hong Kong
| $9897万 | +$565万 | +6% | 2.02% | 402% | 19 | 47.37% | 0.5 |
|
| 6399 |
6399
Channing Global Advisors
Miami,
Florida
| $9884万 | +$791万 | +9% | 6.9% | 131% | 48 | 8.33% | 1.1 |
|
| 6400 |
6400
Melfa Wealth Management
Westborough,
Massachusetts
| $9866万 | -$141万 | -1% | 0.29% | 42.9% | 145 | 8.28% | 0.5 |
|