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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Motiv8 Investments
Port St. Lucie,
Florida
| $1.83億 | -$461万 | -2% | 2.41% | – | 1,077 | 90.99% | 0.1 |
|
| 6502 |
6502
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| $1.83億 | +$1611万 | +10% | 3.29% | – | 172 | 16.28% | 1.1 |
|
| 6503 |
CH
6503
Cromwell Holdings
Jackson,
Wyoming
| $1.83億 | -$390万 | -2% | 4.69% | – | 1,049 | 6.29% | 1.1 |
|
| 6504 |
6504
Alpha Zero
Boca Raton,
Florida
| $1.83億 | +$1048万 | +6% | 1.56% | – | 66 | 10.61% | 0.8 |
|
| 6505 |
6505
Hansen & Associates Financial Group
Roseville,
California
| $1.83億 | -$5574万 | -23% | 0.99% | – | 48 | 14.58% | 0.3 |
|
| 6506 |
6506
Attessa Capital
Tucson,
Arizona
| $1.83億 | +$1324万 | +8% | 2.14% | – | 34 | 5.88% | 0.9 |
|
| 6507 |
6507
Brucke Financial
Indianapolis,
Indiana
| $1.83億 | +$1212万 | +7% | 3.4% | – | 179 | 15.64% | 0.8 |
|
| 6508 |
6508
Alchemi Wealth
Essex,
Connecticut
| $1.83億 | – | – | 2.84% | – | 150 | – | 0 |
|
| 6509 |
6509
Straightline Group
Troy,
Michigan
| $1.83億 | +$936万 | +5% | 0.09% | – | 15 | 6.67% | 0.8 |
|
| 6510 |
6510
Aspen Wealth Strategies
Arvada,
Colorado
| $1.83億 | +$275万 | +2% | 2.69% | 65.8% | 88 | 7.95% | 2.1 |
|
| 6511 |
6511
Passumpsic Savings Bank
St. Johnsbury,
Vermont
| $1.83億 | – | – | 3.4% | – | 90 | – | 1.1 |
|
| 6512 |
WBWA
6512
William B. Walkup & Associates
Columbia,
South Carolina
| $1.83億 | -$400万 | -2% | 0.13% | – | 170 | 5.88% | 1.4 |
|
| 6513 |
6513
Cladis Investment Advisory
Billings,
Montana
| $1.83億 | +$794万 | +5% | 4.06% | 131% | 161 | 14.29% | 2.6 |
|
| 6514 |
FFC
6514
Frederick Financial Consultants
Frederick,
Maryland
| $1.83億 | +$436万 | +2% | 2% | – | 112 | 7.14% | 0.8 |
|
| 6515 |
6515
Sachetta
Lynnfield,
Massachusetts
| $1.83億 | -$8600万 | -32% | 2.54% | – | 1,116 | 11.92% | 1.7 |
|
| 6516 |
6516
Wolff Wiese Magana
Carslbad,
California
| $1.83億 | +$608万 | +3% | 3.68% | 149% | 1,001 | 9.69% | 2.8 |
|
| 6517 |
6517
Ables Iannone Moore & Associates
Savannah,
Georgia
| $1.83億 | +$870万 | +5% | 5% | 116% | 60 | 6.67% | 1.7 |
|
| 6518 |
6518
Capasso Planning Partners
Charleston,
South Carolina
| $1.83億 | +$1949万 | +12% | 2.19% | 51.6% | 85 | 28.24% | 2.2 |
|
| 6519 |
6519
FPC Investment Advisory
Petaluma,
California
| $1.83億 | +$1587万 | +10% | 2% | – | 34 | 17.65% | 1.2 |
|
| 6520 |
SA
6520
Stonebridge Advisors
Wilton,
Connecticut
| $1.83億 | +$3837万 | +27% | 1.61% | 0.03% | 5 | 20% | 2.5 |
|
| 6521 |
6521
4D Advisors
Redondo Beach,
California
| $1.82億 | -$537万 | -3% | 2.34% | – | 52 | 65.38% | 0.3 |
|
| 6522 |
KWM
6522
KRM Wealth Management
Reno,
Nevada
| $1.82億 | – | – | 2.06% | – | 40 | – | 0 |
|
| 6523 |
6523
Eight 31 Financial
Midland,
Texas
| $1.82億 | +$495万 | +3% | 1.08% | – | 75 | 8% | 1.3 |
|
| 6524 |
6524
Sard Wealth Management Group
Atlanta,
Georgia
| $1.82億 | +$694万 | +4% | 0.99% | 51.3% | 59 | 10.17% | 1.5 |
|
| 6525 |
SPI
6525
Sutton Place Investors
Katonah,
New York
| $1.82億 | +$674万 | +4% | 2.65% | 84% | 132 | 9.09% | 1.9 |
|