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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
United Financial Planning Group
Hauppauge,
New York
| $1.59億 | – | – | 8.33% | – | 215 | – | 0 |
|
| 6702 |
6702
Anabranch Capital Management
Stamford,
Connecticut
| $1.59億 | -$860万 | -5% | 5.99% | 139% | 6 | 0% | 3.6 |
|
| 6703 |
6703
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $1.59億 | +$1225万 | +8% | 7.05% | 64.5% | 129 | 13.18% | 1.7 |
|
| 6704 |
6704
Sterling Manor Financial
Saratoga Springs,
New York
| $1.59億 | +$862万 | +6% | 5.48% | – | 36 | 19.44% | 1.7 |
|
| 6705 |
6705
Terra Nova Asset Management
New York
| $1.59億 | +$1552万 | +11% | 8.55% | 172% | 99 | 15.15% | 3.2 |
|
| 6706 |
6706
Zynergy Retirement Planning
Red Bank,
New Jersey
| $1.59億 | +$948万 | +6% | 4.97% | – | 28 | 10.71% | 1.1 |
|
| 6707 |
6707
Teca Partners
Austin,
Texas
| $1.59億 | +$1530万 | +11% | 4.89% | 66% | 13 | 30.77% | 1.1 |
|
| 6708 |
6708
Providence Wealth Advisors
Frankfort,
Illinois
| $1.59億 | +$1284万 | +9% | 8.33% | 121% | 88 | 6.82% | 4.8 |
|
| 6709 |
6709
Richmond Brothers
Jackson,
Michigan
| $1.58億 | +$573万 | +4% | 6.26% | 77.2% | 35 | 17.14% | 1.6 |
|
| 6710 |
6710
Paragon Financial Partners
Woodland Hills,
California
| $1.58億 | +$1197万 | +8% | 8.38% | 90.6% | 72 | 2.78% | 3.2 |
|
| 6711 |
6711
VERITY Wealth Advisors
Sausalito,
United States
| $1.58億 | +$946万 | +6% | 6.72% | 59.9% | 79 | 6.33% | 4.4 |
|
| 6712 |
6712
Nipun Capital
Foster City,
California
| $1.58億 | -$2598万 | -14% | 2.69% | 30.2% | 13 | 53.85% | 1.5 |
|
| 6713 |
6713
Graphene Investments SAS
Paris,
France
| $1.58億 | +$472万 | +3% | 8.52% | 103% | 47 | 10.64% | 1.9 |
|
| 6714 |
6714
Optimas Capital
Central,
Hong Kong
| $1.58億 | +$6330万 | +67% | 18.8% | 358% | 42 | 85.71% | 0.2 |
|
| 6715 |
6715
Lakeside Advisors
Seattle,
Washington
| $1.58億 | +$291万 | +2% | 4.57% | 83.7% | 64 | 4.69% | 3.3 |
|
| 6716 |
6716
Boyar Asset Management
New York
| $1.58億 | +$523万 | +3% | 6.55% | 75.5% | 81 | 7.41% | 7.5 |
|
| 6717 |
6717
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $1.58億 | +$1389万 | +10% | 7.12% | 59.7% | 64 | 4.69% | 2.4 |
|
| 6718 |
6718
IDG China Venture Capital Fund V Associates
Hong Kong
| $1.58億 | +$2523万 | +19% | 19% | 7.34% | 1 | 0% | 3.8 |
|
| 6719 |
6719
Redwood Financial Network
Solon,
Ohio
| $1.58億 | +$994万 | +7% | 6.14% | 82.2% | 183 | 9.29% | 2.2 |
|
| 6720 |
6720
Hengistbury Investment Partners
London,
United Kingdom
| $1.58億 | +$1153万 | +8% | 9.74% | 108% | 3 | 0% | 5.3 |
|
| 6721 |
6721
Members Wealth
Media,
Pennsylvania
| $1.58億 | – | – | 5.69% | – | 104 | – | 1.1 |
|
| 6722 |
6722
Bain Capital Public Equity
Boston,
Massachusetts
| $1.58億 | +$670万 | +4% | 9.03% | 169% | 32 | 46.88% | 0.5 |
|
| 6723 |
6723
Stonekeep Investments
Sante Fe,
New Mexico
| $1.58億 | +$931万 | +6% | 8.11% | – | 66 | 3.03% | 1 |
|
| 6724 |
6724
Hestia Capital Management
Cranberry Township,
Pennsylvania
| $1.58億 | +$1123万 | +8% | 6.11% | – | 17 | 41.18% | 0.2 |
|
| 6725 |
6725
Momentous Wealth Management
Vancouver,
Washington
| $1.58億 | +$295万 | +2% | 5.58% | – | 47 | 17.02% | 0.7 |
|