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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Cooksen Wealth
The Woodlands,
Texas
| $1.59億 | +$2100万 | +15% | 14.7% | 70.7% | 45 | 0% | 2.4 |
|
| 7302 |
AC
7302
Agman Capital
Omaha,
Nebraska
| $1.59億 | +$3303万 | +26% | 28.9% | – | 19 | 5.26% | 0.5 |
|
| 7303 |
7303
Overlook Investments
Grand Cayman,
Cayman Islands
| $1.59億 | -$6085万 | -28% | 10% | – | 2 | 50% | 0.5 |
|
| 7304 |
7304
Oppenheimer & Close
New York
| $1.59億 | -$10.7万 | -0.1% | 5.43% | 149% | 61 | 14.75% | 4.3 |
|
| 7305 |
7305
AGH Wealth Advisors
Wichita,
Kansas
| $1.58億 | +$2261万 | +17% | 19.7% | – | 137 | 16.06% | 1.1 |
|
| 7306 |
BTC
7306
Bank & Trust Company
Litchfield,
Illinois
| $1.58億 | +$1004万 | +7% | 12.2% | – | 310 | 4.19% | 1.8 |
|
| 7307 |
7307
Virtus Fixed Income Advisers
Hartford,
Connecticut
| $1.58億 | +$3589万 | +29% | 0.44% | – | 85 | 4.71% | 0.2 |
|
| 7308 |
7308
Collaborative Capital Advisors
New York
| $1.58億 | – | – | 11.7% | – | 83 | – | 0 |
|
| 7309 |
7309
Seek First
Campbell,
California
| $1.58億 | +$1651万 | +12% | 18.6% | – | 67 | 13.43% | 1 |
|
| 7310 |
7310
Flagship Capital Management
Media,
Pennsylvania
| $1.58億 | +$2233万 | +16% | 17% | – | 50 | 4% | 0.5 |
|
| 7311 |
7311
Superstring Capital Management
New York
| $1.58億 | +$1841万 | +13% | 40.7% | – | 43 | 44.19% | 0.6 |
|
| 7312 |
7312
Schwallier Wealth Management
Grand Rapids,
Michigan
| $1.58億 | +$2143万 | +16% | 11.4% | – | 73 | 26.03% | 1.1 |
|
| 7313 |
MA
7313
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $1.58億 | +$337万 | +2% | 17.7% | 166% | 48 | 4.17% | 8.5 |
|
| 7314 |
7314
Brightwater Advisory
Tampa,
Florida
| $1.58億 | +$707万 | +5% | 11% | – | 61 | 4.92% | 2.2 |
|
| 7315 |
7315
Kopion Asset Management
Mckinney,
Texas
| $1.58億 | +$2970万 | +23% | 27.1% | 80.5% | 21 | 4.76% | 4.1 |
|
| 7316 |
7316
Kastel Capital Advisors
Wellesley,
Massachusetts
| $1.58億 | -$479万 | -3% | 7.22% | – | 60 | 13.33% | 0.5 |
|
| 7317 |
7317
Seed Wealth Management
Evanston,
Illinois
| $1.58億 | +$1261万 | +9% | 11.1% | 62% | 109 | 18.35% | 2.5 |
|
| 7318 |
7318
Ridgeline Wealth Planning
Centerville,
Ohio
| $1.58億 | +$2086万 | +15% | 16.7% | – | 55 | 10.91% | 1.1 |
|
| 7319 |
7319
Centerpoint Advisory Group
Overland Park,
Kansas
| $1.58億 | +$2489万 | +19% | 18.3% | – | 120 | 12.5% | 1.2 |
|
| 7320 |
7320
Town Capital
Bel Air,
Maryland
| $1.58億 | +$3401万 | +28% | 14.4% | – | 88 | 36.36% | 0.4 |
|
| 7321 |
APW
7321
Aurora Private Wealth
Rockaway,
New Jersey
| $1.58億 | +$1708万 | +12% | 18.9% | – | 195 | 23.59% | 2.8 |
|
| 7322 |
7322
Lepercq De Neuflize Asset Management
New York
| $1.58億 | +$1955万 | +14% | 14.5% | – | 37 | 29.73% | 0.4 |
|
| 7323 |
7323
Blue Capital Inc
Omaha,
Nebraska
| $1.58億 | +$441万 | +3% | 14.4% | – | 153 | 50.33% | 0.5 |
|
| 7324 |
7324
ADG Wealth Management Group
Metairie,
Louisiana
| $1.58億 | +$1279万 | +9% | 10.6% | – | 54 | 31.48% | 1 |
|
| 7325 |
7325
Sound Financial Strategies Group
Madison,
Mississippi
| $1.57億 | +$1097万 | +7% | 9.56% | 27.1% | 127 | 17.32% | 1.5 |
|