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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7851 |
7851
Luts & Greenleigh Group
Bethesda,
Maryland
| $1.32億 | +$591万 | +5% | 8.91% | – | 108 | 20.37% | 2.1 |
|
| 7852 |
7852
Financial Planning Fort Collins
Fort Collins,
Colorado
| $1.32億 | -$137万 | -1% | 11.2% | – | 34 | 5.88% | 0.5 |
|
| 7853 |
7853
Vilga Financial Planning
Fair Lawn,
New Jersey
| $1.32億 | +$2008万 | +18% | 18.4% | – | 97 | 18.56% | 0.4 |
|
| 7854 |
TWM
7854
Todd Wealth Management
Venice,
Florida
| $1.32億 | +$2200万 | +20% | 23% | – | 116 | 12.07% | 0.4 |
|
| 7855 |
7855
Goldstream Capital Management
Central,
Hong Kong
| $1.32億 | +$1150万 | +10% | 98% | 686% | 47 | 40.43% | 1 |
|
| 7856 |
7856
First Growth Capital
Pikesville,
Maryland
| $1.32億 | +$2102万 | +19% | 24% | – | 149 | 20.81% | 0.4 |
|
| 7857 |
7857
McCartney Wealth Management
Clayton,
Missouri
| $1.32億 | +$1311万 | +11% | 10.5% | – | 66 | 3.03% | 0.5 |
|
| 7858 |
7858
Innovative Advisory Group
Lexington,
Massachusetts
| $1.32億 | +$1014万 | +8% | 2.25% | – | 37 | 32.43% | 1.1 |
|
| 7859 |
7859
Quantedge Capital
Singapore
| $1.32億 | -$5095万 | -28% | 12.9% | 110% | 69 | 55.07% | 1.3 |
|
| 7860 |
7860
Finward Bancorp
Munster,
Indiana
| $1.32億 | +$676万 | +5% | 12.6% | – | 112 | 11.61% | 1.3 |
|
| 7861 |
7861
Tortuga Wealth Management
Torrance,
California
| $1.32億 | +$2491万 | +23% | 14.4% | – | 141 | 19.86% | 0.4 |
|
| 7862 |
7862
Kane Co Wealth Management
Johnston,
Iowa
| $1.32億 | +$1322万 | +11% | 8.93% | – | 54 | 7.41% | 0.5 |
|
| 7863 |
7863
Kelsey Financial
Moorpark,
California
| $1.32億 | +$1744万 | +15% | 14.2% | – | 68 | 11.76% | 0.4 |
|
| 7864 |
SGH
7864
Sivik Global Healthcare
Greenwich,
Connecticut
| $1.32億 | $0 | 0% | 10.1% | 83.8% | 34 | 0% | 2.6 |
|
| 7865 |
7865
Nest Investments
Conshohocken,
Pennsylvania
| $1.32億 | +$859万 | +7% | 5.41% | – | 34 | 14.71% | 0.4 |
|
| 7866 |
FCM
7866
Floyd Capital Management
Texarkana,
Texas
| $1.32億 | +$1.22億 | +1,240% | 14.8% | – | 1 | 0% | 1.5 |
|
| 7867 |
7867
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $1.31億 | +$1022万 | +8% | 25.6% | 281% | 25 | 4% | 2.3 |
|
| 7868 |
7868
Waycross Investment Management
Bellingham,
Washington
| $1.31億 | +$2660万 | +25% | 8.66% | 49.6% | 59 | 25.42% | 1.7 |
|
| 7869 |
UAML
7869
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $1.31億 | +$1588万 | +14% | 25.7% | – | 122 | 12.3% | 4.1 |
|
| 7870 |
7870
Emissary Wealth LLC
Hackensack,
New Jersey
| $1.31億 | +$2463万 | +23% | 17.9% | – | 65 | 20% | 0.4 |
|
| 7871 |
7871
Larry Mathis Financial Planning
Phoenix,
Arizona
| $1.31億 | +$1974万 | +18% | 15.2% | – | 196 | 43.88% | 0.3 |
|
| 7872 |
7872
Morgens Waterfall Vintiadis & Co
New York
| $1.31億 | +$4996万 | +62% | 52.7% | 594% | 22 | 54.55% | 2.2 |
|
| 7873 |
7873
Eagle Wealth Advisors
Westport,
Connecticut
| $1.31億 | +$2269万 | +21% | 36.3% | – | 109 | 18.35% | 0.4 |
|
| 7874 |
7874
Investors Portfolio Services
Puyallup,
Washington
| $1.31億 | +$2312万 | +21% | 11.5% | – | 821 | 33.25% | 0.3 |
|
| 7875 |
7875
James Reed Financial Services
Cleveland,
Ohio
| $1.31億 | +$1550万 | +13% | 14% | – | 19 | 10.53% | 2.3 |
|