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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8051 |
8051
Forteris Wealth Management
Armonk,
New York
| $1.22億 | +$1775万 | +17% | 17.8% | – | 73 | 12.33% | 0.5 |
|
| 8052 |
8052
Wall Capital Group
Phoenix,
Arizona
| $1.22億 | +$2851万 | +30% | 11.6% | – | 31 | 29.03% | 2.3 |
|
| 8053 |
8053
WFA of San Diego
San Diego,
California
| $1.22億 | -$250万 | -2% | 11.7% | – | 405 | 77.04% | 4.3 |
|
| 8054 |
8054
Cooke Wealth Management
Irvine,
California
| $1.22億 | +$925万 | +8% | 9.41% | – | 39 | 5.13% | 0.5 |
|
| 8055 |
8055
JHP Wealth Management
Centennial,
Colorado
| $1.22億 | +$1750万 | +17% | 13.2% | – | 43 | 32.56% | 0.4 |
|
| 8056 |
8056
Coral Wealth Management
Miami,
Florida
| $1.22億 | +$3264万 | +37% | 16.5% | – | 22 | 50% | 0.2 |
|
| 8057 |
8057
Financial Management Inc
Little Rock,
Arkansas
| $1.22億 | +$1551万 | +15% | 10.9% | – | 46 | 15.22% | 0.4 |
|
| 8058 |
8058
Hicks Capital Management
Columbus,
Ohio
| $1.22億 | +$2200万 | +22% | 11.8% | – | 42 | 19.05% | 0.8 |
|
| 8059 |
8059
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $1.22億 | -$61.5万 | -0.5% | 3.95% | 34.5% | 32 | 25% | 2.5 |
|
| 8060 |
8060
Vines Capital Management
Monroe,
Louisiana
| $1.22億 | +$2098万 | +21% | 24.2% | – | 92 | 18.48% | 0.4 |
|
| 8061 |
8061
ClientFirst Wealth Management
Little Rock,
Arkansas
| $1.22億 | +$326万 | +3% | 4.13% | – | 55 | 12.73% | 2.8 |
|
| 8062 |
8062
Greenline Wealth Management
Boca Raton,
Florida
| $1.22億 | +$3498万 | +40% | 34.8% | – | 139 | 38.13% | 0.3 |
|
| 8063 |
D
8063
Drystone
Ivy,
Virginia
| $1.22億 | +$1068万 | +10% | 14.7% | – | 18 | 0% | 3.9 |
|
| 8064 |
8064
Torrey-Payne Wealth Management
Pasadena,
California
| $1.22億 | +$1257万 | +12% | 10.8% | – | 42 | 11.9% | 0.5 |
|
| 8065 |
8065
Institutional Venture Management XV
Menlo Park,
California
| $1.22億 | +$4600万 | +61% | 63.7% | 116% | 3 | 0% | 3.8 |
|
| 8066 |
8066
Portus Wealth Advisors
Charlotte,
North Carolina
| $1.21億 | +$1528万 | +14% | 22.2% | – | 568 | 91.37% | 0.7 |
|
| 8067 |
8067
Pandowealth
Peachtree City,
Georgia
| $1.21億 | +$688万 | +6% | 13.8% | – | 20 | 15% | 0.5 |
|
| 8068 |
8068
Alexander Randolph Advisory
Mclean,
Virginia
| $1.21億 | +$541万 | +5% | 15.9% | – | 57 | 33.33% | 2.2 |
|
| 8069 |
8069
Dala Group
Hoffman Estates,
Illinois
| $1.21億 | +$174万 | +1% | 22.2% | – | 75 | 12% | 0.5 |
|
| 8070 |
8070
Verus Wealth Management
De Pere,
Wisconsin
| $1.21億 | +$1361万 | +13% | 9.68% | – | 57 | 14.04% | 1.2 |
|
| 8071 |
8071
Chapman Investment Management
San Anselmo,
California
| $1.21億 | +$4.79万 | +0% | 0% | 57.3% | 53 | 100% | 0 |
|
| 8072 |
8072
Worthington Financial Partners
Worthington,
Ohio
| $1.21億 | +$439万 | +4% | 41% | – | 108 | 11.11% | 0.5 |
|
| 8073 |
8073
Miller Global Investments
Dallas,
Texas
| $1.21億 | +$1167万 | +11% | 9.93% | – | 310 | 14.84% | 0.4 |
|
| 8074 |
8074
Stoic Point Capital Management
Palo Alto,
California
| $1.21億 | +$1786万 | +17% | 11.5% | – | 78 | 30.77% | 0.3 |
|
| 8075 |
8075
Roan Capital Partners
Johnson City,
Tennessee
| $1.21億 | +$1234万 | +11% | 8.34% | – | 89 | 25.84% | 0.2 |
|