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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8301 |
8301
Elevated Private Wealth
Brookfield,
Wisconsin
| $1.06億 | – | – | 28.8% | – | 76 | – | 0.5 |
|
| 8302 |
8302
OneAscent Investment Solutions
Birmingham,
Alabama
| $1.06億 | +$565万 | +6% | 17.5% | – | 178 | 47.19% | 0.7 |
|
| 8303 |
8303
Hyposwiss Advisors
Geneva,
| $1.06億 | +$439万 | +4% | 14.4% | – | 114 | 10.53% | 0.5 |
|
| 8304 |
8304
Board of the Pension Protection Fund
Croydon,
United Kingdom
| $1.05億 | -$331万 | -3% | 8.1% | – | 201 | 67.66% | 0.5 |
|
| 8305 |
8305
Villanova Investment Management
Wayne,
Pennsylvania
| $1.05億 | +$779万 | +8% | 9.8% | – | 59 | 10.17% | 1.5 |
|
| 8306 |
8306
Generations Wealth LLC
Mason,
Ohio
| $1.05億 | +$233万 | +2% | 12.1% | – | 37 | 24.32% | 0.4 |
|
| 8307 |
8307
Succession Financial
Mckinney,
Texas
| $1.05億 | – | – | 29% | – | 50 | – | 0 |
|
| 8308 |
8308
Cogent Strategic Wealth
Chicago,
Illinois
| $1.05億 | +$759万 | +8% | 13.8% | – | 61 | 13.11% | 0.4 |
|
| 8309 |
8309
22NW LP
Seattle,
Washington
| $1.05億 | -$4123万 | -28% | 27.5% | 138% | 17 | 23.53% | 1.7 |
|
| 8310 |
8310
IDG China Venture Capital Fund V Associates
Hong Kong
| $1.05億 | -$2105万 | -17% | 13.6% | 7.34% | 1 | 0% | 4.5 |
|
| 8311 |
8311
Indie Asset Partners
Carmel,
Indiana
| $1.04億 | +$1666万 | +19% | 12.8% | 119% | 90 | 12.22% | 2.6 |
|
| 8312 |
8312
Verdad Advisers
Boston,
Massachusetts
| $1.04億 | +$1558万 | +18% | 21.1% | – | 276 | 59.06% | 0.3 |
|
| 8313 |
JRSI
8313
Jeter Robert S II
| $1.04億 | +$396万 | +4% | 12.5% | – | 48 | 12.5% | 0.2 |
|
| 8314 |
8314
Strategic Financial Group
Grand Haven,
Michigan
| $1.04億 | +$723万 | +7% | 8% | – | 19 | 5.26% | 0.2 |
|
| 8315 |
TPW
8315
TOP Private Wealth
Glastonbury,
Connecticut
| $1.04億 | – | – | 13.6% | – | 139 | – | 0 |
|
| 8316 |
8316
AIHC Capital Management
Central,
| $1.04億 | -$1542万 | -13% | 43.6% | – | 5 | 20% | 0.4 |
|
| 8317 |
8317
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $1.04億 | -$1.93億 | -65% | 26.9% | – | 6 | 50% | 0.7 |
|
| 8318 |
8318
Xena Financial Planning
Portland,
Oregon
| $1.04億 | +$1562万 | +18% | 11.1% | – | 38 | 13.16% | 0.4 |
|
| 8319 |
8319
Kachkovsky & Fisher Inc
San Diego,
California
| $1.04億 | – | – | 20.1% | – | 64 | – | 0 |
|
| 8320 |
8320
Gritstone Asset Management
Bethesda,
Maryland
| $1.04億 | +$1030万 | +11% | 3.35% | – | 208 | 42.31% | 0.5 |
|
| 8321 |
8321
Mozayyx Management
Austin,
Texas
| $1.04億 | +$529万 | +5% | 32.6% | – | 29 | 79.31% | 0.1 |
|
| 8322 |
8322
Sapphire Ventures
Austin,
Texas
| $1.04億 | +$436万 | +4% | 13.1% | 27.9% | 4 | 0% | 3.5 |
|
| 8323 |
8323
Parrish Capital
Kennesaw,
Georgia
| $1.04億 | -$847万 | -8% | 21.1% | – | 94 | 15.96% | 0.5 |
|
| 8324 |
XC
8324
XY Capital
Central,
Hong Kong
| $1.04億 | +$280万 | +3% | 6.94% | 52.8% | 142 | 82.39% | 0.2 |
|
| 8325 |
8325
SaddleRock Capital Management
New York
| $1.04億 | +$883万 | +9% | 25.4% | – | 22 | 45.45% | 0.4 |
|