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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Inscription Capital
Houston,
Texas
| $9.5億 | -$2278万 | -2% | 1.71% | – | 815 | 28.59% | 1.6 |
|
| 2427 |
2427
Dock Street Asset Management
Palm Beach,
Florida
| $9.5億 | -$1.41億 | -13% | 8.93% | 175% | 61 | 27.87% | 4.2 |
|
| 2428 |
2428
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| $9.5億 | +$1.96億 | +26% | 0.86% | – | 353 | 26.63% | 0.3 |
|
| 2429 |
2429
Discipline Wealth Solutions
Greenville,
South Carolina
| $9.5億 | +$4.1億 | +76% | 0.45% | 45.9% | 199 | 19.1% | 0.8 |
|
| 2430 |
2430
CVA Family Office
Denver,
Colorado
| $9.5億 | +$8018万 | +9% | 0.52% | 71.6% | 1,882 | 33.9% | 1.6 |
|
| 2431 |
2431
Steel Grove Capital Advisors
Memphis,
Tennessee
| $9.49億 | -$1363万 | -1% | 2.83% | 106% | 237 | 21.94% | 3 |
|
| 2432 |
2432
Gemsstock Ltd
London,
United Kingdom
| $9.49億 | +$1.55億 | +20% | 2.76% | 149% | 35 | 57.14% | 0.6 |
|
| 2433 |
2433
HBW Advisory Services
Simi Valley,
California
| $9.49億 | +$2845万 | +3% | 0.38% | 68.6% | 480 | 19.17% | 2.3 |
|
| 2434 |
2434
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $9.47億 | -$2120万 | -2% | 1.84% | 52.3% | 16 | 6.25% | 3.7 |
|
| 2435 |
2435
Iron Gate Global Advisors
Nsl,
Utah
| $9.47億 | -$2995万 | -3% | 5.79% | 106% | 112 | 16.96% | 3.5 |
|
| 2436 |
2436
Discerene Group
Stamford,
Connecticut
| $9.46億 | -$1.1億 | -10% | 0.28% | 48.6% | 13 | 7.69% | 4.2 |
|
| 2437 |
2437
Teamwork Financial Advisors
San Antonio,
Texas
| $9.46億 | -$4394万 | -4% | 0.18% | 134% | 242 | 26.03% | 2.1 |
|
| 2438 |
2438
V-Square Quantitative Management
Chicago,
Illinois
| $9.46億 | -$1613万 | -2% | 1.71% | 111% | 749 | 10.81% | 0.8 |
|
| 2439 |
2439
Great Waters Wealth Management
Shoreview,
Minnesota
| $9.45億 | +$3587万 | +4% | 0.01% | 49% | 124 | 8.06% | 2.4 |
|
| 2440 |
2440
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $9.45億 | +$4222万 | +5% | 2.59% | 64.3% | 439 | 10.71% | 2.1 |
|
| 2441 |
2441
Disciplina Capital Management
Nashville,
Tennessee
| $9.44億 | +$7010万 | +8% | 0.53% | 30% | 69 | 2.9% | 3.2 |
|
| 2442 |
2442
Convergence Financial
Columbia,
Missouri
| $9.43億 | +$2.58億 | +38% | 1.07% | 70.6% | 233 | 25.32% | 1.4 |
|
| 2443 |
2443
Harbour Trust & Investment Management
Michigan City,
Indiana
| $9.43億 | -$3753万 | -4% | 2.48% | 116% | 162 | 9.26% | 2 |
|
| 2444 |
2444
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $9.42億 | +$6365万 | +7% | 10.7% | 140% | 34 | 11.76% | 4.9 |
|
| 2445 |
2445
Synergy Asset Management
Vancouver,
Washington
| $9.42億 | -$1985万 | -2% | 0.01% | 97.3% | 310 | 45.48% | 1 |
|
| 2446 |
2446
OLP Capital Management
Causeway Bay,
Hong Kong
| $9.42億 | +$4.28億 | +83% | 7.92% | 146% | 8 | 75% | 0.6 |
|
| 2447 |
2447
Lincluden Management
Mississauga,
Ontario, Canada
| $9.39億 | -$2.38億 | -20% | 5.33% | 67.7% | 73 | 6.85% | 6.8 |
|
| 2448 |
2448
Leuthold Group
Minneapolis,
Minnesota
| $9.39億 | +$1272万 | +1% | 3.06% | 138% | 229 | 17.47% | 1.7 |
|
| 2449 |
2449
Institute for Wealth Management
Denver,
Colorado
| $9.38億 | -$539万 | -0.6% | 1.83% | 137% | 578 | 12.11% | 4.5 |
|
| 2450 |
2450
Portland Global Advisors
Portland,
Maine
| $9.38億 | +$646万 | +0.7% | 0.52% | 43.4% | 154 | 7.79% | 6.5 |
|