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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

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)
Obermeyer Wealth Partners
1951
Obermeyer Wealth Partners
Colorado
$3.92億 +$3545万 +10% 9.03% 91.3% 66 16.67% 0.4
ACG Wealth
1952
ACG Wealth
Georgia
$3.91億 +$1.49億 +62% 11.6% 45.5% 186 55.38% 0.2
Partners Group Holding
1953
Partners Group Holding
Switzerland
$3.9億 +$3002万 +8% 5.03% 23.3% 56 41.07% 0.4
Toscafund Asset Management
1954
Toscafund Asset Management
United Kingdom
$3.89億 +$1.66億 +74% 17.1% 80.9% 19 47.37% 0.3
Myriad Asset Management
1955
Myriad Asset Management
Hong Kong
$3.87億 +$2.74億 +243% 16% 149% 36 47.22% 0.1
ProVise Management Group
1956
ProVise Management Group
Florida
$3.87億 +$3440万 +10% 7.65% 66.8% 324 16.67% 0.4
Tompkins Financial
1957
Tompkins Financial
New York
$3.86億 +$2835万 +8% 7.43% 84.4% 568 24.12% 0.4
CC
1958
ClearArc Capital
Ohio
$3.86億 +$2830万 +8% 11% 63.4% 399 12.28% 0.5
EP Wealth Advisors
1959
EP Wealth Advisors
California
$3.86億 +$6730万 +21% 9.98% – 129 21.71% 0.4
JEW
1960
Jamison Eaton & Wood
New Jersey
$3.85億 +$2222万 +6% 10.1% – 257 56.03% 0.5
Professional Advisory Services
1961
Professional Advisory Services
Florida
$3.85億 +$3019万 +9% 9.44% 69.3% 50 14% 0.4
Foundation Asset Management
1962
Foundation Asset Management
New York
$3.84億 +$2254万 +6% 17.8% 126% 29 51.72% 0.3
Bank of Kentucky
1963
Bank of Kentucky
Kentucky
$3.84億 +$3566万 +10% 9.51% – 294 7.82% 0.5
FrontFour Capital Group
1964
FrontFour Capital Group
Connecticut
$3.84億 -$2.37億 -38% 9.56% 8.55% 60 65% 0.2
GMCM
1965
Gruber & McBaine Capital Management
California
$3.83億 +$5099万 +15% 14.4% – 192 34.38% 0.3
Old Mutual Customised Solutions
1966
Old Mutual Customised Solutions
South Africa
$3.83億 +$2850万 +8% 10.1% 49.7% 785 3.06% 0.5
Cabot Wealth Management
1967
Cabot Wealth Management
Massachusetts
$3.82億 +$4850万 +15% 7.29% 69.3% 165 19.39% 0.4
Itau USA Asset Management
1968
Itau USA Asset Management
New York
$3.82億 -$770万 -2% 1.28% 15.8% 129 10.85% 0.4
MRCM
1969
M&R Capital Management
New Jersey
$3.82億 +$2585万 +7% 9.34% 52.6% 214 13.08% 0.4
Middleton & Co
1970
Middleton & Co
Massachusetts
$3.82億 +$175万 +0.5% 10.7% 81.8% 152 19.74% 0.4
LBMC Investment Advisors
1971
LBMC Investment Advisors
Tennessee
$3.82億 +$4325万 +13% 7.04% 52.8% 55 16.36% 0.4
Jacobs Asset Management
1972
Jacobs Asset Management
New York
$3.82億 +$1200万 +3% 13.5% 114% 49 20.41% 0.4
Petrus Trust Company
1973
Petrus Trust Company
Texas
$3.81億 +$255万 +0.7% 7.66% 36.9% 47 6.38% 0.5
BTG Pactual Global Asset Management
1974
BTG Pactual Global Asset Management
Bermuda
$3.81億 -$7125万 -16% 4.23% 88.9% 185 83.78% 0.1
White Mountains Insurance Group
1975
White Mountains Insurance Group
New Hampshire
$3.81億 +$2292万 +6% 6.41% 105% 2 0% 0.5