で公開中です!
詳しく見る
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
Connable Office Inc
Kalamazoo,
Michigan
| $3.69億 | +$1378万 | +4% | 8.14% | 68.3% | 294 | 31.63% | 0.4 |
|
| 2002 |
2002
Coastline Trust
Providence,
Rhode Island
| $3.68億 | +$2809万 | +8% | 8.2% | 106% | 208 | 5.29% | 0.5 |
|
| 2003 |
2003
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $3.68億 | +$3283万 | +10% | 9.37% | 86% | 280 | 15.36% | 0.4 |
|
| 2004 |
2004
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $3.68億 | +$3363万 | +10% | 7.04% | 51.3% | 345 | 17.39% | 0.4 |
|
| 2005 |
MFM
2005
Mohican Financial Management
Wilton,
Connecticut
| $3.66億 | -$7248万 | -17% | 0.01% | 0% | 62 | 27.42% | 0.4 |
|
| 2006 |
2006
KLCM Advisors
Milwaukee,
Wisconsin
| $3.66億 | +$1529万 | +4% | 10.9% | 122% | 71 | 5.63% | 0.5 |
|
| 2007 |
2007
Northstar Investment Advisors
Denver,
Colorado
| $3.65億 | +$3140万 | +9% | 4.83% | 85.8% | 123 | 21.95% | 0.4 |
|
| 2008 |
2008
Alphabet Inc
Mountain View,
California
| $3.65億 | – | – | 21.7% | 327% | 4 | – | 0 |
|
| 2009 |
TP
2009
TB Partners
Shanghai,
China
| $3.63億 | -$2461万 | -6% | 5.06% | – | 3 | 0% | 0.5 |
|
| 2010 |
2010
LaFleur & Godfrey
Grand Rapids,
Michigan
| $3.63億 | +$1442万 | +4% | 7.89% | 85.2% | 73 | 6.85% | 0.5 |
|
| 2011 |
PWM
2011
Patriot Wealth Management
Houston,
Texas
| $3.63億 | +$2484万 | +7% | 8.4% | 24.3% | 60 | 13.33% | 0.4 |
|
| 2012 |
2012
Brookmont Capital Management
Dallas,
Texas
| $3.63億 | +$5532万 | +18% | 8.16% | 32.2% | 43 | 0% | 0.5 |
|
| 2013 |
2013
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $3.63億 | +$5509万 | +18% | 11% | 83.4% | 282 | 24.47% | 0.4 |
|
| 2014 |
AP
2014
Archon Partners
Princeton Junction,
New Jersey
| $3.62億 | +$3194万 | +10% | 13% | 99.5% | 68 | 29.41% | 0.4 |
|
| 2015 |
LOM
2015
Loeb Offshore Management
New York
| $3.62億 | +$3806万 | +12% | 16.5% | – | 336 | 74.7% | 0.2 |
|
| 2016 |
2016
Novare Capital Management
Charlotte,
North Carolina
| $3.62億 | +$4035万 | +13% | 10.2% | 76.5% | 124 | 11.29% | 0.4 |
|
| 2017 |
2017
Sentinel Trust
Houston,
Texas
| $3.61億 | +$2670万 | +8% | 8.33% | 79.2% | 200 | 20.5% | 0.4 |
|
| 2018 |
FOAM
2018
Five Oceans Asset Management
Sydney,
Australia
| $3.61億 | +$2231万 | +7% | 8.84% | – | 49 | 10.2% | 0.5 |
|
| 2019 |
2019
300 North Capital
Pasadena,
California
| $3.61億 | -$6814万 | -16% | 10.4% | – | 126 | 23.81% | 0.4 |
|
| 2020 |
2020
Bangor Savings Bank
Bangor,
Maine
| $3.6億 | +$3045万 | +9% | 6.2% | 54.6% | 146 | 12.33% | 0.4 |
|
| 2021 |
2021
Sphera Funds Management
Tel Aviv,
Israel
| $3.59億 | – | – | 9.45% | 245% | 96 | – | 0 |
|
| 2022 |
2022
ARGA Investment Management
Stamford,
Connecticut
| $3.59億 | +$9791万 | +38% | 5.54% | 78.1% | 43 | 16.28% | 0.4 |
|
| 2023 |
AAM
2023
Archipel Asset Management
Stockholm,
Sweden
| $3.59億 | -$1.28億 | -26% | 6.2% | – | 101 | 75.25% | 0.1 |
|
| 2024 |
WIP
2024
Wayzata Investment Partners
Wayzata,
Minnesota
| $3.58億 | -$7.06億 | -66% | 9.4% | – | 2 | 0% | 0.5 |
|
| 2025 |
2025
Beddow Capital Management
Jackson,
Wyoming
| $3.57億 | +$2149万 | +6% | 8.45% | 50.7% | 47 | 8.51% | 0.5 |
|