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

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)
Conservest Capital Advisors
2001
Conservest Capital Advisors
Pennsylvania
$4.71億 – – 5.14% 58.6% 84 – 0
Alaska Permanent Capital Management
2002
Alaska Permanent Capital Management
Alaska
$4.71億 +$5262万 +13% 4.23% 42.8% 27 25.93% 2.1
XL Group Investments
2003
XL Group Investments
Bermuda
$4.71億 +$3466万 +8% 4.15% – 29 13.79% 0.2
Perigon Wealth Management
2004
Perigon Wealth Management
California
$4.71億 +$1325万 +3% 6.55% 104% 757 25.89% 1
NatWest Group
2005
NatWest Group
United Kingdom
$4.71億 +$9071万 +24% 6.63% 207% 119 22.69% 2.5
InterWest Venture Management
2006
InterWest Venture Management
California
$4.7億 +$5100万 +12% 15.9% 57.6% 14 14.29% 0.3
G.F.W. Energy X
2007
G.F.W. Energy X
Texas
$4.7億 +$1.45億 +44% 11.3% 71.3% 4 50% 0.2
Jacobs Asset Management
2008
Jacobs Asset Management
New York
$4.69億 -$390万 -0.8% 0.57% 114% 58 29.31% 1.6
3C
2009
361 Capital
Colorado
$4.67億 +$4627万 +11% 8.63% 118% 212 66.98% 0.1
OH
2010
Overlook Holdings
British Virgin Islands
$4.66億 +$6387万 +16% 23.3% – 2 0% 2.3
AR
2011
Argyll Research
Delaware
$4.65億 +$235万 +0.5% 2.23% 0.8% 5 0% 2.4
Condor Capital Management
2012
Condor Capital Management
New Jersey
$4.65億 +$1565万 +3% 6.24% 58.2% 187 9.09% 2.6
JHL Capital Group
2013
JHL Capital Group
Illinois
$4.64億 -$8.25億 -64% 15.1% – 20 60% 0.8
Foyston, Gordon, & Payne
2014
Foyston, Gordon, & Payne
Ontario, Canada
$4.64億 +$4266万 +10% 6.36% 57.2% 73 8.22% 2.3
Vicus Capital
2015
Vicus Capital
Pennsylvania
$4.63億 +$1469万 +3% 3.68% 59.6% 245 15.92% 1.8
Washington Trust Bank
2016
Washington Trust Bank
Washington
$4.63億 +$1973万 +4% 5.53% 80.5% 1,098 42.44% 2.2
Motley Fool Asset Management
2017
Motley Fool Asset Management
Virginia
$4.63億 +$1280万 +3% 8.81% 117% 83 26.51% 2.1
TA Associates
2018
TA Associates
Massachusetts
$4.63億 -$1.94億 -30% 1.06% – 4 75% 0.8
Windham Capital Management
2019
Windham Capital Management
Massachusetts
$4.62億 +$2175万 +5% 4.9% 8.3% 34 26.47% 1.7
BBR Partners
2020
BBR Partners
New York
$4.62億 -$1.17億 -20% 5.85% 63.4% 87 31.03% 1.7
GWI
2021
Grace & White Inc
New York
$4.62億 -$282万 -0.6% 2.91% 61.5% 142 4.23% 3.2
De Burlo Group
2022
De Burlo Group
Massachusetts
$4.61億 +$5004万 +12% 11.8% 147% 112 24.11% 1.8
Strategy Asset Managers
2023
Strategy Asset Managers
California
$4.61億 +$348万 +0.8% 6.15% 115% 124 2.42% 2.3
Vestor Capital
2024
Vestor Capital
Illinois
$4.6億 +$8389万 +22% 5.26% 188% 162 46.3% 1.5
Signet Financial Management
2025
Signet Financial Management
New Jersey
$4.6億 +$4184万 +10% 4.68% 65.2% 214 22.9% 1.3