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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)
GPCM
2001
Greenbrier Partners Capital Management
Texas
$5.59億 +$3066万 +6% 7.39% 96.1% 17 11.76% 3.6
CapWealth Advisors
2002
CapWealth Advisors
Tennessee
$5.58億 +$4113万 +8% 2.56% 152% 111 10.81% 3.3
First Business Financial Services
2003
First Business Financial Services
Wisconsin
$5.58億 +$1981万 +4% 1.58% 74% 89 11.24% 1.9
Legato Capital Management
2004
Legato Capital Management
California
$5.58億 -$2929万 -5% 0.77% 243% 130 11.54% 0.8
Merit Financial Group
2005
Merit Financial Group
Georgia
$5.58億 +$4921万 +10% 1.56% 67.3% 122 17.21% 0.4
Summit Creek Advisors
2006
Summit Creek Advisors
Minnesota
$5.57億 +$699万 +1% 12.7% 68.8% 58 8.62% 2.5
Newport Asia
2007
Newport Asia
California
$5.57億 -$8994万 -14% 2.79% – 6 16.67% 3
Jacobs Asset Management
2008
Jacobs Asset Management
New York
$5.57億 +$1676万 +3% 3.2% 114% 61 27.87% 1.8
SeaCrest Wealth Management
2009
SeaCrest Wealth Management
New York
$5.55億 +$980万 +2% 3.58% 153% 2,389 8.87% 0.5
Transform Wealth
2010
Transform Wealth
Colorado
$5.53億 +$2673万 +5% 4.54% 48.4% 243 14.4% 0.9
JMH
2011
J.M. Hartwell
New York
$5.53億 +$1910万 +4% 8.91% 72.2% 91 19.78% 2.9
Howe & Rusling
2012
Howe & Rusling
New York
$5.52億 +$7.7万 +0% 1.49% 82% 1,017 25.66% 2.5
Jacobs & Co
2013
Jacobs & Co
California
$5.52億 +$1075万 +2% 3.78% 105% 126 6.35% 4
First Reserve GP XI
2014
First Reserve GP XI
Connecticut
$5.52億 +$1.07億 +24% 24% 26.4% 1 0% 4.5
OIM
2015
Opus Investment Management
Massachusetts
$5.52億 +$719万 +1% 1.11% 52.8% 95 5.26% 3.2
Griffin Asset Management
2016
Griffin Asset Management
New York
$5.51億 +$167万 +0.3% 2.95% 80.7% 213 7.51% 2.3
PM Capital
2017
PM Capital
Australia
$5.51億 -$369万 -0.7% 2.02% 105% 25 4% 2.7
AH
2018
Allen Holding
New York
$5.51億 -$342万 -0.6% 0.42% 135% 10 0% 3.7
Granite Investment Advisors
2019
Granite Investment Advisors
New Hampshire
$5.49億 +$396万 +0.7% 1.48% 55.6% 175 9.14% 2.4
Thompson Investment Management
2020
Thompson Investment Management
Wisconsin
$5.48億 +$1108万 +2% 3.29% 100% 192 11.98% 3.5
Tokio Marine Asset Management
2021
Tokio Marine Asset Management
Japan
$5.46億 -$2123万 -4% 6.95% 129% 278 28.42% 3.1
Cadinha & Co
2022
Cadinha & Co
Hawaii
$5.46億 +$5080万 +10% 1.33% 132% 136 12.5% 3.2
Peconic Partners
2023
Peconic Partners
New York
$5.45億 +$2771万 +5% 3.32% 300% 55 34.55% 1.5
Quantitative Systematic Strategies
2024
Quantitative Systematic Strategies
Florida
$5.45億 +$7428万 +16% 4.28% 133% 883 62.17% 0.4
MCTIC
2025
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$5.45億 +$806万 +2% 5.24% 38.8% 99 6.06% 3.7