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
Pure Financial Advisors
San Diego,
California
| $4.93億 | +$3577万 | +8% | 9.8% | 47.2% | 153 | 15.03% | 0.2 |
|
| 2002 |
2002
YCG LLC
Austin,
Texas
| $4.93億 | -$1028万 | -2% | 10.5% | 27% | 37 | 2.7% | 3.7 |
|
| 2003 |
2003
One Capital Management
Westlake Village,
California
| $4.93億 | -$6031万 | -11% | 10.2% | 50.5% | 185 | 16.22% | 3 |
|
| 2004 |
2004
Mount Yale Investment Advisors
Denver,
Colorado
| $4.92億 | -$8025万 | -14% | 14.3% | 81.9% | 960 | 69.48% | 0.7 |
|
| 2005 |
2005
First Nebraska Trust
Lincoln,
Nebraska
| $4.92億 | -$9837万 | -17% | 11% | 67.9% | 145 | 10.34% | 3.8 |
|
| 2006 |
2006
Ironvine Capital Partners
Omaha,
Nebraska
| $4.91億 | +$174万 | +0.4% | 11.5% | 58.8% | 62 | 8.06% | 0.9 |
|
| 2007 |
2007
Jag Capital Management
St Louis,
Missouri
| $4.91億 | -$1.2億 | -20% | 9.67% | 230% | 111 | 26.13% | 2.7 |
|
| 2008 |
2008
Barometer Capital Management
Toronto,
Ontario, Canada
| $4.91億 | -$7.96億 | -62% | 4.99% | 339% | 194 | 74.74% | 0.4 |
|
| 2009 |
2009
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $4.9億 | -$2.19億 | -31% | 13.3% | 119% | 166 | 24.1% | 2.5 |
|
| 2010 |
2010
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $4.9億 | -$1.04億 | -18% | 9.83% | 87.2% | 130 | 10% | 3.8 |
|
| 2011 |
2011
Legato Capital Management
San Francisco,
California
| $4.89億 | -$2548万 | -5% | 1.25% | 243% | 179 | 35.2% | 0.8 |
|
| 2012 |
2012
Guinness Asset Management
London,
United Kingdom
| $4.89億 | -$6376万 | -12% | 13.9% | 73.9% | 106 | 7.55% | 3.2 |
|
| 2013 |
2013
HoyleCohen
San Diego,
California
| $4.89億 | -$4090万 | -8% | 12.4% | 46.1% | 176 | 13.07% | 0.9 |
|
| 2014 |
2014
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $4.89億 | -$4620万 | -9% | 7.87% | 48.1% | 53 | 22.64% | 3 |
|
| 2015 |
3C
2015
361 Capital
Denver,
Colorado
| $4.89億 | +$2866万 | +6% | 14% | 118% | 460 | 65.22% | 0.3 |
|
| 2016 |
2016
Freshford Capital Management
Rye Brook,
New York
| $4.89億 | -$1.35億 | -22% | 18.2% | 97.3% | 26 | 46.15% | 1.1 |
|
| 2017 |
BCM
2017
Bayesian Capital Management
Brooklyn,
New York
| $4.88億 | -$1.22億 | -20% | 13.5% | 107% | 885 | 64.52% | 0.2 |
|
| 2018 |
2018
Stearns Financial Services Group
Greensboro,
North Carolina
| $4.88億 | +$4434万 | +10% | 9.25% | 26.1% | 191 | 17.8% | 3.1 |
|
| 2019 |
2019
Basso Capital Management
Stamford,
Connecticut
| $4.88億 | +$3629万 | +8% | 0.46% | 85.5% | 215 | 38.6% | 0.5 |
|
| 2020 |
2020
Gratus Capital
Atlanta,
Georgia
| $4.87億 | -$2.42億 | -33% | 11% | 51.4% | 194 | 18.04% | 2.3 |
|
| 2021 |
2021
Thomasville National Bank
Thomasville,
Georgia
| $4.87億 | -$1.36億 | -22% | 8.79% | – | 198 | 9.6% | 2.5 |
|
| 2022 |
2022
Stewart & Patten Company
Lafayette,
California
| $4.87億 | -$5898万 | -11% | 10.1% | 27.5% | 94 | 7.45% | 4.5 |
|
| 2023 |
TAM
2023
Telemark Asset Management
Boston,
Massachusetts
| $4.87億 | -$3.16億 | -39% | 11.4% | 329% | 45 | 60% | 1.2 |
|
| 2024 |
2024
Bangor Savings Bank
Bangor,
Maine
| $4.86億 | -$5331万 | -10% | 9.5% | 54.6% | 168 | 7.74% | 3.6 |
|
| 2025 |
2025
Transform Wealth
Greenwood Village,
Colorado
| $4.86億 | -$9048万 | -16% | 12.8% | 48.4% | 210 | 20.95% | 1.3 |
|