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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)
Pure Financial Advisors
2001
Pure Financial Advisors
California
$4.93億 +$3577万 +8% 9.8% 47.2% 153 15.03% 0.2
YCG LLC
2002
YCG LLC
Texas
$4.93億 -$1028万 -2% 10.5% 27% 37 2.7% 3.7
One Capital Management
2003
One Capital Management
California
$4.93億 -$6031万 -11% 10.2% 50.5% 185 16.22% 3
Mount Yale Investment Advisors
2004
Mount Yale Investment Advisors
Colorado
$4.92億 -$8025万 -14% 14.3% 81.9% 960 69.48% 0.7
First Nebraska Trust
2005
First Nebraska Trust
Nebraska
$4.92億 -$9837万 -17% 11% 67.9% 145 10.34% 3.8
Ironvine Capital Partners
2006
Ironvine Capital Partners
Nebraska
$4.91億 +$174万 +0.4% 11.5% 58.8% 62 8.06% 0.9
Jag Capital Management
2007
Jag Capital Management
Missouri
$4.91億 -$1.2億 -20% 9.67% 230% 111 26.13% 2.7
Barometer Capital Management
2008
Barometer Capital Management
Ontario, Canada
$4.91億 -$7.96億 -62% 4.99% 339% 194 74.74% 0.4
Bank Pictet & Cie (Europe)
2009
Bank Pictet & Cie (Europe)
Germany
$4.9億 -$2.19億 -31% 13.3% 119% 166 24.1% 2.5
Hemenway Trust Hemenway Trust
2010
Hemenway Trust Hemenway Trust
New Hampshire
$4.9億 -$1.04億 -18% 9.83% 87.2% 130 10% 3.8
Legato Capital Management
2011
Legato Capital Management
California
$4.89億 -$2548万 -5% 1.25% 243% 179 35.2% 0.8
Guinness Asset Management
2012
Guinness Asset Management
United Kingdom
$4.89億 -$6376万 -12% 13.9% 73.9% 106 7.55% 3.2
HoyleCohen
2013
HoyleCohen
California
$4.89億 -$4090万 -8% 12.4% 46.1% 176 13.07% 0.9
First Fiduciary Investment Counsel
2014
First Fiduciary Investment Counsel
Ohio
$4.89億 -$4620万 -9% 7.87% 48.1% 53 22.64% 3
3C
2015
361 Capital
Colorado
$4.89億 +$2866万 +6% 14% 118% 460 65.22% 0.3
Freshford Capital Management
2016
Freshford Capital Management
New York
$4.89億 -$1.35億 -22% 18.2% 97.3% 26 46.15% 1.1
BCM
2017
Bayesian Capital Management
New York
$4.88億 -$1.22億 -20% 13.5% 107% 885 64.52% 0.2
Stearns Financial Services Group
2018
Stearns Financial Services Group
North Carolina
$4.88億 +$4434万 +10% 9.25% 26.1% 191 17.8% 3.1
Basso Capital Management
2019
Basso Capital Management
Connecticut
$4.88億 +$3629万 +8% 0.46% 85.5% 215 38.6% 0.5
Gratus Capital
2020
Gratus Capital
Georgia
$4.87億 -$2.42億 -33% 11% 51.4% 194 18.04% 2.3
Thomasville National Bank
2021
Thomasville National Bank
Georgia
$4.87億 -$1.36億 -22% 8.79% – 198 9.6% 2.5
Stewart & Patten Company
2022
Stewart & Patten Company
California
$4.87億 -$5898万 -11% 10.1% 27.5% 94 7.45% 4.5
TAM
2023
Telemark Asset Management
Massachusetts
$4.87億 -$3.16億 -39% 11.4% 329% 45 60% 1.2
Bangor Savings Bank
2024
Bangor Savings Bank
Maine
$4.86億 -$5331万 -10% 9.5% 54.6% 168 7.74% 3.6
Transform Wealth
2025
Transform Wealth
Colorado
$4.86億 -$9048万 -16% 12.8% 48.4% 210 20.95% 1.3