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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)
W.R. Berkley Corp
2001
W.R. Berkley Corp
Connecticut
$5.84億 +$1.11億 +23% 6% 38.7% 146 58.9% 0.4
CWA Asset Management Group
2002
CWA Asset Management Group
Florida
$5.84億 +$6526万 +13% 4.43% – 251 18.33% 1.7
Adams Natural Resources Fund
2003
Adams Natural Resources Fund
Maryland
$5.83億 -$670万 -1% 0.34% 50.6% 63 9.52% 2.5
Munro Partners
2004
Munro Partners
Australia
$5.83億 -$8674万 -13% 6% 350% 36 33.33% 0.5
Salesforce Inc
2005
Salesforce Inc
California
$5.82億 +$1.39億 +31% 20.8% 33.9% 6 33.33% 0.8
Ally Financial
2006
Ally Financial
Michigan
$5.82億 +$5728万 +11% 1.25% 9.35% 115 22.61% 1.8
Randolph Company
2007
Randolph Company
Ohio
$5.82億 +$7152万 +14% 5.95% 120% 52 36.54% 1.1
Trek Financial
2008
Trek Financial
Arizona
$5.81億 +$2697万 +5% 3.36% 144% 144 27.08% 0.3
Greenwich Wealth Management
2009
Greenwich Wealth Management
Connecticut
$5.81億 +$1471万 +3% 2.43% 198% 213 18.78% 3.2
Brouwer & Janachowski
2010
Brouwer & Janachowski
California
$5.81億 +$1904万 +3% 3.03% 41.8% 50 4% 3.4
Bank Pictet & Cie (Europe)
2011
Bank Pictet & Cie (Europe)
Germany
$5.8億 -$505万 -0.9% 4.09% 119% 175 20% 2.2
Marble Harbor Investment Counsel
2012
Marble Harbor Investment Counsel
Massachusetts
$5.79億 +$1670万 +3% 3.09% 66.7% 153 7.19% 4.4
Howe & Rusling
2013
Howe & Rusling
New York
$5.79億 +$124万 +0.2% 1.8% 82% 911 19.43% 2.9
Jefferies Financial Group
2014
Jefferies Financial Group
New York
$5.78億 -$4.25億 -42% 4.4% 135% 51 82.35% 0.8
Thomasville National Bank
2015
Thomasville National Bank
Georgia
$5.77億 +$3537万 +7% 4.89% – 198 8.08% 2.8
Resource Management
2016
Resource Management
Louisiana
$5.77億 +$2116万 +4% 2.4% 82.7% 148 12.84% 1.2
HoyleCohen
2017
HoyleCohen
California
$5.76億 +$902万 +2% 3.76% 46.1% 186 5.91% 1.2
CCMD
2018
Cypress Capital Management (Delaware)
Delaware
$5.76億 +$3488万 +6% 2.09% 25.6% 162 8.02% 2.4
First Business Financial Services
2019
First Business Financial Services
Wisconsin
$5.76億 +$1462万 +3% 3.25% 74% 120 15% 2.1
Global Alpha Capital Management
2020
Global Alpha Capital Management
Quebec, Canada
$5.75億 +$5092万 +10% 6.63% 80.4% 40 12.5% 2.5
NFAM
2021
North Fourth Asset Management
New Jersey
$5.74億 +$1.21億 +27% 7.85% 104% 90 83.33% 0.1
Lenox Wealth Advisors
2022
Lenox Wealth Advisors
New York
$5.73億 +$4018万 +8% 2.25% 35.7% 687 48.03% 1.5
Woodstock Corp
2023
Woodstock Corp
Massachusetts
$5.73億 +$1461万 +3% 4.34% 115% 164 1.83% 4.6
Efficient Advisors
2024
Efficient Advisors
Ohio
$5.73億 +$63.9万 +0.1% 1.13% 30.6% 50 2% 4.2
Tokio Marine Asset Management
2025
Tokio Marine Asset Management
Japan
$5.72億 +$3360万 +6% 7.56% 129% 246 26.42% 3.1