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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)
Phillips Financial Management
2001
Phillips Financial Management
Indiana
$5.69億 +$2268万 +4% 0.89% 45.6% 79 7.59% 4.4
MGM
2002
Miura Global Management
New York
$5.68億 -$4980万 -8% 2.82% 375% 35 48.57% 0.5
Northcape Capital
2003
Northcape Capital
Australia
$5.67億 +$1599万 +3% 0.81% – 19 21.05% 1.9
CWM
2004
Cornerstone Wealth Management
Missouri
$5.67億 +$1009万 +2% 1.86% 69.8% 379 14.25% 2.1
Canandaigua National Bank & Trust
2005
Canandaigua National Bank & Trust
New York
$5.67億 +$2369万 +4% 2.23% – 298 10.74% 3.5
PM Capital
2006
PM Capital
Australia
$5.67億 -$2833万 -5% 3.28% 105% 25 4% 3
JC
2007
Joho Capital
New York
$5.66億 -$8680万 -13% 5.71% 80.2% 13 23.08% 1.4
Stearns Financial Services Group
2008
Stearns Financial Services Group
North Carolina
$5.66億 +$1854万 +3% 0.99% 26.1% 190 15.79% 3.6
Clearwater Capital Advisors
2009
Clearwater Capital Advisors
Illinois
$5.66億 +$1536万 +3% 0.3% 44.7% 185 7.03% 2.5
Petrus Trust Company
2010
Petrus Trust Company
Texas
$5.65億 +$111万 +0.2% 0.01% 36.9% 391 62.15% 0.8
Matrix Asset Advisors
2011
Matrix Asset Advisors
New York
$5.65億 +$117万 +0.2% 2.1% 84.9% 76 11.84% 4
Colonial Trust Advisors
2012
Colonial Trust Advisors
South Carolina
$5.65億 +$1288万 +2% 2.6% 80% 164 7.32% 3.9
Cortland Associates
2013
Cortland Associates
Missouri
$5.65億 -$6704万 -11% 0.13% 57.1% 57 12.28% 3.8
Private Capital Group
2014
Private Capital Group
Connecticut
$5.64億 +$1.26億 +29% 1.05% 30.1% 2,782 30.84% 1.3
Transform Wealth
2015
Transform Wealth
Colorado
$5.63億 -$1.17億 -17% 1.72% 48.4% 240 16.67% 1.4
Tygh Capital Management
2016
Tygh Capital Management
Oregon
$5.63億 -$2545万 -4% 2.73% 251% 96 37.5% 1.3
Marble Harbor Investment Counsel
2017
Marble Harbor Investment Counsel
Massachusetts
$5.63億 -$1555万 -3% 1.94% 66.7% 153 7.84% 4.7
FBP
2018
Flippin Bruce & Porter
Virginia
$5.62億 -$702万 -1% 1.82% 44.4% 80 3.75% 4.7
Ally Financial
2019
Ally Financial
Michigan
$5.62億 -$1960万 -3% 0.68% 9.35% 115 24.35% 1.8
Nachman Norwood & Parrott
2020
Nachman Norwood & Parrott
South Carolina
$5.62億 +$599万 +1% 1.76% – 246 7.32% 0.7
CDAM (UK)
2021
CDAM (UK)
United Kingdom
$5.61億 +$4794万 +9% 1.54% 7.89% 17 23.53% 1
Marathon Trading Investment Management
2022
Marathon Trading Investment Management
Pennsylvania
$5.61億 -$5.53億 -50% 0.51% 143% 269 51.67% 1
Arosa Capital Management
2023
Arosa Capital Management
Florida
$5.61億 -$7244万 -11% 8.1% 536% 75 54.67% 0.5
TFG Asset Management
2024
TFG Asset Management
Cayman Islands
$5.61億 -$1.28億 -19% 1.3% 72.1% 62 43.55% 0.9
JC
2025
JBF Capital
Colorado
$5.61億 +$1033万 +2% 0.76% 93.6% 96 36.46% 1.2