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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)
SPX Gestao de Recursos
2001
SPX Gestao de Recursos
Brazil
$5.89億 +$3187万 +6% 27.6% 98.1% 69 78.26% 0.2
Roundview Capital
2002
Roundview Capital
New Jersey
$5.89億 +$1.16億 +24% 18.4% 77.7% 242 13.22% 3.7
Lannebo Fonder
2003
Lannebo Fonder
Sweden
$5.88億 +$2.32億 +65% 31.5% 49.8% 37 8.11% 2.5
QVT Financial
2004
QVT Financial
New York
$5.88億 +$1.6億 +37% 17.8% 267% 55 27.27% 1.9
Cadinha & Co
2005
Cadinha & Co
Hawaii
$5.88億 +$2.11億 +56% 19.1% 132% 98 16.33% 4.4
Fragasso Financial Advisors
2006
Fragasso Financial Advisors
Pennsylvania
$5.88億 +$1.47億 +33% 16.7% 73.7% 130 20.77% 2.9
CC
2007
Cornerstone Capital
California
$5.87億 +$1.06億 +22% 21% 91.2% 79 15.19% 4.2
CCM Investment Advisers
2008
CCM Investment Advisers
South Carolina
$5.87億 +$8618万 +17% 17.6% 170% 66 9.09% 3.4
Woodstock Corp
2009
Woodstock Corp
Massachusetts
$5.87億 +$9586万 +20% 21.6% 115% 163 6.13% 5.1
Colonial Trust Advisors
2010
Colonial Trust Advisors
South Carolina
$5.86億 +$1.08億 +23% 20.2% 80% 153 9.15% 4.4
NewSquare Capital
2011
NewSquare Capital
Pennsylvania
$5.86億 +$4568万 +8% 12.9% 76.5% 470 38.09% 2.1
OCM
2012
Opti Capital Management
New York
$5.85億 +$9724万 +20% 0% 0.01% 31 0% 0.3
Dakota Wealth Management
2013
Dakota Wealth Management
Florida
$5.84億 +$1.26億 +28% 18.3% 112% 293 19.11% 1.8
Adell Harriman & Carpenter
2014
Adell Harriman & Carpenter
Texas
$5.84億 +$1.12億 +24% 23.7% 176% 132 8.33% 4.6
RP
2015
RR Partners
New York
$5.84億 +$8010万 +16% 21.9% 73.3% 20 0% 3.1
BerganKDV Wealth Management
2016
BerganKDV Wealth Management
Minnesota
$5.84億 +$9565万 +20% 14.7% 27.9% 1,146 26.7% 1.5
Transform Wealth
2017
Transform Wealth
Colorado
$5.84億 +$1.15億 +24% 21.5% 48.4% 242 22.31% 1.7
RKL Wealth Management
2018
RKL Wealth Management
Pennsylvania
$5.83億 +$1.05億 +22% 17.8% 76.8% 116 11.21% 3.9
SFG
2019
Sather Financial Group
Texas
$5.83億 +$7200万 +14% 18% 70% 61 36.07% 3.3
CRCP
2020
Copper Rock Capital Partners
Massachusetts
$5.82億 – – 23.5% – 56 – 0.9
Odey Asset Management Group
2021
Odey Asset Management Group
United Kingdom
$5.82億 -$1958万 -3% 31.1% 259% 115 50.43% 1.3
Gladius Capital Management
2022
Gladius Capital Management
Illinois
$5.79億 -$3.71億 -39% 19.7% 78% 127 93.7% 1.5
BRR OpCo
2023
BRR OpCo
Ohio
$5.79億 +$5618万 +11% 14.4% 23.6% 190 18.42% 2.9
SeaCrest Wealth Management
2024
SeaCrest Wealth Management
New York
$5.79億 +$1.13億 +24% 23.6% 153% 590 20.17% 1.8
TrustCore Financial Services
2025
TrustCore Financial Services
Tennessee
$5.78億 +$1.34億 +30% 18.1% 28.3% 1,000 18.3% 1.4