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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)
Estate Counselors
2001
Estate Counselors
Wisconsin
$6.44億 +$1861万 +3% 4.33% 60% 163 31.9% 1.8
Nicolet Advisory Services
2002
Nicolet Advisory Services
Wisconsin
$6.44億 -$727万 -1% 6.25% 62.7% 217 21.2% 1.2
Manchester Capital Management
2003
Manchester Capital Management
Vermont
$6.43億 -$8587万 -12% 19.4% 86.7% 719 32.68% 3.8
NAM
2004
North American Management
Massachusetts
$6.42億 +$2727万 +4% 8.47% 61.7% 108 3.7% 5
USAdvisors Wealth Management
2005
USAdvisors Wealth Management
Minnesota
$6.41億 +$4.53億 +241% 2.46% 59.6% 72 8.33% 1
First Midwest Bank Trust Division
2006
First Midwest Bank Trust Division
Illinois
$6.4億 +$2680万 +4% 8.87% 107% 377 15.65% 4.1
Harvey Investment Company
2007
Harvey Investment Company
Kentucky
$6.4億 +$5006万 +8% 10% 56.4% 89 6.74% 5.2
Gratus Capital
2008
Gratus Capital
Georgia
$6.39億 +$4613万 +8% 7.57% 51.4% 183 19.67% 3
Phillips Financial Management
2009
Phillips Financial Management
Indiana
$6.39億 +$2818万 +5% 4% 45.6% 87 8.05% 4.6
Stearns Financial Services Group
2010
Stearns Financial Services Group
North Carolina
$6.39億 +$226万 +0.4% 5.44% 26.1% 216 11.57% 3.5
RGREA
2011
Ranger Global Real Estate Advisors
Colorado
$6.38億 +$1.4億 +28% 1.54% 18% 34 23.53% 1.5
Roundview Capital
2012
Roundview Capital
New Jersey
$6.37億 +$4860万 +8% 8.96% 86.4% 248 9.68% 3.8
SNS Financial Group
2013
SNS Financial Group
Minnesota
$6.37億 +$8561万 +16% 7.1% 54.2% 224 19.2% 2.8
Colonial Trust Advisors
2014
Colonial Trust Advisors
South Carolina
$6.36億 +$5027万 +9% 10.7% 90.7% 158 8.23% 4.3
ARS Investment Partners
2015
ARS Investment Partners
New York
$6.36億 +$1.05億 +20% 10.6% 266% 118 45.76% 1.9
Clearwater Capital Advisors
2016
Clearwater Capital Advisors
Illinois
$6.36億 +$3807万 +6% 4.88% 49.7% 142 5.63% 3.2
Lavaca Capital
2017
Lavaca Capital
Texas
$6.36億 +$3.22億 +102% 8.45% 46.5% 123 45.53% 0.8
CCMP Capital
2018
CCMP Capital
New York
$6.36億 -$1.85億 -23% 22.5% 12.3% 1 0% 3
FJ Capital Management
2019
FJ Capital Management
Virginia
$6.36億 -$917万 -1% 5.86% 97.9% 100 41% 1.7
AP
2020
Archon Partners
New Jersey
$6.36億 +$8524万 +15% 15.3% 99.5% 56 19.64% 3.5
HighTower Trust
2021
HighTower Trust
Texas
$6.35億 -$2149万 -3% 2.28% 90.4% 115 12.17% 3.3
Dakota Wealth Management
2022
Dakota Wealth Management
Florida
$6.35億 +$5010万 +9% 8.86% 112% 312 17.63% 1.9
Engle Capital Management
2023
Engle Capital Management
Connecticut
$6.34億 +$1394万 +2% 14.6% 398% 29 51.72% 0.7
Wedgewood Partners
2024
Wedgewood Partners
Missouri
$6.32億 +$4212万 +7% 9.99% 78.1% 39 12.82% 3.4
BerganKDV Wealth Management
2025
BerganKDV Wealth Management
Minnesota
$6.32億 +$4816万 +8% 5.82% 27.9% 1,048 15.17% 1.7