で公開中です! 詳しく見る

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)
Mirova
2001
Mirova
France
$8.39億 +$6091万 +8% 0.67% 64.6% 171 8.19% 1.2
AGF Investments LLC
2002
AGF Investments LLC
Ontario, Canada
$8.36億 -$603万 -0.7% 6.18% 28.5% 539 26.35% 1.9
Easterly Investment Partners
2003
Easterly Investment Partners
Massachusetts
$8.35億 +$1.12億 +16% 13.1% 57.6% 212 52.36% 0.5
III Capital Management
2004
III Capital Management
Florida
$8.35億 +$4438万 +6% 0.03% 28.7% 157 66.88% 0.2
Foresite Capital Management IV
2005
Foresite Capital Management IV
California
$8.35億 -$8578万 -9% 16% 151% 15 26.67% 0.6
MFP
2006
Michael F. Price
$8.35億 +$1.86億 +29% 22.1% 42.6% 143 22.38% 2.7
Connectus Wealth
2007
Connectus Wealth
Ohio
$8.34億 – – 1.45% 37.8% 33 – 0
BRR OpCo
2008
BRR OpCo
Ohio
$8.34億 +$1.55億 +23% 9.09% 23.6% 231 25.97% 2.6
Wellesley Asset Management
2009
Wellesley Asset Management
New Hampshire
$8.34億 -$3039万 -4% 0% 0% 31 0% 1.1
GM Advisory Group
2010
GM Advisory Group
New York
$8.34億 +$8708万 +12% 7.61% 53.6% 207 20.77% 1.6
AL
2011
Arnhold LLC
New York
$8.34億 +$6164万 +8% 5.8% 164% 148 16.22% 2.1
Cardan Capital Partners
2012
Cardan Capital Partners
Colorado
$8.33億 +$2224万 +3% 2.27% 64% 274 30.66% 1.7
Gratus Capital
2013
Gratus Capital
Georgia
$8.32億 +$8494万 +11% 8.14% 51.4% 202 19.8% 3.2
Beese Fulmer Investment Management
2014
Beese Fulmer Investment Management
Ohio
$8.32億 +$4966万 +6% 6.98% 124% 226 7.96% 4.1
Longfellow Investment Management
2015
Longfellow Investment Management
Massachusetts
$8.32億 +$434万 +0.5% 6.51% 45.9% 617 34.04% 0.2
AdamCapital Gestao de Recursos
2016
AdamCapital Gestao de Recursos
Brazil
$8.32億 -$9501万 -10% 11.5% 10.7% 18 11.11% 1.4
Gerber Kawasaki Wealth & Investment Management
2017
Gerber Kawasaki Wealth & Investment Management
California
$8.32億 +$1.1億 +15% 2.87% 102% 236 27.54% 1.4
Transcend Capital Advisors
2018
Transcend Capital Advisors
New Jersey
$8.32億 +$7060万 +9% 5.06% 71.6% 434 18.2% 0.5
WDA
2019
Wendell David Associates
New Hampshire
$8.31億 +$1307万 +2% 2.08% 58.7% 153 3.92% 5.6
Novare Capital Management
2020
Novare Capital Management
North Carolina
$8.31億 +$6307万 +8% 5.99% 76.5% 163 17.79% 3.2
Resource Management
2021
Resource Management
Louisiana
$8.31億 +$9881万 +13% 11.1% 82.7% 191 14.66% 2
Kimmeridge Energy Management
2022
Kimmeridge Energy Management
New York
$8.3億 +$7.06億 +570% 80.3% 19.7% 6 50% 0.3
Bangor Savings Bank
2023
Bangor Savings Bank
Maine
$8.29億 +$7072万 +9% 4.97% 54.6% 192 8.85% 4.3
Ellevest Inc
2024
Ellevest Inc
New York
$8.29億 +$1.45億 +21% 4.76% 82.6% 1,429 17.07% 1
Sage Rock Capital Management
2025
Sage Rock Capital Management
New York
$8.28億 +$2.25億 +37% 4.39% 13% 269 75.46% 0.1