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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

すべてのファンドマネージャー
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）
BDO Wealth Advisors
2001
BDO Wealth Advisors
Florida
$9.08億 +$511万 +0.6% 0.88% 38.3% 1,168 10.45% 1.8
MIM
2002
Marco Investment Management
Georgia
$9.07億 +$4690万 +5% 0.95% 127% 221 9.5% 4.8
Roundview Capital
2003
Roundview Capital
New Jersey
$9.07億 +$1101万 +1% 0.45% 77.7% 292 8.56% 3.8
Arete Wealth Advisors
2004
Arete Wealth Advisors
Illinois
$9.07億 +$1.94億 +27% 0.94% 85.3% 455 25.27% 2.2
Dymon Asia Capital (Singapore)
2005
Dymon Asia Capital (Singapore)
Singapore
$9.07億 -$4404万 -5% 8.86% 268% 147 76.19% 0.1
CI
2006
CPMG Inc
Texas
$9.07億 +$3.02億 +50% 14.4% 878% 5 20% 2.4
Trigran Investments
2007
Trigran Investments
Illinois
$9.06億 -$71.8万 -0.1% 1.19% 30.2% 20 0% 3.2
Executive Wealth Management
2008
Executive Wealth Management
Michigan
$9.06億 -$613万 -0.7% 0.08% 18.4% 197 9.14% 1.7
Caxton Associates (New York)
2009
Caxton Associates (New York)
New York
$9.05億 -$665万 -0.7% 6.07% 73.9% 657 64.08% 0.2
PFG Advisors
2010
PFG Advisors
Arizona
$9.04億 +$2981万 +3% 0.41% 82.7% 525 12.95% 1.7
Petrus Trust Company
2011
Petrus Trust Company
Texas
$9.03億 -$4394万 -5% 1.53% 36.9% 114 56.14% 2.3
TCV Trust & Wealth Management
2012
TCV Trust & Wealth Management
Virginia
$9.02億 -$1359万 -1% 0.75% 75.3% 199 9.05% 5
SFMG Wealth Advisors
2013
SFMG Wealth Advisors
Texas
$9.01億 +$114万 +0.1% 0.91% 76.1% 282 14.18% 2.5
Baldwin Wealth Partners
2014
Baldwin Wealth Partners
Massachusetts
$9.01億 -$1404万 -2% 1.78% 94.5% 685 8.61% 3.5
Novare Capital Management
2015
Novare Capital Management
North Carolina
$9.01億 +$604万 +0.7% 0.48% 76.5% 165 15.15% 3.7
Global Alpha Capital Management
2016
Global Alpha Capital Management
Quebec, Canada
$9億 -$2204万 -2% 2.59% 80.4% 36 8.33% 3.8
McAdam LLC
2017
McAdam LLC
Pennsylvania
$9億 +$1885万 +2% 0.61% 65.4% 185 7.57% 1.9
Common Fund For Nonprofit Organizations
2018
Common Fund For Nonprofit Organizations
Connecticut
$9億 -$8000万 -8% 0.14% 70.8% 11 27.27% 0.6
Endurance Wealth Management
2019
Endurance Wealth Management
Rhode Island
$8.99億 -$256万 -0.3% 0.33% 59% 664 5.57% 4.2
Eagle Ridge Investment Management
2020
Eagle Ridge Investment Management
Connecticut
$8.98億 +$3588万 +4% 0.32% 28.2% 149 10.74% 4
Capital Asset Advisory Services
2021
Capital Asset Advisory Services
Michigan
$8.98億 -$1348万 -1% 0.71% 51% 761 11.04% 1.5
WDA
2022
Wendell David Associates
New Hampshire
$8.97億 +$360万 +0.4% 0.76% 58.7% 157 5.1% 5.9
EMG Holdings
2023
EMG Holdings
Connecticut
$8.97億 – – 1.22% 4.17% 199 – 0
Asset Advisors Investment Management
2024
Asset Advisors Investment Management
Georgia
$8.97億 -$716万 -0.8% 1.04% 67.5% 100 15% 2.5
TruWealth Advisors
2025
TruWealth Advisors
Louisiana
$8.97億 +$4398万 +5% 0.11% 56.3% 121 7.44% 0.7
79 80
81
82 83