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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)
Meridian Wealth Management
2001
Meridian Wealth Management
Kentucky
$9.15億 -$2150万 -2% 0.01% 117% 434 15.9% 1.9
Empowered Funds
2002
Empowered Funds
Pennsylvania
$9.15億 +$2809万 +3% 2.1% 127% 316 47.15% 0.5
Girard Partners
2003
Girard Partners
Pennsylvania
$9.14億 -$642万 -0.7% 5.53% 25.7% 268 11.94% 4
Wellington Shields Capital Management
2004
Wellington Shields Capital Management
New York
$9.14億 +$1.32億 +17% 4.5% 137% 358 32.12% 3.4
Covea Finance
2005
Covea Finance
France
$9.12億 -$2.29億 -20% 9.21% 129% 58 13.79% 0.2
Kintegral Advisory
2006
Kintegral Advisory
New York
$9.11億 -$5497万 -6% 6.35% 143% 268 2.61% 3
Jay A. Fishman Ltd
2007
Jay A. Fishman Ltd
Michigan
$9.08億 -$2828万 -3% 2.54% 119% 99 9.09% 5.1
First Business Financial Services
2008
First Business Financial Services
Wisconsin
$9.04億 -$4064万 -4% 5.39% 80.9% 180 10.56% 2.9
Baker Tilly Wealth Management
2009
Baker Tilly Wealth Management
Wisconsin
$9.04億 -$2807万 -3% 5.6% 96.9% 576 18.92% 1
Mesirow Financial Investment Management - Fixed Income
2010
Mesirow Financial Investment Management - Fixed Income
Illinois
$9.03億 -$461万 -0.5% 7.59% 26.9% 152 30.92% 1.2
Jacobs & Co
2011
Jacobs & Co
California
$9.03億 -$6127万 -6% 4.64% 105% 129 8.53% 5.8
JTC Employer Solutions Trustee
2012
JTC Employer Solutions Trustee
Jersey
$9.03億 +$9345万 +12% 1.62% 88.7% 314 3.18% 0.7
Conservest Capital Advisors
2013
Conservest Capital Advisors
Pennsylvania
$9.03億 -$3078万 -3% 5.49% 58.6% 97 15.46% 3.3
Cypress Funds
2014
Cypress Funds
California
$9.03億 -$3.18億 -26% 13.3% 100% 17 11.76% 2.2
SRFM
2015
Shannon River Fund Management
New York
$9.01億 -$8442万 -9% 13.4% 554% 56 33.93% 0.9
SNS Financial Group
2016
SNS Financial Group
Minnesota
$9.01億 -$3561万 -4% 3.72% 54.2% 259 18.92% 3.4
Oak Ridge Investments
2017
Oak Ridge Investments
Illinois
$9億 -$2.84億 -24% 7.44% 208% 176 15.91% 3.3
ORIX Corp
2018
ORIX Corp
Japan
$8.99億 +$2780万 +3% 3.19% 11.7% 1 0% 4.3
Mirabella Financial Services
2019
Mirabella Financial Services
United Kingdom
$8.99億 -$8637万 -9% 3.21% 86.2% 740 78.24% 0.1
WDA
2020
Wendell David Associates
New Hampshire
$8.98億 -$9038万 -9% 5.91% 58.7% 156 2.56% 6.3
Montag & Caldwell
2021
Montag & Caldwell
Georgia
$8.98億 -$1.39億 -13% 11.3% 91.3% 76 9.21% 4.2
Asset Dedication LLC
2022
Asset Dedication LLC
California
$8.98億 +$6750万 +8% 3.29% 67.8% 1,077 16.34% 2.5
Condor Capital Management
2023
Condor Capital Management
New Jersey
$8.97億 -$3644万 -4% 5.11% 58.2% 491 24.24% 2.1
Asset Advisors Investment Management
2024
Asset Advisors Investment Management
Georgia
$8.97億 -$9557万 -10% 5.16% 67.5% 98 14.29% 2.8
Chai Trust Company
2025
Chai Trust Company
Illinois
$8.97億 -$7450万 -8% 1.27% 12.7% 39 28.21% 3