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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)
Baker Tilly Wealth Management
2001
Baker Tilly Wealth Management
Wisconsin
$7.62億 -$1.41億 -16% 15.5% 96.9% 543 14.36% 1.2
First Nebraska Trust
2002
First Nebraska Trust
Nebraska
$7.62億 -$8203万 -10% 8.91% 67.9% 180 11.11% 5.4
Desjardins Global Asset Management
2003
Desjardins Global Asset Management
Quebec, Canada
$7.62億 -$3.87億 -34% 13.5% – 511 18.98% 0.4
Bath Savings Trust
2004
Bath Savings Trust
Maine
$7.61億 -$1.15億 -13% 11.6% 57.8% 160 8.13% 5.5
Y-Intercept (HK)
2005
Y-Intercept (HK)
Hong Kong
$7.61億 +$3.24億 +74% 20.6% 41.6% 1,302 82.8% 0.1
ICM
2006
Indaba Capital Management
California
$7.6億 -$1.23億 -14% 20.6% 66.7% 50 14% 0.9
Maple Capital Management
2007
Maple Capital Management
Vermont
$7.59億 -$9276万 -11% 14% 100% 105 16.19% 5.3
Leith Wheeler Investment Counsel
2008
Leith Wheeler Investment Counsel
British Columbia, Canada
$7.58億 +$8802万 +13% 15.5% 52.3% 59 20.34% 1.8
Kovack Advisors
2009
Kovack Advisors
Florida
$7.58億 -$2.16億 -22% 14.6% 118% 792 28.16% 2.7
Taiyo Life Insurance Company
2010
Taiyo Life Insurance Company
Japan
$7.58億 +$8934万 +13% 16.7% 90.5% 9 44.44% 2.1
Grassi Investment Management
2011
Grassi Investment Management
California
$7.57億 -$1.99億 -21% 17.1% 170% 140 13.57% 5.2
Sage Financial Group
2012
Sage Financial Group
Pennsylvania
$7.57億 -$1.02億 -12% 15.7% 62% 113 55.75% 2.7
Criteria Caixa
2013
Criteria Caixa
Spain
$7.56億 -$1.15億 -13% 13.2% 35.5% 52 34.62% 1.2
Hilltop Holdings
2014
Hilltop Holdings
Texas
$7.55億 -$1.33億 -15% 8.95% 96.7% 596 21.48% 3.1
Pictet North America Advisors
2015
Pictet North America Advisors
Switzerland
$7.55億 -$1.07億 -12% 12% 67.7% 153 24.84% 3.4
Greenwich Wealth Management
2016
Greenwich Wealth Management
Connecticut
$7.55億 -$2.24億 -23% 17.3% 198% 252 14.29% 4.1
Strategic Value Partners
2017
Strategic Value Partners
Connecticut
$7.55億 -$5.44億 -42% 17.8% – 5 0% 1.4
Lutz Financial Services
2018
Lutz Financial Services
Nebraska
$7.54億 -$5704万 -7% 10.5% 35.3% 70 18.57% 3.1
Inspire Investing
2019
Inspire Investing
Idaho
$7.54億 -$1.1億 -13% 13.1% 107% 807 7.93% 1.5
Clear Harbor Asset Management
2020
Clear Harbor Asset Management
Connecticut
$7.53億 -$1.26億 -14% 14.2% 98.6% 457 24.95% 3
Jacobi Capital Management
2021
Jacobi Capital Management
Pennsylvania
$7.52億 -$8525万 -10% 12.8% 76.6% 436 11.47% 4.5
Callahan Advisors
2022
Callahan Advisors
Texas
$7.51億 -$1.25億 -14% 12.2% 87.7% 152 9.21% 5.3
RWWM Inc
2023
RWWM Inc
California
$7.51億 -$1.43億 -16% 5.96% 40.6% 14 0% 4.8
Central Securities
2024
Central Securities
New York
$7.5億 -$1.91億 -20% 15.7% 90.2% 30 3.33% 5.8
Sound Income Strategies
2025
Sound Income Strategies
Florida
$7.5億 -$1.19億 -14% 11.6% 31.4% 985 8.32% 2.6