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
メガAUM
2,000億ドル超
AUMが大きい
100億〜2,000億ドル
中規模AUM
20億ドル~100億ドル
運用資産が少ない
2億5,000万ドル~20億ドル
小規模AUM
2億5,000万ドル未満
10%未満
20%未満
40%未満
60%未満
80%未満
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
Crestview Partners II
New York
| $7.3億 | -$1450万 | -2% | 1.72% | 157% | 3 | 0% | 3.9 |
|
| 2002 |
2002
Palisade Asset Management
Minneapolis,
Minnesota
| $7.29億 | -$4888万 | -6% | 5.89% | 61.8% | 180 | 6.11% | 6.6 |
|
| 2003 |
2003
StoneX Group
New York
| $7.29億 | -$8862万 | -11% | 4.65% | 85.2% | 820 | 43.05% | 2 |
|
| 2004 |
2004
Ionic Capital Management
New York
| $7.28億 | -$1.14億 | -13% | 23% | 163% | 543 | 33.89% | 0.6 |
|
| 2005 |
2005
ARS Investment Partners
New York
| $7.27億 | -$474万 | -0.6% | 4.35% | 260% | 193 | 29.02% | 2.1 |
|
| 2006 |
2006
Naples Global Advisors
Naples,
Florida
| $7.27億 | -$4400万 | -6% | 5.84% | 103% | 383 | 6.01% | 4.9 |
|
| 2007 |
2007
Summit Creek Advisors
Minneapolis,
Minnesota
| $7.26億 | -$5854万 | -7% | 0.96% | 68.8% | 73 | 5.48% | 3.2 |
|
| 2008 |
2008
Verdence Capital Advisors
Hunt Valley,
Maryland
| $7.25億 | -$4788万 | -6% | 5.01% | 97.1% | 553 | 14.29% | 2.3 |
|
| 2009 |
2009
Bernzott Capital Advisors
Camarillo,
California
| $7.25億 | -$1.8億 | -20% | 6.26% | 46.6% | 56 | 17.86% | 3.4 |
|
| 2010 |
2010
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $7.24億 | -$752万 | -1% | 5.08% | 44.7% | 162 | 11.11% | 3.9 |
|
| 2011 |
2011
Baldwin Wealth Partners
Marion,
Massachusetts
| $7.23億 | -$4790万 | -6% | 4.06% | 94.5% | 714 | 7.84% | 4.1 |
|
| 2012 |
2012
Cahaba Wealth Management
Atlanta,
Georgia
| $7.23億 | +$2250万 | +3% | 5.23% | 45.2% | 136 | 5.88% | 2.6 |
|
| 2013 |
2013
Kintegral Advisory
New York
| $7.21億 | -$5001万 | -6% | 5.51% | 143% | 268 | 3.36% | 3.5 |
|
| 2014 |
2014
TD Capital Management
Memphis,
Tennessee
| $7.21億 | -$1740万 | -2% | 4.34% | 40.5% | 371 | 77.36% | 1.3 |
|
| 2015 |
2015
ShawSpring Partners
Boston,
Massachusetts
| $7.2億 | +$1.56億 | +28% | 3.01% | 3.53% | 7 | 14.29% | 1.3 |
|
| 2016 |
2016
Sphera Funds Management
Tel Aviv,
Israel
| $7.2億 | -$2.14億 | -23% | 2.31% | 245% | 93 | 59.14% | 0.6 |
|
| 2017 |
2017
XML Financial
Bethesda,
Maryland
| $7.2億 | +$2.78億 | +63% | 6.36% | 69.5% | 327 | 32.72% | 1.5 |
|
| 2018 |
2018
Bath Savings Trust
Bath,
Maine
| $7.19億 | -$4185万 | -5% | 4.17% | 57.8% | 152 | 5.26% | 5.7 |
|
| 2019 |
2019
Clear Harbor Asset Management
Stamford,
Connecticut
| $7.18億 | -$3503万 | -5% | 2.48% | 98.6% | 430 | 22.33% | 3.4 |
|
| 2020 |
2020
Executive Wealth Management
Brighton,
Michigan
| $7.18億 | -$2581万 | -3% | 4.98% | 18.4% | 191 | 13.61% | 2.3 |
|
| 2021 |
2021
Sandler Capital Management
New York
| $7.17億 | -$2.26億 | -24% | 2.4% | 325% | 117 | 52.14% | 0.9 |
|
| 2022 |
2022
FFT Wealth Management
Philadelphia,
Pennsylvania
| $7.16億 | -$1.82億 | -20% | 6.18% | 65.6% | 109 | 56.88% | 1.1 |
|
| 2023 |
2023
Jag Capital Management
St Louis,
Missouri
| $7.16億 | -$9336万 | -12% | 0.01% | 230% | 191 | 14.66% | 3 |
|
| 2024 |
2024
Wealthquest
Cincinnati,
Ohio
| $7.15億 | +$5249万 | +8% | 4.85% | 52.1% | 126 | 9.52% | 3.6 |
|
| 2025 |
2025
Dubuque Bank & Trust
Dubuque,
Iowa
| $7.15億 | -$5948万 | -8% | 4.74% | 24% | 237 | 13.08% | 4.5 |
|