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