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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)
Jacobs & Co
2001
Jacobs & Co
California
$8.1億 +$4165万 +5% 9% 105% 130 9.23% 6.5
Keeley-Teton Advisors
2002
Keeley-Teton Advisors
Illinois
$8.09億 +$540万 +0.7% 2.43% 28.6% 386 7.51% 2.6
BCM
2003
Bayesian Capital Management
New York
$8.08億 +$1.24億 +18% 13.7% 107% 1,192 75.25% 0.2
Harvey Partners
2004
Harvey Partners
New York
$8.08億 +$2102万 +3% 8.41% 174% 41 12.2% 1.8
FJ Capital Management
2005
FJ Capital Management
Virginia
$8.08億 -$3686万 -4% 17.2% 97.9% 122 46.72% 2
TD Capital Management
2006
TD Capital Management
Tennessee
$8.07億 +$4308万 +6% 4.44% 40.5% 420 9.52% 1.6
Levin Capital Strategies
2007
Levin Capital Strategies
New York
$8.07億 +$6224万 +8% 4.07% 91.9% 299 38.13% 3.4
Nalanda India Equity Fund
2008
Nalanda India Equity Fund
Mauritius
$8.07億 +$2685万 +3% 3.9% 13.6% 2 0% 3.6
RVW Wealth
2009
RVW Wealth
California
$8.07億 +$2131万 +3% 6.11% 65.8% 172 22.67% 2
Grassi Investment Management
2010
Grassi Investment Management
California
$8.06億 +$6496万 +9% 15.6% 170% 130 11.54% 5.4
Harvey Investment Company
2011
Harvey Investment Company
Kentucky
$8.06億 +$3034万 +4% 4.34% 56.4% 94 4.26% 7.1
JHL Capital Group
2012
JHL Capital Group
Illinois
$8.05億 +$1.12億 +16% 16.1% – 1 0% 2.3
FFT Wealth Management
2013
FFT Wealth Management
Pennsylvania
$8.05億 +$2579万 +3% 5.92% 65.6% 133 15.79% 1.3
BCM
2014
Bluefin Capital Management
New York
$8.04億 +$1.31億 +20% 3.02% – 561 86.81% 0
Applied Finance Capital Management
2015
Applied Finance Capital Management
Puerto Rico
$8.04億 +$3702万 +5% 6.04% 106% 73 6.85% 0.2
Tradition Wealth Management
2016
Tradition Wealth Management
Minnesota
$8.04億 +$9550万 +13% 5.43% 69.6% 1,328 16.19% 1.5
CQS (US)
2017
CQS (US)
New York
$8.04億 +$4095万 +5% 4.06% 15% 75 6.67% 1.7
EverSource Wealth Advisors
2018
EverSource Wealth Advisors
Alabama
$8.03億 +$1.43億 +22% 6.06% 98.1% 2,608 20.51% 0.8
Voya Financial Advisors
2019
Voya Financial Advisors
Connecticut
$8.03億 +$3387万 +4% 4.97% 44.8% 252 13.89% 5
QVR
2020
QVR
California
$8.03億 -$6583万 -8% 0% – 194 98.97% 1.3
Stokes Family Office
2021
Stokes Family Office
Louisiana
$8.03億 +$2571万 +3% 5.23% 68.1% 317 17.98% 1.8
Tran Capital Management
2022
Tran Capital Management
California
$8.02億 +$1143万 +1% 12.1% 173% 45 24.44% 2.5
M.D. Sass LLC
2023
M.D. Sass LLC
New York
$8.02億 +$1.22億 +18% 5.4% 80.1% 39 43.59% 1.6
Naples Global Advisors
2024
Naples Global Advisors
Florida
$8.02億 +$1521万 +2% 5.25% 111% 401 7.23% 5
Koss-Olinger Consulting
2025
Koss-Olinger Consulting
Florida
$8.02億 +$1.07億 +15% 8.26% 57.9% 276 19.2% 1