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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
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
Koss-Olinger Consulting
Gainesville,
Florida
| $8.61億 | +$5904万 | +7% | 5.64% | 57.9% | 289 | 11.42% | 1.1 |
|
| 2002 |
2002
Great Hill Partners
Boston,
Massachusetts
| $8.61億 | -$5376万 | -6% | 13.7% | 24% | 2 | 0% | 1.5 |
|
| 2003 |
2003
Taurus Asset Management
New York
| $8.6億 | +$4243万 | +5% | 6.88% | 26.9% | 93 | 3.23% | 6.5 |
|
| 2004 |
2004
Soltis Investment Advisors
St. George,
Utah
| $8.6億 | +$7417万 | +9% | 6.49% | 80.8% | 283 | 16.61% | 2.1 |
|
| 2005 |
2005
Arkadios Wealth Advisors
Atlanta,
Georgia
| $8.6億 | +$2015万 | +2% | 6.63% | 91.1% | 645 | 12.71% | 2 |
|
| 2006 |
2006
P2 Capital Partners
New York
| $8.59億 | +$7911万 | +10% | 7.36% | 7.96% | 16 | 12.5% | 2.5 |
|
| 2007 |
2007
Voya Financial Advisors
Windsor,
Connecticut
| $8.59億 | +$5565万 | +7% | 2.77% | 44.8% | 248 | 12.1% | 5 |
|
| 2008 |
2008
Greenwood Gearhart
Fayetteville,
Arkansas
| $8.59億 | +$7329万 | +9% | 5.87% | 70.6% | 102 | 11.76% | 4.1 |
|
| 2009 |
2009
Longbow Finance
Lutry,
Switzerland
| $8.59億 | +$6462万 | +8% | 11.1% | 162% | 65 | 16.92% | 0.4 |
|
| 2010 |
2010
Weatherly Asset Management
Del Mar,
California
| $8.57億 | +$8649万 | +11% | 13.3% | 116% | 176 | 2.84% | 7 |
|
| 2011 |
2011
Bath Savings Trust
Bath,
Maine
| $8.57億 | +$4439万 | +5% | 6.55% | 57.8% | 159 | 3.77% | 6 |
|
| 2012 |
2012
Ion Asset Management
Herzliya,
Israel
| $8.57億 | -$9713万 | -10% | 5.42% | 125% | 43 | 34.88% | 1.2 |
|
| 2013 |
2013
Tradition Wealth Management
Edina,
Minnesota
| $8.56億 | +$5252万 | +7% | 5.38% | 69.6% | 1,429 | 13.16% | 1.6 |
|
| 2014 |
2014
WCG Wealth Advisors
Las Vegas,
Nevada
| $8.56億 | +$7580万 | +10% | 4.49% | 69.6% | 190 | 35.79% | 0.7 |
|
| 2015 |
2015
ARS Investment Partners
New York
| $8.56億 | +$2293万 | +3% | 8.76% | 260% | 171 | 14.04% | 2.8 |
|
| 2016 |
2016
Styrax Capital
New York
| $8.55億 | +$2.15億 | +34% | 21.1% | 310% | 19 | 42.11% | 0.5 |
|
| 2017 |
2017
Sand Grove Capital Management
London,
United Kingdom
| $8.54億 | +$1.15億 | +16% | 13.9% | 410% | 48 | 81.25% | 0.2 |
|
| 2018 |
2018
Wealthcare Capital Management
Richmond,
Virginia
| $8.54億 | +$3427万 | +4% | 3.05% | 46.2% | 78 | 14.1% | 4.6 |
|
| 2019 |
2019
Matthews International Capital Management
San Francisco,
California
| $8.54億 | -$1.49億 | -15% | 2.38% | 227% | 51 | 27.45% | 2.1 |
|
| 2020 |
2020
Bowie Capital Management
Richardson,
Texas
| $8.53億 | -$975万 | -1% | 10.2% | 31.6% | 44 | 27.27% | 3.4 |
|
| 2021 |
2021
Naples Global Advisors
Naples,
Florida
| $8.52億 | +$5035万 | +6% | 5.02% | 103% | 404 | 6.44% | 5.1 |
|
| 2022 |
2022
PSquared Asset Management
Zurich,
Switzerland
| $8.52億 | +$1.57億 | +23% | 1.28% | 178% | 19 | 78.95% | 0.1 |
|
| 2023 |
2023
Marcum Wealth
Cleveland,
Ohio
| $8.52億 | +$5053万 | +6% | 5.39% | 20% | 403 | 9.93% | 1.9 |
|
| 2024 |
2024
Narwhal Capital Management
Marietta,
Georgia
| $8.51億 | +$5146万 | +6% | 9.24% | 93.8% | 177 | 10.73% | 4.8 |
|
| 2025 |
2025
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $8.5億 | +$7269万 | +9% | 8.09% | 34% | 393 | 37.4% | 1.3 |
|