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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)
Koss-Olinger Consulting
2001
Koss-Olinger Consulting
Florida
$8.61億 +$5904万 +7% 5.64% 57.9% 289 11.42% 1.1
Great Hill Partners
2002
Great Hill Partners
Massachusetts
$8.61億 -$5376万 -6% 13.7% 24% 2 0% 1.5
Taurus Asset Management
2003
Taurus Asset Management
New York
$8.6億 +$4243万 +5% 6.88% 26.9% 93 3.23% 6.5
Soltis Investment Advisors
2004
Soltis Investment Advisors
Utah
$8.6億 +$7417万 +9% 6.49% 80.8% 283 16.61% 2.1
Arkadios Wealth Advisors
2005
Arkadios Wealth Advisors
Georgia
$8.6億 +$2015万 +2% 6.63% 91.1% 645 12.71% 2
P2 Capital Partners
2006
P2 Capital Partners
New York
$8.59億 +$7911万 +10% 7.36% 7.96% 16 12.5% 2.5
Voya Financial Advisors
2007
Voya Financial Advisors
Connecticut
$8.59億 +$5565万 +7% 2.77% 44.8% 248 12.1% 5
Greenwood Gearhart
2008
Greenwood Gearhart
Arkansas
$8.59億 +$7329万 +9% 5.87% 70.6% 102 11.76% 4.1
Longbow Finance
2009
Longbow Finance
Switzerland
$8.59億 +$6462万 +8% 11.1% 162% 65 16.92% 0.4
Weatherly Asset Management
2010
Weatherly Asset Management
California
$8.57億 +$8649万 +11% 13.3% 116% 176 2.84% 7
Bath Savings Trust
2011
Bath Savings Trust
Maine
$8.57億 +$4439万 +5% 6.55% 57.8% 159 3.77% 6
Ion Asset Management
2012
Ion Asset Management
Israel
$8.57億 -$9713万 -10% 5.42% 125% 43 34.88% 1.2
Tradition Wealth Management
2013
Tradition Wealth Management
Minnesota
$8.56億 +$5252万 +7% 5.38% 69.6% 1,429 13.16% 1.6
WCG Wealth Advisors
2014
WCG Wealth Advisors
Nevada
$8.56億 +$7580万 +10% 4.49% 69.6% 190 35.79% 0.7
ARS Investment Partners
2015
ARS Investment Partners
New York
$8.56億 +$2293万 +3% 8.76% 260% 171 14.04% 2.8
Styrax Capital
2016
Styrax Capital
New York
$8.55億 +$2.15億 +34% 21.1% 310% 19 42.11% 0.5
Sand Grove Capital Management
2017
Sand Grove Capital Management
United Kingdom
$8.54億 +$1.15億 +16% 13.9% 410% 48 81.25% 0.2
Wealthcare Capital Management
2018
Wealthcare Capital Management
Virginia
$8.54億 +$3427万 +4% 3.05% 46.2% 78 14.1% 4.6
Matthews International Capital Management
2019
Matthews International Capital Management
California
$8.54億 -$1.49億 -15% 2.38% 227% 51 27.45% 2.1
Bowie Capital Management
2020
Bowie Capital Management
Texas
$8.53億 -$975万 -1% 10.2% 31.6% 44 27.27% 3.4
Naples Global Advisors
2021
Naples Global Advisors
Florida
$8.52億 +$5035万 +6% 5.02% 103% 404 6.44% 5.1
PSquared Asset Management
2022
PSquared Asset Management
Switzerland
$8.52億 +$1.57億 +23% 1.28% 178% 19 78.95% 0.1
Marcum Wealth
2023
Marcum Wealth
Ohio
$8.52億 +$5053万 +6% 5.39% 20% 403 9.93% 1.9
Narwhal Capital Management
2024
Narwhal Capital Management
Georgia
$8.51億 +$5146万 +6% 9.24% 93.8% 177 10.73% 4.8
Foster Dykema Cabot & Co
2025
Foster Dykema Cabot & Co
Massachusetts
$8.5億 +$7269万 +9% 8.09% 34% 393 37.4% 1.3