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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)
RVW Wealth
2001
RVW Wealth
California
$10.8億 +$7455万 +7% 5.45% 65.8% 161 9.94% 2.9
Marcum Wealth
2002
Marcum Wealth
Ohio
$10.8億 +$7884万 +8% 6.97% 20% 426 11.03% 2.5
Naples Global Advisors
2003
Naples Global Advisors
Florida
$10.8億 +$7899万 +8% 7.66% 103% 411 7.06% 5.6
United Asset Strategies
2004
United Asset Strategies
New York
$10.7億 +$6046万 +6% 5.89% 94.6% 245 11.02% 3.6
F1I
2005
Fund 1 Investments
Puerto Rico
$10.7億 +$1.49億 +16% 2.72% 128% 92 58.7% 0.5
CC
2006
Cornerstone Capital
California
$10.7億 +$7939万 +8% 7.91% 91.2% 104 8.65% 5.5
FP
2007
FPR Partners
California
$10.7億 +$8144万 +8% 38.3% 33% 16 31.25% 6.6
Charter Oak Capital Management
2008
Charter Oak Capital Management
New Hampshire
$10.7億 +$1.12億 +12% 5.71% 39.2% 191 10.99% 2.9
Pegasus Partners
2009
Pegasus Partners
Wisconsin
$10.7億 +$7626万 +8% 6.15% 32.6% 178 10.67% 3.4
Kathmere Capital Management
2010
Kathmere Capital Management
Pennsylvania
$10.7億 +$1.22億 +13% 5.42% 68.3% 398 19.1% 1.6
Francisco Partners Management
2011
Francisco Partners Management
California
$10.7億 -$7486万 -7% 3.52% 14.3% 8 0% 2.7
Bangor Savings Bank
2012
Bangor Savings Bank
Maine
$10.6億 +$6334万 +6% 6.16% 54.6% 556 11.33% 3.5
Anchor Investment Management
2013
Anchor Investment Management
South Carolina
$10.6億 +$8782万 +9% 6.36% 75.1% 1,094 12.07% 4.8
Nicolet Advisory Services
2014
Nicolet Advisory Services
Wisconsin
$10.6億 +$1555万 +1% 6.39% 62.7% 383 11.23% 2.6
Fifth Third Securities
2015
Fifth Third Securities
Ohio
$10.6億 -$2587万 -2% 5.93% 62.7% 272 7.35% 1.7
GA
2016
GRS Advisors
Illinois
$10.6億 +$1.89億 +22% 15.8% 54.3% 37 56.76% 0.7
WBH Advisory
2017
WBH Advisory
Maryland
$10.6億 +$6799万 +7% 6.24% 57.6% 326 5.52% 6
Ulysses Management
2018
Ulysses Management
New York
$10.6億 +$3.39億 +47% 8.06% 51.8% 68 42.65% 2.1
Capital Investment Advisory Services
2019
Capital Investment Advisory Services
North Carolina
$10.5億 +$8522万 +9% 5.96% 69.3% 1,012 7.61% 3.4
Hengehold Capital Management
2020
Hengehold Capital Management
Ohio
$10.5億 +$9325万 +10% 5.65% 54.5% 213 14.08% 4.3
J. Safra Asset Management
2021
J. Safra Asset Management
New York
$10.5億 +$6134万 +6% 5.53% 84.3% 322 24.22% 0.8
Canandaigua National Bank & Trust
2022
Canandaigua National Bank & Trust
New York
$10.5億 +$1.28億 +14% 7.83% – 348 16.95% 4.9
Allstate Corporation
2023
Allstate Corporation
Illinois
$10.5億 -$1.81億 -15% 6.05% 59.7% 227 57.71% 3.8
Neumeier Poma Investment Counsel
2024
Neumeier Poma Investment Counsel
California
$10.5億 -$4254万 -4% 11.4% 229% 44 6.82% 3.6
Capital Investment Services of America
2025
Capital Investment Services of America
Wisconsin
$10.5億 +$1208万 +1% 6.84% 50.7% 79 7.59% 7