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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)
Galvin Gaustad & Stein
2001
Galvin Gaustad & Stein
Arizona
$11.2億 -$537万 -0.5% 0.41% 60.7% 199 16.08% 2.8
Leo Wealth LLC
2002
Leo Wealth LLC
Texas
$11.2億 +$2159万 +2% 2.64% – 391 19.69% 0.8
Lyell Wealth Management
2003
Lyell Wealth Management
California
$11.2億 +$1580万 +1% 4.25% 144% 211 7.11% 4.1
CFS Investment Advisory Services
2004
CFS Investment Advisory Services
New Jersey
$11.2億 -$7483万 -6% 1.02% 59.7% 312 12.82% 1.2
Kathmere Capital Management
2005
Kathmere Capital Management
Pennsylvania
$11.2億 +$4850万 +5% 1.11% 68.3% 433 17.09% 1.7
Lakewood Capital Management
2006
Lakewood Capital Management
New York
$11.1億 -$1.57億 -12% 2.49% 45.4% 50 16% 2.3
Y.D. More Investments
2007
Y.D. More Investments
Israel
$11.1億 +$1.57億 +16% 11.1% 309% 482 12.24% 1.3
Campbell Wealth Management
2008
Campbell Wealth Management
Virginia
$11.1億 -$1141万 -1% 0.51% 11.2% 102 36.27% 1.1
BCM
2009
Bares Capital Management
Texas
$11.1億 +$1234万 +1% 13.4% 138% 22 50% 5.7
Syon Capital
2010
Syon Capital
California
$11.1億 -$1952万 -2% 0.49% 74% 604 30.3% 0.8
ARS Investment Partners
2011
ARS Investment Partners
New York
$11.1億 -$582万 -0.5% 2.01% 266% 191 19.37% 3.4
Gillson Capital
2012
Gillson Capital
Illinois
$11.1億 +$958万 +0.9% 1.8% 84.9% 91 61.54% 0.3
Founders Financial Securities
2013
Founders Financial Securities
Maryland
$11.1億 +$2504万 +2% 0.52% 71% 468 15.81% 2.3
Lindbrook Capital
2014
Lindbrook Capital
California
$11.1億 -$2048万 -2% 2.77% 35.8% 2,962 10.9% 3.5
St. Denis J. Villere & Co
2015
St. Denis J. Villere & Co
Louisiana
$11.1億 -$1.18億 -10% 5.26% 44.3% 90 10% 3.9
NYL Investors
2016
NYL Investors
New York
$11.1億 -$4.79億 -30% 2.82% 10.8% 37 10.81% 4.5
TritonPoint Wealth
2017
TritonPoint Wealth
Maryland
$11億 +$1059万 +1% 2.68% 92.7% 348 9.77% 0.9
Penobscot Investment Management
2018
Penobscot Investment Management
Massachusetts
$11億 -$1049万 -0.9% 2.06% 114% 326 11.66% 5.7
Morningstar Investment Services
2019
Morningstar Investment Services
Illinois
$11億 -$87億 -89% 0.65% 22.4% 408 65.2% 6.2
GDS Wealth Management
2020
GDS Wealth Management
Texas
$11億 +$7139万 +7% 0.38% 95.1% 178 11.24% 1.8
Mirabella Financial Services
2021
Mirabella Financial Services
United Kingdom
$11億 -$7.11億 -39% 3.84% 86.2% 294 71.77% 0.3
Verity & Verity
2022
Verity & Verity
South Carolina
$11億 +$7520万 +7% 0.32% 90.4% 137 19.71% 4.4
RWWM Inc
2023
RWWM Inc
California
$10.9億 +$1228万 +1% 3.81% 40.6% 21 0% 5
Regeneron Pharmaceuticals
2024
Regeneron Pharmaceuticals
New York
$10.9億 – – 15.7% – 6 – 0
Smith, Moore & Co
2025
Smith, Moore & Co
Missouri
$10.9億 +$4695万 +4% 0.47% 67% 509 13.75% 4.4