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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

すべてのファンドマネージャー
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）
WBH Advisory
2001
WBH Advisory
Maryland
$11.7億 +$1.01億 +9% 8.39% 57.6% 354 13.84% 6.2
United Asset Strategies
2002
United Asset Strategies
New York
$11.7億 +$9398万 +9% 12.5% 94.6% 254 13.78% 4
J. Stern & Co
2003
J. Stern & Co
United Kingdom
$11.7億 +$1.27億 +12% 17.3% – 38 7.89% 1.2
Penobscot Investment Management
2004
Penobscot Investment Management
Massachusetts
$11.7億 +$1.06億 +10% 13% 103% 316 6.65% 5.8
Provident Investment Management
2005
Provident Investment Management
Michigan
$11.7億 +$1.07億 +10% 9.77% 90.8% 79 15.19% 4.4
MUFG Securities Americas
2006
MUFG Securities Americas
New York
$11.7億 +$3.07億 +36% 14.2% – 508 0.98% 0.5
Crédit Industriel et Commercial
2007
Crédit Industriel et Commercial
France
$11.7億 +$2.25億 +24% 11.5% – 447 39.15% 0.3
Insigneo Advisory Services
2008
Insigneo Advisory Services
Florida
$11.6億 +$1.95億 +20% 12.6% 119% 704 14.06% 1.3
Verity & Verity
2009
Verity & Verity
South Carolina
$11.6億 +$2468万 +2% 4.47% 90.4% 138 10.87% 4.6
Ethos Financial Group
2010
Ethos Financial Group
Pennsylvania
$11.6億 +$1.17億 +11% 8.35% 63% 541 29.57% 0.9
Heck Capital Advisors
2011
Heck Capital Advisors
Wisconsin
$11.6億 +$2.73億 +31% 8.22% 67% 255 40% 3.3
Naples Global Advisors
2012
Naples Global Advisors
Florida
$11.6億 +$1.1億 +10% 10.1% 103% 420 5.71% 6
Hartford Funds Management
2013
Hartford Funds Management
Pennsylvania
$11.6億 +$5357万 +5% 4.31% 26.8% 106 19.81% 1.8
Cardiff Park Advisors
2014
Cardiff Park Advisors
California
$11.6億 +$1.23億 +12% 13.6% 88.6% 363 7.16% 2.7
Galvin Gaustad & Stein
2015
Galvin Gaustad & Stein
Arizona
$11.6億 +$4189万 +4% 6.33% 60.7% 201 14.93% 2.9
Edgemoor Investment Advisors
2016
Edgemoor Investment Advisors
Maryland
$11.6億 +$7085万 +7% 10.5% 109% 174 9.77% 5.4
Penn Capital Management
2017
Penn Capital Management
Pennsylvania
$11.6億 +$1.3億 +13% 17.9% 181% 188 30.85% 1.5
XML Financial
2018
XML Financial
Maryland
$11.6億 +$8359万 +8% 7.58% 69.5% 408 12.75% 3
Condor Capital Management
2019
Condor Capital Management
New Jersey
$11.5億 +$7939万 +7% 7.99% 58.2% 198 9.6% 5.3
Delta Asset Management
2020
Delta Asset Management
Tennessee
$11.5億 +$9652万 +9% 12.1% 53.8% 617 4.05% 4
Limestone Investment Advisors
2021
Limestone Investment Advisors
New York
$11.5億 – – 11.2% – 480 – 0
E-L Financial Corp
2022
E-L Financial Corp
Ontario, Canada
$11.5億 +$5209万 +5% 10.5% 68.6% 1 0% 8.5
TCV Trust & Wealth Management
2023
TCV Trust & Wealth Management
Virginia
$11.4億 +$6465万 +6% 8.95% 75.3% 221 12.22% 6.7
Cozad Asset Management
2024
Cozad Asset Management
Illinois
$11.4億 +$1.43億 +14% 12.4% 132% 414 9.18% 3.9
LGT Fund Management
2025
LGT Fund Management
Liechtenstein
$11.4億 +$3365万 +3% 12.2% 121% 265 23.02% 1.4
79 80
81
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