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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
Neumeier Poma Investment Counsel
Carmel,
California
| $14.6億 | +$2.47億 | +20% | 26.7% | 229% | 43 | 6.98% | 4 |
|
| 2027 |
2027
Harvey Partners
Tarrytown,
New York
| $14.6億 | +$2.04億 | +16% | 34.1% | 174% | 53 | 20.75% | 2.3 |
|
| 2028 |
2028
CapWealth Advisors
Franklin,
Tennessee
| $14.6億 | +$1.1億 | +8% | 12.1% | 152% | 126 | 12.7% | 5.3 |
|
| 2029 |
FC
2029
FORA Capital
Miami,
Florida
| $14.6億 | +$9180万 | +7% | 29.1% | 162% | 583 | 69.98% | 0.2 |
|
| 2030 |
2030
Penobscot Investment Management
Boston,
Massachusetts
| $14.6億 | +$1.77億 | +14% | 18.3% | 103% | 328 | 9.15% | 6.2 |
|
| 2031 |
2031
Chai Trust Company
Chicago,
Illinois
| $14.5億 | +$2.73億 | +23% | 14.1% | 12.7% | 12 | 8.33% | 5.5 |
|
| 2032 |
2032
Verity & Verity
Beaufort,
South Carolina
| $14.5億 | +$1.11億 | +8% | 15.5% | 76.4% | 143 | 6.99% | 5.2 |
|
| 2033 |
2033
SHP Wealth Management
Plymouth,
Massachusetts
| $14.5億 | +$1.28億 | +10% | 13.5% | – | 2,100 | 19.19% | 0.4 |
|
| 2034 |
2034
Danmarks Nationalbank
Copenhagen O,
| $14.5億 | +$2.49億 | +21% | 15% | – | 1 | 0% | 0.5 |
|
| 2035 |
2035
Baring Fintech Manager Holding
Castel,
Guernsey
| $14.5億 | +$1.13億 | +8% | 17% | – | 1 | 0% | 1.5 |
|
| 2036 |
2036
Narwhal Capital Management
Marietta,
Georgia
| $14.5億 | +$9275万 | +7% | 12.9% | 93.8% | 177 | 15.82% | 6.4 |
|
| 2037 |
2037
Nilsine Partners
Greenwood Village,
Colorado
| $14.5億 | +$1.67億 | +13% | 26.9% | 117% | 450 | 12% | 1.9 |
|
| 2038 |
2038
Weitz Investment Management
Omaha,
Nebraska
| $14.4億 | +$1168万 | +0.8% | 8.79% | 36.1% | 52 | 9.62% | 6.1 |
|
| 2039 |
SS
2039
STG Securities
New York
| $14.4億 | – | – | 18.5% | – | 501 | – | 0 |
|
| 2040 |
2040
Fort Point Capital Partners
San Francisco,
California
| $14.4億 | +$6.16億 | +75% | 12% | 62.2% | 262 | 17.18% | 3.9 |
|
| 2041 |
2041
One Day In July LLC
Burlington,
Vermont
| $14.4億 | +$1.89億 | +15% | 11.3% | 43.1% | 174 | 16.09% | 3.2 |
|
| 2042 |
2042
Inspire Advisors
Meridian,
Idaho
| $14.4億 | +$2.1億 | +17% | 14.6% | 60.2% | 825 | 31.52% | 1.2 |
|
| 2043 |
2043
Colonial Trust Advisors
Spartanburg,
South Carolina
| $14.4億 | +$1.5億 | +12% | 16% | 80% | 830 | 15.9% | 3.5 |
|
| 2044 |
2044
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $14.4億 | -$1.16億 | -7% | 21.8% | 79.2% | 38 | 31.58% | 2.9 |
|
| 2045 |
2045
Clean Energy Transition
London,
United Kingdom
| $14.4億 | -$1.01億 | -7% | 21.6% | 129% | 17 | 29.41% | 1.5 |
|
| 2046 |
2046
Soma Equity Partners
San Francisco,
California
| $14.4億 | +$7951万 | +6% | 35.6% | 151% | 30 | 53.33% | 1 |
|
| 2047 |
UA
2047
Unison Advisors
Washington,
District of Columbia
| $14.3億 | +$1.16億 | +9% | 9.18% | 54.6% | 185 | 11.89% | 3.6 |
|
| 2048 |
2048
Harbor Investment Advisory
Lutherville,
Maryland
| $14.3億 | +$1.63億 | +13% | 15% | 97.5% | 1,388 | 16.35% | 3.8 |
|
| 2049 |
2049
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $14.3億 | +$1.21億 | +9% | 9.35% | 33.9% | 110 | 10% | 2.8 |
|
| 2050 |
2050
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $14.3億 | +$1.88億 | +15% | 26.5% | 87.2% | 141 | 8.51% | 6.6 |
|