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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
Stack Financial Management
Whitefish,
Montana
| $10.9億 | -$2029万 | -2% | 3.85% | 58.4% | 52 | 11.54% | 4.8 |
|
| 2027 |
2027
Forest Avenue Capital Management
Miami,
Florida
| $10.9億 | +$2.7億 | +33% | 20.6% | 415% | 31 | 61.29% | 0.5 |
|
| 2028 |
2028
Hartford Funds Management
Wayne,
Pennsylvania
| $10.9億 | +$1292万 | +1% | 2.61% | 26.8% | 104 | 16.35% | 1.7 |
|
| 2029 |
2029
XML Financial
Bethesda,
Maryland
| $10.9億 | +$1487万 | +1% | 0.33% | 77.9% | 373 | 10.72% | 3 |
|
| 2030 |
2030
Fusion Family Wealth
Woodbury,
New York
| $10.9億 | +$470万 | +0.4% | 1.76% | 58.2% | 46 | 8.7% | 4.7 |
|
| 2031 |
2031
United Asset Strategies
Garden City,
New York
| $10.9億 | +$1592万 | +1% | 4.68% | 111% | 252 | 14.29% | 3.9 |
|
| 2032 |
2032
Recurrent Investment Advisors
Houston,
Texas
| $10.9億 | +$8369万 | +8% | 5.1% | 99.7% | 68 | 25% | 2.9 |
|
| 2033 |
2033
Nicolet Advisory Services
Green Bay,
Wisconsin
| $10.9億 | +$2932万 | +3% | 0.47% | 62.7% | 398 | 11.81% | 2.6 |
|
| 2034 |
2034
TCV Trust & Wealth Management
Richmond,
Virginia
| $10.8億 | -$3350万 | -3% | 0.2% | 75.3% | 205 | 6.83% | 6.9 |
|
| 2035 |
2035
Austin Private Wealth
Austin,
Texas
| $10.8億 | +$4053万 | +4% | 0.16% | 62.3% | 322 | 24.84% | 1.9 |
|
| 2036 |
2036
Soltis Investment Advisors
St. George,
Utah
| $10.8億 | +$5630万 | +6% | 2.85% | 95.1% | 399 | 15.54% | 2.4 |
|
| 2037 |
2037
BTC Capital Management
Des Moines,
Iowa
| $10.8億 | -$4605万 | -4% | 2.19% | – | 215 | 9.77% | 4.9 |
|
| 2038 |
2038
WBH Advisory
Baltimore,
Maryland
| $10.8億 | +$2157万 | +2% | 0.08% | 57.6% | 335 | 7.16% | 6.2 |
|
| 2039 |
WM
2039
WS Management
Jacksonville,
Florida
| $10.8億 | -$3.52億 | -25% | 1.08% | 309% | 58 | 39.66% | 3.8 |
|
| 2040 |
MPM
2040
MBB Public Markets
Chicago,
Illinois
| $10.8億 | -$7.1億 | -40% | 4.14% | 50.3% | 571 | 87.22% | 1 |
|
| 2041 |
2041
Silver Oak Securities
Jackson,
Tennessee
| $10.8億 | +$1.29億 | +14% | 0.91% | 73.4% | 664 | 23.34% | 1.3 |
|
| 2042 |
2042
J.L. Bainbridge & Co
Sarasota,
Florida
| $10.8億 | +$3430万 | +3% | 5.63% | 118% | 109 | 8.26% | 3.1 |
|
| 2043 |
2043
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $10.8億 | -$7012万 | -6% | 1.71% | 70.5% | 138 | 20.29% | 2.7 |
|
| 2044 |
2044
Tompkins Financial
Ithaca,
New York
| $10.8億 | +$3191万 | +3% | 1.52% | 84.4% | 610 | 18.03% | 5.2 |
|
| 2045 |
2045
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $10.7億 | +$401万 | +0.4% | 1.32% | 39.2% | 192 | 9.38% | 3.2 |
|
| 2046 |
DCM
2046
Dupont Capital Management
Wilmington,
Delaware
| $10.7億 | -$1.25億 | -10% | 2.96% | 100% | 144 | 27.78% | 4.2 |
|
| 2047 |
2047
Cozad Asset Management
Champaign,
Illinois
| $10.7億 | +$2564万 | +2% | 3.8% | 132% | 421 | 10.45% | 3.7 |
|
| 2048 |
2048
RVW Wealth
Los Angeles,
California
| $10.7億 | -$461万 | -0.4% | 0.36% | 65.8% | 162 | 15.43% | 3.1 |
|
| 2049 |
2049
Royal Fund Management
Lady Lake,
Florida
| $10.7億 | -$6.06億 | -36% | 1.58% | 103% | 372 | 29.84% | 3.2 |
|
| 2050 |
2050
First Financial Bank - Trust Division
Hamilton,
Ohio
| $10.7億 | -$1968万 | -2% | 0.59% | 68.6% | 215 | 4.65% | 6.9 |
|