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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
Delta Asset Management
Memphis,
Tennessee
| $10.5億 | -$6426万 | -6% | 3.11% | 53.8% | 630 | 5.56% | 3.8 |
|
| 2027 |
2027
Naples Global Advisors
Naples,
Florida
| $10.5億 | -$1661万 | -2% | 1.46% | 111% | 412 | 5.58% | 6 |
|
| 2028 |
2028
Atalan Capital Partners
New York
| $10.5億 | +$4702万 | +5% | 1.89% | 319% | 11 | 27.27% | 1.5 |
|
| 2029 |
2029
Hengehold Capital Management
Cincinnati,
Ohio
| $10.5億 | -$1021万 | -1% | 1.41% | 54.5% | 207 | 5.8% | 4.7 |
|
| 2030 |
2030
Central Securities
New York
| $10.5億 | +$373万 | +0.4% | 1.81% | 90.2% | 28 | 3.57% | 7.6 |
|
| 2031 |
2031
TritonPoint Wealth
Chevy Chase,
Maryland
| $10.5億 | -$5440万 | -5% | 3.27% | 92.7% | 344 | 5.23% | 1.1 |
|
| 2032 |
2032
Callahan Advisors
Houston,
Texas
| $10.5億 | -$1321万 | -1% | 0.99% | 87.7% | 175 | 12.57% | 5.6 |
|
| 2033 |
2033
Affinity Asset Advisors
New York
| $10.5億 | +$3.02億 | +40% | 6.02% | 1,487% | 117 | 44.44% | 0.8 |
|
| 2034 |
2034
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $10.5億 | +$2.79億 | +36% | 1.93% | 63% | 525 | 39.24% | 0.9 |
|
| 2035 |
2035
Tompkins Financial
Ithaca,
New York
| $10.5億 | -$3012万 | -3% | 1.23% | 84.4% | 589 | 14.26% | 5 |
|
| 2036 |
2036
J. Stern & Co
London,
United Kingdom
| $10.4億 | -$1817万 | -2% | 4.13% | – | 40 | 12.5% | 1 |
|
| 2037 |
LLL
2037
Lynrock Lake LP
Rye Brook,
New York
| $10.4億 | -$4.1億 | -28% | 10.1% | 21.2% | 29 | 13.79% | 2.2 |
|
| 2038 |
2038
Marks Group Wealth Management
Minnetonka,
Minnesota
| $10.4億 | +$2392万 | +2% | 0.17% | 71.4% | 312 | 12.82% | 3.2 |
|
| 2039 |
2039
Cardiff Park Advisors
Carlsbad,
California
| $10.4億 | -$1553万 | -1% | 1.75% | 88.6% | 356 | 7.3% | 2.5 |
|
| 2040 |
2040
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $10.4億 | -$7142万 | -6% | 2.38% | 44.3% | 86 | 4.65% | 4.2 |
|
| 2041 |
2041
DT Investment Partners
Chadds Ford,
Pennsylvania
| $10.4億 | -$1.46億 | -12% | 0.9% | 64.3% | 567 | 4.76% | 2.6 |
|
| 2042 |
2042
Smartleaf Asset Management
Boston,
Massachusetts
| $10.4億 | +$5547万 | +6% | 1.36% | – | 3,047 | 10.53% | 0.9 |
|
| 2043 |
2043
Naspers
South Africa
| $10.4億 | -$1.79億 | -15% | 11.3% | 88.2% | 4 | 0% | 3.3 |
|
| 2044 |
2044
LRI Investments
Palm Beach Gardens,
Florida
| $10.3億 | -$324万 | -0.3% | 5.44% | – | 1,263 | 12.83% | 0.8 |
|
| 2045 |
2045
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $10.3億 | +$1268万 | +1% | 0.48% | 44.7% | 178 | 8.99% | 4.9 |
|
| 2046 |
2046
Magnus Financial Group
New York
| $10.3億 | -$330万 | -0.3% | 1.63% | 78.2% | 393 | 12.98% | 2.9 |
|
| 2047 |
2047
J.M. Forbes & Co
Boston,
Massachusetts
| $10.3億 | -$647万 | -0.6% | 0.95% | 112% | 146 | 8.22% | 6.3 |
|
| 2048 |
2048
Mark Asset Management
New York
| $10.3億 | +$1.09億 | +12% | 5.14% | 325% | 62 | 33.87% | 2.5 |
|
| 2049 |
2049
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $10.3億 | +$3128万 | +3% | 5.42% | 70% | 60 | 6.67% | 7.5 |
|
| 2050 |
2050
First Financial Bank - Trust Division
Hamilton,
Ohio
| $10.3億 | -$4031万 | -4% | 0.05% | 68.6% | 215 | 8.84% | 7.2 |
|