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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Tweedy, Browne Co
Stamford,
Connecticut
| $21億 | -$7715万 | -4% | 5.38% | 70.3% | 45 | 6.67% | 6.7 |
|
| 1302 |
1302
Joel Isaacson & Co
New York
| $21億 | +$1.93億 | +10% | 6.6% | 72.5% | 380 | 11.05% | 5 |
|
| 1303 |
1303
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $20.9億 | -$110億 | -84% | 4.55% | 245% | 23 | 69.57% | 4.3 |
|
| 1304 |
1304
Summitry LLC
Foster City,
California
| $20.9億 | +$1.58億 | +8% | 6.88% | 68.1% | 138 | 17.39% | 3.2 |
|
| 1305 |
1305
Electron Capital Partners
New York
| $20.8億 | +$1.34億 | +7% | 22.6% | 333% | 53 | 26.42% | 1.4 |
|
| 1306 |
1306
Davidson Investment Advisors
Great Falls,
Montana
| $20.7億 | +$1.28億 | +7% | 6.43% | 79% | 124 | 11.29% | 4.8 |
|
| 1307 |
1307
Rivernorth Capital Management
West Palm Beach,
Florida
| $20.7億 | -$4612万 | -2% | 3.94% | 9.04% | 491 | 30.96% | 1.7 |
|
| 1308 |
1308
Unigestion Holding
Geneva,
Switzerland
| $20.7億 | +$2.51億 | +14% | 7.64% | 25% | 190 | 45.79% | 2.1 |
|
| 1309 |
1309
Connecticut Wealth Management
Farmington,
Connecticut
| $20.7億 | +$1.28億 | +7% | 6.64% | 70.2% | 342 | 10.23% | 2.6 |
|
| 1310 |
1310
Encompass Capital Advisors
New York
| $20.5億 | +$2.04億 | +11% | 0.02% | 364% | 75 | 48% | 0.7 |
|
| 1311 |
1311
Masters Capital Management
Atlanta,
Georgia
| $20.5億 | +$2.73億 | +15% | 9.76% | 142% | 83 | 44.58% | 1.3 |
|
| 1312 |
1312
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $20.5億 | +$1.28億 | +7% | 6.67% | 85.6% | 734 | 16.89% | 2.6 |
|
| 1313 |
1313
GenTrust
Miami,
Florida
| $20.4億 | +$2.04億 | +11% | 5.95% | 53% | 235 | 36.17% | 1.8 |
|
| 1314 |
SHIM
1314
Spruce House Investment Management
New York
| $20.4億 | +$5.21億 | +34% | 32.1% | 863% | 10 | 0% | 4 |
|
| 1315 |
1315
Smithfield Trust
Pittsburgh,
Pennsylvania
| $20.4億 | +$1.33億 | +7% | 5.71% | 50% | 1,046 | 5.74% | 6.3 |
|
| 1316 |
1316
Boxer Capital
San Diego,
California
| $20.4億 | +$1.39億 | +7% | 17% | 262% | 72 | 20.83% | 2.3 |
|
| 1317 |
1317
Patient Capital Management
Baltimore,
Maryland
| $20.4億 | +$1.54億 | +8% | 0.18% | 131% | 42 | 7.14% | 1.8 |
|
| 1318 |
1318
Meridian Wealth Management
Lexington,
Kentucky
| $20.3億 | +$12億 | +143% | 5.4% | 117% | 633 | 55.13% | 0.1 |
|
| 1319 |
1319
Rockland Trust
Hanover,
Massachusetts
| $20.3億 | +$1.35億 | +7% | 7.21% | 61.5% | 310 | 12.58% | 5.8 |
|
| 1320 |
1320
Polaris Capital Management
Boston,
Massachusetts
| $20.3億 | +$1.64億 | +9% | 10.1% | 94.4% | 95 | 6.32% | 4.7 |
|
| 1321 |
1321
Weitz Investment Management
Omaha,
Nebraska
| $20.3億 | +$1.23億 | +6% | 10.2% | 36.1% | 54 | 9.26% | 6.2 |
|
| 1322 |
1322
Cornerstone Investment Partners
Atlanta,
Georgia
| $20.2億 | -$289万 | -0.1% | 6.4% | 166% | 283 | 39.93% | 1.4 |
|
| 1323 |
1323
Foundry Partners
Minneapolis,
Minnesota
| $20.2億 | +$1.57億 | +8% | 9.87% | 44.4% | 345 | 35.65% | 2.6 |
|
| 1324 |
1324
Ghisallo Capital Management
Boston,
Massachusetts
| $20.2億 | +$8.6億 | +74% | 8.04% | 122% | 194 | 61.34% | 0.4 |
|
| 1325 |
1325
Aviso Financial
Toronto,
Ontario, Canada
| $20.2億 | +$2.23億 | +12% | 9.36% | – | 383 | 13.32% | 0.2 |
|