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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Rockland Trust
Hanover,
Massachusetts
| $4.73億 | -$1246万 | -3% | 0.1% | 61.5% | 153 | 15.69% | 1.3 |
|
| 1902 |
1902
Penn Davis McFarland
Dallas,
Texas
| $4.73億 | +$1655万 | +4% | 0.53% | 100% | 34 | 8.82% | 1.4 |
|
| 1903 |
1903
Spirit of America Management Corp
Syosset,
New York
| $4.73億 | +$7924万 | +20% | 0.68% | 113% | 366 | 16.67% | 0.9 |
|
| 1904 |
1904
ProVise Management Group
Clearwater,
Florida
| $4.72億 | +$620万 | +1% | 1.22% | 66.8% | 318 | 12.58% | 1.3 |
|
| 1905 |
1905
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $4.72億 | +$2677万 | +6% | 4.26% | 96% | 117 | 21.37% | 1.1 |
|
| 1906 |
1906
White Mountains Insurance Group
Hanover,
New Hampshire
| $4.7億 | +$822万 | +2% | 1.78% | 105% | 1 | 0% | 1.8 |
|
| 1907 |
1907
Callan Capital
La Jolla,
California
| $4.7億 | +$2933万 | +7% | 11.9% | 20.1% | 76 | 14.47% | 1.2 |
|
| 1908 |
1908
Zuckerman Investment Group
Chicago,
Illinois
| $4.7億 | -$342万 | -0.7% | 1.86% | 111% | 67 | 32.84% | 1.1 |
|
| 1909 |
1909
Efficient Advisors
Mason,
Ohio
| $4.7億 | +$3264万 | +7% | 2.4% | 30.6% | 32 | 9.38% | 1.3 |
|
| 1910 |
1910
Needham Investment Management
New York
| $4.7億 | -$562万 | -1% | 4.87% | 424% | 124 | 17.74% | 1.4 |
|
| 1911 |
1911
MPM Asset Management
Boston,
Massachusetts
| $4.69億 | +$1865万 | +4% | 6.66% | 5.89% | 15 | 0% | 1.2 |
|
| 1912 |
1912
Broadmark Asset Management
San Francisco,
California
| $4.68億 | -$2.2億 | -32% | 3.07% | 39.6% | 4 | 75% | 0.4 |
|
| 1913 |
JDR
1913
Jay D. Rosenbaum
| $4.67億 | +$1530万 | +3% | 3.37% | 12.9% | 45 | 15.56% | 0.2 |
|
| 1914 |
ASA
1914
Armstrong Shaw Associates
New Canaan,
Connecticut
| $4.66億 | -$8632万 | -16% | 1.17% | 51.2% | 42 | 7.14% | 1.5 |
|
| 1915 |
1915
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $4.66億 | +$3484万 | +8% | 2.38% | 58.1% | 905 | 17.68% | 1.2 |
|
| 1916 |
1916
Princeton Alpha Management
Princeton Junction,
New Jersey
| $4.66億 | +$1.11億 | +31% | 1.04% | 9.26% | 1,032 | 71.8% | 0.2 |
|
| 1917 |
JMH
1917
J.M. Hartwell
New York
| $4.65億 | +$3693万 | +9% | 7.5% | 72.2% | 109 | 19.27% | 1.2 |
|
| 1918 |
AH
1918
Allen Holding
New York
| $4.65億 | -$561万 | -1% | 0.74% | 135% | 11 | 0% | 1.6 |
|
| 1919 |
1919
Main Street Research
Lakeville,
Connecticut
| $4.65億 | -$203万 | -0.4% | 2.94% | 232% | 140 | 9.29% | 1.4 |
|
| 1920 |
CCC
1920
Chelsea Counsel Company
Los Angeles,
California
| $4.64億 | -$2141万 | -4% | 0.62% | 106% | 148 | 12.16% | 1.3 |
|
| 1921 |
1921
Parus Finance (UK)
London,
United Kingdom
| $4.64億 | -$2716万 | -6% | 4.91% | 199% | 23 | 21.74% | 1.5 |
|
| 1922 |
DMK
1922
David M. Knott
| $4.64億 | +$4012万 | +9% | 15.3% | 81% | 89 | 22.47% | 1.1 |
|
| 1923 |
1923
Sensato Investors
San Francisco,
California
| $4.64億 | +$1.26億 | +37% | 3.53% | 75.8% | 71 | 57.75% | 0.1 |
|
| 1924 |
1924
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $4.64億 | -$1385万 | -3% | 2.83% | 48.1% | 41 | 4.88% | 1.5 |
|
| 1925 |
1925
Connors Investor Services
Wyomissing,
Pennsylvania
| $4.64億 | +$2466万 | +6% | 1.17% | 125% | 181 | 19.89% | 1.3 |
|