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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
Smith Salley Wealth Management
Greensboro,
North Carolina
| $5.43億 | -$9044万 | -14% | 12% | 106% | 192 | 13.54% | 3.3 |
|
| 1902 |
1902
LBMC Investment Advisors
Brentwood,
Tennessee
| $5.43億 | -$8470万 | -13% | 13.6% | 52.8% | 102 | 10.78% | 3.3 |
|
| 1903 |
1903
Silverback Asset Management
Chapel Hill,
North Carolina
| $5.41億 | -$1.03億 | -16% | 3.44% | 92.1% | 57 | 22.81% | 0.6 |
|
| 1904 |
NAM
1904
North American Management
Boston,
Massachusetts
| $5.4億 | -$7323万 | -12% | 8.83% | 61.7% | 139 | 19.42% | 3.7 |
|
| 1905 |
1905
Crestview Partners III
New York
| $5.4億 | +$4617万 | +9% | 39.1% | 51.2% | 4 | 50% | 0.5 |
|
| 1906 |
1906
Estabrook Capital Management
New York
| $5.39億 | -$1.22億 | -18% | 12% | 87.2% | 369 | 9.76% | 4.5 |
|
| 1907 |
1907
Engaged Capital
Newport Beach,
California
| $5.39億 | -$1.74億 | -24% | 23% | 26.2% | 18 | 27.78% | 1.4 |
|
| 1908 |
1908
Trigran Investments
Northbrook,
Illinois
| $5.39億 | +$5619万 | +12% | 17.4% | 30.2% | 22 | 18.18% | 2.5 |
|
| 1909 |
1909
Matrix Asset Advisors
White Plains,
New York
| $5.39億 | -$8831万 | -14% | 13.5% | 84.9% | 70 | 10% | 4 |
|
| 1910 |
1910
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $5.38億 | +$3.8万 | +0% | 12% | 34.1% | 10 | 30% | 3.2 |
|
| 1911 |
1911
Blueshift Asset Management
Red Bank,
New Jersey
| $5.38億 | – | – | 15.9% | 38.8% | 613 | – | 0 |
|
| 1912 |
CPP
1912
Crow Point Partners
Boston,
Massachusetts
| $5.38億 | -$4358万 | -7% | 1.98% | 56.9% | 179 | 44.13% | 1.4 |
|
| 1913 |
1913
Efficient Advisors
Mason,
Ohio
| $5.37億 | -$4676万 | -8% | 8.65% | 30.6% | 48 | 6.25% | 3.9 |
|
| 1914 |
1914
Cevian Capital II
St. Helier,
Jersey
| $5.37億 | -$2.74億 | -34% | 28.6% | 105% | 2 | 0% | 0.5 |
|
| 1915 |
AL
1915
Arnhold LLC
New York
| $5.37億 | -$4402万 | -8% | 10.5% | 164% | 146 | 15.75% | 0.6 |
|
| 1916 |
1916
Endurance Wealth Management
Providence,
Rhode Island
| $5.36億 | -$9928万 | -16% | 13.1% | 59% | 511 | 8.41% | 3.4 |
|
| 1917 |
1917
Periscope Capital
Toronto,
Ontario, Canada
| $5.36億 | +$1143万 | +2% | 0.42% | 28.8% | 221 | 42.53% | 0.6 |
|
| 1918 |
PFMOSF
1918
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $5.35億 | -$5072万 | -9% | 12.3% | 209% | 55 | 61.82% | 0.7 |
|
| 1919 |
1919
Wintrust Investments
Chicago,
Illinois
| $5.35億 | -$7876万 | -13% | 12.5% | 27.5% | 380 | 19.47% | 1.4 |
|
| 1920 |
1920
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $5.35億 | -$8678万 | -14% | 26.6% | 125% | 60 | 53.33% | 0.8 |
|
| 1921 |
1921
HG Vora Capital Management
New York
| $5.34億 | -$11.1億 | -68% | 10.9% | 42.6% | 22 | 63.64% | 0.9 |
|
| 1922 |
1922
Kopernik Global Investors
Tampa,
Florida
| $5.33億 | -$204万 | -0.4% | 11.8% | 128% | 34 | 11.76% | 2.2 |
|
| 1923 |
1923
Beacon Financial Group
Dallas,
Texas
| $5.33億 | -$5935万 | -10% | 8.13% | 66.6% | 192 | 16.67% | 3.1 |
|
| 1924 |
1924
L & S Advisors
Los Angeles,
California
| $5.33億 | -$2.39億 | -31% | 5.96% | 231% | 363 | 26.17% | 1.2 |
|
| 1925 |
1925
Brouwer & Janachowski
Mill Valley,
California
| $5.32億 | -$3067万 | -5% | 8.82% | 41.8% | 53 | 11.32% | 2.9 |
|