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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
Jaffetilchin Investment Partners
Tampa,
Florida
| $8.19億 | +$3988万 | +5% | 5.68% | 88.1% | 371 | 23.72% | 2.2 |
|
| 1902 |
AL
1902
Arnhold LLC
New York
| $8.18億 | +$7312万 | +10% | 10.4% | 164% | 141 | 13.48% | 3 |
|
| 1903 |
1903
Philosophy Capital Management
Alamo,
California
| $8.18億 | -$1.68億 | -17% | 8.83% | 77.5% | 37 | 45.95% | 0.5 |
|
| 1904 |
SGCIA
1904
Smith Graham & Co Investment Advisors
Houston,
Texas
| $8.17億 | +$6507万 | +9% | 12% | 56.9% | 142 | 4.23% | 6.1 |
|
| 1905 |
1905
Quinn Opportunity Partners
Charlottesville,
Virginia
| $8.17億 | -$6209万 | -7% | 7.49% | 77.6% | 213 | 23.47% | 1.4 |
|
| 1906 |
1906
Bristlecone Advisors
Bellevue,
Washington
| $8.16億 | +$4978万 | +6% | 5.94% | 103% | 260 | 10.77% | 3.3 |
|
| 1907 |
1907
MKP Capital Management
New York
| $8.15億 | +$4.69億 | +135% | 8.99% | 69.8% | 16 | 81.25% | 0.1 |
|
| 1908 |
1908
Colonial Trust Advisors
Spartanburg,
South Carolina
| $8.15億 | +$7680万 | +10% | 9.8% | 80% | 917 | 73.06% | 1.1 |
|
| 1909 |
1909
Executive Wealth Management
Brighton,
Michigan
| $8.14億 | +$9643万 | +13% | 6.83% | 18.4% | 195 | 13.33% | 2.3 |
|
| 1910 |
1910
Lutz Financial Services
Omaha,
Nebraska
| $8.14億 | +$8224万 | +11% | 6.99% | 35.3% | 78 | 12.82% | 3 |
|
| 1911 |
1911
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $8.14億 | +$1.63億 | +25% | 16.3% | 102% | 101 | 1.98% | 3.1 |
|
| 1912 |
WDA
1912
Wendell David Associates
Portsmouth,
New Hampshire
| $8.14億 | +$7042万 | +9% | 11.6% | 58.7% | 149 | 4.7% | 7.1 |
|
| 1913 |
1913
Verdence Capital Advisors
Hunt Valley,
Maryland
| $8.13億 | +$8814万 | +12% | 11.9% | 104% | 563 | 19.89% | 2.5 |
|
| 1914 |
1914
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $8.13億 | -$2.12億 | -21% | 5.12% | 143% | 367 | 46.59% | 1.1 |
|
| 1915 |
1915
Baker Tilly Wealth Management
Madison,
Wisconsin
| $8.12億 | +$7819万 | +11% | 8.51% | 96.9% | 575 | 17.91% | 1.4 |
|
| 1916 |
1916
Lindbrook Capital
Calabasas,
California
| $8.12億 | +$2.19億 | +37% | 9.56% | 35.8% | 3,095 | 15.57% | 2.1 |
|
| 1917 |
1917
Northcape Capital
Sydney,
Australia
| $8.11億 | +$3085万 | +4% | 8.75% | – | 26 | 7.69% | 3.1 |
|
| 1918 |
1918
Discerene Group
Stamford,
Connecticut
| $8.1億 | +$1.32億 | +19% | 24% | 48.6% | 14 | 0% | 1.7 |
|
| 1919 |
1919
Callan Capital
La Jolla,
California
| $8.1億 | +$1.95億 | +32% | 10.2% | 20.1% | 195 | 38.46% | 2.3 |
|
| 1920 |
1920
Hollencrest Capital Management
Newport Beach,
California
| $8.09億 | +$1690万 | +2% | 6.64% | 85.6% | 1,194 | 77.47% | 1.2 |
|
| 1921 |
1921
Harvard Management Company
Boston,
Massachusetts
| $8.07億 | +$288万 | +0.4% | 4.96% | 123% | 47 | 2.13% | 1.6 |
|
| 1922 |
1922
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $8.07億 | +$6874万 | +9% | 11% | 70% | 64 | 9.38% | 6.3 |
|
| 1923 |
1923
Cahaba Wealth Management
Atlanta,
Georgia
| $8.06億 | +$8278万 | +11% | 6.69% | 48.7% | 148 | 14.19% | 2.6 |
|
| 1924 |
1924
GSA Capital Partners
London,
United Kingdom
| $8.06億 | +$5159万 | +7% | 10% | 94.7% | 2,052 | 60.82% | 0.4 |
|
| 1925 |
1925
Private Ocean
San Rafael,
California
| $8.06億 | +$1.71億 | +27% | 5.64% | 2.82% | 669 | 35.28% | 3 |
|