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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Oberweis Asset Management
Lisle,
Illinois
| $3.52億 | -$63.8万 | -0.2% | 40.2% | 485% | 176 | 36.36% | 0.2 |
|
| 1927 |
1927
Asset Advisors Corp
Augusta,
Georgia
| $3.52億 | +$1212万 | +4% | 3.06% | 41.4% | 175 | 16.57% | 0.2 |
|
| 1928 |
1928
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $3.51億 | +$1656万 | +5% | 4.31% | 66.7% | 137 | 6.57% | 0.2 |
|
| 1929 |
1929
RK Capital Management (Colorado)
Denver,
Colorado
| $3.51億 | +$2182万 | +7% | 12.5% | 89% | 97 | 100% | 0 |
|
| 1930 |
WAM
1930
Wood Asset Management
Sarasota,
Florida
| $3.51億 | -$2511万 | -7% | 4.67% | – | 124 | 50.81% | 0.2 |
|
| 1931 |
1931
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $3.51億 | +$1808万 | +5% | 10.4% | 26.9% | 206 | 31.07% | 0.2 |
|
| 1932 |
1932
KLCM Advisors
Milwaukee,
Wisconsin
| $3.51億 | +$3337万 | +11% | 10.5% | 122% | 71 | 11.27% | 0.2 |
|
| 1933 |
1933
Freedom Investment Management
Hartford,
Connecticut
| $3.51億 | +$5663万 | +19% | 4.87% | 68.5% | 421 | 31.59% | 0.2 |
|
| 1934 |
1934
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $3.5億 | -$1.39億 | -28% | 6.16% | 33.4% | 25 | 32% | 0.2 |
|
| 1935 |
SC
1935
Seawolf Capital
New York
| $3.5億 | +$1.06億 | +43% | 8.81% | 25.7% | 51 | 66.67% | 0.1 |
|
| 1936 |
1936
Shelter Mutual Insurance
Columbia,
Missouri
| $3.5億 | +$1111万 | +3% | 3.72% | 51.2% | 49 | 4.08% | 0.2 |
|
| 1937 |
1937
Kanaly Trust
Houston,
Texas
| $3.49億 | +$2302万 | +7% | 3.22% | 11.6% | 98 | 18.37% | 0.2 |
|
| 1938 |
VCM
1938
V3 Capital Management
Dallas,
Texas
| $3.49億 | +$2.11億 | +153% | 2.7% | 20.5% | 17 | 70.59% | 0.1 |
|
| 1939 |
1939
LaFleur & Godfrey
Grand Rapids,
Michigan
| $3.48億 | +$1325万 | +4% | 6.62% | 85.2% | 70 | 2.86% | 0.2 |
|
| 1940 |
CIA
1940
CSat Investment Advisory
Detroit,
Michigan
| $3.48億 | +$6774万 | +24% | 5.3% | 87.4% | 28 | 21.43% | 0.2 |
|
| 1941 |
1941
Bank of Kentucky
Crestview Hills,,
Kentucky
| $3.48億 | +$2084万 | +6% | 2.91% | – | 294 | 11.56% | 0.2 |
|
| 1942 |
1942
Algert Global
San Francisco,
California
| $3.48億 | +$2466万 | +8% | 15.2% | 194% | 392 | 41.84% | 0.2 |
|
| 1943 |
PAM
1943
Premier Asset Management
Chicago,
Illinois
| $3.47億 | – | – | 18.6% | 104% | 93 | – | 0 |
|
| 1944 |
1944
Tyrus Capital S.A.M.
Monaco
| $3.45億 | -$1.41億 | -29% | 16.4% | – | 22 | 86.36% | 0.1 |
|
| 1945 |
1945
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $3.45億 | +$841万 | +2% | 3.32% | 34% | 92 | 18.48% | 0.2 |
|
| 1946 |
AL
1946
Agran Libbie
Santa Monica,
California
| $3.44億 | -$111万 | -0.3% | 3.93% | 27.5% | 118 | 15.25% | 0.2 |
|
| 1947 |
SC
1947
Selz Capital
New York
| $3.42億 | -$892万 | -3% | 3.2% | 10.2% | 55 | 27.27% | 0.2 |
|
| 1948 |
HCM
1948
Hawkeye Capital Management
Miami Beach,
Florida
| $3.41億 | +$2247万 | +7% | 8.56% | – | 20 | 65% | 0.1 |
|
| 1949 |
ABC
1949
Anchor Bolt Capital
Chicago,
Illinois
| $3.41億 | +$1.06億 | +45% | 14.2% | 3.04% | 82 | 21.95% | 0.2 |
|
| 1950 |
1950
Coastline Trust
Providence,
Rhode Island
| $3.4億 | +$1578万 | +5% | 4.41% | 106% | 200 | 3.5% | 0.2 |
|