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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
Howe & Rusling
Rochester,
New York
| $4.29億 | -$1664万 | -4% | 0.32% | 82% | 999 | 27.63% | 0.8 |
|
| 1927 |
1927
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $4.28億 | +$1104万 | +3% | 4.99% | 307% | 160 | 49.38% | 0.4 |
|
| 1928 |
MCTIC
1928
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $4.28億 | -$204万 | -0.5% | 0.07% | 38.8% | 96 | 6.25% | 1 |
|
| 1929 |
1929
Appleton Partners
Boston,
Massachusetts
| $4.28億 | +$60万 | +0.1% | 1.48% | 101% | 198 | 17.17% | 1 |
|
| 1930 |
1930
Smith Hayes Advisers
Lincoln,
Nebraska
| $4.27億 | +$94.9万 | +0.2% | 0.11% | 35.2% | 311 | 15.11% | 1 |
|
| 1931 |
1931
Sector Gamma AS
Oslo,
Norway
| $4.27億 | +$469万 | +1% | 1.53% | 35.3% | 37 | 27.03% | 0.7 |
|
| 1932 |
1932
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $4.27億 | +$1444万 | +3% | 0.62% | 68% | 134 | 4.48% | 1.1 |
|
| 1933 |
1933
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $4.27億 | -$1352万 | -3% | 0.19% | 69.3% | 719 | 14.88% | 1 |
|
| 1934 |
JMH
1934
J.M. Hartwell
New York
| $4.27億 | -$6834万 | -14% | 0.32% | 72.2% | 114 | 27.19% | 0.9 |
|
| 1935 |
1935
Steel Grove Capital Advisors
Memphis,
Tennessee
| $4.27億 | +$327万 | +0.8% | 1.09% | 106% | 148 | 16.22% | 0.9 |
|
| 1936 |
1936
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $4.27億 | -$2446万 | -5% | 8.58% | 52.1% | 178 | 11.24% | 1.1 |
|
| 1937 |
1937
Stratos Wealth Partners
Beachwood,
Ohio
| $4.26億 | +$1.27億 | +42% | 1.15% | 83.3% | 368 | 28.53% | 0.2 |
|
| 1938 |
BPM
1938
Bowling Portfolio Management
Cincinnati,
Ohio
| $4.26億 | +$396万 | +0.9% | 2.61% | 45.7% | 108 | 0.93% | 0.9 |
|
| 1939 |
1939
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $4.26億 | +$1574万 | +4% | 1.98% | 51.3% | 409 | 12.71% | 0.9 |
|
| 1940 |
MC
1940
MSF Capital
New York
| $4.26億 | -$1679万 | -4% | 1.11% | – | 75 | 40% | 0.7 |
|
| 1941 |
1941
Dialectic Capital Management
Norwalk,
Connecticut
| $4.26億 | +$1.09億 | +34% | 0.32% | 91.5% | 239 | 67.78% | 0.2 |
|
| 1942 |
1942
StepStone Group
La Jolla,
California
| $4.26億 | +$2.98億 | +232% | 20.5% | 107% | 15 | 13.33% | 0.7 |
|
| 1943 |
SIG
1943
Schooner Investment Group
Wayne,
Pennsylvania
| $4.26億 | -$1671万 | -4% | 1.92% | 24.3% | 156 | 20.51% | 0.8 |
|
| 1944 |
1944
Middleton & Co
Boston,
Massachusetts
| $4.26億 | -$1420万 | -3% | 0.37% | 69.7% | 163 | 9.2% | 1 |
|
| 1945 |
1945
Pictet North America Advisors
Geneva 73,
Switzerland
| $4.25億 | +$3724万 | +10% | 0.31% | 67.7% | 55 | 20% | 0.6 |
|
| 1946 |
1946
Bernzott Capital Advisors
Camarillo,
California
| $4.25億 | -$1184万 | -3% | 2.46% | 46.6% | 57 | 19.3% | 0.9 |
|
| 1947 |
1947
Meiji Yasuda Asset Management
Tokyo,
Japan
| $4.25億 | -$6119万 | -13% | 1.08% | 93.9% | 380 | 15% | 1 |
|
| 1948 |
1948
Aston Asset Management
Chicago,
Illinois
| $4.24億 | -$1274万 | -3% | 1.67% | 26.1% | 146 | 13.7% | 1 |
|
| 1949 |
1949
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $4.24億 | -$1474万 | -3% | 1.98% | 70.6% | 336 | 64.29% | 0.3 |
|
| 1950 |
1950
Alaska Permanent Capital Management
Anchorage,
Alaska
| $4.23億 | -$924万 | -2% | 2.93% | 42.8% | 32 | 18.75% | 1 |
|