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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
LGT Capital Partners
Pfaeffikon,
Switzerland
| $4.44億 | +$1.02億 | +30% | 2.83% | 67.2% | 62 | 37.1% | 0.8 |
|
| 1927 |
1927
Tenor Capital Management
New York
| $4.44億 | +$4472万 | +11% | 0.05% | 4.73% | 52 | 13.46% | 0.6 |
|
| 1928 |
1928
Freshford Capital Management
Rye Brook,
New York
| $4.44億 | -$2037万 | -4% | 9.08% | 97.3% | 34 | 50% | 0.7 |
|
| 1929 |
1929
Pine Brook Road Advisors
Bedford,
New York
| $4.43億 | -$3346万 | -7% | 6.71% | – | 3 | 0% | 1.8 |
|
| 1930 |
CC
1930
Cornerstone Capital
Palo Alto,
California
| $4.43億 | +$4125万 | +10% | 10.5% | 91.2% | 79 | 8.86% | 1.9 |
|
| 1931 |
1931
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $4.42億 | +$2668万 | +6% | 7.72% | 48.1% | 38 | 7.89% | 2 |
|
| 1932 |
1932
Kelly Lawrence W & Associates
Pasadens,
California
| $4.42億 | +$1132万 | +3% | 8.16% | 123% | 174 | 20.11% | 1.3 |
|
| 1933 |
1933
Meiji Yasuda Asset Management
Tokyo,
Japan
| $4.41億 | +$3310万 | +8% | 7.6% | 93.9% | 380 | 19.21% | 1.7 |
|
| 1934 |
1934
Academy Capital Management
Waco,
Texas
| $4.41億 | -$6408万 | -13% | 4.88% | 71.2% | 51 | 25.49% | 1.5 |
|
| 1935 |
1935
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| $4.41億 | -$906万 | -2% | 8.09% | 97.7% | 185 | 11.35% | 1.3 |
|
| 1936 |
1936
Auxier Asset Management
Aurora,
Oregon
| $4.41億 | +$1301万 | +3% | 8.29% | 71.7% | 148 | 8.78% | 2.1 |
|
| 1937 |
1937
YHB Investment Advisors
West Hartford,
Connecticut
| $4.41億 | +$1772万 | +4% | 7.04% | 96.2% | 169 | 11.24% | 2 |
|
| 1938 |
1938
Regis Management Company
Menlo Park,
California
| $4.41億 | +$9920万 | +29% | 2.24% | 5.33% | 99 | 55.56% | 0.9 |
|
| 1939 |
1939
Pacific Global Investment Management
Glendale,
California
| $4.41億 | -$874万 | -2% | 2.57% | 48% | 218 | 6.42% | 2.1 |
|
| 1940 |
BC
1940
BHR Capital
New York
| $4.41億 | -$2.45億 | -36% | 4.55% | 5.89% | 45 | 37.78% | 1.1 |
|
| 1941 |
1941
Pekin Hardy Strauss
Chicago,
Illinois
| $4.4億 | +$222万 | +0.5% | 0.78% | 102% | 174 | 10.92% | 1.8 |
|
| 1942 |
1942
Clear Harbor Asset Management
Stamford,
Connecticut
| $4.4億 | +$312万 | +0.7% | 6.48% | 98.6% | 313 | 23.96% | 1.5 |
|
| 1943 |
1943
BTR Capital Management
Oakland,
California
| $4.4億 | +$2215万 | +5% | 5.86% | 35% | 180 | 13.33% | 1.7 |
|
| 1944 |
1944
Gratus Capital
Atlanta,
Georgia
| $4.4億 | +$2552万 | +6% | 6.52% | 51.4% | 109 | 27.52% | 0.7 |
|
| 1945 |
1945
Bank Hapoalim BM
Tel Aviv,
Israel
| $4.4億 | +$990万 | +2% | 4.41% | 76.6% | 173 | 14.45% | 1.3 |
|
| 1946 |
1946
Strategy Asset Managers
Pasadena,
California
| $4.4億 | +$2287万 | +5% | 6.85% | 115% | 137 | 5.11% | 1.6 |
|
| 1947 |
1947
Richard C. Young & Co
Newport,
Rhode Island
| $4.39億 | +$3523万 | +9% | 4.39% | 137% | 85 | 27.06% | 1.5 |
|
| 1948 |
1948
SFMG Wealth Advisors
Plano,
Texas
| $4.39億 | +$2528万 | +6% | 5.27% | 76.1% | 128 | 25% | 1.4 |
|
| 1949 |
KFS
1949
Kurt F. Somerville
| $4.38億 | +$4554万 | +12% | 5.88% | 92.9% | 132 | 9.85% | 2 |
|
| 1950 |
1950
Harvey Investment Company
Louisville,
Kentucky
| $4.37億 | +$2258万 | +5% | 5.94% | 56.4% | 79 | 2.53% | 2.3 |
|