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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 |
KFS
1926
Kurt F. Somerville
| $4.38億 | +$23.2万 | +0.1% | 3.17% | 92.9% | 126 | 12.7% | 2.3 |
|
| 1927 |
AGM
1927
Alpine Global Management
New York
| $4.38億 | +$1.26億 | +40% | 5.55% | 149% | 237 | 81.86% | 0.2 |
|
| 1928 |
1928
1834 Investment Advisors
Milwaukee,
Wisconsin
| $4.38億 | +$1201万 | +3% | 1.36% | 68.7% | 187 | 14.44% | 1.8 |
|
| 1929 |
1929
Evergreen Capital Management
Bellevue,
Washington
| $4.36億 | +$1867万 | +4% | 1.48% | 77.2% | 95 | 14.74% | 1.8 |
|
| 1930 |
HEC
1930
Hudson Executive Capital
New York
| $4.34億 | +$1.17億 | +37% | 14.9% | 127% | 12 | 41.67% | 0.1 |
|
| 1931 |
1931
BTC Capital Management
Des Moines,
Iowa
| $4.34億 | +$640万 | +1% | 0.13% | – | 179 | 15.08% | 1.1 |
|
| 1932 |
1932
Chemung Canal Trust
Elmira,
New York
| $4.34億 | +$14.9万 | +0% | 2.84% | 80.9% | 133 | 14.29% | 2.3 |
|
| 1933 |
1933
Incline Global Management
New York
| $4.33億 | -$5465万 | -11% | 2.22% | 40.1% | 27 | 33.33% | 0.6 |
|
| 1934 |
1934
B. Riley Wealth Advisors
Boca Raton,
Florida
| $4.32億 | -$6145万 | -12% | 2.71% | 118% | 647 | 26.12% | 1.4 |
|
| 1935 |
NM
1935
Newtyn Management
New York
| $4.32億 | +$3717万 | +9% | 5.3% | 52% | 20 | 35% | 0.4 |
|
| 1936 |
1936
Middleton & Co
Boston,
Massachusetts
| $4.31億 | -$1691万 | -4% | 0.53% | 69.7% | 162 | 6.79% | 2.1 |
|
| 1937 |
1937
Strategic Financial Services
Utica,
New York
| $4.3億 | +$4939万 | +13% | 2.38% | 58.7% | 98 | 7.14% | 2.3 |
|
| 1938 |
1938
BTR Capital Management
Oakland,
California
| $4.3億 | -$980万 | -2% | 1.5% | 35% | 173 | 11.56% | 2 |
|
| 1939 |
1939
MN Services Vermogensbeheer
The Hague,
Netherlands
| $4.3億 | – | – | 2% | 149% | 672 | – | 0 |
|
| 1940 |
1940
Pekin Hardy Strauss
Chicago,
Illinois
| $4.3億 | -$1016万 | -2% | 6.82% | 102% | 175 | 12% | 2 |
|
| 1941 |
MCTIC
1941
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $4.3億 | -$1594万 | -4% | 0.29% | 38.8% | 93 | 7.53% | 2.2 |
|
| 1942 |
MAM
1942
Mastrapasqua Asset Management
Nashville,
Tennessee
| $4.28億 | +$2115万 | +5% | 1.24% | 54.9% | 153 | 17.65% | 1 |
|
| 1943 |
1943
Evensky & Katz
Coral Gables,
Florida
| $4.28億 | +$1029万 | +2% | 1.5% | 57.1% | 50 | 4% | 2.2 |
|
| 1944 |
1944
Eagle Ridge Investment Management
Stamford,
Connecticut
| $4.27億 | +$1003万 | +2% | 3.31% | 28.2% | 136 | 22.06% | 1 |
|
| 1945 |
1945
Bulldog Investors
Saddle Brook,
New Jersey
| $4.27億 | -$4739万 | -10% | 0.17% | 22.5% | 115 | 42.61% | 0.9 |
|
| 1946 |
ZBI
1946
Ziff Brothers Investments
New York
| $4.27億 | +$6619万 | +18% | 4.86% | – | 22 | 59.09% | 0.4 |
|
| 1947 |
1947
Red Mountain Capital Partners
Los Angeles,
California
| $4.27億 | +$4645万 | +12% | 22.5% | 37.4% | 8 | 0% | 2.2 |
|
| 1948 |
GWM
1948
Gupta Wealth Management
San Diego,
California
| $4.27億 | +$3336万 | +8% | 2.68% | – | 1,384 | 25.87% | 0.8 |
|
| 1949 |
1949
ARS Investment Partners
New York
| $4.27億 | +$80.4万 | +0.2% | 2.18% | 260% | 93 | 16.13% | 1.7 |
|
| 1950 |
1950
John G. Ullman & Associates
Corning,
New York
| $4.26億 | -$2635万 | -6% | 5.31% | 156% | 120 | 16.67% | 2.1 |
|