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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 |
OFM
1926
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $5.31億 | +$1.55億 | +41% | 26.4% | 8.26% | 14 | 71.43% | 0.4 |
|
| 1927 |
1927
Goodnow Investment Group
Darien,
Connecticut
| $5.3億 | -$1.56億 | -23% | 18.4% | 131% | 31 | 32.26% | 2.4 |
|
| 1928 |
1928
Halsey Associates
New Haven,
Connecticut
| $5.3億 | -$3210万 | -6% | 11.7% | 63.8% | 112 | 21.43% | 3.6 |
|
| 1929 |
1929
Hoplite Capital Management
New York
| $5.3億 | -$1.52億 | -22% | 8.84% | 32.9% | 25 | 48% | 1 |
|
| 1930 |
1930
Wellington Shields Capital Management
New York
| $5.29億 | -$9080万 | -15% | 10.7% | 137% | 322 | 16.77% | 3.5 |
|
| 1931 |
IR
1931
IAT Reinsurance
New York
| $5.26億 | -$1.6億 | -23% | 20.6% | 60.2% | 137 | 8.76% | 1.9 |
|
| 1932 |
1932
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $5.26億 | -$2.85億 | -35% | 35.1% | 61.2% | 4 | 0% | 0.8 |
|
| 1933 |
1933
Gramercy Funds Management
Greenwich,
Connecticut
| $5.25億 | +$767万 | +1% | 6.68% | 87.6% | 19 | 15.79% | 0.7 |
|
| 1934 |
1934
Brown Advisory Securities
Baltimore,
Maryland
| $5.24億 | -$9860万 | -16% | 12.2% | 51% | 439 | 14.58% | 3.1 |
|
| 1935 |
1935
MCF Advisors
Covington,
Kentucky
| $5.23億 | -$4915万 | -9% | 10.7% | 50.2% | 526 | 16.54% | 2.8 |
|
| 1936 |
1936
Altium Wealth Management
Purchase,
New York
| $5.23億 | +$154万 | +0.3% | 11.6% | 24.9% | 313 | 17.25% | 0.7 |
|
| 1937 |
1937
O'Shares Investment Advisers
Boston,
Massachusetts
| $5.23億 | – | – | 9.28% | 71.8% | 329 | – | 0 |
|
| 1938 |
JC
1938
JBF Capital
Aspen,
Colorado
| $5.22億 | -$1.58億 | -23% | 15.5% | 93.6% | 188 | 68.09% | 0.8 |
|
| 1939 |
1939
Blackhill Capital
Morristown,
New Jersey
| $5.22億 | -$9627万 | -16% | 13.5% | 212% | 74 | 12.16% | 4.4 |
|
| 1940 |
1940
Financial Architects (New Jersey)
Marlton,
New Jersey
| $5.22億 | -$9186万 | -15% | 11.9% | 31.3% | 1,592 | 23.93% | 2.1 |
|
| 1941 |
1941
First Merchants Corp
Muncie,
Indiana
| $5.21億 | -$8895万 | -15% | 12% | 55.6% | 207 | 6.76% | 3.4 |
|
| 1942 |
SCM
1942
Suffolk Capital Management
New York
| $5.21億 | -$1.82億 | -26% | 20% | 48.6% | 156 | 38.46% | 1.1 |
|
| 1943 |
AAM
1943
Autus Asset Management
Scottsdale,
Arizona
| $5.21億 | -$8236万 | -14% | 10.9% | 26.3% | 157 | 10.19% | 4.1 |
|
| 1944 |
1944
Adams Natural Resources Fund
Baltimore,
Maryland
| $5.2億 | -$1.63億 | -24% | 21% | 50.6% | 62 | 9.68% | 2.2 |
|
| 1945 |
1945
Citizens Business Bank
Ontario,
California
| $5.2億 | -$9513万 | -15% | 12.9% | 108% | 288 | 13.89% | 3.5 |
|
| 1946 |
1946
IHT Wealth Management
Chicago,
Illinois
| $5.2億 | +$5712万 | +12% | 11.4% | 74.8% | 530 | 30.19% | 1.3 |
|
| 1947 |
1947
Trek Financial
Scottsdale,
Arizona
| $5.19億 | – | – | 1.43% | 144% | 91 | – | 0 |
|
| 1948 |
1948
Harvey Investment Company
Louisville,
Kentucky
| $5.18億 | -$5892万 | -10% | 9.97% | 56.4% | 86 | 11.63% | 4.4 |
|
| 1949 |
1949
AJ Wealth Strategies
New York
| $5.18億 | -$2216万 | -4% | 10.1% | 32.2% | 117 | 29.91% | 1.4 |
|
| 1950 |
1950
Bienville Capital Management
New York
| $5.18億 | -$7.75億 | -60% | 5.46% | 36.3% | 184 | 40.22% | 1.4 |
|