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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
Level Four Advisory Services
Dallas,
Texas
| $9.6億 | -$4.85億 | -34% | 0.82% | 92.2% | 677 | 38.4% | 2.9 |
|
| 1927 |
1927
Taurus Asset Management
New York
| $9.6億 | +$343万 | +0.4% | 2.29% | 26.9% | 97 | 4.12% | 5.2 |
|
| 1928 |
1928
Adell Harriman & Carpenter
Houston,
Texas
| $9.6億 | +$1034万 | +1% | 1.57% | 176% | 183 | 9.29% | 4.1 |
|
| 1929 |
1929
ShawSpring Partners
Boston,
Massachusetts
| $9.6億 | -$9395万 | -9% | 5.5% | 3.53% | 6 | 16.67% | 1.8 |
|
| 1930 |
1930
Vestor Capital
Chicago,
Illinois
| $9.6億 | +$580万 | +0.6% | 0.27% | 188% | 248 | 18.15% | 2.4 |
|
| 1931 |
1931
Amica Mutual Insurance
Providence,
Rhode Island
| $9.6億 | +$971万 | +1% | 1.34% | 80.4% | 107 | 4.67% | 4.3 |
|
| 1932 |
1932
Evensky & Katz
Coral Gables,
Florida
| $9.6億 | -$2341万 | -2% | 0.89% | 61.1% | 73 | 5.48% | 4.4 |
|
| 1933 |
1933
SP Asset Management
Cupertino,
California
| $9.6億 | +$4692万 | +5% | 0.95% | 92.4% | 127 | 6.3% | 2 |
|
| 1934 |
1934
Bank of the West
Monterey Park,
California
| $9.6億 | -$2471万 | -3% | 0.15% | 35.4% | 230 | 10% | 5.3 |
|
| 1935 |
1935
Bank Hapoalim BM
Tel Aviv,
Israel
| $9.6億 | +$7239万 | +8% | 0.32% | 76.6% | 250 | 12.4% | 2.5 |
|
| 1936 |
1936
Sirios Capital Management
Boston,
Massachusetts
| $9.6億 | -$1.94億 | -17% | 0.58% | 177% | 92 | 18.48% | 1.5 |
|
| 1937 |
1937
Merit Financial Group
Alpharetta,
Georgia
| $9.6億 | -$1.08億 | -10% | 1.77% | 67.3% | 276 | 9.06% | 1.7 |
|
| 1938 |
1938
Ulysses Management
New York
| $9.5億 | +$1.6億 | +20% | 4.72% | 51.8% | 80 | 45% | 1.1 |
|
| 1939 |
1939
Fund Evaluation Group
Cincinnati,
Ohio
| $9.5億 | -$8318万 | -8% | 0.1% | 51.6% | 32 | 12.5% | 2.3 |
|
| 1940 |
1940
HHR Asset Management
Berkeley Heights,
New Jersey
| $9.5億 | -$1.57億 | -14% | 1.91% | 76.3% | 34 | 14.71% | 2.2 |
|
| 1941 |
1941
Kore Private Wealth
New York
| $9.5億 | +$6102万 | +7% | 2.35% | 35.9% | 487 | 20.74% | 1.4 |
|
| 1942 |
1942
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $9.48億 | +$510万 | +0.5% | 0.97% | 115% | 495 | 2.63% | 5.6 |
|
| 1943 |
AA
1943
Ancient Art
Austin,
Texas
| $9.47億 | -$1.22億 | -11% | 5.43% | 168% | 25 | 24% | 1.4 |
|
| 1944 |
1944
York Capital Management Global Advisors
New York
| $9.47億 | +$5574万 | +6% | 13.1% | 74.1% | 68 | 69.12% | 0.6 |
|
| 1945 |
1945
Icon Wealth Partners
Houston,
Texas
| $9.47億 | +$1485万 | +2% | 0.54% | – | 364 | 11.26% | 1.7 |
|
| 1946 |
1946
Southernsun Asset Management
Memphis,
Tennessee
| $9.47億 | +$3325万 | +4% | 2.35% | 54.7% | 34 | 2.94% | 4.8 |
|
| 1947 |
1947
Summit Creek Advisors
Minneapolis,
Minnesota
| $9.46億 | +$1.09億 | +13% | 6.25% | 68.8% | 79 | 13.92% | 2.6 |
|
| 1948 |
1948
Connors Investor Services
Wyomissing,
Pennsylvania
| $9.46億 | -$1472万 | -2% | 0.29% | 125% | 169 | 5.33% | 3.8 |
|
| 1949 |
WM
1949
WS Management
Jacksonville,
Florida
| $9.45億 | -$6850万 | -7% | 0.97% | 309% | 89 | 35.96% | 2.6 |
|
| 1950 |
ICM
1950
Indaba Capital Management
San Francisco,
California
| $9.44億 | +$1796万 | +2% | 2.51% | 66.7% | 76 | 52.63% | 0.4 |
|