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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
Atomi Financial Group
New York
| $10.8億 | +$3.61億 | +50% | 12.4% | 153% | 773 | 27.81% | 0.4 |
|
| 1927 |
1927
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $10.8億 | +$2.44億 | +29% | 53.5% | 484% | 17 | 11.76% | 1.9 |
|
| 1928 |
GPCM
1928
Greenbrier Partners Capital Management
Dallas,
Texas
| $10.8億 | +$9328万 | +9% | 11.9% | 96.1% | 13 | 0% | 9.3 |
|
| 1929 |
1929
Jacobi Capital Management
Pittston,
Pennsylvania
| $10.8億 | +$1.07億 | +11% | 9.85% | 83.4% | 495 | 9.09% | 4.8 |
|
| 1930 |
1930
Kiltearn Partners
Edinburgh,
United Kingdom
| $10.8億 | -$2.17億 | -17% | 7.99% | 41% | 33 | 9.09% | 3.2 |
|
| 1931 |
1931
Arete Wealth Advisors
Chicago,
Illinois
| $10.8億 | -$2.29億 | -17% | 7.42% | 85.3% | 778 | 56.43% | 2.2 |
|
| 1932 |
1932
HSG Holding
Na,
Hong Kong
| $10.8億 | +$2.11億 | +24% | 3.08% | 0.28% | 21 | 23.81% | 3.1 |
|
| 1933 |
1933
TT International Asset Management
London,
United Kingdom
| $10.8億 | +$2.96億 | +38% | 14.6% | 331% | 67 | 68.66% | 0.7 |
|
| 1934 |
1934
MKP Capital Management
New York
| $10.8億 | -$8.35億 | -44% | 8.89% | 80.4% | 20 | 75% | 0.4 |
|
| 1935 |
1935
Rational Advisors
Huntington,
New York
| $10.8億 | +$9625万 | +10% | 4.68% | 39.2% | 231 | 27.71% | 1.3 |
|
| 1936 |
1936
AIP LLC
New York
| $10.8億 | -$3.03億 | -22% | 0.92% | 54.9% | 5 | 60% | 1.6 |
|
| 1937 |
1937
Integral Health Asset Management
New York
| $10.8億 | +$3.43億 | +47% | 36% | 564% | 99 | 49.49% | 0.5 |
|
| 1938 |
1938
Modern Wealth Management
Lenexa,
Kansas
| $10.8億 | +$2.85億 | +36% | 6.79% | – | 307 | 41.04% | 0.2 |
|
| 1939 |
1939
E-L Financial Corp
Toronto,
Ontario, Canada
| $10.8億 | +$1.23億 | +13% | 10.1% | 78.5% | 1 | 0% | 7.3 |
|
| 1940 |
1940
Icon Wealth Advisors
Houston,
Texas
| $10.8億 | +$1.16億 | +12% | 8.15% | – | 482 | 14.52% | 1 |
|
| 1941 |
1941
Needham Investment Management
New York
| $10.8億 | +$2.84億 | +36% | 39% | 424% | 137 | 9.49% | 4.5 |
|
| 1942 |
1942
SoFi Wealth
San Francisco,
California
| $10.8億 | +$1.42億 | +15% | 6.76% | 67.9% | 11 | 0% | 2 |
|
| 1943 |
1943
SP Asset Management
Cupertino,
California
| $10.7億 | +$9920万 | +10% | 15.1% | 112% | 125 | 8% | 3.6 |
|
| 1944 |
1944
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $10.7億 | +$1.3億 | +14% | 10.5% | 81.1% | 368 | 26.9% | 0.2 |
|
| 1945 |
1945
Taconic Capital Advisors
New York
| $10.7億 | -$4.08億 | -28% | 7.52% | 273% | 163 | 41.1% | 1.5 |
|
| 1946 |
1946
Lindbrook Capital
Calabasas,
California
| $10.7億 | +$6746万 | +7% | 10.2% | 35.8% | 2,793 | 8.88% | 3.1 |
|
| 1947 |
1947
NBC Securities
Birmingham,
Alabama
| $10.7億 | +$7345万 | +7% | 8.23% | 93.1% | 2,270 | 11.23% | 0.5 |
|
| 1948 |
1948
SPC Financial Inc
Rockville,
Maryland
| $10.6億 | +$8293万 | +8% | 7.61% | 65.1% | 236 | 8.9% | 3.9 |
|
| 1949 |
1949
Beese Fulmer Investment Management
Canton,
Ohio
| $10.6億 | +$9726万 | +10% | 10.8% | 124% | 232 | 6.03% | 6.3 |
|
| 1950 |
1950
Girard Partners
King Of Prussia,
Pennsylvania
| $10.6億 | +$7663万 | +8% | 6.76% | 25.7% | 271 | 12.55% | 4.6 |
|