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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
Grassi Investment Management
Santa Clara,
California
| $12.6億 | +$1.76億 | +16% | 21.8% | 170% | 129 | 6.2% | 6.7 |
|
| 1927 |
1927
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $12.6億 | +$7667万 | +7% | 14.1% | 116% | 111 | 9.91% | 6.1 |
|
| 1928 |
1928
Needham Investment Management
New York
| $12.5億 | +$1.87億 | +18% | 32% | 424% | 155 | 6.45% | 4.8 |
|
| 1929 |
1929
Hilton Capital Management
Garden City,
New York
| $12.5億 | +$7637万 | +6% | 6.53% | 58.2% | 182 | 18.68% | 2.3 |
|
| 1930 |
1930
Freedom Investment Management
Hartford,
Connecticut
| $12.5億 | +$6171万 | +5% | 10.9% | 68.5% | 792 | 14.39% | 3.5 |
|
| 1931 |
1931
First American Trust
Santa Ana,
California
| $12.5億 | +$1.65億 | +15% | 10.3% | 84.6% | 261 | 14.18% | 3.7 |
|
| 1932 |
1932
Tradition Wealth Management
Edina,
Minnesota
| $12.5億 | +$1.16億 | +10% | 9.56% | 69.6% | 476 | 11.13% | 2.8 |
|
| 1933 |
1933
Clean Energy Transition
London,
United Kingdom
| $12.5億 | +$4.41億 | +55% | 15.2% | 129% | 19 | 42.11% | 1 |
|
| 1934 |
1934
Hardy Reed
Tupelo,
Mississippi
| $12.5億 | +$1.14億 | +10% | 9.84% | 69.7% | 257 | 12.06% | 2.1 |
|
| 1935 |
1935
Narwhal Capital Management
Marietta,
Georgia
| $12.5億 | +$1.23億 | +11% | 12.4% | 93.8% | 172 | 12.21% | 5.7 |
|
| 1936 |
1936
Shufro Rose & Co
New York
| $12.4億 | -$2204万 | -2% | 5.11% | 68.1% | 314 | 1.27% | 5.3 |
|
| 1937 |
1937
American Assets Investment Management
San Diego,
California
| $12.4億 | +$1.01億 | +9% | 9.83% | 507% | 147 | 3.4% | 7 |
|
| 1938 |
1938
M.D. Sass LLC
New York
| $12.4億 | +$1.06億 | +9% | 12.5% | 80.1% | 40 | 32.5% | 1.8 |
|
| 1939 |
1939
Technology Crossover Management IX
Menlo Park,
California
| $12.4億 | +$9257万 | +8% | 20.5% | 13% | 6 | 0% | 5.7 |
|
| 1940 |
1940
Taconic Capital Advisors
New York
| $12.4億 | -$1.73億 | -12% | 14.1% | 273% | 91 | 46.15% | 1.2 |
|
| 1941 |
F1I
1941
Fund 1 Investments
Rincon,
Puerto Rico
| $12.4億 | -$10億 | -45% | 13.9% | 128% | 94 | 71.28% | 0.7 |
|
| 1942 |
IAIM
1942
International Assets Investment Management
Orlando,
Florida
| $12.4億 | +$9798万 | +9% | 12.1% | 88.5% | 905 | 22.65% | 1.9 |
|
| 1943 |
1943
Cypress Funds
Los Angeles,
California
| $12.4億 | +$1.45億 | +13% | 19.8% | 100% | 16 | 0% | 3.5 |
|
| 1944 |
1944
Waterloo Capital
Austin,
Texas
| $12.4億 | +$1.63億 | +15% | 9.27% | 79.8% | 492 | 28.05% | 1.5 |
|
| 1945 |
1945
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $12.4億 | +$3.08億 | +33% | 15.8% | 45.5% | 44 | 29.55% | 4.9 |
|
| 1946 |
1946
Recurrent Investment Advisors
Houston,
Texas
| $12.4億 | +$5552万 | +5% | 1.97% | 99.7% | 67 | 7.46% | 3.3 |
|
| 1947 |
1947
1607 Capital Partners
Richmond,
Virginia
| $12.3億 | -$781万 | -0.6% | 4.88% | 28.5% | 125 | 7.2% | 4.7 |
|
| 1948 |
1948
Washington Trust Advisors
Wellesley,
Massachusetts
| $12.3億 | +$1.05億 | +9% | 12.6% | 106% | 656 | 5.64% | 2.8 |
|
| 1949 |
1949
Silver Oak Securities
Jackson,
Tennessee
| $12.3億 | +$1.41億 | +13% | 8.72% | 73.4% | 733 | 15.55% | 1.5 |
|
| 1950 |
1950
Novare Capital Management
Charlotte,
North Carolina
| $12.3億 | +$8613万 | +8% | 9.86% | 76.5% | 208 | 15.38% | 4.7 |
|