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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
First Long Island Investors
Jericho,
New York
| $13.4億 | +$7071万 | +6% | 6.94% | 85.5% | 72 | 13.89% | 5.4 |
|
| 1927 |
1927
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $13.4億 | +$4098万 | +3% | 6.24% | 94.2% | 161 | 10.56% | 6.7 |
|
| 1928 |
KCM
1928
Kynam Capital Management
Princeton,
New Jersey
| $13.4億 | +$4.14億 | +45% | 40.9% | 320% | 36 | 16.67% | 1.7 |
|
| 1929 |
1929
WGI DM
Boston,
Massachusetts
| $13.4億 | +$3.72億 | +38% | 2.34% | – | 7 | 28.57% | 0.4 |
|
| 1930 |
1930
Strategic Wealth Partners
Independence,
Ohio
| $13.4億 | +$6879万 | +5% | 7.93% | – | 1,393 | 22.9% | 1 |
|
| 1931 |
1931
Blue Chip Partners
Farmington Hills,
Michigan
| $13.4億 | +$1.1億 | +9% | 8.29% | 81.2% | 171 | 9.36% | 5.2 |
|
| 1932 |
ET
1932
Entropy Technologies
New York
| $13.4億 | +$7821万 | +6% | 6.93% | – | 1,142 | 65.76% | 0.3 |
|
| 1933 |
1933
Silver Oak Securities
Jackson,
Tennessee
| $13.4億 | +$1.05億 | +8% | 7.54% | 73.4% | 833 | 26.05% | 1.5 |
|
| 1934 |
1934
Fusion Family Wealth
Woodbury,
New York
| $13.3億 | +$1.52億 | +13% | 7.2% | 58.2% | 49 | 8.16% | 5 |
|
| 1935 |
PWMAG
1935
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $13.3億 | +$1.28億 | +11% | 8.34% | 90.7% | 413 | 11.38% | 4.1 |
|
| 1936 |
1936
YCG LLC
Austin,
Texas
| $13.3億 | +$3783万 | +3% | 0.07% | 27% | 38 | 7.89% | 6.8 |
|
| 1937 |
1937
Sozo Ventures GP II
Redwood City,
California
| $13.3億 | +$4.71億 | +55% | 60.1% | 8.44% | 1 | 0% | 1.5 |
|
| 1938 |
1938
1607 Capital Partners
Richmond,
Virginia
| $13.3億 | +$9341万 | +8% | 3.67% | 28.5% | 129 | 13.18% | 4.7 |
|
| 1939 |
1939
Lakewood Capital Management
New York
| $13.3億 | -$1450万 | -1% | 3.87% | 45.4% | 60 | 25% | 2.3 |
|
| 1940 |
1940
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $13.2億 | -$2.63億 | -17% | 6.04% | 31% | 1,434 | 50.07% | 0.5 |
|
| 1941 |
1941
J. Stern & Co
London,
United Kingdom
| $13.2億 | +$1.51億 | +13% | 7.59% | – | 44 | 20.45% | 1.3 |
|
| 1942 |
1942
Coastal Bridge Advisors
Westport,
Connecticut
| $13.2億 | +$1.07億 | +9% | 9.36% | 88.1% | 490 | 15.51% | 2 |
|
| 1943 |
1943
Atom Investors
Austin,
Texas
| $13.2億 | +$1.91億 | +17% | 6.76% | 83.4% | 871 | 65.56% | 0.4 |
|
| 1944 |
1944
Austin Private Wealth
Austin,
Texas
| $13.2億 | +$4921万 | +4% | 7.44% | 62.3% | 332 | 12.95% | 2.3 |
|
| 1945 |
1945
Washington Trust Advisors
Wellesley,
Massachusetts
| $13.1億 | +$8235万 | +7% | 7.3% | 106% | 715 | 14.97% | 2.7 |
|
| 1946 |
1946
Generali Investments CEE
Prague,
Czech Republic
| $13.1億 | +$9775万 | +8% | 7.46% | – | 400 | 8.5% | 0.7 |
|
| 1947 |
1947
Novare Capital Management
Charlotte,
North Carolina
| $13.1億 | +$8259万 | +7% | 8.12% | 76.5% | 206 | 11.17% | 4.8 |
|
| 1948 |
1948
WBH Advisory
Baltimore,
Maryland
| $13.1億 | +$1.36億 | +12% | 6.33% | 57.6% | 353 | 8.22% | 6.2 |
|
| 1949 |
1949
Vicus Capital
State College,
Pennsylvania
| $13.1億 | +$1.06億 | +9% | 6.99% | 59.6% | 300 | 22.67% | 3.5 |
|
| 1950 |
1950
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $13.1億 | +$2億 | +18% | 11.6% | 116% | 483 | 23.19% | 2.2 |
|