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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
Cadian Capital Management
New York
| $13.8億 | -$2.98億 | -18% | 6.22% | 19.5% | 34 | 47.06% | 0.9 |
|
| 1927 |
1927
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $13.8億 | +$3932万 | +3% | 3.43% | 94.2% | 159 | 7.55% | 6.8 |
|
| 1928 |
1928
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $13.8億 | +$74.7万 | +0.1% | 2.22% | 89.9% | 53 | 9.43% | 3.6 |
|
| 1929 |
1929
AEW Capital Management
Boston,
Massachusetts
| $13.8億 | -$4.14億 | -23% | 1.77% | 37.1% | 45 | 22.22% | 4.8 |
|
| 1930 |
1930
Lyell Wealth Management
Menlo Park,
California
| $13.8億 | +$3470万 | +3% | 2.44% | 144% | 220 | 7.27% | 4.4 |
|
| 1931 |
1931
Moss Adams Wealth Advisors
Seattle,
Washington
| $13.8億 | +$9682万 | +8% | 1.71% | 79.6% | 278 | 14.39% | 1.6 |
|
| 1932 |
1932
Blue Chip Partners
Farmington Hills,
Michigan
| $13.8億 | +$4172万 | +3% | 2.84% | 81.2% | 177 | 11.86% | 5.2 |
|
| 1933 |
1933
Leo Wealth LLC
Hurst,
Texas
| $13.8億 | +$6.07億 | +79% | 2.65% | – | 433 | 37.18% | 1 |
|
| 1934 |
1934
Fidelis Capital Partners
Tampa,
Florida
| $13.8億 | +$9604万 | +8% | 5.13% | 115% | 523 | 12.43% | 1.8 |
|
| 1935 |
1935
Narwhal Capital Management
Marietta,
Georgia
| $13.8億 | +$2617万 | +2% | 4.04% | 93.8% | 171 | 8.77% | 5.9 |
|
| 1936 |
1936
Corda Investment Management
Houston,
Texas
| $13.7億 | -$4677万 | -3% | 4.21% | 85% | 84 | 7.14% | 5.2 |
|
| 1937 |
1937
Delta Global Management
New York
| $13.7億 | +$983万 | +0.7% | 8.85% | – | 228 | 52.63% | 0.4 |
|
| 1938 |
1938
Johns Hopkins University
Baltimore,
Maryland
| $13.7億 | -$4.21億 | -23% | 1.15% | 30.6% | 18 | 33.33% | 1.4 |
|
| 1939 |
1939
Nicholas Investment Partners
Rancho Santa Fe,
California
| $13.7億 | +$6495万 | +5% | 13.3% | 397% | 245 | 31.02% | 1.5 |
|
| 1940 |
1940
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $13.7億 | +$2.63億 | +24% | 24% | 82.7% | 4 | 0% | 2.3 |
|
| 1941 |
1941
Stone Ridge Holdings Group
New York
| $13.7億 | +$12.3億 | +879% | 3.12% | – | 14 | 7.14% | 0.7 |
|
| 1942 |
OCM
1942
Opti Capital Management
New York
| $13.7億 | -$2.29億 | -14% | 0% | 0.01% | 43 | 0% | 0.5 |
|
| 1943 |
1943
BloombergSen
Toronto,
Ontario, Canada
| $13.7億 | -$2.43億 | -15% | 0.13% | 46.9% | 35 | 25.71% | 3.5 |
|
| 1944 |
1944
CFS Investment Advisory Services
Totowa,
New Jersey
| $13.7億 | +$2225万 | +2% | 2.12% | 59.7% | 353 | 9.92% | 1.8 |
|
| 1945 |
1945
Litman Gregory Wealth Management
Larkspur,
California
| $13.7億 | +$2181万 | +2% | 2.09% | 55.5% | 357 | 59.1% | 0.9 |
|
| 1946 |
1946
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $13.7億 | -$151万 | -0.1% | 3.11% | 116% | 115 | 13.04% | 6 |
|
| 1947 |
1947
Lansdowne Partners (UK)
London,
United Kingdom
| $13.6億 | +$1.78億 | +15% | 6.91% | 293% | 24 | 12.5% | 2.1 |
|
| 1948 |
1948
First Long Island Investors
Jericho,
New York
| $13.6億 | +$1839万 | +1% | 2.21% | 85.5% | 76 | 11.84% | 5.2 |
|
| 1949 |
SPC
1949
Stony Point Capital
New York
| $13.6億 | -$6464万 | -5% | 0.08% | 208% | 36 | 13.89% | 1.6 |
|
| 1950 |
1950
AlphaStar Capital Management
Cornelius,
North Carolina
| $13.6億 | +$2.03億 | +17% | 1.54% | 69.5% | 263 | 31.56% | 2.1 |
|