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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $4.53億 | -$886万 | -2% | 1.83% | 70% | 39 | 5.13% | 1.5 |
|
| 1952 |
1952
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $4.52億 | +$1438万 | +3% | 4.7% | 70.6% | 283 | 54.42% | 0.5 |
|
| 1953 |
1953
Beacon Financial Group
Dallas,
Texas
| $4.51億 | -$3148万 | -7% | 0.48% | 66.6% | 196 | 21.43% | 1.1 |
|
| 1954 |
1954
Bernzott Capital Advisors
Camarillo,
California
| $4.51億 | -$905万 | -2% | 3.08% | 46.6% | 56 | 19.64% | 1.2 |
|
| 1955 |
PWM
1955
Patriot Wealth Management
Houston,
Texas
| $4.5億 | +$2208万 | +5% | 1.56% | 24.3% | 65 | 10.77% | 1.3 |
|
| 1956 |
SCM
1956
SeaStone Capital Management
New York
| $4.49億 | -$1.94億 | -30% | 6.7% | 17.6% | 46 | 52.17% | 0.6 |
|
| 1957 |
1957
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $4.49億 | -$1249万 | -3% | 1.37% | 45.9% | 86 | 11.63% | 1.2 |
|
| 1958 |
1958
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $4.49億 | -$760万 | -2% | 0.04% | 68% | 135 | 7.41% | 1.5 |
|
| 1959 |
1959
Prospera Financial Services
Dallas,
Texas
| $4.49億 | +$4783万 | +12% | 2.23% | 97.4% | 363 | 31.4% | 0.9 |
|
| 1960 |
1960
Gratus Capital
Atlanta,
Georgia
| $4.49億 | +$2622万 | +6% | 0.35% | 51.4% | 105 | 34.29% | 0.2 |
|
| 1961 |
1961
Cobiz Wealth
Denver,
Colorado
| $4.48億 | +$1078万 | +2% | 3.88% | 54% | 136 | 10.29% | 1.4 |
|
| 1962 |
1962
Bulldog Investors
Saddle Brook,
New Jersey
| $4.48億 | -$1422万 | -3% | 0.47% | 22.5% | 85 | 32.94% | 0.8 |
|
| 1963 |
1963
LBMC Investment Advisors
Brentwood,
Tennessee
| $4.47億 | +$1677万 | +4% | 1.53% | 52.8% | 63 | 12.7% | 1.3 |
|
| 1964 |
1964
Corbyn Investment Management
Lutherville,
Maryland
| $4.47億 | -$7596万 | -15% | 2.53% | 71.9% | 52 | 17.31% | 1.3 |
|
| 1965 |
1965
LS Power Partners II
New York
| $4.47億 | +$395万 | +0.9% | 3.34% | 27.3% | 1 | 0% | 1.8 |
|
| 1966 |
1966
Howe & Rusling
Rochester,
New York
| $4.46億 | +$2913万 | +7% | 3.88% | 82% | 1,034 | 18.28% | 1.1 |
|
| 1967 |
1967
NBW Capital
Boston,
Massachusetts
| $4.46億 | +$1020万 | +2% | 2.33% | 86% | 83 | 16.87% | 1.3 |
|
| 1968 |
1968
YHB Investment Advisors
West Hartford,
Connecticut
| $4.46億 | +$910万 | +2% | 1.93% | 96.2% | 172 | 8.72% | 1.4 |
|
| 1969 |
1969
Asset Advisors Corp
Augusta,
Georgia
| $4.46億 | -$708万 | -2% | 0.39% | 41.4% | 168 | 11.31% | 1.4 |
|
| 1970 |
1970
Grace Capital
Quincy,
Massachusetts
| $4.45億 | +$2933万 | +7% | 2.06% | 127% | 107 | 17.76% | 1.3 |
|
| 1971 |
1971
Steel Grove Capital Advisors
Memphis,
Tennessee
| $4.45億 | – | – | 0.85% | 106% | 171 | – | 1 |
|
| 1972 |
ACM
1972
Astenbeck Capital Management
Southport,
Connecticut
| $4.45億 | +$3.41億 | +329% | 1.27% | 12.4% | 21 | 42.86% | 0.3 |
|
| 1973 |
1973
Bainco International Investors
Boston,
Massachusetts
| $4.44億 | +$2181万 | +5% | 2.27% | 69.4% | 93 | 15.05% | 1.4 |
|
| 1974 |
1974
Appleton Partners
Boston,
Massachusetts
| $4.43億 | +$659万 | +2% | 3.74% | 101% | 197 | 14.72% | 1.3 |
|
| 1975 |
MCTIC
1975
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $4.43億 | -$321万 | -0.7% | 2.79% | 38.8% | 100 | 5% | 1.4 |
|