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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
Cisco Systems
San Jose,
California
| $4.62億 | +$2528万 | +6% | 5.96% | 210% | 4 | 0% | 1.8 |
|
| 1952 |
1952
CapWealth Advisors
Franklin,
Tennessee
| $4.62億 | +$4622万 | +11% | 7% | 152% | 338 | 73.67% | 2.5 |
|
| 1953 |
1953
Jacobs & Co
San Francisco,
California
| $4.61億 | +$1257万 | +3% | 1.46% | 105% | 122 | 3.28% | 2.9 |
|
| 1954 |
1954
Auxier Asset Management
Aurora,
Oregon
| $4.6億 | +$1292万 | +3% | 3.97% | 71.7% | 156 | 5.77% | 2.9 |
|
| 1955 |
1955
Summit Securities Group
New York
| $4.6億 | +$1.63億 | +55% | 3.84% | 136% | 337 | 78.04% | 0.1 |
|
| 1956 |
1956
Overbrook Management Corp
New York
| $4.6億 | +$2562万 | +6% | 8.33% | 157% | 82 | 8.54% | 2.3 |
|
| 1957 |
1957
Sageworth Trust
Lancaster,
Pennsylvania
| $4.59億 | +$2167万 | +5% | 0.38% | 64.5% | 66 | 48.48% | 1.5 |
|
| 1958 |
1958
Invesco Private Capital
New York
| $4.59億 | +$7578万 | +20% | 20.7% | 41.9% | 6 | 16.67% | 2.6 |
|
| 1959 |
NC
1959
Nokomis Capital
Dallas,
Texas
| $4.58億 | -$982万 | -2% | 15.7% | 145% | 54 | 37.04% | 1.4 |
|
| 1960 |
TAM
1960
Telemark Asset Management
Boston,
Massachusetts
| $4.58億 | -$2382万 | -5% | 6.03% | 329% | 59 | 62.71% | 0.6 |
|
| 1961 |
1961
Perigon Wealth Management
San Francisco,
California
| $4.58億 | +$6862万 | +18% | 1.32% | 93.8% | 787 | 32.66% | 0.7 |
|
| 1962 |
1962
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $4.58億 | +$4530万 | +11% | 0.02% | 4.8% | 27 | 0% | 1.2 |
|
| 1963 |
OCMI
1963
Oaktop Capital Management II
Chatham,
New Jersey
| $4.58億 | +$2961万 | +7% | 8.68% | 451% | 22 | 13.64% | 2.4 |
|
| 1964 |
MGM
1964
Miura Global Management
New York
| $4.58億 | -$4.55億 | -50% | 0.54% | 375% | 27 | 44.44% | 1.2 |
|
| 1965 |
1965
Strategy Asset Managers
Pasadena,
California
| $4.57億 | +$1104万 | +2% | 4.04% | 115% | 151 | 35.1% | 2.1 |
|
| 1966 |
1966
MCF Advisors
Covington,
Kentucky
| $4.57億 | +$3472万 | +8% | 1.87% | 50.2% | 489 | 15.75% | 2.3 |
|
| 1967 |
1967
Community Bank
Dewitt,
New York
| $4.56億 | +$1777万 | +4% | 2.9% | 73.5% | 496 | 10.48% | 1.5 |
|
| 1968 |
AH
1968
Allen Holding
New York
| $4.56億 | +$260万 | +0.6% | 2.51% | 135% | 7 | 0% | 3.5 |
|
| 1969 |
1969
Howe & Rusling
Rochester,
New York
| $4.56億 | -$840万 | -2% | 2% | 82% | 1,119 | 12.96% | 1.9 |
|
| 1970 |
1970
Harvest Fund Management
Beijing,
China
| $4.55億 | – | – | 4.26% | 327% | 212 | – | 0 |
|
| 1971 |
1971
Pictet North America Advisors
Geneva 73,
Switzerland
| $4.55億 | +$3512万 | +8% | 2.65% | 67.7% | 109 | 18.35% | 1.1 |
|
| 1972 |
AAM
1972
Autus Asset Management
Scottsdale,
Arizona
| $4.54億 | +$793万 | +2% | 0.53% | 26.3% | 153 | 3.92% | 2.6 |
|
| 1973 |
VCM
1973
V3 Capital Management
Dallas,
Texas
| $4.53億 | +$3780万 | +9% | 6.09% | 20.5% | 21 | 61.9% | 0.4 |
|
| 1974 |
LCM
1974
Lomas Capital Management
New York
| $4.52億 | +$466万 | +1% | 7.63% | 66.3% | 46 | 60.87% | 0.5 |
|
| 1975 |
1975
Bienville Capital Management
New York
| $4.52億 | +$5645万 | +14% | 0.93% | 36.3% | 169 | 22.49% | 0.9 |
|