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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
HoyleCohen
San Diego,
California
| $5.01億 | -$1.28億 | -20% | 17.1% | 46.1% | 200 | 15% | 1.9 |
|
| 1952 |
1952
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $5.01億 | -$1.84億 | -27% | 18.5% | 77.5% | 166 | 19.28% | 5.3 |
|
| 1953 |
1953
CCM Investment Advisers
Columbia,
South Carolina
| $5.01億 | -$1.42億 | -22% | 17.8% | 176% | 74 | 21.62% | 3.2 |
|
| 1954 |
1954
Oxford Financial Group
Carmel,
Indiana
| $5億 | +$1.4億 | +39% | 19.1% | 81.3% | 196 | 72.96% | 0.6 |
|
| 1955 |
1955
Summit Creek Advisors
Minneapolis,
Minnesota
| $5億 | -$1.39億 | -22% | 18.2% | 84.6% | 70 | 4.29% | 2.3 |
|
| 1956 |
1956
Centaurus Financial
Anaheim,
California
| $5億 | -$2.14億 | -30% | 18.5% | 89.6% | 681 | 30.98% | 1.3 |
|
| 1957 |
1957
Girard Partners
King Of Prussia,
Pennsylvania
| $5億 | -$1.05億 | -17% | 15.5% | 25.7% | 235 | 16.17% | 3.7 |
|
| 1958 |
1958
Flagship Harbor Advisors
Boston,
Massachusetts
| $5億 | -$7101万 | -12% | 14% | 75.7% | 2,062 | 11.88% | 1.7 |
|
| 1959 |
1959
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $4.99億 | -$2.33億 | -32% | 21% | 28.6% | 315 | 24.13% | 3.7 |
|
| 1960 |
1960
ATP Life Science Ventures
New York
| $4.99億 | -$9628万 | -16% | 15.8% | – | 2 | 0% | 0.3 |
|
| 1961 |
1961
Ulysses Management
New York
| $4.98億 | -$5.33億 | -52% | 23% | 51.8% | 59 | 55.93% | 1.5 |
|
| 1962 |
1962
Standard General
New York
| $4.97億 | -$3.61億 | -42% | 41.7% | 259% | 11 | 54.55% | 0.9 |
|
| 1963 |
1963
Phocas Financial Corp
Alameda,
California
| $4.97億 | -$3.34億 | -40% | 29.2% | – | 212 | 27.83% | 2.6 |
|
| 1964 |
1964
SeaTown Holdings
Singapore
| $4.97億 | -$2.25億 | -31% | 9.33% | 220% | 80 | 72.5% | 0.8 |
|
| 1965 |
1965
No Street GP LP
San Francisco,
California
| $4.96億 | -$4.18億 | -46% | 10% | 246% | 51 | 58.82% | 0.1 |
|
| 1966 |
TA
1966
Trivest Advisors
Hong Kong
| $4.96億 | +$1.4億 | +39% | 14.8% | 2,984% | 11 | 54.55% | 0.2 |
|
| 1967 |
1967
Nachman Norwood & Parrott
Greenville,
South Carolina
| $4.95億 | -$1.16億 | -19% | 20.1% | – | 256 | 17.97% | 1.1 |
|
| 1968 |
1968
BDO Wealth Advisors
Jacksonville,
Florida
| $4.95億 | +$1.07億 | +28% | 18.7% | 38.3% | 860 | 41.4% | 1.3 |
|
| 1969 |
1969
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $4.94億 | +$1.67億 | +51% | 1.68% | 94.5% | 58 | 44.83% | 0.5 |
|
| 1970 |
1970
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $4.94億 | -$3.3億 | -40% | 1.09% | 142% | 29 | 24.14% | 1.6 |
|
| 1971 |
1971
Essex Investment Management
Boston,
Massachusetts
| $4.94億 | -$3.19億 | -39% | 13% | 370% | 515 | 31.84% | 2.1 |
|
| 1972 |
1972
Investure LLC
Charlottesville,
Virginia
| $4.94億 | -$1.43億 | -23% | 20.7% | 65.9% | 16 | 50% | 1.3 |
|
| 1973 |
MFP
1973
Michael F. Price
| $4.93億 | -$2.22億 | -31% | 21.3% | 42.6% | 122 | 19.67% | 2.9 |
|
| 1974 |
1974
Argent Wealth Management
Waltham,
Massachusetts
| $4.92億 | -$1.05億 | -18% | 14.5% | – | 186 | 18.28% | 0.2 |
|
| 1975 |
1975
Parkwood LLC
Cleveland,
Ohio
| $4.92億 | +$1503万 | +3% | 17.3% | 120% | 100 | 32% | 1.4 |
|