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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
Charles-Lim Capital
Central,
Hong Kong
| $8.75億 | -$3428万 | -4% | 5.45% | 4.44% | 8 | 50% | 1.8 |
|
| 1952 |
1952
Merriman Wealth Management
Seattle,
Washington
| $8.74億 | -$5765万 | -6% | 10% | 18.3% | 217 | 25.81% | 1.8 |
|
| 1953 |
1953
First Mercantile Trust
Cordova,
Tennessee
| $8.73億 | -$882万 | -1% | 4.54% | 51.2% | 913 | 15.12% | 2.6 |
|
| 1954 |
1954
Vector Capital Management
San Francisco,
California
| $8.73億 | +$3.32億 | +62% | 78% | 42.7% | 6 | 33.33% | 0.5 |
|
| 1955 |
1955
Lingotto Investment Management
London,
United Kingdom
| $8.72億 | +$4492万 | +5% | 15.3% | 362% | 11 | 18.18% | 1.8 |
|
| 1956 |
1956
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $8.71億 | +$3685万 | +4% | 4.8% | 66.1% | 80 | 8.75% | 2.9 |
|
| 1957 |
1957
Ion Asset Management
Herzliya,
Israel
| $8.69億 | -$605万 | -0.7% | 3.83% | 125% | 54 | 62.96% | 0.6 |
|
| 1958 |
1958
W.R. Berkley Corp
Greenwich,
Connecticut
| $8.68億 | +$2.65億 | +44% | 4.28% | 38.7% | 435 | 83.22% | 0.1 |
|
| 1959 |
1959
Taurus Asset Management
New York
| $8.66億 | +$2976万 | +4% | 4.23% | 26.9% | 85 | 5.88% | 5.6 |
|
| 1960 |
1960
Garde Capital
Seattle,
Washington
| $8.65億 | +$4399万 | +5% | 5.28% | 67.6% | 278 | 16.19% | 2 |
|
| 1961 |
1961
Providence Equity Partners
Providence,
Rhode Island
| $8.65億 | +$7.21億 | +504% | 11% | 12.4% | 7 | 28.57% | 0.2 |
|
| 1962 |
1962
HighPoint Advisor Group
Downers Grove,
Illinois
| $8.64億 | +$4297万 | +5% | 7.36% | 110% | 550 | 14.18% | 2.2 |
|
| 1963 |
1963
TCV Trust & Wealth Management
Richmond,
Virginia
| $8.63億 | +$3860万 | +5% | 5.25% | 75.3% | 202 | 18.32% | 4.8 |
|
| 1964 |
1964
TrustCore Financial Services
Brentwood,
Tennessee
| $8.63億 | +$7971万 | +10% | 6.94% | 28.3% | 1,033 | 20.33% | 1.7 |
|
| 1965 |
1965
ORIX Corp
Tokyo,
Japan
| $8.63億 | -$1.29億 | -13% | 13% | 11.7% | 1 | 0% | 3.3 |
|
| 1966 |
1966
SFMG Wealth Advisors
Plano,
Texas
| $8.62億 | +$7388万 | +9% | 4.97% | 76.1% | 257 | 17.51% | 2.2 |
|
| 1967 |
1967
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $8.62億 | +$1.15億 | +15% | 18.2% | 26.9% | 152 | 26.97% | 1 |
|
| 1968 |
1968
ARS Investment Partners
New York
| $8.61億 | +$4853万 | +6% | 7.21% | 266% | 153 | 30.72% | 1.8 |
|
| 1969 |
1969
KG Funds Management
New York
| $8.6億 | +$2626万 | +3% | 2.79% | 45.8% | 15 | 33.33% | 1.8 |
|
| 1970 |
1970
Ironvine Capital Partners
Omaha,
Nebraska
| $8.59億 | +$5846万 | +7% | 4.96% | 58.8% | 64 | 9.38% | 2.5 |
|
| 1971 |
SFG
1971
Sather Financial Group
Victoria,
Texas
| $8.59億 | +$8493万 | +11% | 6.29% | 82.3% | 49 | 10.2% | 3 |
|
| 1972 |
1972
Money Design
Tokyo,
Japan
| $8.58億 | -$1605万 | -2% | 1.15% | 26.4% | 66 | 27.27% | 1.6 |
|
| 1973 |
1973
Shenkman Capital Management
New York
| $8.58億 | -$1.01億 | -11% | 0.21% | 3.15% | 85 | 2.35% | 1.4 |
|
| 1974 |
HAM
1974
Hillcrest Asset Management
Plano,
Texas
| $8.57億 | +$1.21億 | +17% | 17.9% | 97.2% | 65 | 16.92% | 1.8 |
|
| 1975 |
1975
Asset Advisors Investment Management
Augusta,
Georgia
| $8.56億 | +$8422万 | +11% | 5.77% | 67.5% | 93 | 6.45% | 2.1 |
|