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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
Goodnow Investment Group
Darien,
Connecticut
| $9.46億 | -$2.37億 | -20% | 18.1% | 131% | 22 | 13.64% | 3.5 |
|
| 1952 |
1952
American Assets Investment Management
San Diego,
California
| $9.45億 | +$1663万 | +2% | 2.49% | 507% | 182 | 6.59% | 3.7 |
|
| 1953 |
1953
Baldwin Wealth Partners
Marion,
Massachusetts
| $9.44億 | -$5619万 | -6% | 5.15% | 94.5% | 707 | 14.99% | 3.7 |
|
| 1954 |
1954
Van Hulzen Asset Management
El Dorado Hills,
California
| $9.43億 | +$2853万 | +3% | 2.79% | 86.3% | 331 | 15.11% | 2.5 |
|
| 1955 |
1955
NewSquare Capital
Newtown Square,
Pennsylvania
| $9.43億 | -$89.8万 | -0.1% | 0.96% | 76.5% | 485 | 37.11% | 2.7 |
|
| 1956 |
SIMS
1956
SPT Invest Management Sarl
Contern,
Luxembourg
| $9.43億 | -$6956万 | -7% | 6.66% | – | 2 | 0% | 1.1 |
|
| 1957 |
1957
Vitruvian Partners
London,
United Kingdom
| $9.42億 | -$9.8億 | -51% | 35.4% | 96.9% | 8 | 0% | 1 |
|
| 1958 |
1958
Central Securities
New York
| $9.42億 | -$6521万 | -6% | 0.78% | 90.2% | 32 | 6.25% | 5.5 |
|
| 1959 |
1959
BRR OpCo
Columbus,
Ohio
| $9.41億 | +$1756万 | +2% | 2.98% | 23.6% | 232 | 15.52% | 3.5 |
|
| 1960 |
1960
Capital Asset Advisory Services
Williamston,
Michigan
| $9.4億 | -$236万 | -0.3% | 3.76% | 51% | 648 | 20.52% | 1.9 |
|
| 1961 |
1961
First Financial Bank - Trust Division
Hamilton,
Ohio
| $9.4億 | -$4932万 | -5% | 4.73% | 68.6% | 187 | 4.81% | 6.1 |
|
| 1962 |
1962
Atalaya Capital Management
New York
| $9.4億 | -$8012万 | -8% | 2.87% | 7.46% | 444 | 12.61% | 0.6 |
|
| 1963 |
1963
Charles-Lim Capital
Central,
Hong Kong
| $9.39億 | -$3.59億 | -28% | 27.4% | 4.44% | 11 | 45.45% | 1.6 |
|
| 1964 |
1964
Eagle Ridge Investment Management
Stamford,
Connecticut
| $9.39億 | -$1692万 | -2% | 4.02% | 28.2% | 164 | 9.76% | 4 |
|
| 1965 |
1965
TCV Trust & Wealth Management
Richmond,
Virginia
| $9.38億 | -$6525万 | -7% | 4.95% | 75.3% | 232 | 22.41% | 5 |
|
| 1966 |
1966
Novare Capital Management
Charlotte,
North Carolina
| $9.38億 | -$4827万 | -5% | 4.32% | 76.5% | 186 | 19.89% | 3.4 |
|
| 1967 |
1967
Middleton & Co
Boston,
Massachusetts
| $9.37億 | -$8949万 | -9% | 6.82% | 81.8% | 168 | 8.33% | 5.5 |
|
| 1968 |
1968
BDO Wealth Advisors
Jacksonville,
Florida
| $9.37億 | -$834万 | -0.9% | 4.28% | 38.3% | 1,172 | 8.79% | 2.2 |
|
| 1969 |
1969
Invenomic Capital Management
Boston,
Massachusetts
| $9.37億 | +$4.69億 | +100% | 5.45% | 6.61% | 195 | 48.21% | 0.6 |
|
| 1970 |
1970
Hilton Capital Management
Garden City,
New York
| $9.35億 | -$1.52億 | -14% | 3.12% | 58.2% | 148 | 29.05% | 1.7 |
|
| 1971 |
1971
BerganKDV Wealth Management
Bloomington,
Minnesota
| $9.35億 | -$2252万 | -2% | 4.34% | 27.9% | 1,137 | 12.66% | 2.7 |
|
| 1972 |
1972
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $9.35億 | -$1.95億 | -17% | 30% | 89.9% | 10 | 20% | 1.9 |
|
| 1973 |
1973
EJF Capital
Arlington,
Virginia
| $9.35億 | -$1.88億 | -17% | 1.89% | 127% | 308 | 67.86% | 1.4 |
|
| 1974 |
1974
Himension Capital (Singapore)
Singapore
| $9.34億 | -$3.73億 | -29% | 29.3% | 492% | 16 | 25% | 0.8 |
|
| 1975 |
VC
1975
Vision Capital
Toronto,
Ontario, Canada
| $9.34億 | +$4.79億 | +105% | 8.34% | 19.8% | 18 | 55.56% | 0.7 |
|