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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
Tran Capital Management
San Rafael,
California
| $7.91億 | +$924万 | +1% | 6.74% | 173% | 40 | 10% | 2.5 |
|
| 1952 |
1952
Criteria Caixa
Barcelona,
Spain
| $7.9億 | +$8865万 | +13% | 13% | 35.5% | 57 | 42.11% | 1.6 |
|
| 1953 |
1953
Globeflex Capital
San Diego,
California
| $7.9億 | +$2.08億 | +36% | 14.9% | 186% | 546 | 22.89% | 1.9 |
|
| 1954 |
1954
Salomon & Ludwin
Richmond,
Virginia
| $7.89億 | +$1.22億 | +18% | 8.28% | 52.6% | 167 | 15.57% | 1.8 |
|
| 1955 |
1955
First Command Bank
Fort Worth,
Texas
| $7.88億 | +$1億 | +15% | 10.2% | 34.1% | 425 | 16.71% | 3.7 |
|
| 1956 |
1956
First Command Financial Services
Fort Worth,
Texas
| $7.88億 | +$1億 | +15% | 10.2% | 34.4% | 425 | 16.71% | 3.7 |
|
| 1957 |
1957
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $7.88億 | +$7736万 | +11% | 9.25% | 58.6% | 91 | 98.9% | 0 |
|
| 1958 |
1958
Security Benefit Life Insurance Company
Topeka,
Kansas
| $7.87億 | -$2.77億 | -26% | 0.8% | 60.6% | 109 | 22.02% | 0.8 |
|
| 1959 |
1959
Petrus Trust Company
Dallas,
Texas
| $7.87億 | +$8425万 | +12% | 5.4% | 36.9% | 570 | 76.32% | 0.3 |
|
| 1960 |
1960
Taurus Asset Management
New York
| $7.87億 | +$3985万 | +5% | 8.98% | 26.9% | 90 | 3.33% | 6.2 |
|
| 1961 |
1961
Harvey Partners
Tarrytown,
New York
| $7.87億 | +$1.04億 | +15% | 22.2% | 174% | 44 | 36.36% | 1.7 |
|
| 1962 |
1962
Naples Global Advisors
Naples,
Florida
| $7.87億 | +$6030万 | +8% | 9.51% | 103% | 392 | 7.4% | 4.9 |
|
| 1963 |
SC
1963
Sasco Capital
Fairfield,
Connecticut
| $7.86億 | +$1.14億 | +17% | 17.5% | 15.5% | 52 | 11.54% | 3.5 |
|
| 1964 |
1964
Core Alternative Capital
Peachtree Corners,
Georgia
| $7.86億 | +$1.59億 | +25% | 10.9% | 74.5% | 450 | 14% | 1.2 |
|
| 1965 |
1965
E-L Financial Corp
Toronto,
Ontario, Canada
| $7.86億 | +$3771万 | +5% | 7.02% | 68.6% | 1 | 0% | 6 |
|
| 1966 |
1966
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $7.86億 | +$9981万 | +15% | 10.3% | 78.2% | 172 | 23.84% | 2.1 |
|
| 1967 |
1967
RVW Wealth
Los Angeles,
California
| $7.85億 | +$7247万 | +10% | 8.75% | 65.8% | 156 | 23.72% | 1.8 |
|
| 1968 |
1968
Sound Income Strategies
Ft Lauderdale,
Florida
| $7.85億 | +$9713万 | +14% | 9.82% | 31.4% | 1,036 | 12.64% | 2.9 |
|
| 1969 |
1969
CVI Holdings
Wilmington,
Delaware
| $7.84億 | -$5.07億 | -39% | 0.67% | 25.8% | 914 | 36.21% | 1.1 |
|
| 1970 |
1970
Zhang Financial
Portage,
Michigan
| $7.84億 | +$1.21億 | +18% | 8.3% | 67.9% | 240 | 15% | 3.1 |
|
| 1971 |
1971
Ninepoint Partners
Toronto,
Ontario, Canada
| $7.83億 | -$1888万 | -2% | 9.55% | 82.6% | 98 | 37.76% | 1.2 |
|
| 1972 |
1972
Bowie Capital Management
Richardson,
Texas
| $7.82億 | -$1.68億 | -18% | 10.1% | 31.6% | 44 | 18.18% | 3 |
|
| 1973 |
1973
Wealthcare Capital Management
Richmond,
Virginia
| $7.82億 | -$936万 | -1% | 4.33% | 46.2% | 73 | 15.07% | 4.7 |
|
| 1974 |
CC
1974
Cornerstone Capital
Palo Alto,
California
| $7.81億 | +$6896万 | +10% | 8.6% | 91.2% | 96 | 16.67% | 5.2 |
|
| 1975 |
1975
Hilltop Holdings
Dallas,
Texas
| $7.8億 | +$4135万 | +6% | 7.81% | 96.7% | 566 | 16.43% | 3.3 |
|