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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 |
MIM
1951
Marco Investment Management
Atlanta,
Georgia
| $10.6億 | +$8463万 | +9% | 10.3% | 127% | 214 | 6.54% | 6.8 |
|
| 1952 |
1952
PDT Partners
New York
| $10.6億 | +$1.53億 | +17% | 11.6% | 211% | 708 | 38.28% | 0.7 |
|
| 1953 |
1953
Edgemoor Investment Advisors
Bethesda,
Maryland
| $10.6億 | +$1.02億 | +11% | 11.5% | 117% | 170 | 8.82% | 4.9 |
|
| 1954 |
1954
Syon Capital
San Francisco,
California
| $10.6億 | +$8053万 | +8% | 6.51% | 74% | 481 | 13.31% | 0.4 |
|
| 1955 |
1955
Creative Financial Designs
Kokomo,
Indiana
| $10.6億 | +$7263万 | +7% | 6.44% | 58.8% | 1,750 | 13.54% | 2.7 |
|
| 1956 |
1956
Charles Schwab Trust
Henderson,
Nevada
| $10.6億 | +$4149万 | +4% | 5.48% | 52.7% | 178 | 21.91% | 2.9 |
|
| 1957 |
1957
Cardiff Park Advisors
Carlsbad,
California
| $10.6億 | +$1.52億 | +17% | 12.6% | 88.6% | 365 | 13.42% | 1.7 |
|
| 1958 |
1958
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $10.6億 | +$5407万 | +5% | 18.5% | 131% | 95 | 22.11% | 2.9 |
|
| 1959 |
1959
GE Investment Management
Norwalk,
Connecticut
| $10.5億 | +$7.05億 | +202% | 8.31% | – | 5 | 40% | 0.2 |
|
| 1960 |
1960
Transform Wealth
Greenwood Village,
Colorado
| $10.5億 | +$2749万 | +3% | 11.2% | 48.4% | 258 | 22.48% | 3.1 |
|
| 1961 |
1961
Gillson Capital
Chicago,
Illinois
| $10.5億 | +$1.03億 | +11% | 8.8% | 84.9% | 81 | 67.9% | 0.3 |
|
| 1962 |
1962
American Assets Investment Management
San Diego,
California
| $10.5億 | +$8160万 | +8% | 9.58% | 520% | 175 | 6.29% | 5.4 |
|
| 1963 |
1963
Redwood Investment Management
Scottsdale,
Arizona
| $10.5億 | -$4411万 | -4% | 8.95% | 62.5% | 416 | 44.23% | 1 |
|
| 1964 |
1964
Washington Trust Bank
Spokane,
Washington
| $10.5億 | -$7942万 | -7% | 12% | 89.9% | 238 | 13.45% | 5.3 |
|
| 1965 |
1965
Hartford Funds Management
Wayne,
Pennsylvania
| $10.5億 | +$2784万 | +3% | 2.82% | 26.8% | 95 | 9.47% | 1.3 |
|
| 1966 |
BCM
1966
Bayesian Capital Management
Brooklyn,
New York
| $10.5億 | +$1.04億 | +11% | 10.9% | 107% | 1,199 | 78.98% | 0.2 |
|
| 1967 |
1967
Howe & Rusling
Rochester,
New York
| $10.4億 | +$1.01億 | +11% | 9.02% | 82% | 425 | 21.65% | 4.2 |
|
| 1968 |
1968
TCV Trust & Wealth Management
Richmond,
Virginia
| $10.4億 | +$5224万 | +5% | 6.8% | 75.3% | 201 | 7.46% | 6.4 |
|
| 1969 |
1969
True Link Financial Advisors
San Francisco,
California
| $10.4億 | +$1.19億 | +13% | 3.27% | 27.3% | 77 | 38.96% | 1.6 |
|
| 1970 |
1970
Permian Investment Partners
Dallas,
Texas
| $10.4億 | +$1.55億 | +17% | 13.2% | 78.6% | 24 | 41.67% | 1.1 |
|
| 1971 |
1971
First Financial Bank - Trust Division
Hamilton,
Ohio
| $10.4億 | +$5914万 | +6% | 7.4% | 68.6% | 209 | 8.13% | 6.7 |
|
| 1972 |
1972
Advisornet Financial
Minnetonka,
Minnesota
| $10.4億 | -$4446万 | -4% | 7.97% | 71.2% | 2,572 | 26.28% | 3.2 |
|
| 1973 |
TFS
1973
Thoroughbred Financial Services
Brentwood,
Tennessee
| $10.4億 | -$1.99億 | -16% | 16% | 166% | 623 | 30.5% | 2.5 |
|
| 1974 |
1974
Maren Capital
Chicago,
Illinois
| $10.4億 | +$2.58億 | +33% | 11.6% | – | 27 | 0% | 0.3 |
|
| 1975 |
1975
Capital Investment Services of America
Milwaukee,
Wisconsin
| $10.4億 | +$8448万 | +9% | 10.5% | 74.2% | 74 | 2.7% | 6.8 |
|