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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
Kimelman & Baird
New York
| $12.3億 | +$5119万 | +4% | 6.49% | – | 357 | 6.16% | 3.2 |
|
| 1952 |
1952
Zazove Associates
Incline Village,
Nevada
| $12.3億 | +$5973万 | +5% | 0.84% | 11% | 181 | 22.1% | 1.2 |
|
| 1953 |
1953
Financial Advocates Investment Management
Olympia,
Washington
| $12.3億 | -$1.99億 | -14% | 10.5% | 89.9% | 794 | 30.1% | 3.5 |
|
| 1954 |
1954
Blue Chip Partners
Farmington Hills,
Michigan
| $12.3億 | +$6780万 | +6% | 8.68% | 81.2% | 172 | 12.79% | 5.1 |
|
| 1955 |
1955
Fairholme Capital Management
South Miami,
Florida
| $12.3億 | +$1183万 | +1% | 0.11% | 36.2% | 12 | 0% | 3.1 |
|
| 1956 |
1956
NBC Securities
Birmingham,
Alabama
| $12.3億 | +$5300万 | +5% | 10.1% | 86.6% | 2,586 | 23.59% | 0.9 |
|
| 1957 |
1957
HS Management Partners
New York
| $12.3億 | -$1114万 | -0.9% | 10.7% | 27.7% | 25 | 8% | 3.3 |
|
| 1958 |
1958
BTC Capital Management
Des Moines,
Iowa
| $12.3億 | +$1.32億 | +12% | 12.9% | – | 218 | 15.14% | 4.9 |
|
| 1959 |
1959
GC Wealth Management RIA
Cambridge,
Massachusetts
| $12.2億 | +$6.79億 | +125% | 14% | – | 536 | 44.96% | 0.7 |
|
| 1960 |
1960
CFS Investment Advisory Services
Totowa,
New Jersey
| $12.2億 | +$9827万 | +9% | 7.15% | 59.7% | 341 | 14.96% | 1.5 |
|
| 1961 |
1961
Capital Investment Advisory Services
Raleigh,
North Carolina
| $12.2億 | +$1.03億 | +9% | 8.25% | 69.3% | 1,092 | 9.98% | 3.6 |
|
| 1962 |
1962
McDaniel Terry & Co
Austin,
Texas
| $12.2億 | +$7851万 | +7% | 10.4% | 57.9% | 102 | 13.73% | 6.2 |
|
| 1963 |
1963
Koss-Olinger Consulting
Gainesville,
Florida
| $12.2億 | +$3190万 | +3% | 7.78% | 57.9% | 329 | 11.25% | 0.6 |
|
| 1964 |
1964
Stadion Money Management
Watkinsville,
Georgia
| $12.2億 | +$2.15億 | +21% | 8.15% | 55.3% | 26 | 15.38% | 2.6 |
|
| 1965 |
1965
Teewinot Capital Advisers
New York
| $12.2億 | +$2.38億 | +24% | 18.2% | 149% | 45 | 24.44% | 3.7 |
|
| 1966 |
1966
Generali Investments CEE
Prague,
Czech Republic
| $12.2億 | +$1.44億 | +13% | 8.38% | – | 390 | 3.59% | 0.5 |
|
| 1967 |
1967
Coastal Bridge Advisors
Westport,
Connecticut
| $12.1億 | +$1.09億 | +10% | 9.23% | 88.1% | 465 | 13.55% | 1.9 |
|
| 1968 |
1968
SP Asset Management
Cupertino,
California
| $12.1億 | +$7755万 | +7% | 11.3% | 92.4% | 132 | 9.09% | 4.1 |
|
| 1969 |
1969
RWWM Inc
Rocklin,
California
| $12.1億 | -$3125万 | -3% | 3.74% | 40.6% | 23 | 21.74% | 4.9 |
|
| 1970 |
1970
DLD Asset Management
New York
| $12.1億 | -$9178万 | -7% | 1.82% | 10.3% | 318 | 73.58% | 0.1 |
|
| 1971 |
1971
Colonial Trust Advisors
Spartanburg,
South Carolina
| $12.1億 | +$8614万 | +8% | 9.6% | 80% | 739 | 14.75% | 3.3 |
|
| 1972 |
1972
Ardmore Road Asset Management
New York
| $12.1億 | +$2.33億 | +24% | 27.6% | 245% | 60 | 71.67% | 0.4 |
|
| 1973 |
1973
Globeflex Capital
San Diego,
California
| $12.1億 | +$1.25億 | +12% | 11.8% | 186% | 466 | 19.31% | 2.2 |
|
| 1974 |
1974
Payden & Rygel
Los Angeles,
California
| $12.1億 | +$4404万 | +4% | 9.32% | 103% | 134 | 22.39% | 4.5 |
|
| 1975 |
PWMAG
1975
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $12億 | +$1.33億 | +12% | 9.61% | 90.7% | 394 | 11.93% | 4.2 |
|