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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
YHB Investment Advisors
West Hartford,
Connecticut
| $3.94億 | +$2103万 | +6% | 1.48% | 96.2% | 157 | 10.83% | 0.7 |
|
| 1977 |
1977
Waterstone Capital Management
St. Louis Park,
Minnesota
| $3.94億 | -$1.76億 | -31% | 0.61% | 23.4% | 32 | 46.88% | 0.4 |
|
| 1978 |
ACMM
1978
American Capital Mortgage Management
Bethesda,
Maryland
| $3.93億 | +$1.17億 | +42% | 12.3% | – | 4 | 25% | 0.3 |
|
| 1979 |
1979
Essex Woodlands Management
The Woodlands,
Texas
| $3.93億 | +$1.94億 | +97% | 23.4% | 55% | 12 | 16.67% | 0.7 |
|
| 1980 |
1980
Linden Advisors
New York
| $3.91億 | -$1.75億 | -31% | 1.62% | 3.64% | 61 | 52.46% | 0.2 |
|
| 1981 |
1981
Majedie Asset Management
London,
United Kingdom
| $3.91億 | +$5102万 | +15% | 14.8% | 126% | 14 | 21.43% | 0.2 |
|
| 1982 |
OCMI
1982
Oaktop Capital Management II
Chatham,
New Jersey
| $3.9億 | -$3506万 | -8% | 6.58% | 451% | 21 | 4.76% | 0.7 |
|
| 1983 |
1983
Bainco International Investors
Boston,
Massachusetts
| $3.9億 | -$2059万 | -5% | 0.43% | 69.4% | 90 | 11.11% | 0.7 |
|
| 1984 |
1984
Aureus Asset Management
Boston,
Massachusetts
| $3.89億 | +$2000万 | +5% | 2.19% | 93.9% | 158 | 14.56% | 0.5 |
|
| 1985 |
1985
Glazer Capital LLC
New York
| $3.89億 | +$1.55億 | +66% | 15.3% | 323% | 72 | 80.56% | 0.1 |
|
| 1986 |
AVC
1986
Arlington Value Capital
Salt Lake City,
Utah
| $3.89億 | +$4096万 | +12% | 0.68% | 14.4% | 14 | 35.71% | 0.6 |
|
| 1987 |
1987
NBW Capital
Boston,
Massachusetts
| $3.89億 | -$2.32億 | -37% | 4.8% | 86% | 106 | 26.42% | 0.6 |
|
| 1988 |
1988
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $3.88億 | +$936万 | +2% | 2.49% | 68% | 137 | 11.68% | 0.7 |
|
| 1989 |
1989
Harvey Investment Company
Louisville,
Kentucky
| $3.88億 | +$1060万 | +3% | 3% | 56.4% | 91 | 5.49% | 0.7 |
|
| 1990 |
CA
1990
Continental Advisors
Park City,
Utah
| $3.87億 | -$7222万 | -16% | 3.99% | 73.6% | 166 | 38.55% | 0.5 |
|
| 1991 |
AAM
1991
Archipel Asset Management
Stockholm,
Sweden
| $3.87億 | +$2852万 | +8% | 3.24% | – | 106 | 73.58% | 0.1 |
|
| 1992 |
1992
Petrus Trust Company
Dallas,
Texas
| $3.87億 | +$515万 | +1% | 0.6% | 36.9% | 51 | 15.69% | 0.6 |
|
| 1993 |
AA
1993
Ancient Art
Austin,
Texas
| $3.86億 | -$4364万 | -10% | 2.47% | 168% | 29 | 48.28% | 0.5 |
|
| 1994 |
1994
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $3.86億 | +$729万 | +2% | 1.54% | 66.7% | 140 | 5% | 0.7 |
|
| 1995 |
1995
300 North Capital
Pasadena,
California
| $3.86億 | +$2468万 | +7% | 3.36% | – | 116 | 19.83% | 0.6 |
|
| 1996 |
1996
J.M. Forbes & Co
Boston,
Massachusetts
| $3.85億 | -$1079万 | -3% | 2.45% | 112% | 92 | 10.87% | 0.7 |
|
| 1997 |
1997
Accuvest Global Advisors
Provo,
Utah
| $3.85億 | -$5883万 | -13% | 0.35% | 130% | 85 | 43.53% | 0.4 |
|
| 1998 |
1998
Deer VII & Co
Larchmont,
New York
| $3.84億 | -$3075万 | -7% | 0.57% | 241% | 7 | 14.29% | 0.5 |
|
| 1999 |
GMCM
1999
Gruber & McBaine Capital Management
San Francisco,
California
| $3.84億 | +$53.5万 | +0.1% | 4.91% | – | 214 | 33.64% | 0.4 |
|
| 2000 |
MCG
2000
Meru Capital Group
New York
| $3.83億 | -$8419万 | -18% | 6.52% | – | 82 | 68.29% | 0.3 |
|