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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
Brighton Jones LLC
Seattle,
Washington
| $4.42億 | +$549万 | +1% | 2.9% | 97.9% | 205 | 10.73% | 1.4 |
|
| 1977 |
1977
Jacobs Asset Management
New York
| $4.42億 | -$736万 | -2% | 2.25% | 114% | 46 | 17.39% | 1.1 |
|
| 1978 |
1978
Planning Alternatives
Birmingham,
Michigan
| $4.41億 | -$2505万 | -5% | 1.8% | 69.6% | 50 | 18% | 1.3 |
|
| 1979 |
1979
Rehmann Capital Advisory Group
Lansing,
Michigan
| $4.41億 | +$632万 | +1% | 1.96% | 64.6% | 368 | 17.39% | 1.3 |
|
| 1980 |
GPCM
1980
Greenbrier Partners Capital Management
Dallas,
Texas
| $4.4億 | +$2768万 | +7% | 6.2% | 96.1% | 21 | 9.52% | 1.7 |
|
| 1981 |
IMOV
1981
Investment Management of Virginia
Richmond,
Virginia
| $4.4億 | -$4016万 | -8% | 0.75% | 93.4% | 162 | 12.35% | 1.5 |
|
| 1982 |
KFS
1982
Kurt F. Somerville
| $4.4億 | +$3788万 | +9% | 0.27% | 92.9% | 134 | 5.22% | 1.3 |
|
| 1983 |
MCG
1983
Meru Capital Group
New York
| $4.39億 | +$1.3億 | +42% | 12% | – | 73 | 47.95% | 0.5 |
|
| 1984 |
1984
Davidson & Garrard
Lynchburg,
Virginia
| $4.39億 | +$718万 | +2% | 1.19% | 25.2% | 197 | 5.08% | 1.5 |
|
| 1985 |
SCM
1985
Symons Capital Management
Pittsburgh,
Pennsylvania
| $4.39億 | +$1764万 | +4% | 1.7% | 25.4% | 92 | 33.7% | 0.9 |
|
| 1986 |
AFS
1986
Aft Forsyth & Sober
Valrico,
Florida
| $4.39億 | -$1205万 | -3% | 2.2% | 94.6% | 42 | 0% | 1.5 |
|
| 1987 |
PCM
1987
Prime Capital Management
Hong Kong
| $4.39億 | +$2608万 | +6% | 1.63% | 579% | 12 | 8.33% | 0.9 |
|
| 1988 |
1988
Cypress Capital Group
Palm Beach,
Florida
| $4.38億 | +$698万 | +2% | 1.55% | 97.8% | 224 | 13.39% | 1.4 |
|
| 1989 |
1989
Encompass Capital Advisors
New York
| $4.38億 | +$1.13億 | +35% | 10.5% | 364% | 43 | 83.72% | 0.1 |
|
| 1990 |
1990
Bridges Investment Counsel
Omaha,
Nebraska
| $4.38億 | +$83万 | +0.2% | 0.93% | 33.7% | 160 | 4.38% | 1.6 |
|
| 1991 |
JC
1991
Joho Capital
New York
| $4.38億 | -$8377万 | -16% | 10.6% | 80.2% | 10 | 20% | 1.5 |
|
| 1992 |
SCI
1992
Seneca Capital Investments
New York
| $4.37億 | +$7504万 | +21% | 6.14% | – | 60 | 51.67% | 0.5 |
|
| 1993 |
DAM
1993
Davis Asset Management
Sausalito,
California
| $4.37億 | +$3401万 | +8% | 2.87% | 97.3% | 29 | 13.79% | 1 |
|
| 1994 |
1994
Majedie Asset Management
London,
United Kingdom
| $4.37億 | -$7131万 | -14% | 0.26% | 126% | 72 | 20.83% | 0.6 |
|
| 1995 |
1995
Denali Advisors
San Diego,
California
| $4.37億 | +$8271万 | +23% | 3.33% | 106% | 298 | 25.84% | 0.9 |
|
| 1996 |
1996
Burnham Asset Management
New York
| $4.36億 | -$458万 | -1% | 3.9% | 39.5% | 241 | 5.81% | 1.6 |
|
| 1997 |
1997
Catawba Capital Management
Roanoke,
Virginia
| $4.35億 | +$221万 | +0.5% | 0.89% | 33.1% | 263 | 11.79% | 1.5 |
|
| 1998 |
1998
Capital Investment Services of America
Milwaukee,
Wisconsin
| $4.35億 | +$431万 | +1% | 2.78% | 50.7% | 64 | 10.94% | 1.5 |
|
| 1999 |
1999
Delphi Financial Group
Wilmington,
Delaware
| $4.35億 | +$5573万 | +15% | 1.6% | 66.3% | 20 | 20% | 1 |
|
| 2000 |
2000
Aureus Asset Management
Boston,
Massachusetts
| $4.35億 | +$2363万 | +6% | 5.16% | 93.9% | 166 | 29.52% | 1 |
|