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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
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| $4.41億 | +$4945万 | +13% | 1.51% | – | 145 | 85.52% | 0.3 |
|
| 1977 |
1977
Petrus Trust Company
Dallas,
Texas
| $4.4億 | +$1062万 | +2% | 2.04% | 36.9% | 116 | 54.31% | 0.8 |
|
| 1978 |
AA
1978
Ancient Art
Austin,
Texas
| $4.4億 | +$8670万 | +25% | 9.62% | 168% | 22 | 45.45% | 0.9 |
|
| 1979 |
1979
L. Roy Papp & Associates
Phoenix,
Arizona
| $4.4億 | -$1649万 | -4% | 1.07% | 80.1% | 152 | 11.18% | 1.7 |
|
| 1980 |
1980
Aristotle Capital Boston
Boston,
Massachusetts
| $4.39億 | +$1.18億 | +37% | 1.97% | 72.2% | 106 | 4.72% | 0.5 |
|
| 1981 |
1981
Deccan Value Investors
Greenwich,
Connecticut
| $4.39億 | +$3780万 | +9% | 8% | 66.5% | 6 | 0% | 0.8 |
|
| 1982 |
1982
CNA Financial
Chicago,
Illinois
| $4.39億 | +$956万 | +2% | 0.12% | 48.6% | 200 | 9.5% | 1.5 |
|
| 1983 |
FIM
1983
FourPoints Investment Managers
Paris,
France
| $4.38億 | -$4088万 | -9% | 1.58% | – | 77 | 7.79% | 1.7 |
|
| 1984 |
1984
Rehmann Capital Advisory Group
Lansing,
Michigan
| $4.38億 | -$262万 | -0.6% | 0.5% | 64.6% | 363 | 12.67% | 1.5 |
|
| 1985 |
1985
Hellman Jordan Management Company
Quincy,
Massachusetts
| $4.38億 | -$1.11億 | -20% | 2.01% | 203% | 59 | 40.68% | 0.6 |
|
| 1986 |
1986
Brighton Jones LLC
Seattle,
Washington
| $4.38億 | -$445万 | -1% | 0.83% | 97.9% | 197 | 8.12% | 1.6 |
|
| 1987 |
1987
Capital Investment Services of America
Milwaukee,
Wisconsin
| $4.38億 | +$248万 | +0.6% | 0.53% | 50.7% | 62 | 8.06% | 1.7 |
|
| 1988 |
1988
Bragg Financial Advisors
Charlotte,
North Carolina
| $4.37億 | +$301万 | +0.7% | 0.71% | 101% | 236 | 4.66% | 1.8 |
|
| 1989 |
1989
Silver Rock Financial
Los Angeles,
California
| $4.37億 | +$6337万 | +17% | 1.57% | 2.58% | 52 | 38.46% | 0.8 |
|
| 1990 |
1990
Parus Finance (UK)
London,
United Kingdom
| $4.36億 | -$2787万 | -6% | 4.6% | 199% | 20 | 20% | 1.7 |
|
| 1991 |
AFS
1991
Aft Forsyth & Sober
Valrico,
Florida
| $4.36億 | -$256万 | -0.6% | 0.81% | 94.6% | 43 | 2.33% | 1.7 |
|
| 1992 |
1992
KPCB DGF Associates
Menlo Park,
California
| $4.35億 | -$1.42億 | -25% | 5.1% | – | 4 | 0% | 1.1 |
|
| 1993 |
1993
Signet Financial Management
Parsippany,
New Jersey
| $4.35億 | +$7367万 | +20% | 0.37% | 65.2% | 209 | 26.32% | 0.4 |
|
| 1994 |
1994
Ironwood Investment Management
Boston,
Massachusetts
| $4.35億 | -$1.05億 | -20% | 2.16% | 164% | 166 | 9.04% | 1.7 |
|
| 1995 |
1995
Sarissa Capital Management
Greenwich,
Connecticut
| $4.35億 | -$3951万 | -8% | 0.97% | 80% | 17 | 5.88% | 1 |
|
| 1996 |
1996
Cypress Capital Group
Palm Beach,
Florida
| $4.34億 | -$414万 | -0.9% | 0.28% | 97.8% | 212 | 9.91% | 1.6 |
|
| 1997 |
CC
1997
Cornerstone Capital
Palo Alto,
California
| $4.34億 | +$5009万 | +13% | 2.49% | 91.2% | 85 | 27.06% | 1.5 |
|
| 1998 |
IMOV
1998
Investment Management of Virginia
Richmond,
Virginia
| $4.34億 | -$597万 | -1% | 1.37% | 93.4% | 161 | 11.8% | 1.6 |
|
| 1999 |
ACM
1999
Acertus Capital Management
Morristown,
New Jersey
| $4.34億 | +$2.53億 | +139% | 0.28% | 23.5% | 5 | 40% | 0.9 |
|
| 2000 |
2000
NBW Capital
Boston,
Massachusetts
| $4.34億 | -$1213万 | -3% | 0.06% | 86% | 81 | 14.81% | 1.4 |
|