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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

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)
Northwestern Mutual Investment Services
1976
Northwestern Mutual Investment Services
Wisconsin
$4.41億 +$4945万 +13% 1.51% – 145 85.52% 0.3
Petrus Trust Company
1977
Petrus Trust Company
Texas
$4.4億 +$1062万 +2% 2.04% 36.9% 116 54.31% 0.8
AA
1978
Ancient Art
Texas
$4.4億 +$8670万 +25% 9.62% 168% 22 45.45% 0.9
L. Roy Papp & Associates
1979
L. Roy Papp & Associates
Arizona
$4.4億 -$1649万 -4% 1.07% 80.1% 152 11.18% 1.7
Aristotle Capital Boston
1980
Aristotle Capital Boston
Massachusetts
$4.39億 +$1.18億 +37% 1.97% 72.2% 106 4.72% 0.5
Deccan Value Investors
1981
Deccan Value Investors
Connecticut
$4.39億 +$3780万 +9% 8% 66.5% 6 0% 0.8
CNA Financial
1982
CNA Financial
Illinois
$4.39億 +$956万 +2% 0.12% 48.6% 200 9.5% 1.5
FIM
1983
FourPoints Investment Managers
France
$4.38億 -$4088万 -9% 1.58% – 77 7.79% 1.7
Rehmann Capital Advisory Group
1984
Rehmann Capital Advisory Group
Michigan
$4.38億 -$262万 -0.6% 0.5% 64.6% 363 12.67% 1.5
Hellman Jordan Management Company
1985
Hellman Jordan Management Company
Massachusetts
$4.38億 -$1.11億 -20% 2.01% 203% 59 40.68% 0.6
Brighton Jones LLC
1986
Brighton Jones LLC
Washington
$4.38億 -$445万 -1% 0.83% 97.9% 197 8.12% 1.6
Capital Investment Services of America
1987
Capital Investment Services of America
Wisconsin
$4.38億 +$248万 +0.6% 0.53% 50.7% 62 8.06% 1.7
Bragg Financial Advisors
1988
Bragg Financial Advisors
North Carolina
$4.37億 +$301万 +0.7% 0.71% 101% 236 4.66% 1.8
Silver Rock Financial
1989
Silver Rock Financial
California
$4.37億 +$6337万 +17% 1.57% 2.58% 52 38.46% 0.8
Parus Finance (UK)
1990
Parus Finance (UK)
United Kingdom
$4.36億 -$2787万 -6% 4.6% 199% 20 20% 1.7
AFS
1991
Aft Forsyth & Sober
Florida
$4.36億 -$256万 -0.6% 0.81% 94.6% 43 2.33% 1.7
KPCB DGF Associates
1992
KPCB DGF Associates
California
$4.35億 -$1.42億 -25% 5.1% – 4 0% 1.1
Signet Financial Management
1993
Signet Financial Management
New Jersey
$4.35億 +$7367万 +20% 0.37% 65.2% 209 26.32% 0.4
Ironwood Investment Management
1994
Ironwood Investment Management
Massachusetts
$4.35億 -$1.05億 -20% 2.16% 164% 166 9.04% 1.7
Sarissa Capital Management
1995
Sarissa Capital Management
Connecticut
$4.35億 -$3951万 -8% 0.97% 80% 17 5.88% 1
Cypress Capital Group
1996
Cypress Capital Group
Florida
$4.34億 -$414万 -0.9% 0.28% 97.8% 212 9.91% 1.6
CC
1997
Cornerstone Capital
California
$4.34億 +$5009万 +13% 2.49% 91.2% 85 27.06% 1.5
IMOV
1998
Investment Management of Virginia
Virginia
$4.34億 -$597万 -1% 1.37% 93.4% 161 11.8% 1.6
ACM
1999
Acertus Capital Management
New Jersey
$4.34億 +$2.53億 +139% 0.28% 23.5% 5 40% 0.9
NBW Capital
2000
NBW Capital
Massachusetts
$4.34億 -$1213万 -3% 0.06% 86% 81 14.81% 1.4