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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
Newport Asia
San Francisco,
California
| $4.52億 | -$4860万 | -10% | 11.6% | – | 7 | 0% | 1.6 |
|
| 1977 |
1977
SCF Partners
Houston,
Texas
| $4.52億 | -$3004万 | -6% | 10.8% | 2.1% | 1 | 0% | 3.5 |
|
| 1978 |
KFS
1978
Kurt F. Somerville
| $4.51億 | -$773万 | -2% | 0.91% | 92.9% | 116 | 9.48% | 2.8 |
|
| 1979 |
1979
Kelly Lawrence W & Associates
Pasadens,
California
| $4.51億 | -$1606万 | -3% | 5.25% | 123% | 175 | 10.86% | 2 |
|
| 1980 |
1980
Berkshire Partners
Boston,
Massachusetts
| $4.51億 | -$7273万 | -14% | 13.9% | 79% | 1 | 0% | 3.5 |
|
| 1981 |
1981
Castle Hook Partners
New York
| $4.5億 | – | – | 13% | 1,120% | 25 | – | 0 |
|
| 1982 |
1982
Motley Fool Asset Management
Alexandria,
Virginia
| $4.5億 | -$363万 | -0.8% | 2.59% | 117% | 81 | 14.81% | 2.1 |
|
| 1983 |
RA
1983
Rovida Advisors
Fort Lauderdale,
Florida
| $4.5億 | +$2.48億 | +123% | 2.39% | 24.8% | 18 | 55.56% | 0.4 |
|
| 1984 |
GCP
1984
Garelick Capital Partners
Boston,
Massachusetts
| $4.5億 | +$2.75億 | +157% | 1.08% | 195% | 43 | 69.77% | 0.3 |
|
| 1985 |
CWM
1985
Concert Wealth Management
San Jose,
California
| $4.5億 | -$3.73億 | -45% | 3.97% | 28.5% | 1,043 | 54.84% | 2.4 |
|
| 1986 |
1986
Halsey Associates
New Haven,
Connecticut
| $4.49億 | -$1244万 | -3% | 1.98% | 63.8% | 103 | 6.8% | 2.8 |
|
| 1987 |
1987
Condor Capital Management
Martinsville,
New Jersey
| $4.49億 | +$2063万 | +5% | 4.34% | 58.2% | 195 | 10.77% | 2.5 |
|
| 1988 |
1988
Goodnow Investment Group
Darien,
Connecticut
| $4.49億 | +$2661万 | +6% | 12.5% | 131% | 24 | 8.33% | 2.3 |
|
| 1989 |
1989
Vicus Capital
State College,
Pennsylvania
| $4.49億 | +$902万 | +2% | 2.6% | 59.6% | 249 | 22.49% | 1.6 |
|
| 1990 |
1990
Cardan Capital Partners
Denver,
Colorado
| $4.48億 | +$78.4万 | +0.2% | 1.33% | 64% | 125 | 20% | 0.7 |
|
| 1991 |
1991
ARGA Investment Management
Stamford,
Connecticut
| $4.48億 | +$8315万 | +23% | 0.65% | 78.1% | 64 | 40.63% | 0.9 |
|
| 1992 |
1992
Hays Advisory
Franklin,
Tennessee
| $4.48億 | -$1.52億 | -25% | 1.28% | 31.8% | 82 | 59.76% | 0.7 |
|
| 1993 |
1993
CNA Financial
Chicago,
Illinois
| $4.48億 | +$1417万 | +3% | 8.02% | 48.6% | 188 | 17.02% | 2.4 |
|
| 1994 |
1994
Income Research & Management
Boston,
Massachusetts
| $4.48億 | -$1.66億 | -27% | 0.24% | 1.19% | 33 | 6.06% | 2 |
|
| 1995 |
1995
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $4.47億 | -$1893万 | -4% | 5.76% | 34.2% | 45 | 13.33% | 2.8 |
|
| 1996 |
1996
Northstar Investment Advisors
Denver,
Colorado
| $4.47億 | +$1101万 | +3% | 0.52% | 85.8% | 122 | 22.13% | 2.2 |
|
| 1997 |
1997
Omni Partners
London,
United Kingdom
| $4.47億 | +$1.03億 | +30% | 11.1% | 412% | 38 | 81.58% | 0.1 |
|
| 1998 |
1998
BTR Capital Management
Oakland,
California
| $4.46億 | $0 | 0% | 1.61% | 35% | 164 | 0% | 2.5 |
|
| 1999 |
1999
Keel Point
Huntsville,
Alabama
| $4.45億 | +$1.82億 | +69% | 2.6% | 76.4% | 173 | 26.01% | 1 |
|
| 2000 |
2000
Antipodes Partners
Royal Exchange,
Australia
| $4.45億 | – | – | 0.21% | 96.4% | 19 | – | 0 |
|