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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
Jag Capital Management
St Louis,
Missouri
| $4.83億 | -$1044万 | -2% | 14.6% | 230% | 127 | 25.2% | 1.9 |
|
| 1977 |
KM
1977
Kylin Management
New York
| $4.83億 | +$7395万 | +18% | 29.5% | 126% | 8 | 50% | 1 |
|
| 1978 |
1978
JW Asset Management
Miami Beach,
Florida
| $4.8億 | +$3.3億 | +220% | 7.19% | 251% | 52 | 42.31% | 0.9 |
|
| 1979 |
1979
Dai-ichi Life Holdings
Tokyo,
Japan
| $4.8億 | -$255万 | -0.5% | 0.53% | – | 1 | 0% | 3.8 |
|
| 1980 |
1980
Evergreen Capital Management
Bellevue,
Washington
| $4.8億 | -$3748万 | -7% | 3.37% | 77.2% | 118 | 18.64% | 2.3 |
|
| 1981 |
CHA
1981
Cedar Hill Associates
Chicago,
Illinois
| $4.8億 | -$1.15億 | -19% | 5.19% | 21% | 83 | 15.66% | 2.6 |
|
| 1982 |
1982
Cypress Funds
Los Angeles,
California
| $4.8億 | -$1.14億 | -19% | 8.15% | 100% | 36 | 47.22% | 0.7 |
|
| 1983 |
1983
Dudley & Shanley
Palm Beach,
Florida
| $4.8億 | +$1032万 | +2% | 6.48% | 67.9% | 34 | 17.65% | 2.3 |
|
| 1984 |
1984
Formula Growth
Montreal,
Quebec, Canada
| $4.8億 | +$4959万 | +12% | 5.39% | 118% | 163 | 33.13% | 0.8 |
|
| 1985 |
1985
Cardan Capital Partners
Denver,
Colorado
| $4.79億 | +$3015万 | +7% | 3.46% | 64% | 133 | 26.32% | 0.8 |
|
| 1986 |
1986
BTR Capital Management
Oakland,
California
| $4.78億 | +$3230万 | +7% | 6.13% | 35% | 175 | 17.71% | 2.8 |
|
| 1987 |
GC
1987
Gratia Capital
Los Angeles,
California
| $4.78億 | +$1.76億 | +59% | 2.85% | 42.4% | 52 | 57.69% | 0.5 |
|
| 1988 |
1988
Auxier Asset Management
Aurora,
Oregon
| $4.77億 | +$1744万 | +4% | 7.07% | 71.7% | 159 | 7.55% | 3 |
|
| 1989 |
AAM
1989
Autus Asset Management
Scottsdale,
Arizona
| $4.77億 | +$2342万 | +5% | 5.33% | 26.3% | 154 | 5.19% | 2.7 |
|
| 1990 |
1990
MCF Advisors
Covington,
Kentucky
| $4.77億 | +$1997万 | +4% | 4.11% | 50.2% | 528 | 28.79% | 2.2 |
|
| 1991 |
1991
Summit Creek Advisors
Minneapolis,
Minnesota
| $4.76億 | -$1.08億 | -18% | 9.17% | 68.8% | 56 | 16.07% | 2.2 |
|
| 1992 |
1992
Community Bank
Dewitt,
New York
| $4.75億 | +$1937万 | +4% | 4.45% | 73.5% | 478 | 7.95% | 1.7 |
|
| 1993 |
1993
Greywolf Capital Management
Purchase,
New York
| $4.75億 | +$7488万 | +19% | 0.15% | 174% | 7 | 0% | 2.3 |
|
| 1994 |
1994
First Business Financial Services
Madison,
Wisconsin
| $4.74億 | +$4288万 | +10% | 4.14% | 74% | 88 | 34.09% | 1.5 |
|
| 1995 |
1995
3EDGE Asset Management
Naples,
Florida
| $4.74億 | +$3091万 | +7% | 4.85% | 44.1% | 28 | 42.86% | 0.2 |
|
| 1996 |
1996
Orbis World
Road Town, Tortola,
British Virgin Islands
| $4.73億 | +$5263万 | +13% | 8.85% | – | 4 | 25% | 0.9 |
|
| 1997 |
AH
1997
Allen Holding
New York
| $4.73億 | +$1714万 | +4% | 4% | 135% | 8 | 12.5% | 3.3 |
|
| 1998 |
KFS
1998
Kurt F. Somerville
| $4.73億 | +$2176万 | +5% | 6.22% | 92.9% | 112 | 8.04% | 3 |
|
| 1999 |
1999
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $4.73億 | +$2584万 | +6% | 3.34% | 34.2% | 40 | 2.5% | 3.2 |
|
| 2000 |
2000
Halsey Associates
New Haven,
Connecticut
| $4.72億 | +$2274万 | +5% | 8.67% | 63.8% | 102 | 7.84% | 3 |
|