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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
Oxbow Advisors
Austin,
Texas
| $5.25億 | -$4058万 | -7% | 1.99% | 66.3% | 264 | 19.7% | 2.2 |
|
| 1977 |
1977
Ally Financial
Detroit,
Michigan
| $5.25億 | +$2070万 | +4% | 2.58% | 9.35% | 126 | 29.37% | 1.3 |
|
| 1978 |
1978
Kelly Lawrence W & Associates
Pasadens,
California
| $5.25億 | +$1935万 | +4% | 6.6% | 123% | 141 | 9.93% | 2.5 |
|
| 1979 |
1979
Woodstock Corp
Boston,
Massachusetts
| $5.25億 | +$1439万 | +3% | 4.16% | 115% | 166 | 6.02% | 3.3 |
|
| 1980 |
1980
J.V. Bruni & Co
Colorado Springs,
Colorado
| $5.25億 | -$14.9万 | -0% | 3.43% | 97.9% | 25 | 8% | 2.7 |
|
| 1981 |
1981
Jacobs Asset Management
New York
| $5.24億 | +$2943万 | +6% | 4.12% | 114% | 50 | 20% | 1.8 |
|
| 1982 |
1982
Steel Partners Holdings
New York
| $5.24億 | +$7369万 | +16% | 22.1% | – | 10 | 0% | 2.5 |
|
| 1983 |
1983
Harvest Capital Strategies
San Francisco,
California
| $5.24億 | -$3.17億 | -38% | 11.6% | 87.9% | 57 | 33.33% | 1.7 |
|
| 1984 |
1984
Glovista Investments
Jersey City,
New Jersey
| $5.23億 | +$6764万 | +15% | 7.01% | 2.48% | 130 | 35.38% | 1.5 |
|
| 1985 |
FPCM
1985
Financial Partners Capital Management
New York
| $5.23億 | +$4422万 | +9% | 5.15% | 34.2% | 121 | 7.44% | 2.6 |
|
| 1986 |
1986
Smith Salley Wealth Management
Greensboro,
North Carolina
| $5.22億 | +$2476万 | +5% | 4.82% | 106% | 183 | 13.11% | 2.6 |
|
| 1987 |
3C
1987
361 Capital
Denver,
Colorado
| $5.22億 | -$7084万 | -12% | 11.5% | 118% | 318 | 72.01% | 0.2 |
|
| 1988 |
1988
Decatur Capital Management
Decatur,
Georgia
| $5.22億 | +$4590万 | +10% | 6.42% | 135% | 52 | 21.15% | 1.2 |
|
| 1989 |
1989
CapWealth Advisors
Franklin,
Tennessee
| $5.21億 | +$2179万 | +4% | 3.4% | 152% | 105 | 8.57% | 3 |
|
| 1990 |
AAM
1990
Autus Asset Management
Scottsdale,
Arizona
| $5.2億 | +$2398万 | +5% | 4.18% | 26.3% | 154 | 7.14% | 3.1 |
|
| 1991 |
1991
CCM Investment Advisers
Columbia,
South Carolina
| $5.2億 | +$823万 | +2% | 6.32% | 170% | 96 | 10.42% | 2.6 |
|
| 1992 |
1992
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $5.18億 | +$416万 | +0.8% | 1.56% | 39.9% | 45 | 2.22% | 1.6 |
|
| 1993 |
1993
Vicus Capital
State College,
Pennsylvania
| $5.18億 | +$2840万 | +6% | 3.47% | 59.6% | 243 | 12.35% | 2.2 |
|
| 1994 |
1994
PM Capital
Sydney,
Australia
| $5.17億 | +$3034万 | +6% | 5.93% | 105% | 28 | 10.71% | 2.2 |
|
| 1995 |
1995
Brouwer & Janachowski
Mill Valley,
California
| $5.16億 | +$2726万 | +6% | 3.38% | 41.8% | 54 | 11.11% | 2.4 |
|
| 1996 |
1996
Winslow Asset Management
Beachwood,
Ohio
| $5.16億 | +$2423万 | +5% | 8.45% | 89.9% | 96 | 5.21% | 3.5 |
|
| 1997 |
1997
South Street Advisors
New York
| $5.16億 | +$2.11億 | +69% | 3.96% | 169% | 70 | 18.57% | 2.3 |
|
| 1998 |
1998
Navellier & Associates
Reno,
Nevada
| $5.15億 | -$1.54億 | -23% | 11.9% | 361% | 350 | 46% | 1 |
|
| 1999 |
1999
Baskin Financial Services
Toronto,
Ontario, Canada
| $5.15億 | +$3499万 | +7% | 6.1% | 69.1% | 49 | 4.08% | 2.7 |
|
| 2000 |
2000
Jabre Capital Partners
Geneva,
Switzerland
| $5.14億 | -$6.03億 | -54% | 3.8% | 62.9% | 154 | 57.79% | 0.6 |
|