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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
MCF Advisors
Covington,
Kentucky
| $5.78億 | +$5498万 | +11% | 10.3% | 55.2% | 503 | 9.94% | 3.1 |
|
| 1977 |
1977
Howe & Rusling
Rochester,
New York
| $5.77億 | +$1.05億 | +22% | 11.8% | 82% | 949 | 24.55% | 2.7 |
|
| 1978 |
1978
B. Riley Wealth Management
Memphis,
Tennessee
| $5.77億 | +$9978万 | +21% | 12.3% | 32.2% | 446 | 32.74% | 1.1 |
|
| 1979 |
1979
YCG LLC
Austin,
Texas
| $5.76億 | +$8337万 | +17% | 17.3% | 27% | 38 | 2.63% | 3.9 |
|
| 1980 |
1980
Foundations Investment Advisors
Phoenix,
Arizona
| $5.76億 | +$1.03億 | +22% | 10.3% | 80.9% | 126 | 41.27% | 0.4 |
|
| 1981 |
3C
1981
361 Capital
Denver,
Colorado
| $5.76億 | +$8680万 | +18% | 20.1% | 118% | 438 | 58.9% | 0.4 |
|
| 1982 |
MRCP
1982
Manor Road Capital Partners
New York
| $5.73億 | +$1.76億 | +44% | 27.3% | 78.3% | 15 | 26.67% | 1.1 |
|
| 1983 |
SRFM
1983
Shannon River Fund Management
New York
| $5.73億 | +$2.21億 | +63% | 33.2% | 554% | 37 | 43.24% | 0.9 |
|
| 1984 |
1984
Kopernik Global Investors
Tampa,
Florida
| $5.73億 | +$3949万 | +7% | 7.46% | 128% | 32 | 9.38% | 2.6 |
|
| 1985 |
1985
Sageview Capital
Greenwich,
Connecticut
| $5.73億 | +$9037万 | +19% | 79.1% | 335% | 1 | 0% | 0.8 |
|
| 1986 |
1986
Everence Capital Management
Goshen,
Indiana
| $5.72億 | +$1.41億 | +33% | 14.6% | 108% | 658 | 42.1% | 2.1 |
|
| 1987 |
1987
Efficient Advisors
Mason,
Ohio
| $5.72億 | +$3464万 | +6% | 7.64% | 30.6% | 49 | 2.04% | 4.1 |
|
| 1988 |
BSPF
1988
British Steel Pension Fund
London,
United Kingdom
| $5.72億 | -$1560万 | -3% | 15.5% | 29.7% | 202 | 24.75% | 3.5 |
|
| 1989 |
1989
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $5.72億 | +$8792万 | +18% | 14.4% | 80.6% | 105 | 10.48% | 2.5 |
|
| 1990 |
1990
Crescent Park Management
East Palo Alto,
California
| $5.7億 | +$2.32億 | +69% | 22.8% | 87% | 24 | 37.5% | 1.2 |
|
| 1991 |
1991
Endeavour Capital Advisors
Greenwich,
Connecticut
| $5.7億 | -$3799万 | -6% | 8.78% | 105% | 56 | 25% | 1.7 |
|
| 1992 |
1992
Quadrant Capital Group
Cincinnati,
Ohio
| $5.69億 | +$1.94億 | +52% | 10.1% | 118% | 2,482 | 11.12% | 2.6 |
|
| 1993 |
1993
Tygh Capital Management
Portland,
Oregon
| $5.69億 | +$9147万 | +19% | 24% | 251% | 94 | 31.91% | 1.1 |
|
| 1994 |
1994
HoyleCohen
San Diego,
California
| $5.67億 | +$7781万 | +16% | 14.2% | 46.1% | 180 | 10% | 1 |
|
| 1995 |
1995
CX Institutional
Auburn,
Indiana
| $5.67億 | +$9341万 | +20% | 10.7% | 62.9% | 840 | 44.05% | 0.3 |
|
| 1996 |
1996
Greenwich Wealth Management
Greenwich,
Connecticut
| $5.66億 | +$6412万 | +13% | 14.2% | 198% | 195 | 9.74% | 3.2 |
|
| 1997 |
SAM
1997
Sandell Asset Management
New York
| $5.65億 | -$3.4億 | -38% | 42.6% | 322% | 64 | 67.19% | 0.5 |
|
| 1998 |
1998
SigFig Wealth Management
San Francisco,
California
| $5.64億 | +$9447万 | +20% | 9.39% | 49.3% | 47 | 0% | 1.4 |
|
| 1999 |
GPCM
1999
Greenbrier Partners Capital Management
Dallas,
Texas
| $5.63億 | +$7705万 | +16% | 16% | 96.1% | 17 | 11.76% | 4 |
|
| 2000 |
2000
Asset Advisors Investment Management
Augusta,
Georgia
| $5.62億 | +$5768万 | +11% | 12.9% | 67.5% | 99 | 11.11% | 0.5 |
|