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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
venBio Partners
San Francisco,
California
| $6.58億 | +$5.38億 | +447% | 13.3% | 564% | 8 | 50% | 0.9 |
|
| 1977 |
1977
Greenhouse Funds
Baltimore,
Maryland
| $6.56億 | -$1241万 | -2% | 7.91% | 90.7% | 49 | 51.02% | 0.9 |
|
| 1978 |
1978
Teachers Insurance & Annuity Association of America
New York
| $6.56億 | -$1.77億 | -21% | 2% | – | 158 | 2.53% | 4.5 |
|
| 1979 |
1979
Trek Financial
Scottsdale,
Arizona
| $6.55億 | +$2797万 | +4% | 6.89% | 152% | 185 | 21.62% | 0.6 |
|
| 1980 |
1980
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $6.54億 | +$4211万 | +7% | 8.13% | 50.4% | 13 | 0% | 4.7 |
|
| 1981 |
1981
Parcion Private Wealth
Bellevue,
Washington
| $6.54億 | +$6292万 | +11% | 8.22% | 114% | 186 | 7.53% | 0.6 |
|
| 1982 |
1982
Bangor Savings Bank
Bangor,
Maine
| $6.54億 | +$3544万 | +6% | 4.99% | 54.6% | 177 | 7.34% | 4.4 |
|
| 1983 |
1983
GM Advisory Group
Melville,
New York
| $6.54億 | +$1.13億 | +21% | 8.46% | 53.6% | 189 | 21.69% | 1.6 |
|
| 1984 |
1984
Fairholme Capital Management
South Miami,
Florida
| $6.53億 | +$5510万 | +9% | 6.77% | 36.2% | 14 | 57.14% | 0.8 |
|
| 1985 |
1985
Discovery Capital Management
South Norwalk,
Connecticut
| $6.52億 | +$1.02億 | +18% | 10.3% | 871% | 85 | 62.35% | 0.3 |
|
| 1986 |
TA
1986
Trivest Advisors
Hong Kong
| $6.52億 | -$8835万 | -12% | 45.6% | 2,977% | 13 | 53.85% | 0.4 |
|
| 1987 |
CCMD
1987
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $6.52億 | +$3898万 | +6% | 6.24% | 25.6% | 167 | 4.19% | 3.1 |
|
| 1988 |
1988
Parkwood LLC
Cleveland,
Ohio
| $6.52億 | +$9474万 | +17% | 13% | 120% | 95 | 3.16% | 1.4 |
|
| 1989 |
1989
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $6.51億 | +$1.34億 | +26% | 6.33% | 26.1% | 170 | 12.35% | 4.3 |
|
| 1990 |
1990
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $6.51億 | +$2166万 | +3% | 1.8% | 80.4% | 36 | 5.56% | 3 |
|
| 1991 |
1991
SP Asset Management
Cupertino,
California
| $6.51億 | +$1.74億 | +37% | 8.94% | 112% | 100 | 19% | 1.5 |
|
| 1992 |
1992
Griffin Asset Management
New York
| $6.5億 | +$2529万 | +4% | 12.3% | 88.9% | 224 | 20.98% | 3.4 |
|
| 1993 |
1993
WBI Investments
Red Bank,
New Jersey
| $6.5億 | +$2572万 | +4% | 7.74% | 105% | 158 | 62.66% | 0.7 |
|
| 1994 |
1994
ORIX Corp
Tokyo,
Japan
| $6.5億 | -$4813万 | -7% | 6.9% | 11.7% | 1 | 0% | 2.8 |
|
| 1995 |
1995
Nalanda India Equity Fund
Mauritius
| $6.49億 | +$5113万 | +9% | 8.69% | 13.6% | 2 | 0% | 1.1 |
|
| 1996 |
1996
Arosa Capital Management
Miami Beach,
Florida
| $6.47億 | +$1.22億 | +23% | 22.4% | 536% | 88 | 65.91% | 0.3 |
|
| 1997 |
1997
Taikang Asset Management (HK)
Hong Kong
| $6.46億 | +$8464万 | +15% | 17.2% | 172% | 87 | 16.09% | 1.7 |
|
| 1998 |
1998
Greenvale Capital
London,
United Kingdom
| $6.46億 | -$324万 | -0.5% | 10.9% | 101% | 18 | 38.89% | 0.4 |
|
| 1999 |
1999
Central Securities
New York
| $6.45億 | +$1421万 | +2% | 1.86% | 101% | 33 | 12.12% | 5.1 |
|
| 2000 |
2000
Kopernik Global Investors
Tampa,
Florida
| $6.45億 | +$8797万 | +16% | 3.22% | 128% | 26 | 11.54% | 3.4 |
|