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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
B. Riley Wealth Management
Memphis,
Tennessee
| $8.56億 | +$8088万 | +10% | 4.28% | 32.2% | 504 | 37.9% | 1.4 |
|
| 1977 |
1977
Broad Bay Capital Management
New York
| $8.56億 | -$3454万 | -4% | 3.52% | 338% | 26 | 57.69% | 0.8 |
|
| 1978 |
MAM
1978
Mastrapasqua Asset Management
Nashville,
Tennessee
| $8.55億 | +$9522万 | +13% | 4.79% | 54.9% | 156 | 17.31% | 3.2 |
|
| 1979 |
1979
Principle Wealth Partners
Madison,
Connecticut
| $8.55億 | +$9622万 | +13% | 7.65% | 90.7% | 292 | 8.9% | 1 |
|
| 1980 |
1980
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $8.55億 | +$3934万 | +5% | 16.3% | 80.4% | 35 | 2.86% | 3.6 |
|
| 1981 |
1981
Pictet North America Advisors
Geneva 73,
Switzerland
| $8.55億 | +$6599万 | +8% | 2.47% | 67.7% | 130 | 11.54% | 3.2 |
|
| 1982 |
1982
Focus Financial Network
Minneapolis,
Minnesota
| $8.55億 | -$2.74億 | -24% | 3.97% | 106% | 571 | 56.04% | 1 |
|
| 1983 |
1983
Cipher Capital
New York
| $8.54億 | +$2476万 | +3% | 9% | – | 718 | 69.64% | 0.3 |
|
| 1984 |
1984
Global Retirement Partners
San Rafael,
California
| $8.54億 | +$5609万 | +7% | 4.96% | – | 1,961 | 17.29% | 2.4 |
|
| 1985 |
1985
Crescent Grove Advisors
Lake Forest,
Illinois
| $8.53億 | +$8815万 | +12% | 3.74% | 64.1% | 217 | 18.89% | 1.9 |
|
| 1986 |
1986
Executive Wealth Management
Brighton,
Michigan
| $8.52億 | +$3842万 | +5% | 3.25% | 18.4% | 200 | 18.5% | 1.3 |
|
| 1987 |
1987
Endurance Wealth Management
Providence,
Rhode Island
| $8.5億 | +$5814万 | +7% | 6.59% | 59% | 694 | 13.83% | 3.8 |
|
| 1988 |
AAM
1988
Autus Asset Management
Scottsdale,
Arizona
| $8.49億 | +$7357万 | +9% | 2.13% | 26.3% | 169 | 11.83% | 4.7 |
|
| 1989 |
1989
Jaffetilchin Investment Partners
Tampa,
Florida
| $8.49億 | +$1.44億 | +20% | 4.34% | 88.1% | 383 | 33.68% | 1.2 |
|
| 1990 |
1990
BDO Wealth Advisors
Jacksonville,
Florida
| $8.48億 | +$1.38億 | +19% | 6.54% | 38.3% | 1,298 | 33.44% | 1.3 |
|
| 1991 |
1991
Zazove Associates
Incline Village,
Nevada
| $8.48億 | +$3281万 | +4% | 2.97% | 11% | 124 | 15.32% | 1.3 |
|
| 1992 |
1992
Main Management ETF Advisors
San Francisco,
California
| $8.47億 | +$2.08億 | +32% | 10.3% | 97.2% | 26 | 46.15% | 1 |
|
| 1993 |
CWM
1993
Cornerstone Wealth Management
St. Peters,
Missouri
| $8.46億 | +$4898万 | +6% | 4.54% | 77.5% | 488 | 20.9% | 2.3 |
|
| 1994 |
1994
Trek Financial
Scottsdale,
Arizona
| $8.44億 | +$7051万 | +9% | 5.22% | 152% | 274 | 49.27% | 0.8 |
|
| 1995 |
1995
Condor Capital Management
Martinsville,
New Jersey
| $8.42億 | +$5213万 | +7% | 5.99% | 64.8% | 285 | 36.14% | 2.9 |
|
| 1996 |
1996
Baldwin Wealth Partners
Marion,
Massachusetts
| $8.42億 | +$4655万 | +6% | 3.12% | 94.5% | 645 | 16.28% | 3.2 |
|
| 1997 |
1997
First Interstate Bancsystem
Billings,
Montana
| $8.41億 | – | – | 4.15% | – | 104 | – | 0 |
|
| 1998 |
1998
Vicus Capital
State College,
Pennsylvania
| $8.41億 | +$2946万 | +4% | 5.85% | 67% | 253 | 18.18% | 3.3 |
|
| 1999 |
1999
Summit Creek Advisors
Minneapolis,
Minnesota
| $8.39億 | +$5960万 | +8% | 10.6% | 84.6% | 72 | 13.89% | 2.6 |
|
| 2000 |
2000
Anson Funds Management
Dallas,
Texas
| $8.39億 | +$3.41億 | +69% | 3.19% | 2,010% | 369 | 87.53% | 0.1 |
|