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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
SP Asset Management
Cupertino,
California
| $10億 | +$4287万 | +4% | 6.45% | 112% | 133 | 11.28% | 2.2 |
|
| 1977 |
1977
Baldwin Wealth Partners
Marion,
Massachusetts
| $10億 | +$9861万 | +11% | 9.59% | 94.5% | 664 | 6.48% | 3.8 |
|
| 1978 |
1978
Twin Capital Management
Mcmurray,
Pennsylvania
| $10億 | +$2327万 | +2% | 12.3% | 132% | 309 | 14.24% | 3.1 |
|
| 1979 |
1979
Soleus Capital Management
Greenwich,
Connecticut
| $10億 | +$3.57億 | +56% | 5.31% | 508% | 94 | 52.13% | 0.5 |
|
| 1980 |
1980
McDaniel Terry & Co
Austin,
Texas
| $10億 | +$1.41億 | +16% | 12.6% | 76.6% | 98 | 10.2% | 4.1 |
|
| 1981 |
1981
Main Management
San Francisco,
California
| $10億 | +$6862万 | +7% | 6.46% | 64.1% | 155 | 21.94% | 2.9 |
|
| 1982 |
1982
StrategIQ Financial Group
Merrillville,
Indiana
| $10億 | +$4.95億 | +98% | 7.85% | 12.6% | 300 | 28% | 2.7 |
|
| 1983 |
1983
Icon Wealth Partners
Houston,
Texas
| $10億 | +$5019万 | +5% | 9.43% | – | 355 | 14.37% | 1.9 |
|
| 1984 |
1984
Penn Capital Management
Philadelphia,
Pennsylvania
| $10億 | +$597万 | +0.6% | 2.85% | 170% | 202 | 5.45% | 1.8 |
|
| 1985 |
AIC
1985
AWM Investment Company
New York
| $10億 | -$2214万 | -2% | 6.34% | 778% | 128 | 14.84% | 2.3 |
|
| 1986 |
1986
Bank Hapoalim BM
Tel Aviv,
Israel
| $10億 | +$3946万 | +4% | 7.42% | 76.6% | 259 | 15.83% | 2.6 |
|
| 1987 |
1987
Summit Creek Advisors
Minneapolis,
Minnesota
| $10億 | +$5026万 | +5% | 6.67% | 84.6% | 78 | 6.41% | 2.7 |
|
| 1988 |
1988
Meeder Asset Management
Dublin,
Ohio
| $9.9億 | -$9.12億 | -48% | 5.77% | 156% | 2,761 | 60.96% | 2.1 |
|
| 1989 |
AAM
1989
Autus Asset Management
Scottsdale,
Arizona
| $9.9億 | +$7946万 | +9% | 8.96% | 26.3% | 180 | 6.11% | 5.1 |
|
| 1990 |
1990
Krilogy Financial
St. Louis,
Missouri
| $9.9億 | -$988万 | -1% | 7.21% | 79% | 287 | 10.1% | 3 |
|
| 1991 |
1991
Asset Advisors Investment Management
Augusta,
Georgia
| $9.9億 | +$9570万 | +11% | 13.7% | 67.5% | 98 | 11.22% | 2.7 |
|
| 1992 |
1992
Montanaro Asset Management
London,
United Kingdom
| $9.9億 | +$1.62億 | +19% | 12.4% | 49.6% | 48 | 2.08% | 0.8 |
|
| 1993 |
1993
First Financial Bank - Trust Division
Hamilton,
Ohio
| $9.9億 | +$7670万 | +8% | 9.55% | 68.6% | 183 | 3.83% | 5.8 |
|
| 1994 |
WDA
1994
Wendell David Associates
Portsmouth,
New Hampshire
| $9.9億 | +$9152万 | +10% | 14.3% | 58.7% | 156 | 2.56% | 6 |
|
| 1995 |
1995
Delta Accumulation LLC
Sausalito,
California
| $9.9億 | – | – | 6.2% | 96.5% | 154 | – | 0 |
|
| 1996 |
1996
TruWealth Advisors
Metairie,
Louisiana
| $9.9億 | +$9112万 | +10% | 6.4% | 56.3% | 128 | 11.72% | 0.8 |
|
| 1997 |
1997
Novare Capital Management
Charlotte,
North Carolina
| $9.9億 | +$8543万 | +9% | 9.19% | 76.5% | 169 | 17.16% | 3.5 |
|
| 1998 |
SRFM
1998
Shannon River Fund Management
New York
| $9.9億 | -$4.32億 | -30% | 0.84% | 554% | 69 | 52.17% | 0.8 |
|
| 1999 |
WCM
1999
Woodson Capital Management
Greenwich,
Connecticut
| $9.9億 | -$4.63億 | -32% | 2.22% | 235% | 50 | 48% | 1.2 |
|
| 2000 |
2000
Mirabella Financial Services
London,
United Kingdom
| $9.9億 | +$2.24億 | +29% | 7.71% | 86.2% | 674 | 80.71% | 0.2 |
|