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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
Duality Advisers
Miami,
Florida
| $9.32億 | +$816万 | +0.9% | 7.72% | 18.3% | 879 | 77.93% | 0.2 |
|
| 1977 |
1977
MGO One Seven
Beachwood,
Ohio
| $9.3億 | -$3368万 | -3% | 3.56% | 98.8% | 737 | 18.32% | 2 |
|
| 1978 |
1978
First Trust Capital Management
Chicago,
Illinois
| $9.3億 | +$3.6億 | +63% | 5.92% | 214% | 320 | 44.06% | 0.5 |
|
| 1979 |
1979
SP Asset Management
Cupertino,
California
| $9.29億 | -$7082万 | -7% | 8.82% | 92.4% | 128 | 3.91% | 2.4 |
|
| 1980 |
1980
Ashford Capital Management
Wilmington,
Delaware
| $9.28億 | -$7435万 | -7% | 7.49% | 150% | 115 | 20.87% | 3.8 |
|
| 1981 |
1981
Twin Capital Management
Mcmurray,
Pennsylvania
| $9.28億 | -$7085万 | -7% | 2.7% | 132% | 303 | 17.16% | 3.2 |
|
| 1982 |
1982
Lavaca Capital
Houston,
Texas
| $9.28億 | +$1.49億 | +19% | 5.84% | 46.5% | 205 | 34.63% | 1.2 |
|
| 1983 |
1983
Ironvine Capital Partners
Omaha,
Nebraska
| $9.27億 | -$4743万 | -5% | 7.18% | 58.8% | 56 | 5.36% | 3.3 |
|
| 1984 |
1984
Southernsun Asset Management
Memphis,
Tennessee
| $9.27億 | -$7308万 | -7% | 1.25% | 54.7% | 35 | 17.14% | 5.1 |
|
| 1985 |
1985
Stonebridge Capital Advisors
St Paul,
Minnesota
| $9.26億 | +$2016万 | +2% | 1.22% | 80.1% | 1,138 | 18.63% | 1.6 |
|
| 1986 |
1986
Quantitative Investment Management
Charlottesville,
Virginia
| $9.25億 | +$2.13億 | +30% | 1.64% | 24.6% | 355 | 80.85% | 0.2 |
|
| 1987 |
1987
Meristem Family Wealth
Minnetonka,
Minnesota
| $9.25億 | -$2.42億 | -21% | 4.06% | 67.7% | 399 | 18.05% | 2.7 |
|
| 1988 |
1988
McDaniel Terry & Co
Austin,
Texas
| $9.25億 | -$7322万 | -7% | 6.55% | 57.9% | 112 | 25% | 4.2 |
|
| 1989 |
NTCM
1989
Nut Tree Capital Management
New York
| $9.24億 | +$4.07億 | +79% | 9.02% | 101% | 13 | 30.77% | 1.1 |
|
| 1990 |
1990
Pelham Capital
London,
United Kingdom
| $9.23億 | -$8.41億 | -48% | 22.5% | 135% | 14 | 21.43% | 1.1 |
|
| 1991 |
1991
Beese Fulmer Investment Management
Canton,
Ohio
| $9.23億 | -$3871万 | -4% | 1.53% | 124% | 252 | 10.71% | 4.7 |
|
| 1992 |
1992
Ghisallo Capital Management
Boston,
Massachusetts
| $9.23億 | -$11億 | -54% | 7.2% | 122% | 457 | 39.82% | 0.6 |
|
| 1993 |
1993
Executive Wealth Management
Brighton,
Michigan
| $9.22億 | -$8298万 | -8% | 5.48% | 18.4% | 213 | 18.31% | 2 |
|
| 1994 |
1994
StrategIQ Financial Group
Merrillville,
Indiana
| $9.21億 | -$7682万 | -8% | 5.67% | 12.6% | 308 | 8.12% | 2.9 |
|
| 1995 |
1995
Oldfield Partners
London,
United Kingdom
| $9.2億 | +$1.5億 | +19% | 11.3% | 90.3% | 23 | 17.39% | 4.9 |
|
| 1996 |
1996
Mount Yale Investment Advisors
Denver,
Colorado
| $9.2億 | -$4213万 | -4% | 4.25% | 81.9% | 508 | 19.29% | 1.9 |
|
| 1997 |
1997
Capital Investment Advisory Services
Raleigh,
North Carolina
| $9.19億 | +$7451万 | +9% | 2.65% | 69.3% | 891 | 14.93% | 2.2 |
|
| 1998 |
1998
Journey Strategic Wealth
Summit,
New Jersey
| $9.17億 | -$4353万 | -5% | 0.62% | 62.2% | 246 | 39.43% | 0.2 |
|
| 1999 |
1999
RWC Asset Advisors
Miami,
Florida
| $9.16億 | +$8945万 | +11% | 22.4% | 267% | 14 | 50% | 1.6 |
|
| 2000 |
RPGK
2000
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $9.15億 | -$1.19億 | -12% | 4.39% | 54.7% | 118 | 16.95% | 2.9 |
|