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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
Hilltop Holdings
Dallas,
Texas
| $7.39億 | -$1649万 | -2% | 4.16% | 96.7% | 569 | 19.68% | 3.2 |
|
| 1977 |
1977
Levin Capital Strategies
New York
| $7.38億 | -$1.07億 | -13% | 0.34% | 88.6% | 312 | 34.62% | 3.5 |
|
| 1978 |
1978
Colonial Trust Advisors
Spartanburg,
South Carolina
| $7.38億 | +$2709万 | +4% | 4.59% | 80% | 256 | 37.11% | 3.7 |
|
| 1979 |
1979
Ally Invest Advisors
Charlotte,
North Carolina
| $7.38億 | -$3030万 | -4% | 6.42% | 41.1% | 26 | 19.23% | 2.2 |
|
| 1980 |
1980
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $7.38億 | -$5490万 | -7% | 6.98% | 70% | 63 | 6.35% | 6.3 |
|
| 1981 |
MCM
1981
McKinley Capital Management
Anchorage,
Alaska
| $7.37億 | -$2847万 | -4% | 3.9% | 63.3% | 179 | 13.41% | 3.6 |
|
| 1982 |
1982
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $7.37億 | -$4478万 | -6% | 5.92% | 62.2% | 327 | 13.15% | 2.5 |
|
| 1983 |
1983
Atalaya Capital Management
New York
| $7.37億 | -$1.1億 | -13% | 0.45% | 7.46% | 478 | 41% | 0.8 |
|
| 1984 |
1984
Capital Investment Services of America
Milwaukee,
Wisconsin
| $7.36億 | -$3381万 | -4% | 3.62% | 50.7% | 72 | 4.17% | 5.8 |
|
| 1985 |
1985
Mizuho Securities USA
New York
| $7.36億 | +$8497万 | +13% | 0.16% | 99% | 311 | 85.53% | 0.2 |
|
| 1986 |
1986
WMS Partners
Towson,
Maryland
| $7.36億 | +$9358万 | +15% | 5.12% | 10.8% | 290 | 20% | 3.4 |
|
| 1987 |
1987
Soleus Capital Management
Greenwich,
Connecticut
| $7.36億 | +$9494万 | +15% | 14.2% | 508% | 93 | 40.86% | 0.7 |
|
| 1988 |
1988
Alpine Woods Capital Investors
Purchase,
New York
| $7.35億 | -$6431万 | -8% | 4.38% | 105% | 205 | 9.76% | 4.1 |
|
| 1989 |
1989
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $7.35億 | -$2782万 | -4% | 5.78% | 77.5% | 152 | 4.61% | 7.3 |
|
| 1990 |
1990
Baker Tilly Wealth Management
Madison,
Wisconsin
| $7.34億 | -$2841万 | -4% | 3.42% | 96.9% | 538 | 14.31% | 1.3 |
|
| 1991 |
1991
Trust Asset Management
Houston,
Texas
| $7.33億 | +$1791万 | +3% | 4.88% | 91.1% | 197 | 7.61% | 2 |
|
| 1992 |
1992
Hackensack Meridian Health
Edison,
New Jersey
| $7.32億 | -$1.67億 | -19% | 5.51% | 53.4% | 13 | 7.69% | 0.5 |
|
| 1993 |
1993
Lutz Financial Services
Omaha,
Nebraska
| $7.32億 | -$2207万 | -3% | 4.87% | 35.3% | 75 | 16% | 3 |
|
| 1994 |
1994
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $7.31億 | +$2.39億 | +48% | 4.53% | 58.7% | 55 | 20% | 1.6 |
|
| 1995 |
1995
SP Asset Management
Cupertino,
California
| $7.31億 | -$5373万 | -7% | 5.67% | 92.4% | 114 | 7.02% | 3 |
|
| 1996 |
1996
Jacobi Capital Management
Pittston,
Pennsylvania
| $7.3億 | -$2127万 | -3% | 5.15% | 76.6% | 424 | 9.67% | 4.7 |
|
| 1997 |
1997
Keeley-Teton Advisors
Chicago,
Illinois
| $7.3億 | -$6272万 | -8% | 4.32% | 28.6% | 391 | 6.91% | 2.4 |
|
| 1998 |
1998
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $7.3億 | -$2699万 | -4% | 5.29% | 62% | 91 | 6.59% | 2.9 |
|
| 1999 |
1999
Blue Chip Partners
Farmington Hills,
Michigan
| $7.3億 | -$5478万 | -7% | 6.44% | 81.2% | 170 | 10% | 4.3 |
|
| 2000 |
2000
Fernbridge Capital Management
Los Angeles,
California
| $7.3億 | +$3567万 | +5% | 0.86% | 12.4% | 24 | 41.67% | 0.7 |
|