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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
Certuity
North Palm Beach,
Florida
| $8.8億 | +$2.03億 | +30% | 8.69% | 190% | 274 | 20.44% | 1.8 |
|
| 1977 |
1977
Essex Financial Services
Essex,
Connecticut
| $8.79億 | -$7045万 | -7% | 6.48% | 87.7% | 507 | 11.24% | 4 |
|
| 1978 |
1978
Security Benefit Life Insurance Company
Topeka,
Kansas
| $8.79億 | +$1233万 | +1% | 9.91% | 60.6% | 68 | 19.12% | 1.3 |
|
| 1979 |
1979
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $8.79億 | +$1099万 | +1% | 2.55% | 26.1% | 170 | 12.94% | 6 |
|
| 1980 |
1980
DT Investment Partners
Chadds Ford,
Pennsylvania
| $8.79億 | +$5419万 | +7% | 4.29% | 58% | 477 | 3.14% | 1.5 |
|
| 1981 |
1981
StrategIQ Financial Group
Merrillville,
Indiana
| $8.76億 | +$1002万 | +1% | 4.19% | 12.6% | 309 | 10.03% | 3.8 |
|
| 1982 |
1982
Leo Brokerage
Hurst,
Texas
| $8.76億 | +$2.06億 | +31% | 6.71% | – | 319 | 11.6% | 1.2 |
|
| 1983 |
1983
59 North Capital Management
Houston,
Texas
| $8.76億 | +$1.93億 | +28% | 13.9% | 81.4% | 13 | 7.69% | 1.1 |
|
| 1984 |
1984
Ally Invest Advisors
Charlotte,
North Carolina
| $8.76億 | +$2892万 | +3% | 3% | 41.1% | 52 | 7.69% | 1.7 |
|
| 1985 |
1985
Advocacy Wealth Management Services
Atlanta,
Georgia
| $8.75億 | +$5175万 | +6% | 1.85% | 48.3% | 39 | 12.82% | 2.1 |
|
| 1986 |
SHIM
1986
Spruce House Investment Management
New York
| $8.75億 | +$3.64億 | +71% | 87.4% | 863% | 6 | 16.67% | 5.1 |
|
| 1987 |
1987
HSG Holding
Na,
Hong Kong
| $8.74億 | -$7755万 | -8% | 11.3% | 2.94% | 21 | 14.29% | 3.4 |
|
| 1988 |
1988
North Peak Capital Management
New York
| $8.72億 | +$9196万 | +12% | 0.74% | 301% | 7 | 42.86% | 1.3 |
|
| 1989 |
1989
BDO Wealth Advisors
Jacksonville,
Florida
| $8.72億 | +$5647万 | +7% | 5.04% | 38.3% | 1,086 | 12.43% | 3.3 |
|
| 1990 |
1990
Lincluden Management
Mississauga,
Ontario, Canada
| $8.68億 | -$1216万 | -1% | 1.78% | 56.6% | 76 | 3.95% | 5.5 |
|
| 1991 |
1991
One River Asset Management
Stamford,
Connecticut
| $8.68億 | -$14.2億 | -62% | 10.7% | 27% | 336 | 21.13% | 0.4 |
|
| 1992 |
1992
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| $8.67億 | +$7304万 | +9% | 8.69% | – | 658 | 9.42% | 1.1 |
|
| 1993 |
1993
HITE Hedge Asset Management
Braintree,
Massachusetts
| $8.66億 | -$4.71億 | -35% | 0.51% | 54.4% | 115 | 40.87% | 1 |
|
| 1994 |
1994
Stokes Family Office
New Orleans,
Louisiana
| $8.65億 | +$6283万 | +8% | 5.8% | 68.1% | 340 | 14.41% | 1.8 |
|
| 1995 |
1995
Jag Capital Management
St Louis,
Missouri
| $8.65億 | +$9169万 | +12% | 16.1% | 230% | 199 | 20.1% | 3.2 |
|
| 1996 |
CC
1996
Cornerstone Capital
Palo Alto,
California
| $8.65億 | +$3601万 | +4% | 7.1% | 91.2% | 94 | 10.64% | 5.5 |
|
| 1997 |
1997
XML Financial
Bethesda,
Maryland
| $8.64億 | +$4322万 | +5% | 4.07% | 69.5% | 355 | 9.86% | 2 |
|
| 1998 |
1998
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $8.64億 | +$2494万 | +3% | 5.43% | 58.6% | 106 | 8.49% | 0.5 |
|
| 1999 |
1999
Palisade Asset Management
Minneapolis,
Minnesota
| $8.62億 | +$4611万 | +6% | 4.73% | 61.8% | 184 | 5.98% | 6.7 |
|
| 2000 |
2000
Verdence Capital Advisors
Hunt Valley,
Maryland
| $8.61億 | +$3406万 | +4% | 6.56% | 97.1% | 564 | 9.93% | 2.6 |
|