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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
CapWealth Advisors
Franklin,
Tennessee
| $3.99億 | -$2491万 | -6% | 8.03% | 152% | 323 | 15.79% | 0.9 |
|
| 2002 |
2002
Tenor Capital Management
New York
| $3.99億 | -$1.11億 | -22% | 0.18% | 4.73% | 52 | 15.38% | 0.6 |
|
| 2003 |
2003
Professional Advisory Services
Vero Beach,
Florida
| $3.99億 | -$1883万 | -5% | 5.35% | 69.3% | 62 | 17.74% | 1.7 |
|
| 2004 |
2004
USCA RIA
Houston,
Texas
| $3.98億 | +$2121万 | +6% | 8.19% | 60.6% | 410 | 27.32% | 1.2 |
|
| 2005 |
FPCM
2005
Financial Partners Capital Management
New York
| $3.98億 | -$983万 | -2% | 7.2% | 34.2% | 126 | 15.08% | 1.6 |
|
| 2006 |
2006
Private Wealth Partners
Mill Valley,
California
| $3.97億 | -$4535万 | -10% | 8.99% | 112% | 149 | 18.79% | 1.7 |
|
| 2007 |
2007
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $3.97億 | +$1.69億 | +74% | 14.9% | 142% | 29 | 65.52% | 0.9 |
|
| 2008 |
2008
G.F.W. Energy X
Dallas,
Texas
| $3.97億 | -$1.27億 | -24% | 21.1% | 71.3% | 4 | 0% | 1.1 |
|
| 2009 |
VCM
2009
V3 Capital Management
Dallas,
Texas
| $3.97億 | -$5608万 | -12% | 1.31% | 20.5% | 21 | 47.62% | 0.6 |
|
| 2010 |
2010
Corsair Capital
New York
| $3.97億 | -$3469万 | -8% | 6.98% | 17.1% | 3 | 0% | 1.5 |
|
| 2011 |
2011
Ninety One North America
New York
| $3.96億 | +$8425万 | +27% | 13.9% | 70.6% | 116 | 28.45% | 0.5 |
|
| 2012 |
2012
Prospera Financial Services
Dallas,
Texas
| $3.95億 | -$2495万 | -6% | 5.95% | 97.4% | 346 | 29.48% | 1.3 |
|
| 2013 |
PAM
2013
Premier Asset Management
Chicago,
Illinois
| $3.95億 | -$2948万 | -7% | 6.32% | 104% | 101 | 17.82% | 1.5 |
|
| 2014 |
2014
Flow Traders U.S.
New York
| $3.94億 | -$1.26億 | -24% | 10.8% | 86.5% | 274 | 64.6% | 0.3 |
|
| 2015 |
RCIM
2015
Russell Clark Investment Management
London,
United Kingdom
| $3.93億 | +$456万 | +1% | 8.32% | 174% | 38 | 39.47% | 1 |
|
| 2016 |
ACM
2016
Acertus Capital Management
Morristown,
New Jersey
| $3.92億 | -$4137万 | -10% | 6.9% | 23.5% | 5 | 0% | 1.2 |
|
| 2017 |
KFS
2017
Kurt F. Somerville
| $3.92億 | -$4005万 | -9% | 6.73% | 92.9% | 138 | 10.14% | 1.7 |
|
| 2018 |
2018
Tekne Capital Management
New York
| $3.92億 | -$1.46億 | -27% | 3.58% | 516% | 19 | 31.58% | 0.7 |
|
| 2019 |
2019
Bangor Savings Bank
Bangor,
Maine
| $3.91億 | -$2388万 | -6% | 5.17% | 54.6% | 150 | 11.33% | 1.7 |
|
| 2020 |
2020
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $3.91億 | +$598万 | +2% | 7.59% | 34% | 93 | 10.75% | 1.9 |
|
| 2021 |
2021
Corbyn Investment Management
Lutherville,
Maryland
| $3.91億 | -$6662万 | -15% | 8.49% | 71.9% | 55 | 7.27% | 1.6 |
|
| 2022 |
2022
MCF Advisors
Covington,
Kentucky
| $3.9億 | -$704万 | -2% | 7.68% | 50.2% | 485 | 14.43% | 1.6 |
|
| 2023 |
2023
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $3.9億 | -$2566万 | -6% | 7.17% | – | 525 | 18.67% | 1.8 |
|
| 2024 |
2024
Bardin Hill Management Partners
New York
| $3.9億 | -$3.33億 | -46% | 4.7% | 214% | 99 | 68.69% | 0.3 |
|
| 2025 |
2025
VHCP Management
New York
| $3.9億 | +$3557万 | +10% | 20% | 234% | 21 | 28.57% | 1.1 |
|