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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
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $4.71億 | – | – | 5.14% | 58.6% | 84 | – | 0 |
|
| 2002 |
2002
Alaska Permanent Capital Management
Anchorage,
Alaska
| $4.71億 | +$5262万 | +13% | 4.23% | 42.8% | 27 | 25.93% | 2.1 |
|
| 2003 |
2003
XL Group Investments
Hamilton,
Bermuda
| $4.71億 | +$3466万 | +8% | 4.15% | – | 29 | 13.79% | 0.2 |
|
| 2004 |
2004
Perigon Wealth Management
San Francisco,
California
| $4.71億 | +$1325万 | +3% | 6.55% | 104% | 757 | 25.89% | 1 |
|
| 2005 |
2005
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $4.71億 | +$9071万 | +24% | 6.63% | 207% | 119 | 22.69% | 2.5 |
|
| 2006 |
2006
InterWest Venture Management
San Francisco,
California
| $4.7億 | +$5100万 | +12% | 15.9% | 57.6% | 14 | 14.29% | 0.3 |
|
| 2007 |
2007
G.F.W. Energy X
Dallas,
Texas
| $4.7億 | +$1.45億 | +44% | 11.3% | 71.3% | 4 | 50% | 0.2 |
|
| 2008 |
2008
Jacobs Asset Management
New York
| $4.69億 | -$390万 | -0.8% | 0.57% | 114% | 58 | 29.31% | 1.6 |
|
| 2009 |
3C
2009
361 Capital
Denver,
Colorado
| $4.67億 | +$4627万 | +11% | 8.63% | 118% | 212 | 66.98% | 0.1 |
|
| 2010 |
OH
2010
Overlook Holdings
Tortola,
British Virgin Islands
| $4.66億 | +$6387万 | +16% | 23.3% | – | 2 | 0% | 2.3 |
|
| 2011 |
AR
2011
Argyll Research
Wilmington,
Delaware
| $4.65億 | +$235万 | +0.5% | 2.23% | 0.8% | 5 | 0% | 2.4 |
|
| 2012 |
2012
Condor Capital Management
Martinsville,
New Jersey
| $4.65億 | +$1565万 | +3% | 6.24% | 58.2% | 187 | 9.09% | 2.6 |
|
| 2013 |
2013
JHL Capital Group
Chicago,
Illinois
| $4.64億 | -$8.25億 | -64% | 15.1% | – | 20 | 60% | 0.8 |
|
| 2014 |
2014
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $4.64億 | +$4266万 | +10% | 6.36% | 57.2% | 73 | 8.22% | 2.3 |
|
| 2015 |
2015
Vicus Capital
State College,
Pennsylvania
| $4.63億 | +$1469万 | +3% | 3.68% | 59.6% | 245 | 15.92% | 1.8 |
|
| 2016 |
2016
Washington Trust Bank
Spokane,
Washington
| $4.63億 | +$1973万 | +4% | 5.53% | 80.5% | 1,098 | 42.44% | 2.2 |
|
| 2017 |
2017
Motley Fool Asset Management
Alexandria,
Virginia
| $4.63億 | +$1280万 | +3% | 8.81% | 117% | 83 | 26.51% | 2.1 |
|
| 2018 |
2018
TA Associates
Boston,
Massachusetts
| $4.63億 | -$1.94億 | -30% | 1.06% | – | 4 | 75% | 0.8 |
|
| 2019 |
2019
Windham Capital Management
Boston,
Massachusetts
| $4.62億 | +$2175万 | +5% | 4.9% | 8.3% | 34 | 26.47% | 1.7 |
|
| 2020 |
2020
BBR Partners
New York
| $4.62億 | -$1.17億 | -20% | 5.85% | 63.4% | 87 | 31.03% | 1.7 |
|
| 2021 |
GWI
2021
Grace & White Inc
Ny,
New York
| $4.62億 | -$282万 | -0.6% | 2.91% | 61.5% | 142 | 4.23% | 3.2 |
|
| 2022 |
2022
De Burlo Group
Boston,
Massachusetts
| $4.61億 | +$5004万 | +12% | 11.8% | 147% | 112 | 24.11% | 1.8 |
|
| 2023 |
2023
Strategy Asset Managers
Pasadena,
California
| $4.61億 | +$348万 | +0.8% | 6.15% | 115% | 124 | 2.42% | 2.3 |
|
| 2024 |
2024
Vestor Capital
Chicago,
Illinois
| $4.6億 | +$8389万 | +22% | 5.26% | 188% | 162 | 46.3% | 1.5 |
|
| 2025 |
2025
Signet Financial Management
Parsippany,
New Jersey
| $4.6億 | +$4184万 | +10% | 4.68% | 65.2% | 214 | 22.9% | 1.3 |
|