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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
First Business Financial Services
Madison,
Wisconsin
| $4.87億 | +$1294万 | +3% | 2.39% | 74% | 86 | 23.26% | 1.6 |
|
| 2002 |
2002
Halsey Associates
New Haven,
Connecticut
| $4.87億 | +$1514万 | +3% | 4.71% | 63.8% | 101 | 10.89% | 3.2 |
|
| 2003 |
2003
PM Capital
Sydney,
Australia
| $4.87億 | -$2215万 | -4% | 5.5% | 105% | 28 | 3.57% | 2.1 |
|
| 2004 |
2004
Strategy Asset Managers
Pasadena,
California
| $4.86億 | +$2570万 | +6% | 3.14% | 115% | 127 | 7.09% | 2.4 |
|
| 2005 |
JC
2005
Joho Capital
New York
| $4.86億 | -$3718万 | -7% | 13% | 80.2% | 9 | 44.44% | 1.4 |
|
| 2006 |
2006
Summit Creek Advisors
Minneapolis,
Minnesota
| $4.86億 | +$907万 | +2% | 8.78% | 68.8% | 55 | 9.09% | 2.2 |
|
| 2007 |
2007
Dudley & Shanley
Palm Beach,
Florida
| $4.85億 | +$548万 | +1% | 1.82% | 67.9% | 32 | 15.63% | 2.4 |
|
| 2008 |
2008
Rubric Capital Management (New York)
New York
| $4.85億 | +$1.42億 | +41% | 1.05% | 251% | 64 | 67.19% | 0.2 |
|
| 2009 |
2009
GenTrust
Miami,
Florida
| $4.85億 | +$5171万 | +12% | 1.67% | 53% | 87 | 21.84% | 0.4 |
|
| 2010 |
2010
American Assets Investment Management
San Diego,
California
| $4.84億 | -$698万 | -1% | 0.82% | 507% | 157 | 6.37% | 2.4 |
|
| 2011 |
2011
First Interstate Bank
Billings,
Montana
| $4.83億 | -$108万 | -0.2% | 1.64% | 48.2% | 733 | 13.23% | 1.6 |
|
| 2012 |
2012
Motley Fool Asset Management
Alexandria,
Virginia
| $4.83億 | +$1926万 | +4% | 8.82% | 117% | 77 | 23.38% | 2.1 |
|
| 2013 |
2013
SFMG Wealth Advisors
Plano,
Texas
| $4.82億 | -$1174万 | -2% | 2.33% | 76.1% | 126 | 11.9% | 2.1 |
|
| 2014 |
2014
Lido Advisors
Los Angeles,
California
| $4.81億 | +$1.2億 | +33% | 1.71% | 75% | 289 | 23.88% | 0.6 |
|
| 2015 |
JMH
2015
J.M. Hartwell
New York
| $4.81億 | +$2213万 | +5% | 5.43% | 72.2% | 92 | 16.3% | 2.6 |
|
| 2016 |
GTC
2016
Ghost Tree Capital
New York
| $4.81億 | -$5544万 | -10% | 8.55% | 265% | 92 | 58.7% | 0.4 |
|
| 2017 |
CHA
2017
Cedar Hill Associates
Chicago,
Illinois
| $4.81億 | +$94.2万 | +0.2% | 2.27% | 21% | 82 | 13.41% | 2.7 |
|
| 2018 |
2018
Boothbay Fund Management
New York
| $4.81億 | -$5565万 | -10% | 3.44% | 328% | 998 | 64.13% | 0.4 |
|
| 2019 |
2019
Baskin Financial Services
Toronto,
Ontario, Canada
| $4.8億 | +$2697万 | +6% | 5% | 69.1% | 50 | 14% | 2.6 |
|
| 2020 |
2020
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $4.79億 | +$650万 | +1% | 1.25% | 34.2% | 39 | 5.13% | 3.4 |
|
| 2021 |
FPCM
2021
Financial Partners Capital Management
New York
| $4.79億 | +$2303万 | +5% | 2.67% | 34.2% | 121 | 14.05% | 2.5 |
|
| 2022 |
2022
Goodnow Investment Group
Darien,
Connecticut
| $4.78億 | +$4222万 | +10% | 14.4% | 131% | 26 | 26.92% | 2.1 |
|
| 2023 |
PGCM
2023
Prescott Group Capital Management
Tulsa,
Oklahoma
| $4.77億 | +$1924万 | +4% | 4.82% | 148% | 188 | 23.94% | 1.8 |
|
| 2024 |
2024
Kopernik Global Investors
Tampa,
Florida
| $4.76億 | +$3455万 | +8% | 5.55% | 128% | 28 | 21.43% | 1.9 |
|
| 2025 |
2025
Decatur Capital Management
Decatur,
Georgia
| $4.76億 | -$3807万 | -7% | 7.74% | 135% | 97 | 64.95% | 1 |
|