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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
Kopernik Global Investors
Tampa,
Florida
| $5.14億 | +$3840万 | +8% | 3.58% | 128% | 31 | 22.58% | 1.9 |
|
| 2002 |
2002
Great Point Partners
Greenwich,
Connecticut
| $5.14億 | -$4416万 | -8% | 29% | 710% | 50 | 50% | 0.9 |
|
| 2003 |
C
2003
Chescapmanager
Baltimore,
Maryland
| $5.14億 | -$7870万 | -13% | 2.68% | 202% | 48 | 35.42% | 0.5 |
|
| 2004 |
2004
Sandhill Capital Partners
Buffalo,
New York
| $5.13億 | +$4006万 | +8% | 6.52% | 64.9% | 71 | 15.49% | 2.6 |
|
| 2005 |
2005
McGowan Group Asset Management
Dallas,
Texas
| $5.13億 | +$2399万 | +5% | 2.22% | 69.8% | 88 | 11.36% | 1.9 |
|
| 2006 |
2006
John G. Ullman & Associates
Corning,
New York
| $5.13億 | +$891万 | +2% | 4.74% | 156% | 121 | 15.7% | 2.7 |
|
| 2007 |
RP
2007
RBS Partners
Bay Harbor Islands,
Florida
| $5.12億 | -$3202万 | -6% | 0.88% | 210% | 7 | 14.29% | 3.5 |
|
| 2008 |
2008
Northstar Investment Advisors
Denver,
Colorado
| $5.12億 | +$1712万 | +3% | 2.99% | 85.8% | 133 | 20.3% | 2.5 |
|
| 2009 |
2009
Exane Asset Management
Paris,
France
| $5.12億 | +$1.91億 | +60% | 8.16% | 77.5% | 170 | 70.59% | 0.3 |
|
| 2010 |
2010
SFMG Wealth Advisors
Plano,
Texas
| $5.12億 | +$2936万 | +6% | 2.94% | 76.1% | 134 | 14.93% | 2.1 |
|
| 2011 |
JMH
2011
J.M. Hartwell
New York
| $5.11億 | +$2974万 | +6% | 6.03% | 72.2% | 89 | 12.36% | 2.6 |
|
| 2012 |
RI
2012
RPTC Inc
Jackson,
Wyoming
| $5.11億 | +$1.02億 | +25% | 12.6% | 66.4% | 17 | 82.35% | 0 |
|
| 2013 |
2013
Signet Financial Management
Parsippany,
New Jersey
| $5.1億 | +$3704万 | +8% | 4.85% | 65.2% | 208 | 15.38% | 1.6 |
|
| 2014 |
2014
MCF Advisors
Covington,
Kentucky
| $5.1億 | +$684万 | +1% | 3.23% | 50.2% | 562 | 19.22% | 2.3 |
|
| 2015 |
2015
GCA Investment Management
New York
| $5.1億 | -$1393万 | -3% | 6.84% | 27.3% | 41 | 24.39% | 1.1 |
|
| 2016 |
2016
Gillson Capital
Chicago,
Illinois
| $5.1億 | +$7464万 | +17% | 4.79% | 84.9% | 53 | 60.38% | 0.3 |
|
| 2017 |
2017
Garde Capital
Seattle,
Washington
| $5.1億 | +$1.07億 | +27% | 3.79% | 57.6% | 171 | 23.39% | 1.6 |
|
| 2018 |
MCTIC
2018
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $5.09億 | +$1654万 | +3% | 4.25% | 38.8% | 96 | 2.08% | 3.2 |
|
| 2019 |
2019
Advisor Partners
Walnut Creek,
California
| $5.09億 | +$8352万 | +20% | 4.63% | 63.8% | 512 | 13.09% | 2.1 |
|
| 2020 |
VCM
2020
V3 Capital Management
Dallas,
Texas
| $5.09億 | +$1.01億 | +25% | 3.38% | 20.5% | 18 | 50% | 0.8 |
|
| 2021 |
2021
Summit Creek Advisors
Minneapolis,
Minnesota
| $5.08億 | +$2217万 | +5% | 7.5% | 68.8% | 59 | 16.95% | 2.2 |
|
| 2022 |
2022
Intrinsic Edge Capital Management
Chicago,
Illinois
| $5.07億 | +$1.84億 | +57% | 14.4% | 283% | 170 | 66.47% | 0.2 |
|
| 2023 |
2023
Halsey Associates
New Haven,
Connecticut
| $5.07億 | +$2032万 | +4% | 4.65% | 63.8% | 97 | 10.31% | 3.4 |
|
| 2024 |
2024
Harvey Investment Company
Louisville,
Kentucky
| $5.07億 | +$1306万 | +3% | 2.78% | 56.4% | 84 | 7.14% | 3.5 |
|
| 2025 |
2025
Sensato Investors
San Francisco,
California
| $5.06億 | +$1.1億 | +28% | 14.5% | 75.8% | 84 | 54.76% | 0.9 |
|