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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
W.R. Berkley Corp
Greenwich,
Connecticut
| $5.84億 | +$1.11億 | +23% | 6% | 38.7% | 146 | 58.9% | 0.4 |
|
| 2002 |
2002
CWA Asset Management Group
Naples,
Florida
| $5.84億 | +$6526万 | +13% | 4.43% | – | 251 | 18.33% | 1.7 |
|
| 2003 |
2003
Adams Natural Resources Fund
Baltimore,
Maryland
| $5.83億 | -$670万 | -1% | 0.34% | 50.6% | 63 | 9.52% | 2.5 |
|
| 2004 |
2004
Munro Partners
Melbourne,
Australia
| $5.83億 | -$8674万 | -13% | 6% | 350% | 36 | 33.33% | 0.5 |
|
| 2005 |
2005
Salesforce Inc
San Francisco,
California
| $5.82億 | +$1.39億 | +31% | 20.8% | 33.9% | 6 | 33.33% | 0.8 |
|
| 2006 |
2006
Ally Financial
Detroit,
Michigan
| $5.82億 | +$5728万 | +11% | 1.25% | 9.35% | 115 | 22.61% | 1.8 |
|
| 2007 |
2007
Randolph Company
Cincinnati,
Ohio
| $5.82億 | +$7152万 | +14% | 5.95% | 120% | 52 | 36.54% | 1.1 |
|
| 2008 |
2008
Trek Financial
Scottsdale,
Arizona
| $5.81億 | +$2697万 | +5% | 3.36% | 144% | 144 | 27.08% | 0.3 |
|
| 2009 |
2009
Greenwich Wealth Management
Greenwich,
Connecticut
| $5.81億 | +$1471万 | +3% | 2.43% | 198% | 213 | 18.78% | 3.2 |
|
| 2010 |
2010
Brouwer & Janachowski
Mill Valley,
California
| $5.81億 | +$1904万 | +3% | 3.03% | 41.8% | 50 | 4% | 3.4 |
|
| 2011 |
2011
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $5.8億 | -$505万 | -0.9% | 4.09% | 119% | 175 | 20% | 2.2 |
|
| 2012 |
2012
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $5.79億 | +$1670万 | +3% | 3.09% | 66.7% | 153 | 7.19% | 4.4 |
|
| 2013 |
2013
Howe & Rusling
Rochester,
New York
| $5.79億 | +$124万 | +0.2% | 1.8% | 82% | 911 | 19.43% | 2.9 |
|
| 2014 |
2014
Jefferies Financial Group
New York
| $5.78億 | -$4.25億 | -42% | 4.4% | 135% | 51 | 82.35% | 0.8 |
|
| 2015 |
2015
Thomasville National Bank
Thomasville,
Georgia
| $5.77億 | +$3537万 | +7% | 4.89% | – | 198 | 8.08% | 2.8 |
|
| 2016 |
2016
Resource Management
Metairie,
Louisiana
| $5.77億 | +$2116万 | +4% | 2.4% | 82.7% | 148 | 12.84% | 1.2 |
|
| 2017 |
2017
HoyleCohen
San Diego,
California
| $5.76億 | +$902万 | +2% | 3.76% | 46.1% | 186 | 5.91% | 1.2 |
|
| 2018 |
CCMD
2018
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $5.76億 | +$3488万 | +6% | 2.09% | 25.6% | 162 | 8.02% | 2.4 |
|
| 2019 |
2019
First Business Financial Services
Madison,
Wisconsin
| $5.76億 | +$1462万 | +3% | 3.25% | 74% | 120 | 15% | 2.1 |
|
| 2020 |
2020
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $5.75億 | +$5092万 | +10% | 6.63% | 80.4% | 40 | 12.5% | 2.5 |
|
| 2021 |
NFAM
2021
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $5.74億 | +$1.21億 | +27% | 7.85% | 104% | 90 | 83.33% | 0.1 |
|
| 2022 |
2022
Lenox Wealth Advisors
New York
| $5.73億 | +$4018万 | +8% | 2.25% | 35.7% | 687 | 48.03% | 1.5 |
|
| 2023 |
2023
Woodstock Corp
Boston,
Massachusetts
| $5.73億 | +$1461万 | +3% | 4.34% | 115% | 164 | 1.83% | 4.6 |
|
| 2024 |
2024
Efficient Advisors
Mason,
Ohio
| $5.73億 | +$63.9万 | +0.1% | 1.13% | 30.6% | 50 | 2% | 4.2 |
|
| 2025 |
2025
Tokio Marine Asset Management
Tokyo,
Japan
| $5.72億 | +$3360万 | +6% | 7.56% | 129% | 246 | 26.42% | 3.1 |
|