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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
Phillips Financial Management
Fort Wayne,
Indiana
| $5.69億 | +$2268万 | +4% | 0.89% | 45.6% | 79 | 7.59% | 4.4 |
|
| 2002 |
MGM
2002
Miura Global Management
New York
| $5.68億 | -$4980万 | -8% | 2.82% | 375% | 35 | 48.57% | 0.5 |
|
| 2003 |
2003
Northcape Capital
Sydney,
Australia
| $5.67億 | +$1599万 | +3% | 0.81% | – | 19 | 21.05% | 1.9 |
|
| 2004 |
CWM
2004
Cornerstone Wealth Management
St. Peters,
Missouri
| $5.67億 | +$1009万 | +2% | 1.86% | 69.8% | 379 | 14.25% | 2.1 |
|
| 2005 |
2005
Canandaigua National Bank & Trust
Canandaigua,
New York
| $5.67億 | +$2369万 | +4% | 2.23% | – | 298 | 10.74% | 3.5 |
|
| 2006 |
2006
PM Capital
Sydney,
Australia
| $5.67億 | -$2833万 | -5% | 3.28% | 105% | 25 | 4% | 3 |
|
| 2007 |
JC
2007
Joho Capital
New York
| $5.66億 | -$8680万 | -13% | 5.71% | 80.2% | 13 | 23.08% | 1.4 |
|
| 2008 |
2008
Stearns Financial Services Group
Greensboro,
North Carolina
| $5.66億 | +$1854万 | +3% | 0.99% | 26.1% | 190 | 15.79% | 3.6 |
|
| 2009 |
2009
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $5.66億 | +$1536万 | +3% | 0.3% | 44.7% | 185 | 7.03% | 2.5 |
|
| 2010 |
2010
Petrus Trust Company
Dallas,
Texas
| $5.65億 | +$111万 | +0.2% | 0.01% | 36.9% | 391 | 62.15% | 0.8 |
|
| 2011 |
2011
Matrix Asset Advisors
White Plains,
New York
| $5.65億 | +$117万 | +0.2% | 2.1% | 84.9% | 76 | 11.84% | 4 |
|
| 2012 |
2012
Colonial Trust Advisors
Spartanburg,
South Carolina
| $5.65億 | +$1288万 | +2% | 2.6% | 80% | 164 | 7.32% | 3.9 |
|
| 2013 |
2013
Cortland Associates
St Louis,
Missouri
| $5.65億 | -$6704万 | -11% | 0.13% | 57.1% | 57 | 12.28% | 3.8 |
|
| 2014 |
2014
Private Capital Group
West Hartford,
Connecticut
| $5.64億 | +$1.26億 | +29% | 1.05% | 30.1% | 2,782 | 30.84% | 1.3 |
|
| 2015 |
2015
Transform Wealth
Greenwood Village,
Colorado
| $5.63億 | -$1.17億 | -17% | 1.72% | 48.4% | 240 | 16.67% | 1.4 |
|
| 2016 |
2016
Tygh Capital Management
Portland,
Oregon
| $5.63億 | -$2545万 | -4% | 2.73% | 251% | 96 | 37.5% | 1.3 |
|
| 2017 |
2017
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $5.63億 | -$1555万 | -3% | 1.94% | 66.7% | 153 | 7.84% | 4.7 |
|
| 2018 |
FBP
2018
Flippin Bruce & Porter
Lynchburg,
Virginia
| $5.62億 | -$702万 | -1% | 1.82% | 44.4% | 80 | 3.75% | 4.7 |
|
| 2019 |
2019
Ally Financial
Detroit,
Michigan
| $5.62億 | -$1960万 | -3% | 0.68% | 9.35% | 115 | 24.35% | 1.8 |
|
| 2020 |
2020
Nachman Norwood & Parrott
Greenville,
South Carolina
| $5.62億 | +$599万 | +1% | 1.76% | – | 246 | 7.32% | 0.7 |
|
| 2021 |
2021
CDAM (UK)
London,
United Kingdom
| $5.61億 | +$4794万 | +9% | 1.54% | 7.89% | 17 | 23.53% | 1 |
|
| 2022 |
2022
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $5.61億 | -$5.53億 | -50% | 0.51% | 143% | 269 | 51.67% | 1 |
|
| 2023 |
2023
Arosa Capital Management
Miami Beach,
Florida
| $5.61億 | -$7244万 | -11% | 8.1% | 536% | 75 | 54.67% | 0.5 |
|
| 2024 |
2024
TFG Asset Management
Grand Cayman,
Cayman Islands
| $5.61億 | -$1.28億 | -19% | 1.3% | 72.1% | 62 | 43.55% | 0.9 |
|
| 2025 |
JC
2025
JBF Capital
Aspen,
Colorado
| $5.61億 | +$1033万 | +2% | 0.76% | 93.6% | 96 | 36.46% | 1.2 |
|