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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
Estate Counselors
Thiensville,
Wisconsin
| $6.44億 | +$1861万 | +3% | 4.33% | 60% | 163 | 31.9% | 1.8 |
|
| 2002 |
2002
Nicolet Advisory Services
Green Bay,
Wisconsin
| $6.44億 | -$727万 | -1% | 6.25% | 62.7% | 217 | 21.2% | 1.2 |
|
| 2003 |
2003
Manchester Capital Management
Manchester,
Vermont
| $6.43億 | -$8587万 | -12% | 19.4% | 86.7% | 719 | 32.68% | 3.8 |
|
| 2004 |
NAM
2004
North American Management
Boston,
Massachusetts
| $6.42億 | +$2727万 | +4% | 8.47% | 61.7% | 108 | 3.7% | 5 |
|
| 2005 |
2005
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $6.41億 | +$4.53億 | +241% | 2.46% | 59.6% | 72 | 8.33% | 1 |
|
| 2006 |
2006
First Midwest Bank Trust Division
Joliet,
Illinois
| $6.4億 | +$2680万 | +4% | 8.87% | 107% | 377 | 15.65% | 4.1 |
|
| 2007 |
2007
Harvey Investment Company
Louisville,
Kentucky
| $6.4億 | +$5006万 | +8% | 10% | 56.4% | 89 | 6.74% | 5.2 |
|
| 2008 |
2008
Gratus Capital
Atlanta,
Georgia
| $6.39億 | +$4613万 | +8% | 7.57% | 51.4% | 183 | 19.67% | 3 |
|
| 2009 |
2009
Phillips Financial Management
Fort Wayne,
Indiana
| $6.39億 | +$2818万 | +5% | 4% | 45.6% | 87 | 8.05% | 4.6 |
|
| 2010 |
2010
Stearns Financial Services Group
Greensboro,
North Carolina
| $6.39億 | +$226万 | +0.4% | 5.44% | 26.1% | 216 | 11.57% | 3.5 |
|
| 2011 |
RGREA
2011
Ranger Global Real Estate Advisors
Denver,
Colorado
| $6.38億 | +$1.4億 | +28% | 1.54% | 18% | 34 | 23.53% | 1.5 |
|
| 2012 |
2012
Roundview Capital
Princeton,
New Jersey
| $6.37億 | +$4860万 | +8% | 8.96% | 86.4% | 248 | 9.68% | 3.8 |
|
| 2013 |
2013
SNS Financial Group
Minneapolis,
Minnesota
| $6.37億 | +$8561万 | +16% | 7.1% | 54.2% | 224 | 19.2% | 2.8 |
|
| 2014 |
2014
Colonial Trust Advisors
Spartanburg,
South Carolina
| $6.36億 | +$5027万 | +9% | 10.7% | 90.7% | 158 | 8.23% | 4.3 |
|
| 2015 |
2015
ARS Investment Partners
New York
| $6.36億 | +$1.05億 | +20% | 10.6% | 266% | 118 | 45.76% | 1.9 |
|
| 2016 |
2016
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $6.36億 | +$3807万 | +6% | 4.88% | 49.7% | 142 | 5.63% | 3.2 |
|
| 2017 |
2017
Lavaca Capital
Houston,
Texas
| $6.36億 | +$3.22億 | +102% | 8.45% | 46.5% | 123 | 45.53% | 0.8 |
|
| 2018 |
2018
CCMP Capital
New York
| $6.36億 | -$1.85億 | -23% | 22.5% | 12.3% | 1 | 0% | 3 |
|
| 2019 |
2019
FJ Capital Management
Mclean,
Virginia
| $6.36億 | -$917万 | -1% | 5.86% | 97.9% | 100 | 41% | 1.7 |
|
| 2020 |
AP
2020
Archon Partners
Princeton Junction,
New Jersey
| $6.36億 | +$8524万 | +15% | 15.3% | 99.5% | 56 | 19.64% | 3.5 |
|
| 2021 |
2021
HighTower Trust
Houston,
Texas
| $6.35億 | -$2149万 | -3% | 2.28% | 90.4% | 115 | 12.17% | 3.3 |
|
| 2022 |
2022
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $6.35億 | +$5010万 | +9% | 8.86% | 112% | 312 | 17.63% | 1.9 |
|
| 2023 |
2023
Engle Capital Management
Greenwich,
Connecticut
| $6.34億 | +$1394万 | +2% | 14.6% | 398% | 29 | 51.72% | 0.7 |
|
| 2024 |
2024
Wedgewood Partners
St Louis,
Missouri
| $6.32億 | +$4212万 | +7% | 9.99% | 78.1% | 39 | 12.82% | 3.4 |
|
| 2025 |
2025
BerganKDV Wealth Management
Bloomington,
Minnesota
| $6.32億 | +$4816万 | +8% | 5.82% | 27.9% | 1,048 | 15.17% | 1.7 |
|