で公開中です!
詳しく見る
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
Mirova
Paris,
France
| $8.39億 | +$6091万 | +8% | 0.67% | 64.6% | 171 | 8.19% | 1.2 |
|
| 2002 |
2002
AGF Investments LLC
Toronto,
Ontario, Canada
| $8.36億 | -$603万 | -0.7% | 6.18% | 28.5% | 539 | 26.35% | 1.9 |
|
| 2003 |
2003
Easterly Investment Partners
Beverly,
Massachusetts
| $8.35億 | +$1.12億 | +16% | 13.1% | 57.6% | 212 | 52.36% | 0.5 |
|
| 2004 |
2004
III Capital Management
Boca Raton,
Florida
| $8.35億 | +$4438万 | +6% | 0.03% | 28.7% | 157 | 66.88% | 0.2 |
|
| 2005 |
2005
Foresite Capital Management IV
Larkspur,
California
| $8.35億 | -$8578万 | -9% | 16% | 151% | 15 | 26.67% | 0.6 |
|
| 2006 |
MFP
2006
Michael F. Price
| $8.35億 | +$1.86億 | +29% | 22.1% | 42.6% | 143 | 22.38% | 2.7 |
|
| 2007 |
2007
Connectus Wealth
Cincinnati,
Ohio
| $8.34億 | – | – | 1.45% | 37.8% | 33 | – | 0 |
|
| 2008 |
2008
BRR OpCo
Columbus,
Ohio
| $8.34億 | +$1.55億 | +23% | 9.09% | 23.6% | 231 | 25.97% | 2.6 |
|
| 2009 |
2009
Wellesley Asset Management
Portsmouth,
New Hampshire
| $8.34億 | -$3039万 | -4% | 0% | 0% | 31 | 0% | 1.1 |
|
| 2010 |
2010
GM Advisory Group
Melville,
New York
| $8.34億 | +$8708万 | +12% | 7.61% | 53.6% | 207 | 20.77% | 1.6 |
|
| 2011 |
AL
2011
Arnhold LLC
New York
| $8.34億 | +$6164万 | +8% | 5.8% | 164% | 148 | 16.22% | 2.1 |
|
| 2012 |
2012
Cardan Capital Partners
Denver,
Colorado
| $8.33億 | +$2224万 | +3% | 2.27% | 64% | 274 | 30.66% | 1.7 |
|
| 2013 |
2013
Gratus Capital
Atlanta,
Georgia
| $8.32億 | +$8494万 | +11% | 8.14% | 51.4% | 202 | 19.8% | 3.2 |
|
| 2014 |
2014
Beese Fulmer Investment Management
Canton,
Ohio
| $8.32億 | +$4966万 | +6% | 6.98% | 124% | 226 | 7.96% | 4.1 |
|
| 2015 |
2015
Longfellow Investment Management
Boston,
Massachusetts
| $8.32億 | +$434万 | +0.5% | 6.51% | 45.9% | 617 | 34.04% | 0.2 |
|
| 2016 |
2016
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| $8.32億 | -$9501万 | -10% | 11.5% | 10.7% | 18 | 11.11% | 1.4 |
|
| 2017 |
2017
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $8.32億 | +$1.1億 | +15% | 2.87% | 102% | 236 | 27.54% | 1.4 |
|
| 2018 |
2018
Transcend Capital Advisors
Madison,
New Jersey
| $8.32億 | +$7060万 | +9% | 5.06% | 71.6% | 434 | 18.2% | 0.5 |
|
| 2019 |
WDA
2019
Wendell David Associates
Portsmouth,
New Hampshire
| $8.31億 | +$1307万 | +2% | 2.08% | 58.7% | 153 | 3.92% | 5.6 |
|
| 2020 |
2020
Novare Capital Management
Charlotte,
North Carolina
| $8.31億 | +$6307万 | +8% | 5.99% | 76.5% | 163 | 17.79% | 3.2 |
|
| 2021 |
2021
Resource Management
Metairie,
Louisiana
| $8.31億 | +$9881万 | +13% | 11.1% | 82.7% | 191 | 14.66% | 2 |
|
| 2022 |
2022
Kimmeridge Energy Management
New York
| $8.3億 | +$7.06億 | +570% | 80.3% | 19.7% | 6 | 50% | 0.3 |
|
| 2023 |
2023
Bangor Savings Bank
Bangor,
Maine
| $8.29億 | +$7072万 | +9% | 4.97% | 54.6% | 192 | 8.85% | 4.3 |
|
| 2024 |
2024
Ellevest Inc
New York
| $8.29億 | +$1.45億 | +21% | 4.76% | 82.6% | 1,429 | 17.07% | 1 |
|
| 2025 |
2025
Sage Rock Capital Management
New York
| $8.28億 | +$2.25億 | +37% | 4.39% | 13% | 269 | 75.46% | 0.1 |
|