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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
Caxton Associates (New York)
New York
| $9.12億 | -$1.91億 | -17% | 5.98% | 73.9% | 671 | 69.75% | 0.1 |
|
| 2002 |
2002
Capital Asset Advisory Services
Williamston,
Michigan
| $9.12億 | +$2.41億 | +36% | 5.98% | 51% | 772 | 15.41% | 1.2 |
|
| 2003 |
C
2003
Chescapmanager
Baltimore,
Maryland
| $9.11億 | -$2651万 | -3% | 1.42% | 202% | 90 | 44.44% | 0.9 |
|
| 2004 |
2004
Mudrick Capital Management
New York
| $9.11億 | +$2867万 | +3% | 31.3% | 212% | 14 | 42.86% | 0.7 |
|
| 2005 |
2005
Simcoe Capital Management
New York
| $9.1億 | +$1.25億 | +16% | 16.1% | 48.7% | 18 | 44.44% | 0.9 |
|
| 2006 |
2006
SP Asset Management
Cupertino,
California
| $9.1億 | +$1.05億 | +13% | 10.9% | 92.4% | 121 | 11.57% | 1.8 |
|
| 2007 |
MFP
2007
Michael F. Price
| $9.1億 | +$7546万 | +9% | 4.45% | 42.6% | 151 | 14.57% | 2.7 |
|
| 2008 |
2008
BRR OpCo
Columbus,
Ohio
| $9.09億 | +$7465万 | +9% | 7.38% | 23.6% | 240 | 12.5% | 2.8 |
|
| 2009 |
2009
Forward Management
San Francisco,
California
| $9.08億 | +$4.13億 | +84% | 4.53% | 36.9% | 29 | 51.72% | 2.6 |
|
| 2010 |
2010
Trigran Investments
Northbrook,
Illinois
| $9.07億 | +$9764万 | +12% | 5.51% | 30.2% | 21 | 14.29% | 2.9 |
|
| 2011 |
2011
Greenvale Capital
London,
United Kingdom
| $9.07億 | -$1205万 | -1% | 10.4% | 101% | 18 | 55.56% | 0.8 |
|
| 2012 |
2012
Condor Capital Management
Martinsville,
New Jersey
| $9.06億 | +$6319万 | +8% | 6.25% | 58.2% | 340 | 25% | 2.7 |
|
| 2013 |
2013
Cornercap Investment Counsel
Atlanta,
Georgia
| $9.05億 | +$1076万 | +1% | 4.84% | 55.4% | 631 | 31.22% | 1 |
|
| 2014 |
2014
B. Riley Wealth Management
Memphis,
Tennessee
| $9.04億 | +$4824万 | +6% | 7.86% | 32.2% | 486 | 24.28% | 1.6 |
|
| 2015 |
2015
Asset Advisors Investment Management
Augusta,
Georgia
| $9.04億 | +$4777万 | +6% | 7.3% | 67.5% | 94 | 3.19% | 2.4 |
|
| 2016 |
2016
BDO Wealth Advisors
Jacksonville,
Florida
| $9.03億 | +$5473万 | +6% | 5.08% | 38.3% | 1,247 | 13.23% | 1.6 |
|
| 2017 |
2017
Endurance Wealth Management
Providence,
Rhode Island
| $9.02億 | +$5197万 | +6% | 6.42% | 59% | 667 | 5.1% | 4 |
|
| 2018 |
2018
Gratus Capital
Atlanta,
Georgia
| $9.01億 | +$6901万 | +8% | 8.05% | 51.4% | 191 | 8.38% | 3.3 |
|
| 2019 |
2019
Blue Whale Capital
London,
United Kingdom
| $9.01億 | +$1.43億 | +19% | 15.8% | 409% | 19 | 10.53% | 1.2 |
|
| 2020 |
2020
SFMG Wealth Advisors
Plano,
Texas
| $9億 | +$3782万 | +4% | 6.32% | 76.1% | 279 | 19% | 2.2 |
|
| 2021 |
2021
Dubuque Bank & Trust
Dubuque,
Iowa
| $9億 | +$2167万 | +2% | 5.35% | 24% | 292 | 13.36% | 3.2 |
|
| 2022 |
HI
2022
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $8.99億 | +$7876万 | +10% | 6.3% | 37.9% | 131 | 10.69% | 2.7 |
|
| 2023 |
2023
IFG Advisory
Atlanta,
Georgia
| $8.99億 | +$9636万 | +12% | 5.62% | 70.1% | 525 | 20.57% | 1.9 |
|
| 2024 |
2024
Cardan Capital Partners
Denver,
Colorado
| $8.99億 | +$6599万 | +8% | 8.99% | 64% | 288 | 30.56% | 1.7 |
|
| 2025 |
2025
Keel Point
Huntsville,
Alabama
| $8.98億 | -$1.28億 | -12% | 7.05% | 76.4% | 315 | 22.22% | 1.9 |
|