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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
Meridian Wealth Management
Lexington,
Kentucky
| $9.15億 | -$2150万 | -2% | 0.01% | 117% | 434 | 15.9% | 1.9 |
|
| 2002 |
2002
Empowered Funds
Havertown,
Pennsylvania
| $9.15億 | +$2809万 | +3% | 2.1% | 127% | 316 | 47.15% | 0.5 |
|
| 2003 |
2003
Girard Partners
King Of Prussia,
Pennsylvania
| $9.14億 | -$642万 | -0.7% | 5.53% | 25.7% | 268 | 11.94% | 4 |
|
| 2004 |
2004
Wellington Shields Capital Management
New York
| $9.14億 | +$1.32億 | +17% | 4.5% | 137% | 358 | 32.12% | 3.4 |
|
| 2005 |
2005
Covea Finance
Paris,
France
| $9.12億 | -$2.29億 | -20% | 9.21% | 129% | 58 | 13.79% | 0.2 |
|
| 2006 |
2006
Kintegral Advisory
New York
| $9.11億 | -$5497万 | -6% | 6.35% | 143% | 268 | 2.61% | 3 |
|
| 2007 |
2007
Jay A. Fishman Ltd
Troy,
Michigan
| $9.08億 | -$2828万 | -3% | 2.54% | 119% | 99 | 9.09% | 5.1 |
|
| 2008 |
2008
First Business Financial Services
Madison,
Wisconsin
| $9.04億 | -$4064万 | -4% | 5.39% | 80.9% | 180 | 10.56% | 2.9 |
|
| 2009 |
2009
Baker Tilly Wealth Management
Madison,
Wisconsin
| $9.04億 | -$2807万 | -3% | 5.6% | 96.9% | 576 | 18.92% | 1 |
|
| 2010 |
2010
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $9.03億 | -$461万 | -0.5% | 7.59% | 26.9% | 152 | 30.92% | 1.2 |
|
| 2011 |
2011
Jacobs & Co
San Francisco,
California
| $9.03億 | -$6127万 | -6% | 4.64% | 105% | 129 | 8.53% | 5.8 |
|
| 2012 |
2012
JTC Employer Solutions Trustee
St Helier,
Jersey
| $9.03億 | +$9345万 | +12% | 1.62% | 88.7% | 314 | 3.18% | 0.7 |
|
| 2013 |
2013
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $9.03億 | -$3078万 | -3% | 5.49% | 58.6% | 97 | 15.46% | 3.3 |
|
| 2014 |
2014
Cypress Funds
Los Angeles,
California
| $9.03億 | -$3.18億 | -26% | 13.3% | 100% | 17 | 11.76% | 2.2 |
|
| 2015 |
SRFM
2015
Shannon River Fund Management
New York
| $9.01億 | -$8442万 | -9% | 13.4% | 554% | 56 | 33.93% | 0.9 |
|
| 2016 |
2016
SNS Financial Group
Minneapolis,
Minnesota
| $9.01億 | -$3561万 | -4% | 3.72% | 54.2% | 259 | 18.92% | 3.4 |
|
| 2017 |
2017
Oak Ridge Investments
Chicago,
Illinois
| $9億 | -$2.84億 | -24% | 7.44% | 208% | 176 | 15.91% | 3.3 |
|
| 2018 |
2018
ORIX Corp
Tokyo,
Japan
| $8.99億 | +$2780万 | +3% | 3.19% | 11.7% | 1 | 0% | 4.3 |
|
| 2019 |
2019
Mirabella Financial Services
London,
United Kingdom
| $8.99億 | -$8637万 | -9% | 3.21% | 86.2% | 740 | 78.24% | 0.1 |
|
| 2020 |
WDA
2020
Wendell David Associates
Portsmouth,
New Hampshire
| $8.98億 | -$9038万 | -9% | 5.91% | 58.7% | 156 | 2.56% | 6.3 |
|
| 2021 |
2021
Montag & Caldwell
Atlanta,
Georgia
| $8.98億 | -$1.39億 | -13% | 11.3% | 91.3% | 76 | 9.21% | 4.2 |
|
| 2022 |
2022
Asset Dedication LLC
San Francisco,
California
| $8.98億 | +$6750万 | +8% | 3.29% | 67.8% | 1,077 | 16.34% | 2.5 |
|
| 2023 |
2023
Condor Capital Management
Martinsville,
New Jersey
| $8.97億 | -$3644万 | -4% | 5.11% | 58.2% | 491 | 24.24% | 2.1 |
|
| 2024 |
2024
Asset Advisors Investment Management
Augusta,
Georgia
| $8.97億 | -$9557万 | -10% | 5.16% | 67.5% | 98 | 14.29% | 2.8 |
|
| 2025 |
2025
Chai Trust Company
Chicago,
Illinois
| $8.97億 | -$7450万 | -8% | 1.27% | 12.7% | 39 | 28.21% | 3 |
|