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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
Wintrust Investments
Chicago,
Illinois
| $7.65億 | -$3358万 | -4% | 10.1% | 27.5% | 422 | 21.09% | 1.7 |
|
| 2002 |
2002
TD Capital Management
Memphis,
Tennessee
| $7.64億 | +$4378万 | +6% | 5.53% | 40.5% | 402 | 11.19% | 1.4 |
|
| 2003 |
2003
Dubuque Bank & Trust
Dubuque,
Iowa
| $7.64億 | +$4946万 | +7% | 8.52% | 24% | 233 | 11.59% | 4.6 |
|
| 2004 |
RA
2004
Resolute Advisors
San Francisco,
California
| $7.64億 | -$7879万 | -9% | 7.72% | 36.7% | 146 | 62.33% | 1.5 |
|
| 2005 |
2005
CQS (US)
New York
| $7.63億 | -$9766万 | -11% | 4.8% | 15% | 81 | 11.11% | 1.4 |
|
| 2006 |
2006
DT Investment Partners
Chadds Ford,
Pennsylvania
| $7.62億 | +$1.51億 | +25% | 9.07% | 64.3% | 501 | 8.78% | 1 |
|
| 2007 |
2007
RWWM Inc
Rocklin,
California
| $7.61億 | +$6249万 | +9% | 15% | 40.6% | 14 | 0% | 5.3 |
|
| 2008 |
2008
Fifth Third Securities
Cincinnati,
Ohio
| $7.61億 | +$6883万 | +10% | 7.64% | 62.7% | 207 | 7.25% | 0.7 |
|
| 2009 |
2009
StepStone Group
La Jolla,
California
| $7.6億 | +$5711万 | +8% | 24.4% | 107% | 35 | 45.71% | 0.9 |
|
| 2010 |
2010
Mesirow Institutional Investment Management
Chicago,
Illinois
| $7.6億 | +$7028万 | +10% | 13.6% | – | 131 | 26.72% | 0.2 |
|
| 2011 |
2011
Armstrong Advisory Group
Needham,
Massachusetts
| $7.6億 | – | – | 6.65% | 55.6% | 810 | – | 0 |
|
| 2012 |
2012
Naspers
South Africa
| $7.6億 | -$4014万 | -5% | 3.47% | 88.2% | 4 | 0% | 1 |
|
| 2013 |
2013
Soltis Investment Advisors
St. George,
Utah
| $7.6億 | +$9503万 | +14% | 7.9% | 95.1% | 268 | 20.9% | 1.9 |
|
| 2014 |
2014
Kahn Brothers Group
New York
| $7.6億 | +$1.18億 | +18% | 20.6% | 53.4% | 46 | 4.35% | 5.4 |
|
| 2015 |
2015
Hilton Capital Management
Garden City,
New York
| $7.6億 | $0 | 0% | 2.84% | 58.2% | 103 | 0% | 2.6 |
|
| 2016 |
2016
Charles Schwab Trust
Henderson,
Nevada
| $7.59億 | +$1.65億 | +28% | 6.93% | 52.7% | 154 | 11.04% | 2.3 |
|
| 2017 |
2017
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $7.59億 | +$5954万 | +9% | 12.1% | 89.9% | 48 | 14.58% | 2.7 |
|
| 2018 |
2018
No Street GP LP
San Francisco,
California
| $7.59億 | +$1.23億 | +19% | 9.99% | 246% | 31 | 32.26% | 1.2 |
|
| 2019 |
2019
Asset Advisors Investment Management
Augusta,
Georgia
| $7.59億 | +$5704万 | +8% | 9.61% | 67.5% | 89 | 1.12% | 3.6 |
|
| 2020 |
MAM
2020
Mastrapasqua Asset Management
Nashville,
Tennessee
| $7.59億 | +$6745万 | +10% | 10.7% | 54.9% | 155 | 14.19% | 3.8 |
|
| 2021 |
2021
Berger Financial Group
Plymouth,
Minnesota
| $7.58億 | +$7712万 | +11% | 7.55% | 59.9% | 270 | 17.41% | 1.3 |
|
| 2022 |
2022
CastleKnight Management
New York
| $7.58億 | +$4496万 | +6% | 8.43% | 259% | 273 | 32.97% | 0.6 |
|
| 2023 |
2023
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $7.58億 | -$574万 | -0.8% | 11.3% | 22.7% | 30 | 13.33% | 6 |
|
| 2024 |
2024
Murchinson
Toronto,
Ontario, Canada
| $7.57億 | +$4.12億 | +119% | 0.83% | 107% | 101 | 69.31% | 0.4 |
|
| 2025 |
2025
Advocacy Wealth Management Services
Atlanta,
Georgia
| $7.57億 | +$7203万 | +11% | 4.63% | 48.3% | 147 | 77.55% | 1.9 |
|