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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
Jacobs & Co
San Francisco,
California
| $8.1億 | +$4165万 | +5% | 9% | 105% | 130 | 9.23% | 6.5 |
|
| 2002 |
2002
Keeley-Teton Advisors
Chicago,
Illinois
| $8.09億 | +$540万 | +0.7% | 2.43% | 28.6% | 386 | 7.51% | 2.6 |
|
| 2003 |
BCM
2003
Bayesian Capital Management
Brooklyn,
New York
| $8.08億 | +$1.24億 | +18% | 13.7% | 107% | 1,192 | 75.25% | 0.2 |
|
| 2004 |
2004
Harvey Partners
Tarrytown,
New York
| $8.08億 | +$2102万 | +3% | 8.41% | 174% | 41 | 12.2% | 1.8 |
|
| 2005 |
2005
FJ Capital Management
Mclean,
Virginia
| $8.08億 | -$3686万 | -4% | 17.2% | 97.9% | 122 | 46.72% | 2 |
|
| 2006 |
2006
TD Capital Management
Memphis,
Tennessee
| $8.07億 | +$4308万 | +6% | 4.44% | 40.5% | 420 | 9.52% | 1.6 |
|
| 2007 |
2007
Levin Capital Strategies
New York
| $8.07億 | +$6224万 | +8% | 4.07% | 91.9% | 299 | 38.13% | 3.4 |
|
| 2008 |
2008
Nalanda India Equity Fund
Mauritius
| $8.07億 | +$2685万 | +3% | 3.9% | 13.6% | 2 | 0% | 3.6 |
|
| 2009 |
2009
RVW Wealth
Los Angeles,
California
| $8.07億 | +$2131万 | +3% | 6.11% | 65.8% | 172 | 22.67% | 2 |
|
| 2010 |
2010
Grassi Investment Management
Santa Clara,
California
| $8.06億 | +$6496万 | +9% | 15.6% | 170% | 130 | 11.54% | 5.4 |
|
| 2011 |
2011
Harvey Investment Company
Louisville,
Kentucky
| $8.06億 | +$3034万 | +4% | 4.34% | 56.4% | 94 | 4.26% | 7.1 |
|
| 2012 |
2012
JHL Capital Group
Chicago,
Illinois
| $8.05億 | +$1.12億 | +16% | 16.1% | – | 1 | 0% | 2.3 |
|
| 2013 |
2013
FFT Wealth Management
Philadelphia,
Pennsylvania
| $8.05億 | +$2579万 | +3% | 5.92% | 65.6% | 133 | 15.79% | 1.3 |
|
| 2014 |
BCM
2014
Bluefin Capital Management
New York
| $8.04億 | +$1.31億 | +20% | 3.02% | – | 561 | 86.81% | 0 |
|
| 2015 |
2015
Applied Finance Capital Management
San Juan,
Puerto Rico
| $8.04億 | +$3702万 | +5% | 6.04% | 106% | 73 | 6.85% | 0.2 |
|
| 2016 |
2016
Tradition Wealth Management
Edina,
Minnesota
| $8.04億 | +$9550万 | +13% | 5.43% | 69.6% | 1,328 | 16.19% | 1.5 |
|
| 2017 |
2017
CQS (US)
New York
| $8.04億 | +$4095万 | +5% | 4.06% | 15% | 75 | 6.67% | 1.7 |
|
| 2018 |
2018
EverSource Wealth Advisors
Birmingham,
Alabama
| $8.03億 | +$1.43億 | +22% | 6.06% | 98.1% | 2,608 | 20.51% | 0.8 |
|
| 2019 |
2019
Voya Financial Advisors
Windsor,
Connecticut
| $8.03億 | +$3387万 | +4% | 4.97% | 44.8% | 252 | 13.89% | 5 |
|
| 2020 |
2020
QVR
San Francisco,
California
| $8.03億 | -$6583万 | -8% | 0% | – | 194 | 98.97% | 1.3 |
|
| 2021 |
2021
Stokes Family Office
New Orleans,
Louisiana
| $8.03億 | +$2571万 | +3% | 5.23% | 68.1% | 317 | 17.98% | 1.8 |
|
| 2022 |
2022
Tran Capital Management
San Rafael,
California
| $8.02億 | +$1143万 | +1% | 12.1% | 173% | 45 | 24.44% | 2.5 |
|
| 2023 |
2023
M.D. Sass LLC
New York
| $8.02億 | +$1.22億 | +18% | 5.4% | 80.1% | 39 | 43.59% | 1.6 |
|
| 2024 |
2024
Naples Global Advisors
Naples,
Florida
| $8.02億 | +$1521万 | +2% | 5.25% | 111% | 401 | 7.23% | 5 |
|
| 2025 |
2025
Koss-Olinger Consulting
Gainesville,
Florida
| $8.02億 | +$1.07億 | +15% | 8.26% | 57.9% | 276 | 19.2% | 1 |
|