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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
Greenwood Gearhart
Fayetteville,
Arkansas
| $8.45億 | -$1391万 | -2% | 4.12% | 70.6% | 103 | 10.68% | 4.3 |
|
| 2002 |
2002
Zweig-DiMenna Associates
New York
| $8.44億 | +$4370万 | +5% | 3.25% | 561% | 124 | 19.35% | 1.4 |
|
| 2003 |
2003
Hodges Capital Management
Dallas,
Texas
| $8.43億 | -$8.73億 | -51% | 0.42% | 200% | 228 | 46.49% | 2.4 |
|
| 2004 |
SCM
2004
SIR Capital Management
New York
| $8.43億 | -$7018万 | -8% | 9.38% | 71.1% | 75 | 29.33% | 0.9 |
|
| 2005 |
2005
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $8.42億 | -$1.17億 | -12% | 5.62% | 61.4% | 141 | 7.8% | 5.4 |
|
| 2006 |
2006
Keystone Investors
Singapore
| $8.4億 | +$2.64億 | +46% | 12.1% | – | 53 | 60.38% | 0.3 |
|
| 2007 |
2007
Tradition Wealth Management
Edina,
Minnesota
| $8.4億 | -$1653万 | -2% | 3.28% | 69.6% | 1,426 | 8.06% | 1.8 |
|
| 2008 |
2008
Levin Capital Strategies
New York
| $8.4億 | -$4107万 | -5% | 2.39% | 88.6% | 334 | 38.32% | 3.1 |
|
| 2009 |
2009
AltraVue Capital
Bellevue,
Washington
| $8.4億 | -$998万 | -1% | 3.36% | 221% | 33 | 15.15% | 3.1 |
|
| 2010 |
2010
Bangor Savings Bank
Bangor,
Maine
| $8.4億 | -$4199万 | -5% | 3.47% | 54.6% | 564 | 10.64% | 2.9 |
|
| 2011 |
2011
Blue Chip Partners
Farmington Hills,
Michigan
| $8.39億 | -$4080万 | -5% | 3.62% | 81.2% | 193 | 12.95% | 4.4 |
|
| 2012 |
AL
2012
Arnhold LLC
New York
| $8.39億 | -$4348万 | -5% | 2.95% | 164% | 131 | 6.87% | 3.6 |
|
| 2013 |
2013
Weatherly Asset Management
Del Mar,
California
| $8.37億 | -$1975万 | -2% | 0.85% | 116% | 182 | 7.14% | 7 |
|
| 2014 |
2014
No Street GP LP
San Francisco,
California
| $8.36億 | -$1.8億 | -18% | 2.63% | 246% | 40 | 55% | 0.9 |
|
| 2015 |
2015
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $8.36億 | +$2.75億 | +49% | 5.91% | 31% | 1,244 | 59.16% | 0.3 |
|
| 2016 |
2016
Sixth Street Partners
Dallas,
Texas
| $8.36億 | -$2.63億 | -24% | 1.54% | 5.31% | 20 | 20% | 1.4 |
|
| 2017 |
2017
Styrax Capital
New York
| $8.36億 | -$1916万 | -2% | 1.92% | 310% | 19 | 36.84% | 0.6 |
|
| 2018 |
2018
Beaird Harris Wealth Management
Dallas,
Texas
| $8.35億 | -$11.2万 | -0% | 2.27% | 41.3% | 496 | 14.72% | 1.3 |
|
| 2019 |
2019
XML Financial
Bethesda,
Maryland
| $8.34億 | -$3007万 | -3% | 3.88% | 69.5% | 348 | 11.21% | 2.3 |
|
| 2020 |
2020
True Link Financial Advisors
San Francisco,
California
| $8.34億 | +$608万 | +0.7% | 2.22% | 26.8% | 114 | 10.53% | 2.2 |
|
| 2021 |
2021
Front Barnett Associates
Chicago,
Illinois
| $8.33億 | -$5282万 | -6% | 2.31% | 40.5% | 120 | 5.83% | 7.3 |
|
| 2022 |
2022
Plante Moran Financial Advisors
Southfield,
Michigan
| $8.33億 | -$1252万 | -1% | 4.45% | 62.8% | 874 | 22.65% | 4.9 |
|
| 2023 |
2023
Marcum Wealth
Cleveland,
Ohio
| $8.32億 | -$2008万 | -2% | 4.2% | 20% | 401 | 9.23% | 2.1 |
|
| 2024 |
2024
Ikarian Capital
Dallas,
Texas
| $8.31億 | +$2.03億 | +32% | 39.2% | 5,184% | 181 | 55.25% | 0.5 |
|
| 2025 |
2025
Longbow Finance
Lutry,
Switzerland
| $8.31億 | -$2746万 | -3% | 2.18% | 162% | 67 | 22.39% | 0.6 |
|