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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
PSG Equity
Boston,
Massachusetts
| $9.43億 | +$8546万 | +10% | 9.97% | 13.7% | 1 | 0% | 2 |
|
| 2002 |
2002
Colonial Trust Advisors
Spartanburg,
South Carolina
| $9.43億 | +$6942万 | +8% | 10.5% | 80% | 966 | 10.66% | 2 |
|
| 2003 |
BCM
2003
Bayesian Capital Management
Brooklyn,
New York
| $9.42億 | +$6592万 | +8% | 17.3% | 107% | 1,095 | 75.34% | 0.2 |
|
| 2004 |
2004
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $9.41億 | +$6587万 | +8% | 10.4% | 70% | 59 | 5.08% | 7.1 |
|
| 2005 |
2005
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $9.4億 | +$1.12億 | +13% | 10.9% | 58.6% | 113 | 11.5% | 0.9 |
|
| 2006 |
2006
Regal Partners
Sydney, NSW,
Australia
| $9.4億 | +$4.92億 | +110% | 11.6% | 146% | 57 | 59.65% | 1.1 |
|
| 2007 |
2007
Marcum Wealth
Cleveland,
Ohio
| $9.4億 | +$1.08億 | +13% | 10.9% | 20% | 403 | 12.41% | 2.2 |
|
| 2008 |
2008
Ally Invest Advisors
Charlotte,
North Carolina
| $9.39億 | +$8370万 | +10% | 8.8% | 41.1% | 59 | 6.78% | 1.9 |
|
| 2009 |
2009
TCI Wealth Advisors
Tucson,
Arizona
| $9.38億 | +$1.54億 | +20% | 10.8% | 68.2% | 214 | 13.55% | 7.3 |
|
| 2010 |
2010
Greenwood Gearhart
Fayetteville,
Arkansas
| $9.38億 | +$9259万 | +11% | 9.6% | 79% | 304 | 67.76% | 1.5 |
|
| 2011 |
2011
Easterly Investment Partners
Beverly,
Massachusetts
| $9.35億 | +$2635万 | +3% | 10.3% | 57.6% | 209 | 19.14% | 1.7 |
|
| 2012 |
2012
Ninepoint Partners
Toronto,
Ontario, Canada
| $9.35億 | -$1.1億 | -10% | 11.5% | 82.6% | 107 | 30.84% | 1.3 |
|
| 2013 |
2013
Nitorum Capital
New York
| $9.35億 | +$2026万 | +2% | 6.83% | 87.1% | 29 | 10.34% | 3.4 |
|
| 2014 |
2014
Bouchey Financial Group
Troy,
New York
| $9.34億 | +$1.18億 | +14% | 10.4% | 66.7% | 141 | 14.89% | 2.9 |
|
| 2015 |
2015
SoFi Wealth
San Francisco,
California
| $9.33億 | +$1.13億 | +14% | 9.15% | 67.9% | 11 | 0% | 1.8 |
|
| 2016 |
2016
Flat Footed LLC
Wilson,
Wyoming
| $9.33億 | +$4773万 | +5% | 38% | 152% | 33 | 54.55% | 0.8 |
|
| 2017 |
2017
Hilton Capital Management
Garden City,
New York
| $9.33億 | +$1.82億 | +24% | 7.65% | 58.2% | 172 | 33.14% | 1.8 |
|
| 2018 |
2018
2Xideas
Kusnacht,
Switzerland
| $9.33億 | +$2928万 | +3% | 15.4% | 40.6% | 60 | 16.67% | 2.4 |
|
| 2019 |
2019
Freedom Together Foundation
New York
| $9.33億 | – | – | 8.63% | – | 26 | – | 0 |
|
| 2020 |
2020
Condor Capital Management
Martinsville,
New Jersey
| $9.33億 | +$1.17億 | +14% | 10.6% | 58.2% | 216 | 27.31% | 4.6 |
|
| 2021 |
2021
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| $9.3億 | +$1142万 | +1% | 13.6% | – | 706 | 10.06% | 1.4 |
|
| 2022 |
2022
Nicolet Advisory Services
Green Bay,
Wisconsin
| $9.3億 | +$2710万 | +3% | 9.92% | 62.7% | 339 | 12.68% | 2.4 |
|
| 2023 |
2023
Browning West
Los Angeles,
California
| $9.28億 | +$2.31億 | +33% | 17.7% | 96.8% | 2 | 0% | 3 |
|
| 2024 |
WDA
2024
Wendell David Associates
Portsmouth,
New Hampshire
| $9.28億 | +$7839万 | +9% | 9.66% | 58.7% | 166 | 8.43% | 7.2 |
|
| 2025 |
2025
Weatherly Asset Management
Del Mar,
California
| $9.28億 | +$9082万 | +11% | 11.7% | 116% | 179 | 5.59% | 7.3 |
|