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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
Royal Fund Management
Lady Lake,
Florida
| $10.2億 | +$1.14億 | +13% | 8.54% | 103% | 344 | 16.86% | 2.6 |
|
| 2002 |
2002
Bouchey Financial Group
Troy,
New York
| $10.2億 | +$8262万 | +9% | 6.43% | 66.7% | 155 | 16.13% | 2.9 |
|
| 2003 |
2003
Atika Capital Management
New York
| $10.2億 | +$2.68億 | +36% | 27.6% | 811% | 117 | 59.83% | 0.8 |
|
| 2004 |
2004
TCI Wealth Advisors
Tucson,
Arizona
| $10.1億 | +$7692万 | +8% | 7% | 68.2% | 225 | 12% | 7.1 |
|
| 2005 |
2005
Duality Advisers
Miami,
Florida
| $10.1億 | +$6764万 | +7% | 5.53% | 18.3% | 782 | 55.88% | 0.4 |
|
| 2006 |
2006
Unison Advisors
Washington,
District of Columbia
| $10.1億 | +$6974万 | +7% | 6.33% | 57.8% | 181 | 2.21% | 3 |
|
| 2007 |
2007
Colonial Trust Advisors
Spartanburg,
South Carolina
| $10.1億 | +$6875万 | +7% | 9.08% | 80% | 1,095 | 23.56% | 1.9 |
|
| 2008 |
2008
Gladstone Capital Management
London,
United Kingdom
| $10.1億 | +$1.57億 | +18% | 17.8% | 327% | 24 | 62.5% | 0.9 |
|
| 2009 |
2009
RKL Wealth Management
Lancaster,
Pennsylvania
| $10.1億 | +$8440万 | +9% | 8.48% | 76.8% | 162 | 8.02% | 4.8 |
|
| 2010 |
2010
Ally Invest Advisors
Charlotte,
North Carolina
| $10.1億 | +$6884万 | +7% | 4.89% | 41.1% | 61 | 4.92% | 2.1 |
|
| 2011 |
2011
Arrow Financial
Glens Falls,
New York
| $10.1億 | +$4351万 | +5% | 7.05% | 71.1% | 352 | 6.53% | 7.2 |
|
| 2012 |
2012
Campbell Wealth Management
Alexandria,
Virginia
| $10.1億 | +$1.64億 | +19% | 6.33% | 11.2% | 96 | 39.58% | 1.9 |
|
| 2013 |
SBCM
2013
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $10.1億 | +$1.11億 | +12% | 13.9% | 72.3% | 55 | 10.91% | 6 |
|
| 2014 |
2014
ARS Investment Partners
New York
| $10億 | +$1.01億 | +11% | 15.2% | 266% | 174 | 17.24% | 3.2 |
|
| 2015 |
2015
Levin Capital Strategies
New York
| $10億 | +$7520万 | +8% | 7.56% | 91.9% | 305 | 41.97% | 3.4 |
|
| 2016 |
2016
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $10億 | +$2億 | +25% | 9.16% | 94.5% | 26 | 15.38% | 2.1 |
|
| 2017 |
2017
United Asset Strategies
Garden City,
New York
| $10億 | +$1.11億 | +12% | 10.6% | 111% | 253 | 14.23% | 3.4 |
|
| 2018 |
2018
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $10億 | -$1318万 | -1% | 10.1% | 87.8% | 125 | 10.4% | 4 |
|
| 2019 |
2019
Kintegral Advisory
New York
| $10億 | +$9706万 | +11% | 15.2% | 143% | 263 | 1.14% | 3.6 |
|
| 2020 |
2020
Power Corp of Canada
Montreal, Quebec,
Canada
| $10億 | +$3530万 | +4% | 7.24% | 14.4% | 164 | 98.17% | 1.1 |
|
| 2021 |
2021
Angeles Wealth Management
Santa Monica,
California
| $10億 | +$1.79億 | +22% | 8.23% | 80.6% | 309 | 20.71% | 1.2 |
|
| 2022 |
2022
HITE Hedge Asset Management
Braintree,
Massachusetts
| $10億 | +$4682万 | +5% | 8.58% | 54.4% | 107 | 40.19% | 1 |
|
| 2023 |
2023
SlateStone Wealth
Jupiter,
Florida
| $10億 | +$2.25億 | +29% | 9.36% | 79.1% | 293 | 21.16% | 2.2 |
|
| 2024 |
2024
Alta Park Capital
San Francisco,
California
| $10億 | +$2268万 | +2% | 14% | 1,071% | 48 | 41.67% | 0.8 |
|
| 2025 |
2025
Regal Partners
Sydney, NSW,
Australia
| $9.9億 | +$5464万 | +6% | 14.2% | 146% | 60 | 53.33% | 0.6 |
|