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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
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $11.2億 | -$537万 | -0.5% | 0.41% | 60.7% | 199 | 16.08% | 2.8 |
|
| 2002 |
2002
Leo Wealth LLC
Hurst,
Texas
| $11.2億 | +$2159万 | +2% | 2.64% | – | 391 | 19.69% | 0.8 |
|
| 2003 |
2003
Lyell Wealth Management
Menlo Park,
California
| $11.2億 | +$1580万 | +1% | 4.25% | 144% | 211 | 7.11% | 4.1 |
|
| 2004 |
2004
CFS Investment Advisory Services
Totowa,
New Jersey
| $11.2億 | -$7483万 | -6% | 1.02% | 59.7% | 312 | 12.82% | 1.2 |
|
| 2005 |
2005
Kathmere Capital Management
Wayne,
Pennsylvania
| $11.2億 | +$4850万 | +5% | 1.11% | 68.3% | 433 | 17.09% | 1.7 |
|
| 2006 |
2006
Lakewood Capital Management
New York
| $11.1億 | -$1.57億 | -12% | 2.49% | 45.4% | 50 | 16% | 2.3 |
|
| 2007 |
2007
Y.D. More Investments
Ramat Gan,
Israel
| $11.1億 | +$1.57億 | +16% | 11.1% | 309% | 482 | 12.24% | 1.3 |
|
| 2008 |
2008
Campbell Wealth Management
Alexandria,
Virginia
| $11.1億 | -$1141万 | -1% | 0.51% | 11.2% | 102 | 36.27% | 1.1 |
|
| 2009 |
BCM
2009
Bares Capital Management
Austin,
Texas
| $11.1億 | +$1234万 | +1% | 13.4% | 138% | 22 | 50% | 5.7 |
|
| 2010 |
2010
Syon Capital
San Francisco,
California
| $11.1億 | -$1952万 | -2% | 0.49% | 74% | 604 | 30.3% | 0.8 |
|
| 2011 |
2011
ARS Investment Partners
New York
| $11.1億 | -$582万 | -0.5% | 2.01% | 266% | 191 | 19.37% | 3.4 |
|
| 2012 |
2012
Gillson Capital
Chicago,
Illinois
| $11.1億 | +$958万 | +0.9% | 1.8% | 84.9% | 91 | 61.54% | 0.3 |
|
| 2013 |
2013
Founders Financial Securities
Towson,
Maryland
| $11.1億 | +$2504万 | +2% | 0.52% | 71% | 468 | 15.81% | 2.3 |
|
| 2014 |
2014
Lindbrook Capital
Calabasas,
California
| $11.1億 | -$2048万 | -2% | 2.77% | 35.8% | 2,962 | 10.9% | 3.5 |
|
| 2015 |
2015
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $11.1億 | -$1.18億 | -10% | 5.26% | 44.3% | 90 | 10% | 3.9 |
|
| 2016 |
2016
NYL Investors
New York
| $11.1億 | -$4.79億 | -30% | 2.82% | 10.8% | 37 | 10.81% | 4.5 |
|
| 2017 |
2017
TritonPoint Wealth
Chevy Chase,
Maryland
| $11億 | +$1059万 | +1% | 2.68% | 92.7% | 348 | 9.77% | 0.9 |
|
| 2018 |
2018
Penobscot Investment Management
Boston,
Massachusetts
| $11億 | -$1049万 | -0.9% | 2.06% | 114% | 326 | 11.66% | 5.7 |
|
| 2019 |
2019
Morningstar Investment Services
Chicago,
Illinois
| $11億 | -$87億 | -89% | 0.65% | 22.4% | 408 | 65.2% | 6.2 |
|
| 2020 |
2020
GDS Wealth Management
Flower Mound,
Texas
| $11億 | +$7139万 | +7% | 0.38% | 95.1% | 178 | 11.24% | 1.8 |
|
| 2021 |
2021
Mirabella Financial Services
London,
United Kingdom
| $11億 | -$7.11億 | -39% | 3.84% | 86.2% | 294 | 71.77% | 0.3 |
|
| 2022 |
2022
Verity & Verity
Beaufort,
South Carolina
| $11億 | +$7520万 | +7% | 0.32% | 90.4% | 137 | 19.71% | 4.4 |
|
| 2023 |
2023
RWWM Inc
Rocklin,
California
| $10.9億 | +$1228万 | +1% | 3.81% | 40.6% | 21 | 0% | 5 |
|
| 2024 |
2024
Regeneron Pharmaceuticals
Tarrytown,
New York
| $10.9億 | – | – | 15.7% | – | 6 | – | 0 |
|
| 2025 |
2025
Smith, Moore & Co
Clayton,
Missouri
| $10.9億 | +$4695万 | +4% | 0.47% | 67% | 509 | 13.75% | 4.4 |
|