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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 401 |
401
Avantax Advisory Services
Dallas,
Texas
| $101億 | +$11.4億 | +13% | 9.75% | 50.7% | 1,700 | 16.82% | 2.5 |
|
| 402 |
402
Ariel Investments
Chicago,
Illinois
| $100億 | +$5.93億 | +6% | 13.6% | 78.1% | 123 | 13.82% | 5.8 |
|
| 403 |
403
Magellan Asset Management
Sydney,
Australia
| $100億 | +$6.27億 | +7% | 13.9% | 50.1% | 157 | 2.55% | 4.5 |
|
| 404 |
404
Vaughan Nelson Investment Management
Houston,
Texas
| $100億 | +$11.6億 | +13% | 15.2% | 142% | 280 | 30.36% | 2.6 |
|
| 405 |
405
Apollo Management Holdings
New York
| $100億 | +$2.64億 | +3% | 7.85% | 184% | 84 | 26.19% | 1.6 |
|
| 406 |
406
Frontier Capital Management
Boston,
Massachusetts
| $99億 | +$8.02億 | +9% | 15.2% | 184% | 285 | 14.04% | 4 |
|
| 407 |
407
Första AP-fonden
Stockholm,
Sweden
| $99億 | +$9.37億 | +10% | 13.3% | 140% | 594 | 10.77% | 3.3 |
|
| 408 |
408
Prudential plc
London, England,
United Kingdom
| $98.6億 | +$8.6億 | +10% | 9.79% | 61.4% | 919 | 12.51% | 2.6 |
|
| 409 |
409
Alphinity Investment Management
Sydney,
Australia
| $98.5億 | +$36億 | +58% | 12.8% | 159% | 34 | 26.47% | 0.7 |
|
| 410 |
GRQ
410
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| $98.1億 | +$6.41億 | +7% | 6.18% | 56.5% | 83 | 2.41% | 7.8 |
|
| 411 |
411
Zurich Insurance Group
Zurich,
Switzerland
| $97.9億 | +$3.49億 | +4% | 15.9% | 258% | 271 | 25.83% | 2.1 |
|
| 412 |
412
New York Life Investment Management
New York
| $97.6億 | +$5.11億 | +6% | 11.4% | 100% | 1,376 | 10.47% | 1.2 |
|
| 413 |
413
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $97.2億 | +$13.8億 | +17% | 16.5% | 245% | 21 | 19.05% | 3 |
|
| 414 |
414
Perpetual Ltd
Sydney, New South Wales,
Australia
| $96.9億 | +$1306万 | +0.1% | 13.6% | 104% | 493 | 23.12% | 1.9 |
|
| 415 |
415
Railway Pension Investments
London,
United Kingdom
| $96.9億 | +$4.43億 | +5% | 11.3% | 90.8% | 238 | 19.75% | 2.9 |
|
| 416 |
416
Capital Group Private Client Services
Los Angeles,
California
| $96.7億 | +$14.6億 | +18% | 13.2% | 112% | 258 | 11.63% | 1.6 |
|
| 417 |
417
Unisphere Establishment
Vaduz,
Liechtenstein
| $96.7億 | – | – | 13.8% | – | 63 | – | 0 |
|
| 418 |
418
Mairs & Power Inc
St Paul,
Minnesota
| $94.9億 | +$9.7億 | +11% | 14% | 83.6% | 234 | 9.83% | 6 |
|
| 419 |
GA
419
Greenhaven Associates
Purchase,
New York
| $93.8億 | +$16.7億 | +22% | 22.1% | 62.5% | 30 | 13.33% | 4.1 |
|
| 420 |
420
GAMCO Investors
Greenwich,
Connecticut
| $93.7億 | +$7.38億 | +9% | 13.4% | 104% | 891 | 10.1% | 6.3 |
|
| 421 |
421
Greenleaf Trust
Kalamazoo,
Michigan
| $93.3億 | +$6.57億 | +8% | 10.3% | 42.5% | 806 | 14.76% | 4.2 |
|
| 422 |
422
PineStone Asset Management
Montreal,
Quebec, Canada
| $93.1億 | +$23.7億 | +34% | 10.5% | 85% | 45 | 4.44% | 0.7 |
|
| 423 |
423
CMT Capital Markets Trading
Frankfurt,
Germany
| $92.6億 | +$14.8億 | +19% | 12.6% | 107% | 262 | 18.7% | 3.8 |
|
| 424 |
424
Egerton Capital (UK)
London,
United Kingdom
| $92.3億 | +$6.16億 | +7% | 11.5% | 137% | 24 | 16.67% | 2.2 |
|
| 425 |
425
Markel Group
Glen Allen,
Virginia
| $92億 | +$9.15億 | +11% | 11.5% | 69.9% | 135 | 6.67% | 6.4 |
|