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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 426 |
426
Artemis Investment Management
Edinburgh,
United Kingdom
| $81.7億 | -$6.55億 | -7% | 10.3% | 279% | 262 | 34.73% | 1.6 |
|
| 427 |
427
Avantax Advisory Services
Dallas,
Texas
| $81.6億 | +$6.65億 | +9% | 5.34% | 50.7% | 1,557 | 13.42% | 2.2 |
|
| 428 |
428
Brinker Capital Investments
Berwyn,
Pennsylvania
| $81億 | +$30.8億 | +61% | 6.83% | 75.8% | 1,688 | 28.14% | 1.9 |
|
| 429 |
429
Orion Portfolio Solutions
Omaha,
Nebraska
| $81億 | +$52.5億 | +184% | 6.83% | 25.6% | 1,627 | 55.62% | 0.9 |
|
| 430 |
430
Vaughan Nelson Investment Management
Houston,
Texas
| $81億 | +$3.8億 | +5% | 9.99% | 142% | 228 | 8.77% | 3 |
|
| 431 |
431
Burgundy Asset Management
Toronto,
Ontario, Canada
| $80.9億 | +$3.52億 | +5% | 6.01% | 84.8% | 111 | 10.81% | 5 |
|
| 432 |
432
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $80.7億 | +$3.34億 | +4% | 6.22% | 137% | 1,751 | 6.4% | 5.7 |
|
| 433 |
433
Capital Group Private Client Services
Los Angeles,
California
| $80.7億 | +$1.5億 | +2% | 7.39% | 112% | 253 | 13.44% | 1.2 |
|
| 434 |
434
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
| $80.6億 | -$1.02億 | -1% | 7.93% | 85% | 43 | 2.33% | 7.4 |
|
| 435 |
435
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| $80.4億 | +$11.9億 | +17% | 11.1% | 121% | 739 | 6.9% | 2.5 |
|
| 436 |
436
NewEdge Advisors
New Orleans,
Louisiana
| $80億 | +$42.9億 | +116% | 6.13% | 88% | 4,376 | 24.61% | 1.1 |
|
| 437 |
437
Zurich Insurance Group
Zurich,
Switzerland
| $79.7億 | +$9.8億 | +14% | 13.4% | 258% | 275 | 27.27% | 2 |
|
| 438 |
438
Sarasin & Partners
London,
United Kingdom
| $79.3億 | +$2.93億 | +4% | 10.2% | 95.3% | 91 | 8.79% | 5.1 |
|
| 439 |
439
Vulcan Value Partners
Birmingham,
Alabama
| $79億 | +$4.6億 | +6% | 15.9% | 28.6% | 46 | 17.39% | 2.8 |
|
| 440 |
440
Thoma Bravo
Chicago,
Illinois
| $78.9億 | +$2.65億 | +3% | 12.3% | 27.2% | 5 | 0% | 2.5 |
|
| 441 |
441
Markel Group
Glen Allen,
Virginia
| $78.6億 | +$4.02億 | +5% | 6.17% | 69.9% | 136 | 5.15% | 6 |
|
| 442 |
442
TCW Group
Los Angeles,
California
| $78.2億 | +$8.32億 | +12% | 14% | 162% | 324 | 15.43% | 3.9 |
|
| 443 |
443
SoftBank Group
Tokyo,
Japan
| $77.6億 | +$11億 | +16% | 11.6% | 457% | 35 | 40% | 0.9 |
|
| 444 |
444
Yousif Capital Management
Bloomfield Hills,
Michigan
| $76.8億 | +$6412万 | +0.8% | 8.29% | 131% | 2,015 | 4.62% | 1.2 |
|
| 445 |
445
Vista Equity Partners Management
San Francisco,
California
| $75.6億 | +$10.3億 | +16% | 32.5% | 3.45% | 36 | 30.56% | 1.6 |
|
| 446 |
446
Johnson Investment Counsel
Cincinnati,
Ohio
| $75.3億 | +$2.05億 | +3% | 4.85% | 66.3% | 692 | 9.39% | 5.1 |
|
| 447 |
447
Zacks Investment Management
Chicago,
Illinois
| $74.6億 | +$2.98億 | +4% | 4.49% | 123% | 719 | 30.18% | 2.3 |
|
| 448 |
448
Morningstar Investment Services
Chicago,
Illinois
| $74.5億 | +$1.13億 | +2% | 4.48% | 22.4% | 240 | 14.58% | 4.1 |
|
| 449 |
449
Westpac Banking Corp
Sydney,
Australia
| $74.4億 | +$6.74億 | +10% | 8.93% | 127% | 830 | 11.69% | 6 |
|
| 450 |
450
Fjarde Ap-fonden
Stockholm,
Sweden
| $74.1億 | +$3.81億 | +5% | 10.3% | – | 542 | 6.83% | 7.1 |
|