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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 501 |
501
Madison Asset Management
Madison,
Wisconsin
| $68.5億 | +$2.7億 | +4% | 5.88% | 54.2% | 321 | 9.03% | 2.3 |
|
| 502 |
502
First Pacific Advisors
El Segundo,
California
| $68.5億 | +$4.07億 | +6% | 12.1% | 85.4% | 154 | 16.23% | 2.7 |
|
| 503 |
503
Clayton Dubilier & Rice
New York
| $68.3億 | -$24億 | -26% | 20.7% | 176% | 7 | 0% | 4 |
|
| 504 |
504
Third Point
New York
| $68.2億 | +$7.13億 | +12% | 8.58% | 159% | 58 | 43.1% | 1.1 |
|
| 505 |
505
Kovitz Investment Group Partners
Chicago,
Illinois
| $68.2億 | +$10.6億 | +18% | 8.3% | 87.5% | 453 | 18.32% | 3.2 |
|
| 506 |
506
TPG GP A
Fort Worth,
Texas
| $68.1億 | +$6.77億 | +11% | 12.7% | 101% | 43 | 13.95% | 1.1 |
|
| 507 |
507
Oppenheimer Asset Management
New York
| $68億 | +$3.06億 | +5% | 6.89% | 85% | 1,183 | 8.88% | 3.9 |
|
| 508 |
508
MAI Capital Management
Independence,
Ohio
| $68億 | +$4.48億 | +7% | 7.66% | 74.7% | 1,177 | 13.68% | 3 |
|
| 509 |
AIM
509
Allen Investment Management
New York
| $67.9億 | +$8.31億 | +14% | 10.6% | 92.4% | 221 | 6.33% | 4.1 |
|
| 510 |
510
Factory Mutual Insurance
Waltham,
Massachusetts
| $67.8億 | +$3.81億 | +6% | 9.72% | 103% | 149 | 6.04% | 5.6 |
|
| 511 |
511
Swiss Life Asset Management
Zurich,
| $67.6億 | +$1.16億 | +2% | 8.13% | 124% | 628 | 6.85% | 3.5 |
|
| 512 |
512
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $67.4億 | +$3.82億 | +6% | 7.45% | 131% | 1,605 | 15.26% | 2.4 |
|
| 513 |
513
Two Sigma Securities
New York
| $67.2億 | +$17.4億 | +35% | 9.86% | 109% | 3,576 | 51.37% | 0.7 |
|
| 514 |
514
Axiom Investors
Greenwich,
Connecticut
| $67.2億 | +$6.49億 | +11% | 14.7% | 302% | 148 | 25% | 2 |
|
| 515 |
515
Robeco Schweiz
Zurich,
Switzerland
| $67.1億 | +$5.25億 | +8% | 6.66% | 145% | 126 | 8.73% | 3.8 |
|
| 516 |
516
Williams Jones Wealth Management
New York
| $66.8億 | +$2.93億 | +5% | 7.13% | 79.1% | 592 | 11.32% | 2.6 |
|
| 517 |
517
Steward Partners Investment Advisory
New York
| $66.7億 | +$4.19億 | +7% | 6.5% | 88.5% | 3,437 | 7.13% | 3.4 |
|
| 518 |
518
Bain Capital Investors
Boston,
Massachusetts
| $66.7億 | +$11.7億 | +21% | 23.2% | 91.1% | 5 | 0% | 3 |
|
| 519 |
519
Maven Securities
St Helier,
Jersey
| $66.4億 | +$18.4億 | +38% | 7.05% | 135% | 1,115 | 44.39% | 0.8 |
|
| 520 |
520
AKO Capital
London,
United Kingdom
| $66.2億 | +$4385万 | +0.7% | 8.56% | 44.6% | 25 | 8% | 3.5 |
|
| 521 |
521
UMB Bank
Kansas City,
Missouri
| $65.9億 | +$3.36億 | +5% | 7.18% | 97.8% | 1,767 | 8.94% | 2.5 |
|
| 522 |
522
Everett Harris & Co
Los Angeles,
California
| $65.9億 | +$4.2億 | +7% | 8.35% | 55.6% | 260 | 5.38% | 6.1 |
|
| 523 |
523
Tortoise Capital Advisors
Overland Park,
Kansas
| $65.6億 | -$9659万 | -1% | 2.97% | 102% | 107 | 9.35% | 4.8 |
|
| 524 |
BHM
524
Briar Hall Management
Nashville,
Tennessee
| $65.5億 | +$1.76億 | +3% | 2.76% | 8.12% | 1 | 0% | 5.5 |
|
| 525 |
525
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $65.3億 | +$9.8億 | +18% | 7.93% | 129% | 795 | 4.15% | 6.8 |
|