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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
526
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $106億 | +$16.3億 | +18% | 14.6% | 74.8% | 1,544 | 19.24% | 1.6 |
|
| 527 |
527
Factory Mutual Insurance
Waltham,
Massachusetts
| $106億 | +$17.5億 | +20% | 21% | 103% | 210 | 9.05% | 5.2 |
|
| 528 |
528
Harding Loevner
Bridgewater,
New Jersey
| $106億 | +$9.16億 | +9% | 12.6% | 79.1% | 87 | 21.84% | 4.5 |
|
| 529 |
529
Duff & Phelps Investment Management
Chicago,
Illinois
| $106億 | +$9.7億 | +10% | 5.96% | 48.1% | 165 | 12.12% | 5.6 |
|
| 530 |
530
Clearstead Advisors
Cleveland,
Ohio
| $106億 | -$3.53億 | -3% | 14.7% | 71.4% | 3,754 | 42.91% | 2 |
|
| 531 |
531
SCS Capital Management
Boston,
Massachusetts
| $106億 | +$11.5億 | +12% | 10.7% | 53.1% | 510 | 13.14% | 1.7 |
|
| 532 |
532
Utah Retirement Systems
Salt Lake City,
Utah
| $105億 | +$7.3億 | +7% | 26.4% | 130% | 1,056 | 10.51% | 8.4 |
|
| 533 |
533
Alphadyne Asset Management
New York
| $105億 | +$47億 | +82% | 23.3% | 158% | 1,149 | 49.17% | 0.3 |
|
| 534 |
534
Thornburg Investment Management
Santa Fe,
New Mexico
| $105億 | +$8.19億 | +9% | 8.56% | 117% | 178 | 26.4% | 4.3 |
|
| 535 |
535
RWA Wealth Partners
Newton,
Massachusetts
| $104億 | +$13.1億 | +14% | 13% | 58.4% | 671 | 11.77% | 3.4 |
|
| 536 |
536
Capital Markets Trading (UK)
London,
United Kingdom
| $104億 | +$24.8億 | +31% | 21.9% | 216% | 385 | 27.79% | 2.6 |
|
| 537 |
537
Greenleaf Trust
Kalamazoo,
Michigan
| $104億 | +$2.1億 | +2% | 7.03% | 37.2% | 910 | 16.37% | 5.1 |
|
| 538 |
538
Egerton Capital (UK)
London,
United Kingdom
| $104億 | +$13.4億 | +15% | 15.9% | 137% | 29 | 37.93% | 1.4 |
|
| 539 |
539
Prime Capital Investment Advisors
Overland Park,
Kansas
| $103億 | +$16.7億 | +19% | 15.4% | 71.3% | 1,139 | 12.73% | 3 |
|
| 540 |
BSL
540
Blue Sparrow LLC
Dover,
Delaware
| $103億 | +$44.6億 | +76% | 39.5% | – | 215 | 59.53% | 0.3 |
|
| 541 |
541
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $103億 | +$3.26億 | +3% | 7.05% | 43.6% | 592 | 9.97% | 6.5 |
|
| 542 |
542
HBK Investments
Dallas,
Texas
| $103億 | +$4.4億 | +4% | 8.64% | 192% | 421 | 52.97% | 0.6 |
|
| 543 |
543
Generation Investment Management
London,
United Kingdom
| $103億 | -$8.69億 | -8% | 6.53% | 39.5% | 30 | 10% | 3.7 |
|
| 544 |
544
Durable Capital Partners
Bethesda,
Maryland
| $103億 | +$5.68億 | +6% | 24.4% | 128% | 41 | 21.95% | 1.4 |
|
| 545 |
545
Norinchukin Bank
Tokyo,
Japan
| $103億 | +$17.1億 | +20% | 22.2% | 93.3% | 576 | 4.34% | 9.2 |
|
| 546 |
546
Mutual of America Capital Management
New York
| $103億 | +$14.7億 | +17% | 25.2% | 123% | 1,479 | 9.87% | 7.8 |
|
| 547 |
547
Sustainable Growth Advisers
Stamford,
Connecticut
| $102億 | -$4.32億 | -4% | 9.57% | 55.6% | 54 | 18.52% | 4.9 |
|
| 548 |
548
Whittier Trust
South Pasadena,
California
| $102億 | +$13.2億 | +15% | 19.4% | 110% | 1,418 | 9.73% | 7 |
|
| 549 |
549
Cullen Capital Management
New York
| $102億 | +$4.15億 | +4% | 9.09% | 60% | 223 | 11.21% | 4.3 |
|
| 550 |
550
Cullen/Frost Bankers
San Antonio,
Texas
| $101億 | +$13.4億 | +15% | 17.4% | 91.1% | 1,502 | 14.38% | 4.2 |
|