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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
Williams Jones Wealth Management
New York
| $61.3億 | +$7.25億 | +13% | 14.9% | 88.6% | 497 | 14.49% | 0.9 |
|
| 527 |
527
Clark Capital Management Group
Philadelphia,
Pennsylvania
| $60.6億 | +$7.5億 | +14% | 17.5% | 109% | 370 | 24.86% | 1.9 |
|
| 528 |
528
SRS Investment Management
New York
| $60.5億 | +$6.44億 | +12% | 24.1% | 166% | 41 | 48.78% | 1.1 |
|
| 529 |
529
First Command Advisory Services
Fort Worth,
Texas
| $60.1億 | +$8.99億 | +18% | 16% | 71.9% | 94 | 80.85% | 0.7 |
|
| 530 |
530
Johnson Investment Counsel
Cincinnati,
Ohio
| $60億 | +$6.06億 | +11% | 12.8% | 66.3% | 618 | 11.97% | 4.1 |
|
| 531 |
531
Tocqueville Asset Management
New York
| $59.9億 | +$7.63億 | +15% | 13.6% | 122% | 734 | 15.67% | 3.5 |
|
| 532 |
532
Oppenheimer Asset Management
New York
| $59.9億 | +$8.38億 | +16% | 17.2% | 94.3% | 1,189 | 12.95% | 2.6 |
|
| 533 |
533
Capitolis Advisors
New York
| $59.8億 | – | – | 15.1% | – | 576 | – | 0 |
|
| 534 |
534
Douglas Lane & Associates
New York
| $59.7億 | +$9.2億 | +18% | 20.9% | 91.9% | 223 | 9.87% | 3.5 |
|
| 535 |
535
RTW Investments
New York
| $59.6億 | +$18.1億 | +44% | 60% | 467% | 116 | 33.62% | 1.1 |
|
| 536 |
536
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $59.3億 | – | – | 12.9% | 241% | 55 | – | 0 |
|
| 537 |
537
United Services Automobile Association
San Antonio,
Texas
| $59.1億 | +$7.54億 | +15% | 11.9% | 31.8% | 212 | 33.02% | 4.1 |
|
| 538 |
538
Kornitzer Capital Management
Shawnee Mission,
Kansas
| $59億 | +$7.97億 | +16% | 19.8% | 92% | 513 | 10.53% | 3.7 |
|
| 539 |
539
Geneva Capital Management
Milwaukee,
Wisconsin
| $59億 | +$10.5億 | +22% | 26.9% | 58.1% | 126 | 3.97% | 3.3 |
|
| 540 |
540
Mason Street Advisors
Milwaukee,
Wisconsin
| $59億 | +$7.59億 | +15% | 17.9% | 32% | 1,532 | 4.24% | 6 |
|
| 541 |
AIM
541
Allen Investment Management
New York
| $58.9億 | +$5.09億 | +9% | 8.52% | 104% | 193 | 10.88% | 3 |
|
| 542 |
542
Employees Provident Fund Board
Shah Alam,
Malaysia
| $58.8億 | +$11.1億 | +23% | 14.6% | 126% | 69 | 10.14% | 2.4 |
|
| 543 |
543
Churchill Management
Los Angeles,
California
| $58.7億 | +$18億 | +44% | 14% | 84.4% | 151 | 39.74% | 1.3 |
|
| 544 |
544
Hitchwood Capital Management
New York
| $58.5億 | +$20.7億 | +55% | 38.1% | 275% | 65 | 38.46% | 0.7 |
|
| 545 |
545
Warburg Pincus
New York
| $58.4億 | +$43.4億 | +290% | 10.9% | 3.59% | 11 | 36.36% | 1.9 |
|
| 546 |
546
Avoro Capital Advisors
New York
| $58.1億 | -$12.3億 | -18% | 23% | 512% | 53 | 30.19% | 1.4 |
|
| 547 |
547
Oaktree Capital Management
Los Angeles,
California
| $58.1億 | +$12.1億 | +26% | 45.9% | 88% | 206 | 13.11% | 1.5 |
|
| 548 |
CP
548
Coho Partners
Berwyn,
Pennsylvania
| $57.7億 | +$8.75億 | +18% | 11.3% | 35.6% | 71 | 15.49% | 4.3 |
|
| 549 |
549
MUFG Americas
New York
| $57.5億 | +$19.8億 | +53% | 12.7% | 26.9% | 859 | 29.34% | 4.1 |
|
| 550 |
550
Southpoint Capital Advisors
New York
| $57.3億 | +$13.4億 | +30% | 25.2% | 124% | 93 | 48.39% | 0.6 |
|