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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
DF Dent & Co
Baltimore,
Maryland
| $79億 | -$3.23億 | -4% | 0.27% | 47.1% | 271 | 12.18% | 6.1 |
|
| 527 |
527
Synovus Financial
Columbus,
Georgia
| $78.6億 | -$7.76億 | -9% | 0.96% | 68.4% | 953 | 12.28% | 5.7 |
|
| 528 |
528
Tortoise Capital Advisors
Overland Park,
Kansas
| $78.1億 | +$4976万 | +0.6% | 10.8% | 102% | 85 | 42.35% | 6.8 |
|
| 529 |
529
Blue Trust Inc
Alpharetta,
Georgia
| $78.1億 | +$1.45億 | +2% | 1.98% | 53% | 3,095 | 27.59% | 1.7 |
|
| 530 |
530
Rubric Capital Management (New York)
New York
| $77.9億 | +$16.6億 | +27% | 11.5% | 251% | 80 | 32.5% | 1.6 |
|
| 531 |
531
Welch & Forbes
Boston,
Massachusetts
| $77.8億 | -$7971万 | -1% | 0.53% | 73.7% | 388 | 6.19% | 7.2 |
|
| 532 |
532
Longview Asset Management (Illinois)
Chicago,
Illinois
| $77.6億 | -$10.7億 | -12% | 12% | 65.3% | 3 | 0% | 7.8 |
|
| 533 |
533
Clear Street Derivatives
New York
| $77.4億 | +$18.2億 | +31% | 25.3% | – | 132 | 46.97% | 0.6 |
|
| 534 |
534
Mediolanum International Funds
Dublin 1,
Ireland
| $77.1億 | +$5.28億 | +7% | 5% | – | 504 | 29.96% | 0.6 |
|
| 535 |
535
Mather Group
Chicago,
Illinois
| $77.1億 | -$7682万 | -1% | 2.02% | 54.1% | 1,808 | 9.4% | 1.4 |
|
| 536 |
536
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| $76.9億 | -$3.51億 | -4% | 0.75% | 53.6% | 34 | 26.47% | 2 |
|
| 537 |
537
Whittier Trust
South Pasadena,
California
| $75.9億 | +$1.18億 | +2% | 3.26% | 112% | 1,619 | 8.83% | 6.5 |
|
| 538 |
538
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $75.9億 | +$2.5億 | +3% | 5.22% | – | 158 | 13.29% | 4 |
|
| 539 |
539
Fiduciary Trust
Boston,
Massachusetts
| $75.7億 | +$4.15億 | +6% | 0.11% | 76.6% | 712 | 11.66% | 5.8 |
|
| 540 |
540
Thornburg Investment Management
Santa Fe,
New Mexico
| $75.7億 | -$1.17億 | -2% | 3.87% | 117% | 200 | 10% | 3.4 |
|
| 541 |
541
Independent Advisor Alliance
Charlotte,
North Carolina
| $75.5億 | +$48億 | +175% | 1.9% | 135% | 1,387 | 52.13% | 1.6 |
|
| 542 |
542
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $75.5億 | +$1.75億 | +2% | 3.67% | 47.8% | 128 | 8.59% | 6.2 |
|
| 543 |
543
Railway Pension Investments
London,
United Kingdom
| $75.4億 | -$8.04億 | -10% | 2.33% | 90.8% | 224 | 11.16% | 3.2 |
|
| 544 |
544
River Road Asset Management
Louisville,
Kentucky
| $75.2億 | -$1.23億 | -2% | 3.92% | 50.8% | 187 | 16.04% | 3.4 |
|
| 545 |
545
PGGM Investments
Zeist,
Netherlands
| $75.2億 | -$2.88億 | -4% | 1.51% | 60.4% | 374 | 14.71% | 3.8 |
|
| 546 |
546
RA Capital Management
Boston,
Massachusetts
| $75.1億 | -$11.6億 | -13% | 2.14% | 596% | 98 | 26.53% | 1.6 |
|
| 547 |
547
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $75.1億 | +$30.5億 | +69% | 8.56% | 55.6% | 195 | 27.69% | 3.7 |
|
| 548 |
548
Sculptor Capital
New York
| $75億 | +$15.3億 | +26% | 14.4% | 130% | 419 | 40.81% | 0.9 |
|
| 549 |
549
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $74.9億 | +$6.13億 | +9% | 12% | 4.24% | 13 | 15.38% | 4.6 |
|
| 550 |
550
Soroban Capital Partners
New York
| $74.7億 | +$2.44億 | +3% | 3.63% | 67% | 26 | 15.38% | 2.2 |
|