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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
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $90.6億 | +$14.8億 | +19% | 8.92% | 109% | 471 | 15.5% | 4.6 |
|
| 527 |
AIM
527
Allen Investment Management
New York
| $90億 | -$1.68億 | -2% | 5.45% | 92.4% | 208 | 7.21% | 5.4 |
|
| 528 |
528
Third Point
New York
| $89.9億 | +$13.7億 | +18% | 9.59% | 159% | 62 | 43.55% | 1.2 |
|
| 529 |
529
National Philanthropic Trust
Jenkintown,
Pennsylvania
| $89.4億 | +$14.8億 | +20% | 12.4% | – | 344 | 22.97% | 1.2 |
|
| 530 |
530
River Road Asset Management
Louisville,
Kentucky
| $89.3億 | +$10.5億 | +13% | 3.51% | 50.8% | 189 | 10.58% | 3.1 |
|
| 531 |
531
Blue Trust Inc
Alpharetta,
Georgia
| $89.1億 | +$4.28億 | +5% | 5.37% | 53% | 2,703 | 15.13% | 2.2 |
|
| 532 |
532
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $89億 | +$25億 | +39% | 10.6% | 102% | 869 | 53.28% | 0.7 |
|
| 533 |
533
Rubric Capital Management (New York)
New York
| $88.6億 | +$22.4億 | +34% | 25.9% | 251% | 84 | 35.71% | 1.6 |
|
| 534 |
534
Benjamin Edwards Inc
Clayton,
Missouri
| $88.5億 | +$9.9億 | +13% | 5.81% | 66.5% | 1,337 | 17.13% | 2 |
|
| 535 |
535
Fiduciary Trust
Boston,
Massachusetts
| $88.3億 | +$6.99億 | +9% | 8.8% | 76.6% | 884 | 10.63% | 5.1 |
|
| 536 |
536
Duff & Phelps Investment Management
Chicago,
Illinois
| $88.2億 | +$3.14億 | +4% | 4.73% | 48.1% | 156 | 4.49% | 5.8 |
|
| 537 |
537
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $88.2億 | +$13.3億 | +18% | 7.15% | 63.9% | 1,310 | 29.77% | 1.3 |
|
| 538 |
538
RWA Wealth Partners
Newton,
Massachusetts
| $88億 | +$8.11億 | +10% | 6.43% | 58.4% | 631 | 10.78% | 3 |
|
| 539 |
539
Whittier Trust
South Pasadena,
California
| $87.9億 | +$4.92億 | +6% | 9.6% | 112% | 1,639 | 23.73% | 6.6 |
|
| 540 |
540
Atria Investments
Charlotte,
North Carolina
| $87.5億 | +$2.82億 | +3% | 7.26% | 83.9% | 2,175 | 16.78% | 2.3 |
|
| 541 |
541
Synovus Financial
Columbus,
Georgia
| $87.4億 | +$5.69億 | +7% | 6.37% | 68.4% | 974 | 10.47% | 5.7 |
|
| 542 |
542
Williams Jones Wealth Management
New York
| $87.4億 | +$3.77億 | +5% | 6.71% | 79.1% | 537 | 10.06% | 4 |
|
| 543 |
543
Engineers Gate Manager
New York
| $87.3億 | +$6.96億 | +9% | 5.5% | 51.9% | 2,617 | 38.56% | 1 |
|
| 544 |
544
LGT Group Foundation
Vaduz,
Liechtenstein
| $87.3億 | +$7.49億 | +9% | 8.91% | 107% | 301 | 9.3% | 2.5 |
|
| 545 |
545
D1 Capital Partners
New York
| $87.1億 | +$15億 | +21% | 8.72% | 66.9% | 46 | 45.65% | 0.5 |
|
| 546 |
546
Weiss Asset Management
Boston,
Massachusetts
| $86.7億 | -$1.24億 | -1% | 13.2% | 138% | 840 | 79.88% | 0.2 |
|
| 547 |
547
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $86.4億 | +$3.26億 | +4% | 4.74% | 34.6% | 45 | 0% | 3.4 |
|
| 548 |
548
Modera Wealth Management
Westwood,
New Jersey
| $86.3億 | +$5.53億 | +7% | 7.63% | 68.2% | 673 | 8.02% | 3.6 |
|
| 549 |
549
Cullen/Frost Bankers
San Antonio,
Texas
| $86.1億 | +$6.3億 | +8% | 8.3% | 91.1% | 1,473 | 22.34% | 4 |
|
| 550 |
550
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $85.9億 | -$4.22億 | -5% | 7.15% | 101% | 80 | 8.75% | 3.9 |
|