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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 576 |
576
Modera Wealth Management
Westwood,
New Jersey
| $65.7億 | +$5.21億 | +9% | 7.54% | 75.5% | 582 | 12.03% | 2.7 |
|
| 577 |
577
Bellevue Group
Kuesnacht,
Switzerland
| $65.6億 | +$1940万 | +0.3% | 7.64% | 159% | 183 | 19.67% | 3.5 |
|
| 578 |
578
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| $65.4億 | +$5.65億 | +9% | 11.4% | 104% | 1,412 | 7.22% | 2 |
|
| 579 |
579
Fiduciary Trust
Boston,
Massachusetts
| $65.2億 | +$5.32億 | +9% | 8.5% | 76.6% | 660 | 8.48% | 5.7 |
|
| 580 |
580
CCLA Investment Management
London,
United Kingdom
| $65.1億 | +$3.94億 | +6% | 7.85% | – | 71 | 4.23% | 3 |
|
| 581 |
581
Altimeter Capital Management
Boston,
Massachusetts
| $65.1億 | +$4.86億 | +8% | 18.5% | 187% | 17 | 35.29% | 1.7 |
|
| 582 |
582
Thompson Siegel & Walmsley
Richmond,
Virginia
| $65億 | +$3.19億 | +5% | 6.64% | 32.4% | 553 | 39.78% | 5.8 |
|
| 583 |
583
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $65億 | +$3.39億 | +6% | 8.01% | 62.3% | 1,312 | 18.06% | 2.7 |
|
| 584 |
584
Stephens Inc
Little Rock,
Arkansas
| $64.5億 | +$6.51億 | +11% | 9.15% | 76.1% | 1,373 | 13.69% | 4.6 |
|
| 585 |
585
Ruane, Cunniff & Goldfarb
New York
| $64.4億 | +$1.85億 | +3% | 9.76% | 79.3% | 34 | 2.94% | 5.1 |
|
| 586 |
586
Smead Capital Management
Phoenix,
Arizona
| $64.1億 | +$8.25億 | +15% | 11.7% | 78.2% | 33 | 3.03% | 5 |
|
| 587 |
587
Lincoln National Corp
Radnor,
Pennsylvania
| $64.1億 | +$7.18億 | +13% | 6.42% | 42.9% | 1,250 | 15.76% | 3.2 |
|
| 588 |
588
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $64億 | +$4.55億 | +8% | 8.33% | 77.4% | 723 | 7.88% | 5.1 |
|
| 589 |
589
Evercore Wealth Management
New York
| $63.8億 | +$4.15億 | +7% | 10.5% | 84.8% | 452 | 11.06% | 6.4 |
|
| 590 |
590
Eventide Asset Management
Boston,
Massachusetts
| $63.8億 | +$2.5億 | +4% | 10.9% | 313% | 176 | 25% | 2.1 |
|
| 591 |
591
OneDigital Investment Advisors
Overland Park,
Kansas
| $63.6億 | +$6.51億 | +11% | 6.67% | 57.3% | 1,175 | 13.45% | 2.7 |
|
| 592 |
592
Oaktree Capital Management
Los Angeles,
California
| $63.6億 | -$5.21億 | -8% | 8.95% | 88% | 194 | 19.59% | 1.6 |
|
| 593 |
593
Pinnacle Associates
New York
| $63.4億 | +$4.02億 | +7% | 9.25% | 149% | 857 | 7.12% | 5.5 |
|
| 594 |
594
Mather Group
Chicago,
Illinois
| $63.4億 | -$3680万 | -0.6% | 5.42% | 54.1% | 1,750 | 68.29% | 0.8 |
|
| 595 |
595
Carmignac Gestion
Paris,
France
| $63.2億 | +$3.68億 | +6% | 18.9% | 85.1% | 171 | 29.24% | 2.3 |
|
| 596 |
596
UMB Bank
Kansas City,
Missouri
| $63.1億 | -$5.27億 | -8% | 10.7% | 97.8% | 2,211 | 30.3% | 2.3 |
|
| 597 |
597
PineStone Asset Management
Montreal,
Quebec, Canada
| $62.9億 | -$30.2億 | -32% | 8.25% | 85% | 44 | 0% | 1 |
|
| 598 |
598
Tenor Capital Management
New York
| $62.7億 | +$6.49億 | +12% | 0.12% | 4.73% | 372 | 10.48% | 1.5 |
|
| 599 |
599
Moore Capital Management
New York
| $62.6億 | +$4.61億 | +8% | 19.1% | 195% | 583 | 53.52% | 0.8 |
|
| 600 |
600
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $62.5億 | +$12.8億 | +26% | 13.1% | 174% | 531 | 36.16% | 3.3 |
|