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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 601 |
601
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $37億 | +$3693万 | +1% | 3.1% | 43.6% | 660 | 11.21% | 0.8 |
|
| 602 |
602
JFB Holdings Corp
Atlanta,
Georgia
| $36.8億 | +$4.9億 | +15% | 3.81% | 22.9% | 44 | 2.27% | 0.9 |
|
| 603 |
JC
603
Jetstream Capital
Brentwood,
Tennessee
| $36.8億 | +$5.1億 | +16% | 11.6% | – | 55 | 87.27% | 0.1 |
|
| 604 |
VM
604
Valinor Management
New York
| $36.6億 | +$4.02億 | +12% | 8.92% | 12.8% | 54 | 27.78% | 0.6 |
|
| 605 |
605
Ladenburg Thalmann Financial Services
Miami,
Florida
| $36.5億 | +$2.23億 | +7% | 4.52% | 38.3% | 4,183 | 10.73% | 0.9 |
|
| 606 |
606
Castleark Management
Chicago,
Illinois
| $36.3億 | +$1.12億 | +3% | 8.41% | 248% | 372 | 31.72% | 0.6 |
|
| 607 |
607
PAR Capital Management
Boston,
Massachusetts
| $36.2億 | +$3.16億 | +10% | 3.13% | 138% | 71 | 19.72% | 0.7 |
|
| 608 |
PC
608
Perry Capital
New York
| $36.2億 | +$4478万 | +1% | 10.1% | 7.3% | 30 | 50% | 0.4 |
|
| 609 |
609
Hermes Investment Management
London Uk,
United Kingdom
| $36.2億 | +$4.45億 | +14% | 5.22% | 61.2% | 252 | 3.57% | 0.9 |
|
| 610 |
BC
610
Brahman Capital
New York
| $36.1億 | +$4.93億 | +16% | 3.94% | 16.6% | 21 | 14.29% | 0.7 |
|
| 611 |
611
Slate Path Capital
New York
| $35.8億 | +$22.6億 | +171% | 6.05% | 394% | 21 | 52.38% | 0.5 |
|
| 612 |
ACG
612
Anchorage Capital Group
New York
| $35.5億 | +$8.93億 | +34% | 8.23% | 24.9% | 69 | 44.93% | 0.4 |
|
| 613 |
613
Synovus Financial
Columbus,
Georgia
| $35.3億 | +$1.37億 | +4% | 4.71% | 68.4% | 1,009 | 12.98% | 0.8 |
|
| 614 |
614
Todd Asset Management
Louisville,
Kentucky
| $35.2億 | +$6032万 | +2% | 4.71% | 120% | 234 | 24.79% | 0.7 |
|
| 615 |
IIM
615
Ivory Investment Management
New York
| $35.1億 | +$11.5億 | +48% | 8.81% | 32.8% | 220 | 71.82% | 0.4 |
|
| 616 |
616
Markel Group
Glen Allen,
Virginia
| $35.1億 | +$2.5億 | +8% | 4.77% | 68% | 114 | 16.67% | 0.8 |
|
| 617 |
617
ArrowMark Colorado Holdings
Denver,
Colorado
| $35.1億 | +$4.29億 | +14% | 3.61% | 92.5% | 375 | 30.67% | 0.6 |
|
| 618 |
618
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $35億 | +$1.11億 | +3% | 5.45% | 117% | 810 | 8.77% | 0.9 |
|
| 619 |
FRM
619
Fore Research & Management
New York
| $35億 | +$4.25億 | +14% | 0.32% | 1.94% | 109 | 60.55% | 0.2 |
|
| 620 |
620
Osterweis Capital Management
San Francisco,
California
| $35億 | +$2.29億 | +7% | 6.34% | 93.7% | 74 | 8.11% | 0.9 |
|
| 621 |
621
Utah Retirement Systems
Salt Lake City,
Utah
| $34.9億 | +$2362万 | +0.7% | 5.28% | 130% | 1,042 | 8.73% | 0.9 |
|
| 622 |
622
AKRE Capital Management
Middleburg,
Virginia
| $34.4億 | +$3.16億 | +10% | 5.16% | 21.6% | 44 | 15.91% | 0.8 |
|
| 623 |
623
HL Financial Services
Louisville,
Kentucky
| $34.3億 | +$1.16億 | +3% | 4.11% | 42.6% | 710 | 16.2% | 0.8 |
|
| 624 |
624
Granahan Investment Management
Waltham,
Massachusetts
| $34.3億 | -$2.85億 | -8% | 0.12% | 265% | 221 | 12.67% | 0.8 |
|
| 625 |
625
Haverford Trust Company
Radnor,
Pennsylvania
| $34.1億 | +$1.72億 | +5% | 4.45% | 55.5% | 231 | 11.26% | 0.8 |
|