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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 726 |
726
Causeway Capital Management
Los Angeles,
California
| $45.5億 | +$1.05億 | +2% | 2.16% | 72.8% | 91 | 20.88% | 2.8 |
|
| 727 |
727
Horizon Kinetics Asset Management
New York
| $45.4億 | +$2.62億 | +6% | 5.88% | 192% | 357 | 7.84% | 2.2 |
|
| 728 |
728
Wealthspire Advisors (New York)
New York
| $45.2億 | -$2.99億 | -6% | 7.55% | 59% | 646 | 28.02% | 1.1 |
|
| 729 |
729
Stratos Wealth Partners
Beachwood,
Ohio
| $45.2億 | +$5.89億 | +15% | 8.49% | 83.3% | 1,323 | 15.87% | 3.1 |
|
| 730 |
730
Capital Wealth Planning
Naples,
Florida
| $45.1億 | +$8.76億 | +24% | 12.8% | 73.9% | 135 | 42.22% | 2.1 |
|
| 731 |
ROIC
731
Route One Investment Company
San Francisco,
California
| $45.1億 | +$6.23億 | +16% | 3.27% | 80.9% | 18 | 22.22% | 3.5 |
|
| 732 |
732
Spire Wealth Management
Mclean,
Virginia
| $45.1億 | +$7.32億 | +19% | 9.07% | 112% | 3,057 | 20.74% | 0.6 |
|
| 733 |
733
Fenimore Asset Management
Cobleskill,
New York
| $45億 | +$4.34億 | +11% | 12.2% | 54.8% | 126 | 12.7% | 3.8 |
|
| 734 |
734
R.M. Davis Inc
Portland,
Maine
| $44.9億 | +$4.54億 | +11% | 12.1% | 85.2% | 276 | 7.97% | 4.9 |
|
| 735 |
WPL
735
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $44.9億 | +$102万 | +0% | 5.03% | 98.4% | 13 | 38.46% | 1.7 |
|
| 736 |
736
Douglass Winthrop Advisors
New York
| $44.6億 | +$3.79億 | +9% | 9.9% | 64.4% | 285 | 7.72% | 4.6 |
|
| 737 |
737
WIT LLC
District Of Columbia,
District of Columbia
| $44.6億 | -$5.57億 | -11% | 1.03% | 48% | 14 | 21.43% | 0.8 |
|
| 738 |
738
Alphinity Investment Management
Sydney,
Australia
| $44.5億 | +$17.6億 | +65% | 17.6% | 159% | 37 | 45.95% | 1 |
|
| 739 |
739
Weiss Multi-Strategy Advisers
New York
| $44.3億 | -$2.16億 | -5% | 9.86% | 78.9% | 856 | 49.3% | 0.9 |
|
| 740 |
740
Redmile Group
San Francisco,
California
| $44億 | -$13.3億 | -23% | 4.24% | 777% | 82 | 21.95% | 1.8 |
|
| 741 |
741
Homestead Advisers
Arlington,
Virginia
| $43.5億 | +$2.34億 | +6% | 9.38% | 92.1% | 142 | 5.63% | 2.4 |
|
| 742 |
742
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $43.3億 | +$7.03億 | +19% | 12.3% | 132% | 549 | 2.73% | 6.6 |
|
| 743 |
743
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $43.3億 | – | – | 11.3% | 88.8% | 393 | – | 0 |
|
| 744 |
744
Rock Springs Capital Management
Baltimore,
Maryland
| $43.3億 | -$4.28億 | -9% | 2.98% | 342% | 157 | 15.92% | 2.7 |
|
| 745 |
745
IEQ Capital
Foster City,
California
| $43.2億 | +$5.59億 | +15% | 6.24% | 236% | 772 | 17.36% | 0.8 |
|
| 746 |
746
Aristotle Capital Boston
Boston,
Massachusetts
| $42.7億 | +$384万 | +0.1% | 7.15% | 72.2% | 138 | 4.35% | 4.7 |
|
| 747 |
747
Trillium Asset Management
Boston,
Massachusetts
| $42.6億 | +$4.76億 | +13% | 10.1% | 81.7% | 257 | 9.73% | 4.7 |
|
| 748 |
748
Sit Investment Associates
Minneapolis,
Minnesota
| $42.6億 | +$3.94億 | +10% | 6.11% | 49.6% | 549 | 19.85% | 3.8 |
|
| 749 |
749
Boothbay Fund Management
New York
| $42.5億 | +$6.36億 | +18% | 3.85% | 328% | 2,498 | 53.76% | 0.5 |
|
| 750 |
750
Sachem Head Capital Management
New York
| $42.5億 | +$1.95億 | +5% | 3.79% | 172% | 28 | 46.43% | 0.8 |
|