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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 801 |
801
Karpus Investment Management
Pittsford,
New York
| $31.8億 | +$4.16億 | +15% | 9.13% | 24.7% | 257 | 33.85% | 1.7 |
|
| 802 |
802
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $31.8億 | +$7.06億 | +29% | 32.7% | 113% | 101 | 15.84% | 2.5 |
|
| 803 |
803
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $31.8億 | +$5.11億 | +19% | 28.8% | 58% | 244 | 27.87% | 2.1 |
|
| 804 |
804
Lasalle Investment Management Securities
Baltimore,
Maryland
| $31.7億 | +$1.67億 | +6% | 8.89% | 30% | 52 | 15.38% | 4 |
|
| 805 |
805
MD Financial Management
Ottawa,
Ontario, Canada
| $31.7億 | +$6.88億 | +28% | 11.1% | 46.5% | 126 | 67.46% | 0.8 |
|
| 806 |
806
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
| $31.6億 | +$4.36億 | +16% | 11.4% | 60.1% | 7 | 0% | 1.8 |
|
| 807 |
807
Conning Inc
Hartford,
Connecticut
| $31.5億 | +$3.09億 | +11% | 11.1% | 65.1% | 489 | 11.04% | 5.1 |
|
| 808 |
808
IFM Investors
Melbourne,
Australia
| $31.5億 | +$7.62億 | +32% | 14.8% | 147% | 613 | 5.87% | 3.2 |
|
| 809 |
809
Coronation Fund Managers
Cape Town,
South Africa
| $31.5億 | +$3.88億 | +14% | 18.2% | 50.5% | 79 | 25.32% | 1.6 |
|
| 810 |
810
Chartwell Investment Partners
Berywn,
Pennsylvania
| $31.4億 | +$4.11億 | +15% | 21.3% | 57.2% | 454 | 16.74% | 2.7 |
|
| 811 |
811
Lazard Frères Gestion
Paris,
France
| $31.3億 | – | – | 13.7% | 97.9% | 87 | – | 0 |
|
| 812 |
812
Cetera Advisors
Denver,
Colorado
| $31.2億 | +$4.63億 | +17% | 14% | 27.6% | 1,086 | 17.03% | 2.8 |
|
| 813 |
813
Cerity Partners
New York
| $31.2億 | +$6.88億 | +28% | 14% | 81% | 664 | 28.16% | 1.6 |
|
| 814 |
814
Investment Counselors of Maryland
Baltimore,
Maryland
| $31.1億 | +$8.76億 | +39% | 32.8% | 58% | 169 | 11.83% | 3.4 |
|
| 815 |
815
Boxer Capital
San Diego,
California
| $31.1億 | +$2.17億 | +8% | 32% | 262% | 91 | 32.97% | 1.1 |
|
| 816 |
816
Ancora Advisors
Cleveland,
Ohio
| $31億 | +$5.86億 | +23% | 23.3% | 74.2% | 1,683 | 20.92% | 1.6 |
|
| 817 |
817
Washington Trust
Westerly,
Rhode Island
| $31億 | +$3.91億 | +14% | 14.7% | 104% | 1,076 | 13.66% | 1.4 |
|
| 818 |
818
Intact Investment Management
Montreal,
Quebec, Canada
| $30.9億 | +$2.01億 | +7% | 16.6% | 85.8% | 260 | 18.85% | 3.3 |
|
| 819 |
819
Credit Agricole
Montrouge Cedex,
France
| $30.9億 | +$12億 | +63% | 15.4% | – | 654 | 25.08% | 2.3 |
|
| 820 |
820
Lansdowne Partners (UK)
London,
United Kingdom
| $30.9億 | +$6億 | +24% | 35.8% | 293% | 55 | 45.45% | 0.9 |
|
| 821 |
821
Avidity Partners Management
Dallas,
Texas
| $30.8億 | +$9.24億 | +43% | 42.5% | 492% | 121 | 64.46% | 0.2 |
|
| 822 |
822
Junto Capital Management
New York
| $30.7億 | +$3.17億 | +12% | 21.7% | 122% | 79 | 64.56% | 0.3 |
|
| 823 |
823
Mather Group
Chicago,
Illinois
| $30.7億 | +$5.22億 | +21% | 12.4% | 54.1% | 283 | 25.8% | 1.1 |
|
| 824 |
824
Westchester Capital Management (New York)
Valhalla,
New York
| $30.6億 | +$6.88億 | +29% | 25% | 90.3% | 307 | 66.12% | 0.4 |
|
| 825 |
825
Snyder Capital Management
San Francisco,
California
| $30.5億 | +$7.22億 | +31% | 28.1% | 82.7% | 75 | 2.67% | 4.8 |
|