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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
Vaughan David Investments
Peoria,
Illinois
| $43.5億 | +$3.98億 | +10% | 10.3% | 69.5% | 222 | 7.66% | 6.7 |
|
| 802 |
802
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $43.4億 | -$3.24億 | -7% | 5.41% | 45.9% | 196 | 14.8% | 2.7 |
|
| 803 |
803
Signature Estate & Investment Advisors
Los Angeles,
California
| $43.4億 | +$3.39億 | +8% | 5.58% | 84.4% | 541 | 10.54% | 1.5 |
|
| 804 |
804
Old National Bancorp
Evansville,
Indiana
| $43.3億 | +$8631万 | +2% | 4.55% | 83% | 671 | 10.88% | 4.9 |
|
| 805 |
805
Miracle Mile Advisors
Los Angeles,
California
| $43.2億 | +$2.22億 | +5% | 4.8% | 56% | 551 | 12.7% | 2.9 |
|
| 806 |
806
Badgley Phelps Wealth Managers
Seattle,
Washington
| $43億 | +$2.62億 | +6% | 5.92% | 100% | 293 | 14.33% | 1.9 |
|
| 807 |
807
Todd Asset Management
Louisville,
Kentucky
| $43億 | -$5.18億 | -11% | 9.27% | 120% | 220 | 25.91% | 5 |
|
| 808 |
808
Equity Investment Corp
Atlanta,
Georgia
| $43億 | +$3.83億 | +10% | 9.09% | 43% | 69 | 11.59% | 3.7 |
|
| 809 |
809
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| $42.9億 | +$4.21億 | +11% | 7.06% | 73.8% | 887 | 2.71% | 7.3 |
|
| 810 |
810
Barings
Charlotte,
North Carolina
| $42.8億 | +$1.69億 | +4% | 5.87% | 61.5% | 175 | 20.57% | 3.5 |
|
| 811 |
811
Meritage Group
San Francisco,
California
| $42.8億 | +$3.44億 | +9% | 13.4% | 22.1% | 64 | 71.88% | 1.4 |
|
| 812 |
812
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $42.8億 | +$11億 | +35% | 38% | 25.5% | 2 | 0% | 6 |
|
| 813 |
813
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $42.8億 | +$3.22億 | +8% | 6.52% | 159% | 1,463 | 27.07% | 1.8 |
|
| 814 |
814
Central Trust Company
Jefferson City,
Missouri
| $42.7億 | +$1.85億 | +5% | 7.06% | 84% | 1,544 | 16.26% | 5.5 |
|
| 815 |
815
Investor AB
Stockholm,
Sweden
| $42.7億 | +$7.58億 | +22% | 21.1% | 86.6% | 7 | 14.29% | 2.1 |
|
| 816 |
816
Parallel Advisors
San Francisco,
California
| $42.5億 | +$3.5億 | +9% | 7.69% | 109% | 3,532 | 9.6% | 4.4 |
|
| 817 |
817
RiverFront Investment Group
Richmond,
Virginia
| $42.5億 | +$5.01億 | +13% | 4.86% | 57.2% | 230 | 32.17% | 1.8 |
|
| 818 |
818
Nan Shan Life Insurance
Taipei City,
Taiwan
| $42.4億 | +$1508万 | +0.4% | 3.99% | 41% | 114 | 22.81% | 3.3 |
|
| 819 |
819
Donald Smith & Co
New York
| $42.4億 | +$3.15億 | +8% | 10.9% | 152% | 66 | 10.61% | 4.6 |
|
| 820 |
820
Norinchukin Bank
Tokyo,
Japan
| $42.4億 | +$7.33億 | +21% | 6.37% | 93.3% | 557 | 3.59% | 8.2 |
|
| 821 |
821
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $42.3億 | +$1.21億 | +3% | 3.38% | 119% | 162 | 10.49% | 4.2 |
|
| 822 |
822
Southpoint Capital Advisors
New York
| $42.2億 | +$2億 | +5% | 5.98% | 124% | 56 | 44.64% | 1.4 |
|
| 823 |
823
Homestead Advisers
Arlington,
Virginia
| $42億 | +$1.45億 | +4% | 7.16% | 92.1% | 103 | 9.71% | 4.2 |
|
| 824 |
824
Cercano Management
Bellevue,
Washington
| $41.8億 | +$4.27億 | +11% | 1.96% | 101% | 180 | 58.33% | 0.5 |
|
| 825 |
825
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $41.7億 | +$2.83億 | +7% | 9.62% | 2.37% | 42 | 16.67% | 3.7 |
|