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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
926
Diversified Trust
Memphis,
Tennessee
| $33.2億 | +$3.43億 | +12% | 8.17% | 89.6% | 965 | 23.21% | 3 |
|
| 927 |
927
Empirical Wealth Management
Seattle,
Washington
| $33.1億 | +$3.02億 | +10% | 9.4% | 87.1% | 551 | 12.52% | 3.6 |
|
| 928 |
928
Black Creek Investment Management
Toronto,
Ontario, Canada
| $33.1億 | +$2.6億 | +9% | 5.51% | 11.1% | 42 | 23.81% | 4.1 |
|
| 929 |
BG
929
Bollard Group
Boston,
Massachusetts
| $33.1億 | +$4.3億 | +15% | 15.9% | 64.4% | 310 | 3.55% | 6.4 |
|
| 930 |
930
Troy Asset Management
London,
United Kingdom
| $33.1億 | +$1.49億 | +5% | 7.47% | 66.6% | 34 | 2.94% | 4.9 |
|
| 931 |
931
Perigon Wealth Management
San Francisco,
California
| $33億 | +$2.41億 | +8% | 11.2% | 104% | 945 | 21.48% | 2.6 |
|
| 932 |
932
ACR Alpine Capital Research
St. Louis,
Missouri
| $33億 | +$3.38億 | +11% | 9.23% | 69.5% | 40 | 5% | 4.9 |
|
| 933 |
933
Aristotle Capital Boston
Boston,
Massachusetts
| $32.9億 | +$2210万 | +0.7% | 6.16% | 72.2% | 132 | 3.79% | 6.3 |
|
| 934 |
934
Great Valley Advisor Group
Wilmington,
Delaware
| $32.9億 | +$4.44億 | +16% | 9.92% | 73.9% | 795 | 16.48% | 2.6 |
|
| 935 |
935
Allianz
Munich,
Germany
| $32.9億 | – | – | 10.5% | – | 450 | – | 0 |
|
| 936 |
936
Exor N.V.
Amsterdam,
Netherlands
| $32.9億 | -$5.73億 | -15% | 3.01% | 8.34% | 2 | 0% | 1 |
|
| 937 |
937
WIT LLC
District Of Columbia,
District of Columbia
| $32.8億 | +$6.87億 | +26% | 2.13% | 48% | 21 | 47.62% | 1.9 |
|
| 938 |
938
Chicago Capital
Chicago,
Illinois
| $32.8億 | +$5.05億 | +18% | 12.4% | 137% | 300 | 12.33% | 3.4 |
|
| 939 |
NM
939
NWI Management
New York
| $32.8億 | -$7.69億 | -19% | 16.8% | 230% | 57 | 26.32% | 2.7 |
|
| 940 |
940
Grimes & Company
Westborough,
Massachusetts
| $32.5億 | +$2.33億 | +8% | 6.11% | 74.7% | 357 | 10.64% | 4.8 |
|
| 941 |
941
Martin Currie
Edinburgh,
United Kingdom
| $32.5億 | +$2.03億 | +7% | 14.7% | 114% | 52 | 3.85% | 3.8 |
|
| 942 |
942
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $32.5億 | +$1.98億 | +6% | 9.68% | 42.1% | 134 | 14.93% | 5.6 |
|
| 943 |
943
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $32.4億 | +$9621万 | +3% | 5.65% | 25.5% | 2 | 0% | 5.5 |
|
| 944 |
944
First Horizon Advisors
Memphis,
Tennessee
| $32.4億 | +$2.12億 | +7% | 7.8% | 55.2% | 2,517 | 13.95% | 3.9 |
|
| 945 |
945
First Hawaiian Bank
Honolulu,
Hawaii
| $32.3億 | +$5307万 | +2% | 9.18% | 72.7% | 893 | 13.77% | 3.6 |
|
| 946 |
946
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $32.3億 | +$7453万 | +2% | 10.3% | 55.6% | 184 | 22.28% | 3.5 |
|
| 947 |
947
Greenwoods Asset Management (HK)
Hong Kong
| $32.3億 | +$4.24億 | +15% | 18.3% | 274% | 43 | 39.53% | 1.1 |
|
| 948 |
948
Cardano Risk Management
Rotterdam,
Netherlands
| $32.2億 | +$8.14億 | +34% | 18.2% | 200% | 13 | 15.38% | 2.1 |
|
| 949 |
949
Donor Advised Charitable Giving
San Francisco,
California
| $32.2億 | +$13.5億 | +72% | 81.2% | 418% | 37 | 18.92% | 2.6 |
|
| 950 |
950
PAR Capital Management
Boston,
Massachusetts
| $32.2億 | +$1.71億 | +6% | 9.68% | 138% | 55 | 34.55% | 2.9 |
|