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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
P. Schoenfeld Asset Management (PSAM)
New York
| $17.1億 | +$2.35億 | +16% | 6% | 367% | 57 | 59.65% | 0.4 |
|
| 1002 |
1002
FormulaFolio Investments
Grand Rapids,
Michigan
| $17億 | +$1.81億 | +12% | 1.23% | 41.4% | 305 | 30.82% | 1.1 |
|
| 1003 |
1003
Schwartz Investment Counsel
Plymouth,
Michigan
| $17億 | +$671万 | +0.4% | 0.67% | 87.8% | 137 | 17.52% | 2.9 |
|
| 1004 |
1004
AKO Capital
London,
United Kingdom
| $16.9億 | +$4.03億 | +31% | 6.16% | 44.6% | 19 | 5.26% | 1.1 |
|
| 1005 |
1005
Investor AB
Stockholm,
Sweden
| $16.9億 | +$1.76億 | +12% | 12% | 86.6% | 7 | 14.29% | 3.2 |
|
| 1006 |
1006
Adelante Capital Management
Alameda,
California
| $16.9億 | -$1.55億 | -8% | 6.95% | 43.2% | 45 | 17.78% | 2.6 |
|
| 1007 |
1007
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $16.9億 | -$1.32億 | -7% | 3.7% | 92.8% | 26 | 26.92% | 1.9 |
|
| 1008 |
1008
Pinnacle Advisory Group
Columbia,
Maryland
| $16.8億 | -$3432万 | -2% | 1.17% | 45.8% | 210 | 16.19% | 1.9 |
|
| 1009 |
1009
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $16.8億 | +$7425万 | +5% | 6.72% | 32.6% | 59 | 13.56% | 2.9 |
|
| 1010 |
1010
LS Investment Advisors
Bloomfield Hills,
Michigan
| $16.8億 | -$4033万 | -2% | 0.82% | 98.7% | 1,921 | 3.02% | 3.3 |
|
| 1011 |
1011
Jasper Ridge Partners
Menlo Park,
California
| $16.8億 | +$1.57億 | +10% | 1.91% | 84.2% | 65 | 3.08% | 2.4 |
|
| 1012 |
CRCP
1012
Copper Rock Capital Partners
Boston,
Massachusetts
| $16.7億 | +$6627万 | +4% | 2.1% | – | 87 | 36.78% | 1.1 |
|
| 1013 |
1013
First National Bank of Omaha
Omaha,
Nebraska
| $16.7億 | -$4261万 | -2% | 1.12% | 70.9% | 400 | 7.25% | 2.9 |
|
| 1014 |
1014
Capital Advisors Inc
Tulsa,
Oklahoma
| $16.7億 | -$3996万 | -2% | 1% | 82.7% | 208 | 17.79% | 2.2 |
|
| 1015 |
1015
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| $16.7億 | +$8639万 | +5% | 5.47% | – | 2 | 0% | 4.8 |
|
| 1016 |
1016
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $16.7億 | -$1.5億 | -8% | 8.28% | 4.83% | 1 | 0% | 4.8 |
|
| 1017 |
1017
Feinberg Stephen
| $16.6億 | +$1.79億 | +12% | 22.4% | 54.3% | 10 | 50% | 0.6 |
|
| 1018 |
1018
Inverness Counsel
New York
| $16.6億 | +$6831万 | +4% | 1.67% | 53.9% | 149 | 25.5% | 2.2 |
|
| 1019 |
1019
Cetera Advisors
Denver,
Colorado
| $16.6億 | +$1977万 | +1% | 0.85% | 27.6% | 910 | 28.68% | 2.3 |
|
| 1020 |
1020
Ivory Investment Management
New York
| $16.6億 | -$9320万 | -5% | 2.4% | 32.8% | 76 | 59.21% | 0.6 |
|
| 1021 |
1021
ETF Managers Group
Summit,
New Jersey
| $16.5億 | +$2.65億 | +19% | 7.74% | 77.7% | 577 | 13.69% | 0.7 |
|
| 1022 |
1022
Bridger Management
New York
| $16.5億 | +$1.34億 | +9% | 15.1% | 103% | 41 | 29.27% | 1.6 |
|
| 1023 |
1023
Sentry Investment Management
Stevens Point,
Wisconsin
| $16.5億 | -$1.87億 | -10% | 0.44% | 103% | 487 | 8.21% | 3.8 |
|
| 1024 |
1024
TDAM USA
Toronto,
Ontario, Canada
| $16.5億 | -$1億 | -6% | 2.17% | 104% | 344 | 11.05% | 3.1 |
|
| 1025 |
1025
KCM Investment Advisors
Greenbrae,
California
| $16.5億 | -$6409万 | -4% | 2.41% | 85.7% | 552 | 10.69% | 3 |
|