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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Apex Capital
Orinda,
California
| $14.1億 | -$1.9億 | -12% | 2.89% | – | 82 | 51.22% | 0.6 |
|
| 1027 |
1027
Fiduciary Management Associates
Chicago,
Illinois
| $14.1億 | -$1.02億 | -7% | 4.28% | 61.2% | 131 | 17.56% | 0.8 |
|
| 1028 |
1028
OFI Advisors
Philadelphia,
Pennsylvania
| $14億 | +$930万 | +0.7% | 1.64% | – | 1,763 | 5.67% | 1.2 |
|
| 1029 |
1029
Ameritas Investment Partners
Lincoln,
Nebraska
| $14億 | +$724万 | +0.5% | 0.2% | 120% | 1,124 | 8.36% | 1 |
|
| 1030 |
TA
1030
Teton Advisors
Rye,
New York
| $14億 | -$1.15億 | -8% | 4.28% | 139% | 550 | 7.45% | 1.1 |
|
| 1031 |
CPCM
1031
Clifton Park Capital Management
Wilmington,
Delaware
| $14億 | -$1.64億 | -11% | 6.38% | – | 21 | 0% | 1.3 |
|
| 1032 |
1032
Logan Capital Management
Newtown Square,
Pennsylvania
| $14億 | -$1966万 | -1% | 0.8% | 134% | 274 | 5.11% | 1.1 |
|
| 1033 |
SIC
1033
Schwartz Investment Counsel
Plymouth,
Michigan
| $14億 | -$1739万 | -1% | 2.2% | 87.8% | 186 | 12.37% | 1.1 |
|
| 1034 |
1034
Westwood Global Investments
Boston,
Massachusetts
| $13.9億 | +$3031万 | +2% | 3.05% | 112% | 11 | 0% | 1.3 |
|
| 1035 |
OC
1035
Orange Capital
Manhasset,
New York
| $13.9億 | +$6.13億 | +79% | 10.1% | 38.5% | 17 | 47.06% | 0.4 |
|
| 1036 |
RWJF
1036
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $13.9億 | +$2592万 | +2% | 1.87% | 4.83% | 2 | 50% | 0.6 |
|
| 1037 |
1037
Tokio Marine Asset Management
Tokyo,
Japan
| $13.8億 | -$9388万 | -6% | 1.14% | 129% | 522 | 7.28% | 1.2 |
|
| 1038 |
1038
Park National Corp
Newark,
Ohio
| $13.8億 | -$8253万 | -6% | 0.03% | 92.7% | 340 | 8.24% | 1.1 |
|
| 1039 |
1039
Reinhart Partners
Mequon,
Wisconsin
| $13.7億 | -$1795万 | -1% | 3.29% | 110% | 195 | 14.36% | 1 |
|
| 1040 |
1040
First National Bank of Omaha
Omaha,
Nebraska
| $13.7億 | -$4341万 | -3% | 0.27% | 70.9% | 417 | 11.51% | 1 |
|
| 1041 |
1041
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $13.7億 | -$1.22億 | -8% | 6.93% | 47.8% | 137 | 21.17% | 1.1 |
|
| 1042 |
1042
Washington Trust
Westerly,
Rhode Island
| $13.6億 | -$8万 | -0% | 0.24% | 90.7% | 195 | 6.67% | 1.1 |
|
| 1043 |
1043
Kentucky Retirement Systems
Frankfort,
Kentucky
| $13.6億 | – | – | 1.34% | 137% | 500 | – | 1 |
|
| 1044 |
1044
IndexIQ Advisors
New York
| $13.6億 | +$1.01億 | +8% | 1.89% | 91.6% | 249 | 17.67% | 0.9 |
|
| 1045 |
1045
Contrarius Investment Management
St. Helier,
Jersey
| $13.5億 | -$4680万 | -3% | 0.45% | 112% | 39 | 28.21% | 0.8 |
|
| 1046 |
1046
BloombergSen
Toronto,
Ontario, Canada
| $13.5億 | +$1.4億 | +12% | 0.05% | 46.9% | 20 | 40% | 0.8 |
|
| 1047 |
GA
1047
Glenhill Advisors
New York
| $13.5億 | +$1.21億 | +10% | 5.28% | 32.3% | 99 | 52.53% | 0.7 |
|
| 1048 |
1048
Calvert Investment Management
Bethesda,
Maryland
| $13.5億 | -$1.4億 | -9% | 0.22% | 30.9% | 625 | 51.2% | 0.6 |
|
| 1049 |
1049
Pembroke Management
Montreal,
Quebec, Canada
| $13.5億 | +$5438万 | +4% | 3.51% | 94.5% | 47 | 21.28% | 1 |
|
| 1050 |
CC
1050
Colrain Capital
Boston,
Massachusetts
| $13.4億 | -$4713万 | -3% | 1.16% | – | 108 | 5.56% | 1.1 |
|