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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
PGIM Custom Harvest
Newark,
New Jersey
| $22.1億 | – | – | 7.45% | 78.2% | 199 | – | 1.3 |
|
| 1027 |
1027
Nippon Life Insurance
Tokyo,
Japan
| $22.1億 | +$2.91億 | +15% | 15.2% | 43.3% | 3 | 0% | 9.5 |
|
| 1028 |
ROIC
1028
Route One Investment Company
San Francisco,
California
| $22.1億 | -$4.32億 | -16% | 5.14% | 80.9% | 16 | 12.5% | 4.7 |
|
| 1029 |
1029
Schwartz Investment Counsel
Plymouth,
Michigan
| $22億 | +$2.56億 | +13% | 13.7% | 85.6% | 142 | 10.56% | 4 |
|
| 1030 |
1030
Wilmington Savings Fund Society
Wilmington,
Delaware
| $22億 | +$1.54億 | +8% | 10.5% | – | 367 | 3.54% | 6.6 |
|
| 1031 |
1031
Cambiar Investors
Denver,
Colorado
| $21.9億 | +$2.1億 | +11% | 12.1% | 59.2% | 146 | 5.48% | 2.5 |
|
| 1032 |
1032
Heritage Investors Management Corp
Bethesda,
Maryland
| $21.9億 | +$2.09億 | +11% | 11.9% | 99.7% | 268 | 8.58% | 5.5 |
|
| 1033 |
1033
Alpine Associates Management
Palm Beach,
Florida
| $21.9億 | -$2.13億 | -9% | 20.2% | 366% | 67 | 67.16% | 0.3 |
|
| 1034 |
1034
Freestone Capital Holdings
Seattle,
Washington
| $21.9億 | -$3102万 | -1% | 7.54% | 86.9% | 406 | 12.81% | 3.5 |
|
| 1035 |
1035
Impactive Capital
New York City,
New York
| $21.8億 | +$2.66億 | +14% | 20% | 25% | 11 | 36.36% | 1.9 |
|
| 1036 |
1036
New South Capital Management
Memphis,
Tennessee
| $21.7億 | +$1.07億 | +5% | 12.6% | 106% | 68 | 13.24% | 5.4 |
|
| 1037 |
1037
Paloma Partners
Greenwich,
Connecticut
| $21.7億 | -$2965万 | -1% | 3.4% | 314% | 1,283 | 54.87% | 0.5 |
|
| 1038 |
1038
HS Management Partners
New York
| $21.7億 | -$4152万 | -2% | 12.3% | 27.7% | 27 | 25.93% | 2.5 |
|
| 1039 |
1039
GMT Capital
Atlanta,
Georgia
| $21.7億 | +$5.56億 | +35% | 12.9% | 200% | 106 | 51.89% | 1.7 |
|
| 1040 |
1040
Cassaday & Co Wealth Management
Mclean,
Virginia
| $21.6億 | – | – | 5.63% | 78.9% | 253 | – | 0 |
|
| 1041 |
1041
U.S. Capital Wealth Advisors
Austin,
Texas
| $21.6億 | +$1.82億 | +9% | 10.2% | 64.6% | 1,626 | 62.18% | 0.4 |
|
| 1042 |
1042
Ameritas Advisory Services
Lincoln,
Nebraska
| $21.5億 | +$4.82億 | +29% | 7.19% | 68.7% | 919 | 21.98% | 0.8 |
|
| 1043 |
1043
Becker Capital Management
Portland,
Oregon
| $21.5億 | +$2.42億 | +13% | 12.6% | 89.2% | 196 | 7.14% | 5 |
|
| 1044 |
1044
Washington Trust
Westerly,
Rhode Island
| $21.5億 | +$1.61億 | +8% | 9.18% | 104% | 1,003 | 9.77% | 2.9 |
|
| 1045 |
1045
Eisler Capital (UK)
London,
United Kingdom
| $21.4億 | +$1.45億 | +7% | 9.51% | 3.45% | 306 | 68.3% | 0.6 |
|
| 1046 |
1046
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $21.4億 | +$3558万 | +2% | 8.26% | 83.9% | 155 | 12.9% | 3.2 |
|
| 1047 |
1047
ETF Managers Group
Summit,
New Jersey
| $21.3億 | -$9.8億 | -32% | 5.42% | 77.7% | 750 | 38.67% | 2.5 |
|
| 1048 |
1048
Hill Path Capital
New York
| $21.3億 | +$3.67億 | +21% | 16.7% | 5.23% | 8 | 0% | 2.7 |
|
| 1049 |
1049
Evergreen Capital Management
Bellevue,
Washington
| $21.3億 | +$2.13億 | +11% | 8.16% | 82.9% | 727 | 22.28% | 2.5 |
|
| 1050 |
1050
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $21.2億 | -$6.5億 | -23% | 11% | 210% | 875 | 36.57% | 1.1 |
|