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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
CapitalatWork SA
Auderghem,
| $30.9億 | +$1.5億 | +5% | 3.71% | – | 81 | 7.41% | 0.9 |
|
| 1027 |
1027
First Hawaiian Bank
Honolulu,
Hawaii
| $30.8億 | -$4601万 | -1% | 0.71% | 72.7% | 914 | 8.97% | 3.7 |
|
| 1028 |
1028
Evelyn Partners Investment Management
London,
| $30.8億 | – | – | 2.93% | – | 416 | – | 0 |
|
| 1029 |
LFCM
1029
Long Focus Capital Management
San Juan,
Puerto Rico
| $30.8億 | +$2.28億 | +8% | 27.2% | 120% | 115 | 23.48% | 1.9 |
|
| 1030 |
1030
Ameritas Investment Partners
Lincoln,
Nebraska
| $30.8億 | +$373万 | +0.1% | 3.34% | 120% | 3,181 | 3.05% | 6 |
|
| 1031 |
1031
Cary Street Partners
Richmond,
Virginia
| $30.7億 | – | – | 0.39% | – | 829 | – | 0 |
|
| 1032 |
1032
Evergreen Capital Management
Bellevue,
Washington
| $30.7億 | +$9207万 | +3% | 0.98% | 82.9% | 1,130 | 16.9% | 2.7 |
|
| 1033 |
1033
NorthRock Partners
Minneapolis,
Minnesota
| $30.7億 | +$2846万 | +0.9% | 1.64% | 62.8% | 881 | 17.48% | 2.1 |
|
| 1034 |
1034
United Services Automobile Association
San Antonio,
Texas
| $30.7億 | -$8.55億 | -22% | 0.44% | 31.8% | 405 | 9.88% | 3.3 |
|
| 1035 |
1035
ARGA Investment Management
Stamford,
Connecticut
| $30.6億 | +$4327万 | +1% | 2.41% | 93.6% | 132 | 10.61% | 2.4 |
|
| 1036 |
1036
Becker Capital Management
Portland,
Oregon
| $30.6億 | -$1329万 | -0.4% | 1.66% | 89.2% | 284 | 7.39% | 4.7 |
|
| 1037 |
1037
Caprock Group
Boise,
Idaho
| $30.6億 | +$3.11億 | +11% | 4.3% | – | 1,062 | 21.28% | 2.5 |
|
| 1038 |
1038
GeoWealth Management
Chicago,
Illinois
| $30.6億 | +$2.26億 | +8% | 0.46% | 58% | 1,908 | 17.4% | 0.9 |
|
| 1039 |
1039
Quotient Wealth Partners
Dallas,
Texas
| $30.6億 | +$1459万 | +0.5% | 1.16% | – | 340 | 12.06% | 0.8 |
|
| 1040 |
1040
IFP Advisors
Tampa,
Florida
| $30.5億 | +$2.79億 | +10% | 1.18% | 80.6% | 4,699 | 24.13% | 3.3 |
|
| 1041 |
1041
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $30.5億 | +$1446万 | +0.5% | 4.32% | 148% | 500 | 2% | 9.3 |
|
| 1042 |
1042
B. Riley Wealth Advisors
Boca Raton,
Florida
| $30.5億 | -$5.45億 | -15% | 2.98% | 118% | 1,323 | 18.67% | 4.5 |
|
| 1043 |
1043
Salem Investment Counselors
Winston Salem,
North Carolina
| $30.5億 | -$2.72億 | -8% | 3.07% | 181% | 1,285 | 14.01% | 3.9 |
|
| 1044 |
1044
Aristeia Capital
Greenwich,
Connecticut
| $30.5億 | -$17.6億 | -37% | 10.1% | 73.2% | 503 | 48.91% | 0.6 |
|
| 1045 |
1045
Busey Bank
Urbana,
Illinois
| $30.5億 | -$1706万 | -0.6% | 1.69% | 108% | 362 | 10.77% | 6 |
|
| 1046 |
1046
Miller Howard Investments
Kingston,
New York
| $30.4億 | -$2.01億 | -6% | 3.29% | 72.2% | 203 | 36.95% | 4.7 |
|
| 1047 |
1047
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $30.4億 | -$7.29億 | -19% | 2.71% | 106% | 41 | 7.32% | 3.1 |
|
| 1048 |
1048
Troy Asset Management
London,
United Kingdom
| $30.4億 | -$1.37億 | -4% | 4.86% | 66.6% | 33 | 0% | 5.4 |
|
| 1049 |
1049
Dana Investment Advisors
Waukesha,
Wisconsin
| $30.3億 | +$815万 | +0.3% | 4.4% | 131% | 560 | 8.93% | 2.9 |
|
| 1050 |
1050
Sound Shore Management
Greenwich,
Connecticut
| $30.3億 | -$4566万 | -1% | 2.26% | 93.5% | 49 | 36.73% | 1.9 |
|