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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
1051
Global Financial Private Capital
Sarasota,
Florida
| $15.9億 | +$1830万 | +1% | 11.9% | 14.4% | 441 | 21.77% | 1.7 |
|
| 1052 |
1052
Aptus Capital Advisors
Fairhope,
Alabama
| $15.9億 | +$4.36億 | +38% | 12.8% | 67% | 481 | 27.03% | 0.8 |
|
| 1053 |
FFH
1053
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $15.9億 | +$1.49億 | +10% | 13.5% | 70.7% | 64 | 20.31% | 1.5 |
|
| 1054 |
1054
First American Bank
Dundee,
Illinois
| $15.9億 | +$2.45億 | +18% | 9.84% | 99.7% | 331 | 10.27% | 3.2 |
|
| 1055 |
1055
WhitTier Trust Company
Reno,
Nevada
| $15.9億 | +$2.88億 | +22% | 21.1% | 98.2% | 1,020 | 8.92% | 5 |
|
| 1056 |
1056
Sofinnova Investments
Menlo Park,
California
| $15.9億 | +$5.05億 | +47% | 39.2% | 450% | 93 | 49.46% | 0.8 |
|
| 1057 |
1057
Smead Capital Management
Phoenix,
Arizona
| $15.9億 | +$1.75億 | +12% | 25.6% | 78.2% | 31 | 9.68% | 3.8 |
|
| 1058 |
1058
Saratoga Research & Investment Management
Saratoga,
California
| $15.8億 | +$1.42億 | +10% | 13.8% | 65.1% | 45 | 6.67% | 5.1 |
|
| 1059 |
IP
1059
Interval Partners
New York
| $15.8億 | +$2.81億 | +22% | 27.1% | 106% | 297 | 66.67% | 0.4 |
|
| 1060 |
1060
Wafra Inc
New York
| $15.8億 | +$2.73億 | +21% | 23.4% | 45.9% | 73 | 28.77% | 2.3 |
|
| 1061 |
1061
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $15.8億 | +$10.3億 | +187% | 15.5% | 29.1% | 10 | 10% | 1.8 |
|
| 1062 |
1062
Credit Agricole
Montrouge Cedex,
France
| $15.8億 | +$4.09億 | +35% | 25.9% | – | 548 | 17.34% | 2.6 |
|
| 1063 |
1063
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $15.7億 | +$2.41億 | +18% | 21.3% | 80.3% | 276 | 9.42% | 4.8 |
|
| 1064 |
1064
Payden & Rygel
Los Angeles,
California
| $15.7億 | +$1.82億 | +13% | 15.5% | 103% | 120 | 8.33% | 4.3 |
|
| 1065 |
1065
Parsec Financial Management
Asheville,
North Carolina
| $15.7億 | +$2.35億 | +18% | 19.8% | 70.7% | 249 | 12.45% | 4.2 |
|
| 1066 |
1066
Ossiam
Paris,
France
| $15.6億 | +$9492万 | +6% | 26.9% | 155% | 501 | 25.15% | 1 |
|
| 1067 |
BAM
1067
Barrett Asset Management
New York
| $15.6億 | +$2.83億 | +22% | 23.6% | 78.4% | 402 | 15.17% | 4.3 |
|
| 1068 |
1068
Avidity Partners Management
Dallas,
Texas
| $15.6億 | +$8.37億 | +116% | 54.9% | 492% | 85 | 71.76% | 0.2 |
|
| 1069 |
1069
TOBAM
Paris,
France
| $15.5億 | +$2.9億 | +23% | 30.6% | 56% | 181 | 46.41% | 1.6 |
|
| 1070 |
1070
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $15.5億 | +$2.99億 | +24% | 20.6% | 90.4% | 852 | 26.29% | 3.1 |
|
| 1071 |
1071
Novo Holdings A/S
Hellerup,
Denmark
| $15.5億 | +$5074万 | +3% | 25.1% | 205% | 37 | 24.32% | 1.3 |
|
| 1072 |
1072
Timucuan Asset Management
Jacksonville,
Florida
| $15.5億 | +$3.12億 | +25% | 35.3% | 61.6% | 31 | 9.68% | 2.5 |
|
| 1073 |
1073
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $15.4億 | +$3.24億 | +27% | 19.9% | 68.2% | 321 | 15.89% | 3.2 |
|
| 1074 |
1074
Burney Company
Reston,
Virginia
| $15.4億 | +$2.4億 | +18% | 20.7% | 129% | 506 | 20.36% | 3.7 |
|
| 1075 |
1075
IEQ Capital
Foster City,
California
| $15.4億 | +$2.95億 | +24% | 28.3% | 236% | 411 | 32.6% | 0.4 |
|