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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
Adapt Investment Managers
Geneva,
Switzerland
| $29.3億 | -$9.46億 | -24% | 12.1% | – | 120 | 74.17% | 0.1 |
|
| 1052 |
1052
Heritage Investors Management Corp
Bethesda,
Maryland
| $29.2億 | -$1.81億 | -6% | 4.79% | 114% | 264 | 7.2% | 7 |
|
| 1053 |
1053
Intact Investment Management
Montreal,
Quebec, Canada
| $29.2億 | +$5365万 | +2% | 1.69% | 85.8% | 366 | 29.78% | 3.6 |
|
| 1054 |
1054
Apella Capital
West Hartford,
Connecticut
| $29.1億 | +$3.07億 | +12% | 0.42% | 48.6% | 398 | 17.09% | 2.4 |
|
| 1055 |
1055
Marsico Capital Management
Denver,
Colorado
| $29.1億 | -$7.64億 | -21% | 3.8% | 288% | 75 | 28% | 2.8 |
|
| 1056 |
1056
Schwartz Investment Counsel
Plymouth,
Michigan
| $29.1億 | +$1.35億 | +5% | 3.22% | 85.6% | 130 | 4.62% | 5.2 |
|
| 1057 |
1057
Independent Financial Group
San Diego,
California
| $29.1億 | -$1億 | -3% | 3.94% | 149% | 1,285 | 18.75% | 2.4 |
|
| 1058 |
1058
Robertson Stephens Wealth Management
San Francisco,
California
| $29.1億 | +$8438万 | +3% | 2.36% | 109% | 601 | 16.97% | 2.6 |
|
| 1059 |
1059
Ameritas Investment Partners
Lincoln,
Nebraska
| $29.1億 | -$1.68億 | -5% | 3.5% | 120% | 3,182 | 3.02% | 6.2 |
|
| 1060 |
1060
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $29.1億 | -$3.57億 | -11% | 6.69% | 2.43% | 12 | 25% | 5.4 |
|
| 1061 |
1061
Gulf International Bank (UK)
London,
United Kingdom
| $29億 | -$10.6億 | -27% | 2.6% | 152% | 646 | 3.87% | 8.7 |
|
| 1062 |
1062
Castleark Management
Chicago,
Illinois
| $28.9億 | +$1829万 | +0.6% | 4.29% | 248% | 355 | 41.41% | 3.3 |
|
| 1063 |
1063
WesBanco Bank
Wheeling,
West Virginia
| $28.8億 | -$4861万 | -2% | 2.49% | 97.3% | 650 | 9.38% | 5.3 |
|
| 1064 |
1064
Aspiriant LLC
Los Angeles,
California
| $28.8億 | +$1.11億 | +4% | 0.68% | 52.7% | 308 | 12.99% | 5.1 |
|
| 1065 |
1065
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $28.8億 | -$1.75億 | -6% | 2.64% | 148% | 500 | 1.6% | 9.5 |
|
| 1066 |
1066
Caxton Associates (UK)
London,
| $28.7億 | – | – | 5.8% | – | 740 | – | 0 |
|
| 1067 |
1067
Salem Investment Counselors
Winston Salem,
North Carolina
| $28.7億 | -$1.78億 | -6% | 3.42% | 181% | 1,269 | 8.98% | 4 |
|
| 1068 |
1068
Members Trust
Tampa,
Florida
| $28.7億 | -$3162万 | -1% | 0.08% | 31.5% | 130 | 12.31% | 2.8 |
|
| 1069 |
1069
Meyer Handelman Company
Rye Brook,
New York
| $28.7億 | -$2030万 | -0.7% | 1.1% | 97.4% | 218 | 5.96% | 8.1 |
|
| 1070 |
1070
MUFG Securities (Canada)
New York
| $28.7億 | +$1億 | +4% | 2.32% | – | 42 | 0% | 1.2 |
|
| 1071 |
1071
Journey Strategic Wealth
Summit,
New Jersey
| $28.7億 | +$1.91億 | +7% | 3.81% | 62.2% | 554 | 18.23% | 1.2 |
|
| 1072 |
1072
Tandem Investment Advisors
Charleston,
South Carolina
| $28.7億 | +$2.25億 | +9% | 6.15% | 18.7% | 87 | 25.29% | 4.7 |
|
| 1073 |
1073
Conning Inc
Hartford,
Connecticut
| $28.6億 | +$467万 | +0.2% | 1.72% | 65.1% | 361 | 7.2% | 8 |
|
| 1074 |
1074
Sound Shore Management
Greenwich,
Connecticut
| $28.5億 | -$1.74億 | -6% | 1.48% | 93.5% | 41 | 12.2% | 2 |
|
| 1075 |
1075
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $28.5億 | -$7.25億 | -20% | 1.83% | 74.9% | 230 | 23.04% | 2.7 |
|