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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
CRCP
1101
Copper Rock Capital Partners
Boston,
Massachusetts
| $12億 | +$1967万 | +2% | 4.91% | – | 65 | 43.08% | 0.8 |
|
| 1102 |
1102
Eastern Bank
Boston,
Massachusetts
| $12億 | +$5426万 | +5% | 5.66% | 102% | 209 | 7.18% | 2 |
|
| 1103 |
1103
Whale Rock Capital Management
Boston,
Massachusetts
| $12億 | +$1.94億 | +19% | 20.2% | 1,326% | 39 | 25.64% | 0.7 |
|
| 1104 |
1104
Stratos Wealth Partners
Beachwood,
Ohio
| $12億 | +$4.03億 | +51% | 3.49% | 83.3% | 656 | 28.81% | 0.8 |
|
| 1105 |
KL
1105
KGH Ltd
Nassau,
Bahamas
| $12億 | -$4688万 | -4% | 9.05% | 139% | 106 | 43.4% | 0.7 |
|
| 1106 |
AIM
1106
Allen Investment Management
New York
| $11.9億 | +$1.53億 | +15% | 7.96% | 92.4% | 228 | 24.56% | 1 |
|
| 1107 |
1107
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $11.9億 | +$8612万 | +8% | 6.5% | 162% | 187 | 15.51% | 1.5 |
|
| 1108 |
1108
Axon Capital
New York
| $11.9億 | -$1.02億 | -8% | 4% | – | 20 | 30% | 0.7 |
|
| 1109 |
1109
Arden Trust
Wilmington,
Delaware
| $11.9億 | -$2454万 | -2% | 6.21% | 22.5% | 819 | 31.99% | 1.1 |
|
| 1110 |
1110
Capital International Sarl
Los Angeles,
California
| $11.8億 | +$6689万 | +6% | 4.4% | 149% | 186 | 19.89% | 1.7 |
|
| 1111 |
1111
Cetera Advisors
Denver,
Colorado
| $11.8億 | +$1.32億 | +13% | 3.44% | 27.6% | 782 | 22.25% | 1.4 |
|
| 1112 |
1112
Forward Management
San Francisco,
California
| $11.8億 | -$6190万 | -5% | 2.67% | 36.9% | 297 | 22.9% | 1.6 |
|
| 1113 |
1113
Fairview Capital Investment Management
Greenbrae,
California
| $11.8億 | +$4748万 | +4% | 1.42% | 61.7% | 78 | 15.38% | 2 |
|
| 1114 |
1114
Baring Asset Management
London,
United Kingdom
| $11.8億 | +$7863万 | +7% | 7.72% | 54.2% | 160 | 27.5% | 0.8 |
|
| 1115 |
1115
Oldfield Partners
London,
United Kingdom
| $11.8億 | -$2.16億 | -16% | 4.33% | 90.3% | 25 | 8% | 2 |
|
| 1116 |
1116
FirstMerit Bank N.A. Trustee
Akron,
Ohio
| $11.7億 | +$4593万 | +4% | 5.63% | 27% | 313 | 6.39% | 2.1 |
|
| 1117 |
AAM
1117
Amerigo Asset Management
George Town,
Cayman Islands
| $11.7億 | +$1.42億 | +14% | 2.22% | 368% | 9 | 33.33% | 0.5 |
|
| 1118 |
1118
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| $11.7億 | +$1億 | +9% | 7.15% | 18.6% | 317 | 11.04% | 2.1 |
|
| 1119 |
MI
1119
Markston International
White Plains,
New York
| $11.7億 | +$2764万 | +2% | 7.87% | 109% | 217 | 11.06% | 2.2 |
|
| 1120 |
LFM
1120
Lumina Fund Management
New York
| $11.7億 | -$1.34億 | -10% | 5.88% | 28.1% | 49 | 46.94% | 1.4 |
|
| 1121 |
1121
Robeco Schweiz
Zurich,
Switzerland
| $11.7億 | +$9557万 | +9% | 10.9% | 148% | 207 | 14.01% | 1.6 |
|
| 1122 |
1122
Affinity Investment Advisors
Newport Beach,
California
| $11.6億 | +$6709万 | +6% | 6.18% | 189% | 156 | 21.79% | 1.2 |
|
| 1123 |
1123
Capital One National Association
New York
| $11.6億 | +$1.26億 | +12% | 6.5% | – | 578 | 20.76% | 1.6 |
|
| 1124 |
1124
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $11.6億 | -$1218万 | -1% | 1.49% | 101% | 87 | 28.74% | 1.6 |
|
| 1125 |
1125
Alesco Advisors
Pittsford,
New York
| $11.5億 | +$5944万 | +5% | 3.14% | 46.9% | 111 | 9.01% | 1.9 |
|