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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 |
1101
GAM Holding
Zurich,
Switzerland
| $21.5億 | +$4.63億 | +27% | 7.15% | 138% | 358 | 37.15% | 2.4 |
|
| 1102 |
1102
Ingalls & Snyder LLC
New York
| $21.4億 | +$1.16億 | +6% | 9.1% | 217% | 461 | 12.8% | 3.6 |
|
| 1103 |
1103
TD Private Client Wealth
New York
| $21.4億 | +$1.7億 | +9% | 6.12% | 61.6% | 1,218 | 10.67% | 1.1 |
|
| 1104 |
1104
Alphinity Investment Management
Sydney,
Australia
| $21.4億 | +$9.5億 | +80% | 8.6% | 159% | 28 | 17.86% | 1.4 |
|
| 1105 |
1105
OneDigital Investment Advisors
Overland Park,
Kansas
| $21.4億 | +$2.19億 | +11% | 4.95% | 57.3% | 777 | 21.75% | 1.8 |
|
| 1106 |
1106
Tidal Investments
Milwaukee,
Wisconsin
| $21.4億 | +$6.91億 | +48% | 29.7% | 208% | 580 | 31.55% | 0.6 |
|
| 1107 |
1107
Marshfield Associates
Washington,
District of Columbia
| $21.3億 | -$1126万 | -0.5% | 9.29% | 59.7% | 19 | 0% | 5.7 |
|
| 1108 |
RA
1108
Rovida Advisors
Fort Lauderdale,
Florida
| $21.3億 | +$4.29億 | +25% | 2.75% | 24.8% | 57 | 40.35% | 0.8 |
|
| 1109 |
1109
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $21.3億 | +$1.73億 | +9% | 6.39% | 90.4% | 1,238 | 32.07% | 2.4 |
|
| 1110 |
1110
First Citizens Bank & Trust
Raleigh,
North Carolina
| $21.2億 | +$1.63億 | +8% | 8.61% | 69% | 409 | 14.43% | 2.8 |
|
| 1111 |
1111
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $21.2億 | +$2.2億 | +12% | 0.25% | 31.5% | 12 | 0% | 2.1 |
|
| 1112 |
1112
Parallel Advisors
San Francisco,
California
| $21.2億 | +$2.77億 | +15% | 4.35% | 122% | 3,011 | 14.68% | 2.5 |
|
| 1113 |
HP
1113
Hound Partners
New York
| $21.2億 | +$5.4億 | +34% | 9.21% | 19.7% | 283 | 67.49% | 0.2 |
|
| 1114 |
1114
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $21.2億 | +$7802万 | +4% | 3.75% | 45.9% | 177 | 15.25% | 3.1 |
|
| 1115 |
1115
Valley Forge Capital Management
Miami,
Florida
| $21.1億 | +$10.4億 | +96% | 0.4% | 49% | 10 | 0% | 3.4 |
|
| 1116 |
1116
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $21.1億 | +$9402万 | +5% | 5.43% | 80.3% | 317 | 6.94% | 4.6 |
|
| 1117 |
1117
TCTC Holdings
Dallas,
Texas
| $21.1億 | +$2.39億 | +13% | 15.1% | 98.3% | 420 | 8.33% | 2.8 |
|
| 1118 |
1118
BBVA USA Bancshares
Houston,
Texas
| $21億 | +$1.62億 | +8% | 7.07% | 66.2% | 552 | 6.7% | 3.8 |
|
| 1119 |
1WCM
1119
12 West Capital Management
New York
| $21億 | -$2.3億 | -10% | 3.5% | 169% | 18 | 44.44% | 1.8 |
|
| 1120 |
1120
Fortress Investment Group
New York
| $21億 | -$1.5億 | -7% | 4.67% | 97.5% | 283 | 72.44% | 0.3 |
|
| 1121 |
1121
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $21億 | -$992万 | -0.5% | 7.01% | 215% | 532 | 72.37% | 0.7 |
|
| 1122 |
1122
Salient Capital Advisors
Houston,
Texas
| $20.9億 | +$3.1億 | +17% | 17.4% | 57.3% | 93 | 50.54% | 2.3 |
|
| 1123 |
IP
1123
Innovative Portfolios
Indianapolis,
Indiana
| $20.9億 | – | – | 9.3% | – | 50 | – | 0 |
|
| 1124 |
1124
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $20.9億 | +$1.53億 | +8% | 6.91% | 86.6% | 885 | 9.72% | 4.6 |
|
| 1125 |
BCM
1125
Bluefin Capital Management
New York
| $20.8億 | +$3.7億 | +22% | 7.65% | – | 1,088 | 65.63% | 0.1 |
|