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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Bar Harbor Wealth Management
Concord,
New Hampshire
| $7.7億 | +$5656万 | +8% | 9.13% | 85% | 254 | 5.51% | 0.5 |
|
| 1352 |
1352
HighTower Trust
Houston,
Texas
| $7.69億 | +$1.15億 | +18% | 13.9% | 90.4% | 148 | 16.22% | 0.4 |
|
| 1353 |
1353
Salem Investment Counselors
Winston Salem,
North Carolina
| $7.68億 | +$4817万 | +7% | 8.46% | 181% | 295 | 15.25% | 0.4 |
|
| 1354 |
1354
Osborne Partners Capital Management
San Francisco,
California
| $7.67億 | +$4998万 | +7% | 9.38% | 60.8% | 188 | 9.04% | 0.5 |
|
| 1355 |
1355
Buckhead Capital Management
Atlanta,
Georgia
| $7.67億 | +$3900万 | +5% | 10.2% | 67.6% | 210 | 11.9% | 0.4 |
|
| 1356 |
HC
1356
Hawkins Capital
Houston,
Texas
| $7.65億 | +$61.9万 | +0.1% | 11.5% | 8.54% | 20 | 10% | 0.5 |
|
| 1357 |
1357
Copeland Capital Management
Conshohocken,
Pennsylvania
| $7.65億 | +$1.21億 | +19% | 10.1% | 56.7% | 191 | 31.94% | 0.3 |
|
| 1358 |
1358
Old Republic International (ORI)
Chicago,
Illinois
| $7.63億 | – | – | 5.86% | 50.5% | 64 | – | 0 |
|
| 1359 |
1359
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $7.62億 | +$6466万 | +9% | 10.1% | 78.9% | 201 | 6.47% | 0.5 |
|
| 1360 |
1360
Raymond James Trust
St. Petersburg,
Florida
| $7.62億 | +$1.12億 | +17% | 8.86% | 41.3% | 609 | 12.97% | 0.4 |
|
| 1361 |
1361
Perpetual Ltd
Sydney, New South Wales,
Australia
| $7.6億 | +$4896万 | +7% | 8.07% | 104% | 254 | 21.65% | 0.4 |
|
| 1362 |
1362
Summitry LLC
Foster City,
California
| $7.59億 | +$9899万 | +15% | 9.36% | 68.1% | 75 | 10.67% | 0.4 |
|
| 1363 |
1363
Broadfin Capital
New York
| $7.58億 | +$1.95億 | +35% | 33.1% | 298% | 77 | 48.05% | 0.3 |
|
| 1364 |
BFO
1364
Boston Family Office
Boston,
Massachusetts
| $7.58億 | +$5496万 | +8% | 8.32% | 53.4% | 263 | 8.37% | 0.5 |
|
| 1365 |
1365
Stack Financial Management
Whitefish,
Montana
| $7.54億 | +$5916万 | +9% | 8.61% | 58.4% | 47 | 0% | 0.5 |
|
| 1366 |
1366
Capital Investment Advisors
Atlanta,
Georgia
| $7.54億 | – | – | 3.77% | 62.2% | 390 | – | 0 |
|
| 1367 |
1367
Ardsley Advisory Partners
Stamford,
Connecticut
| $7.53億 | +$2.63億 | +54% | 22.1% | 555% | 237 | 72.57% | 0.2 |
|
| 1368 |
1368
Pier Capital
Stamford,
Connecticut
| $7.5億 | +$4148万 | +6% | 17.3% | 223% | 176 | 47.16% | 0.3 |
|
| 1369 |
1369
Lee, Danner & Bass
Nashville,
Tennessee
| $7.5億 | +$3098万 | +4% | 6.72% | – | 151 | 6.62% | 0.5 |
|
| 1370 |
1370
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $7.47億 | +$1.28億 | +21% | 5.54% | 58.1% | 792 | 32.95% | 0.2 |
|
| 1371 |
1371
Suvretta Capital Management
New York
| $7.46億 | – | – | 13.8% | 364% | 34 | – | 0 |
|
| 1372 |
1372
1ST Source Bank
South Bend,
Indiana
| $7.44億 | +$6990万 | +10% | 12.5% | 80.8% | 243 | 18.93% | 0.4 |
|
| 1373 |
1373
First Foundation Advisors
Irvine,
California
| $7.43億 | +$1.01億 | +16% | 7.65% | 70.4% | 215 | 29.3% | 0.3 |
|
| 1374 |
1374
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| $7.43億 | +$5105万 | +7% | 9.51% | 30.8% | 391 | 3.84% | 0.5 |
|
| 1375 |
1375
Punch & Associates Investment Management
Edina,
Minnesota
| $7.42億 | +$1億 | +16% | 10.9% | 97.5% | 218 | 26.61% | 0.4 |
|