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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Bernzott Capital Advisors
Camarillo,
California
| $9.6億 | +$1.23億 | +15% | 11.4% | 46.2% | 44 | 6.82% | 4.2 |
|
| 1502 |
SCI
1502
S&CO Inc
Boston,
Massachusetts
| $9.6億 | +$5543万 | +6% | 8.6% | 68.8% | 187 | 7.49% | 4.2 |
|
| 1503 |
1503
North Star Investment Management
Chicago,
Illinois
| $9.6億 | +$5805万 | +6% | 8.51% | 89.9% | 1,148 | 10.1% | 1.9 |
|
| 1504 |
1504
Insight Holdings Group
New York
| $9.6億 | +$4953万 | +5% | 5.49% | 111% | 2 | 0% | 1.4 |
|
| 1505 |
1505
Cinctive Capital Management
New York
| $9.6億 | – | – | 10.2% | 163% | 184 | – | 0 |
|
| 1506 |
1506
Lee, Danner & Bass
Nashville,
Tennessee
| $9.6億 | +$2383万 | +3% | 8.76% | – | 187 | 9.63% | 4.7 |
|
| 1507 |
1507
Legacy Private Trust
Neenah,
Wisconsin
| $9.6億 | +$6168万 | +7% | 6.58% | 71.1% | 241 | 9.54% | 3.7 |
|
| 1508 |
1508
Oribel Capital Management
New York
| $9.6億 | +$1.34億 | +16% | 11.4% | 337% | 83 | 69.88% | 0.4 |
|
| 1509 |
1509
Westwood Global Investments
Boston,
Massachusetts
| $9.6億 | +$6163万 | +7% | 8.11% | 112% | 10 | 10% | 3.7 |
|
| 1510 |
1510
IberiaBank
Lafayette,
Louisiana
| $9.5億 | +$8722万 | +10% | 6.43% | 39.6% | 232 | 9.91% | 2.9 |
|
| 1511 |
1511
Sigma Investment Counselors
Northville,
Michigan
| $9.5億 | +$7444万 | +8% | 6.66% | 59.4% | 166 | 9.04% | 4.1 |
|
| 1512 |
1512
Seeyond
Paris,
France
| $9.5億 | -$865万 | -0.9% | 5.43% | 21.3% | 649 | 6.63% | 0.9 |
|
| 1513 |
1513
Penn Capital Management
Philadelphia,
Pennsylvania
| $9.5億 | -$703万 | -0.7% | 12.9% | 181% | 243 | 23.05% | 1.7 |
|
| 1514 |
1514
Cooper Investors
Melbourne, Victoria,
Australia
| $9.5億 | +$6566万 | +7% | 5.48% | 57.5% | 42 | 7.14% | 2.1 |
|
| 1515 |
1515
Sunbelt Securities
Houston,
Texas
| $9.5億 | +$5823万 | +7% | 7.3% | 83.5% | 643 | 11.35% | 1 |
|
| 1516 |
1516
Capital International
Los Angeles,
California
| $9.49億 | +$2.88億 | +44% | 10.7% | 147% | 148 | 14.86% | 2.9 |
|
| 1517 |
1517
Hill Path Capital
New York
| $9.49億 | +$1.62億 | +21% | 18.9% | 5.23% | 2 | 0% | 2.4 |
|
| 1518 |
1518
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $9.47億 | +$7.72億 | +442% | 28.4% | 33.4% | 9 | 22.22% | 1.4 |
|
| 1519 |
1519
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $9.47億 | +$3335万 | +4% | 8.09% | 78.9% | 226 | 11.06% | 4.5 |
|
| 1520 |
1520
NorthRock Partners
Minneapolis,
Minnesota
| $9.47億 | +$2.13億 | +29% | 8.58% | 62.8% | 297 | 36.03% | 0.7 |
|
| 1521 |
1521
Keeley-Teton Advisors
Chicago,
Illinois
| $9.46億 | -$129万 | -0.1% | 7.05% | 28.6% | 277 | 8.66% | 2.1 |
|
| 1522 |
1522
Harvard Management Company
Boston,
Massachusetts
| $9.45億 | -$1.28億 | -12% | 10.9% | 123% | 20 | 20% | 3 |
|
| 1523 |
1523
Cigna Investments
Bloomfield,
Connecticut
| $9.45億 | -$2371万 | -2% | 9.45% | 154% | 689 | 9.87% | 2.5 |
|
| 1524 |
1524
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $9.45億 | +$5583万 | +6% | 8% | 192% | 215 | 55.35% | 0.6 |
|
| 1525 |
1525
Alaska Permanent Capital Management
Anchorage,
Alaska
| $9.43億 | +$1.14億 | +14% | 5.04% | 42.8% | 33 | 9.09% | 2.5 |
|