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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
KFS
1551
KMS Financial Services
Seattle,
Washington
| $5.92億 | +$1.82億 | +44% | 7.01% | – | 567 | 27.87% | 0.4 |
|
| 1552 |
1552
Leavell Investment Management
Mobile,
Alabama
| $5.92億 | +$3630万 | +7% | 8.19% | 84.5% | 404 | 7.67% | 0.5 |
|
| 1553 |
MG
1553
MDE Group
Morristown,
New Jersey
| $5.91億 | -$3403万 | -5% | 8.57% | – | 73 | 9.59% | 0.5 |
|
| 1554 |
EC
1554
Everest Capital
Miami,
Florida
| $5.9億 | +$1524万 | +3% | 16.7% | – | 53 | 43.4% | 0.3 |
|
| 1555 |
AAA
1555
Adams Asset Advisors
Dallas,
Texas
| $5.9億 | +$1837万 | +3% | 4.65% | 66.8% | 93 | 19.35% | 0.4 |
|
| 1556 |
QCMC
1556
Quantum Capital Management (California)
San Francisco,
California
| $5.89億 | +$8236万 | +16% | 10.3% | 53.7% | 237 | 27.43% | 0.3 |
|
| 1557 |
1557
Hikari Tsushin Inc
Tokyo,
Japan
| $5.89億 | +$6474万 | +12% | 8.41% | 59.5% | 39 | 5.13% | 0.5 |
|
| 1558 |
1558
Amalgamated Bank
New York
| $5.88億 | +$2.77億 | +89% | 10.6% | 147% | 842 | 71.02% | 0.1 |
|
| 1559 |
1559
TCV Trust & Wealth Management
Richmond,
Virginia
| $5.85億 | +$7296万 | +14% | 8.72% | 75.3% | 171 | 9.36% | 0.4 |
|
| 1560 |
1560
Meeder Asset Management
Dublin,
Ohio
| $5.85億 | +$5935万 | +11% | 12.7% | 156% | 419 | 27.68% | 0.4 |
|
| 1561 |
1561
MSD Capital
New York
| $5.85億 | +$587万 | +1% | 11.7% | 11.5% | 6 | 0% | 0.5 |
|
| 1562 |
1562
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $5.85億 | +$2.05億 | +54% | 6.53% | 72.7% | 216 | 27.78% | 0.4 |
|
| 1563 |
1563
Ulysses Management
New York
| $5.84億 | -$1.94億 | -25% | 9.59% | 51.8% | 64 | 42.19% | 0.3 |
|
| 1564 |
1564
Montag & Associates
Atlanta,
Georgia
| $5.82億 | +$4628万 | +9% | 9.99% | 82.9% | 239 | 11.72% | 0.4 |
|
| 1565 |
1565
Beacon Trust
Morristown,
New Jersey
| $5.82億 | +$4055万 | +7% | 8.71% | 33% | 202 | 16.83% | 0.4 |
|
| 1566 |
1566
Cerity Partners OCIO
New York
| $5.81億 | +$4606万 | +9% | 4.9% | – | 180 | 31.11% | 0.4 |
|
| 1567 |
1567
Kahn Brothers Group
New York
| $5.81億 | -$1.06億 | -15% | 11.5% | 53.4% | 44 | 4.55% | 0.5 |
|
| 1568 |
TI
1568
Tyrian Investments
New York
| $5.81億 | – | – | 15.7% | 33.7% | 14 | – | 0 |
|
| 1569 |
PAM
1569
Private Asset Management
San Diego,
California
| $5.81億 | +$5877万 | +11% | 8.15% | 38.2% | 144 | 9.03% | 0.5 |
|
| 1570 |
1570
PartnerRe Asset Management
Greenwich,
Connecticut
| $5.8億 | -$1340万 | -2% | 8.97% | – | 526 | 3.04% | 0.5 |
|
| 1571 |
1571
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $5.8億 | +$5511万 | +11% | 10.7% | 115% | 462 | 4.11% | 0.2 |
|
| 1572 |
1572
Dorsal Capital Management
Redwood City,
California
| $5.79億 | +$5108万 | +10% | 7.16% | 99.6% | 32 | 40.63% | 0.4 |
|
| 1573 |
1573
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $5.79億 | -$3.07億 | -35% | 9.81% | 36.3% | 14 | 71.43% | 0.4 |
|
| 1574 |
1574
Spark Investment Management
New York
| $5.77億 | +$1.4億 | +32% | 13.6% | 459% | 794 | 48.49% | 0.3 |
|
| 1575 |
ZAM
1575
Zenit Asset Management
Stockholm,
Sweden
| $5.76億 | +$3829万 | +7% | 8.12% | – | 56 | 62.5% | 0.3 |
|