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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Legacy Private Trust
Neenah,
Wisconsin
| $11.7億 | +$6656万 | +6% | 6.27% | 71.1% | 235 | 9.36% | 5.2 |
|
| 1577 |
1577
Simmons Bank
Pine Bluff,
Arkansas
| $11.7億 | +$805万 | +0.7% | 4.28% | 92.9% | 350 | 8.29% | 5 |
|
| 1578 |
1578
Moody National Bank Trust Division
Galveston,
Texas
| $11.7億 | +$2149万 | +2% | 3.12% | 115% | 618 | 6.47% | 3.3 |
|
| 1579 |
1579
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $11.7億 | -$1536万 | -1% | 9.56% | 271% | 662 | 34.44% | 1.7 |
|
| 1580 |
1580
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $11.6億 | +$3710万 | +3% | 5.29% | 68% | 180 | 8.89% | 3.6 |
|
| 1581 |
1WCM
1581
12 West Capital Management
New York
| $11.6億 | +$1.74億 | +18% | 20.6% | 169% | 29 | 44.83% | 1.4 |
|
| 1582 |
1582
Zions Bancorporation
Salt Lake City,
Utah
| $11.6億 | -$1.03億 | -8% | 6.15% | 22.9% | 1,075 | 17.3% | 3.8 |
|
| 1583 |
1583
Community Trust & Investment
Versailles,
Kentucky
| $11.6億 | +$6295万 | +6% | 7.29% | 123% | 121 | 9.92% | 3.2 |
|
| 1584 |
1584
Klingman & Associates
New York
| $11.6億 | +$2109万 | +2% | 4.83% | 64.9% | 209 | 7.66% | 3.9 |
|
| 1585 |
1585
CSM Advisors
Warrendale,
Pennsylvania
| $11.6億 | +$1.08億 | +10% | 7.33% | 105% | 149 | 17.45% | 1.5 |
|
| 1586 |
1586
Stairway Partners
Chicago,
Illinois
| $11.5億 | +$4.53億 | +65% | 5.32% | 48.1% | 15 | 33.33% | 6 |
|
| 1587 |
SFG
1587
Sather Financial Group
Victoria,
Texas
| $11.5億 | -$6495万 | -5% | 6.8% | 82.3% | 107 | 12.15% | 2.7 |
|
| 1588 |
1588
Goelzer Investment Management
Carmel,
Indiana
| $11.5億 | -$1662万 | -1% | 2.64% | 97.2% | 244 | 11.89% | 5.3 |
|
| 1589 |
1589
Baystate Wealth Management
Boston,
Massachusetts
| $11.5億 | +$5668万 | +5% | 5.37% | 14.6% | 1,093 | 16.01% | 3.3 |
|
| 1590 |
1590
Ostrum Asset Management
Paris,
France
| $11.5億 | – | – | 4.63% | 107% | 671 | – | 0.1 |
|
| 1591 |
1591
Baldwin Wealth Partners
Marion,
Massachusetts
| $11.5億 | +$4475万 | +4% | 7.91% | 94.5% | 821 | 7.43% | 3.6 |
|
| 1592 |
1592
Sonora Investment Management Group
Tucson,
Arizona
| $11.5億 | +$4917万 | +4% | 4.6% | 78.3% | 286 | 10.49% | 0.9 |
|
| 1593 |
1593
Meridian Wealth Management
Lexington,
Kentucky
| $11.5億 | +$1.25億 | +12% | 10.5% | 117% | 568 | 11.44% | 2.1 |
|
| 1594 |
1594
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $11.5億 | -$1.05億 | -8% | 6.47% | 135% | 431 | 25.06% | 1.1 |
|
| 1595 |
1595
Adelante Capital Management
Alameda,
California
| $11.4億 | -$4275万 | -4% | 3.22% | 43.2% | 46 | 10.87% | 3.3 |
|
| 1596 |
1596
Summit Financial
Parsippany,
New Jersey
| $11.4億 | +$8111万 | +8% | 7.85% | 81.8% | 265 | 9.81% | 1.7 |
|
| 1597 |
1597
Rothschild Investment LLC
Chicago,
Illinois
| $11.4億 | +$5460万 | +5% | 6.55% | 99.4% | 511 | 7.63% | 4.9 |
|
| 1598 |
1598
CBIZ Investment Advisory Services
Independence,
Ohio
| $11.4億 | +$8.86億 | +345% | 5.69% | 48.7% | 39 | 46.15% | 0.6 |
|
| 1599 |
1599
WMS Partners
Towson,
Maryland
| $11.4億 | +$1.33億 | +13% | 5.95% | 10.8% | 296 | 13.18% | 3.5 |
|
| 1600 |
1600
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $11.4億 | +$1.35億 | +13% | 5.86% | 77.5% | 526 | 16.16% | 1.9 |
|