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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $7.96億 | -$1447万 | -2% | 2.47% | 34% | 114 | 14.91% | 4.5 |
|
| 1877 |
RPGK
1877
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $7.95億 | -$1510万 | -2% | 6.43% | 54.7% | 140 | 32.14% | 2.6 |
|
| 1878 |
1878
Bank Hapoalim BM
Tel Aviv,
Israel
| $7.95億 | -$799万 | -1% | 5.46% | 76.6% | 177 | 10.73% | 3.3 |
|
| 1879 |
CMG
1879
Cavalry Management Group
San Francisco,
California
| $7.95億 | -$2.76億 | -26% | 4.28% | 59.6% | 44 | 45.45% | 0.8 |
|
| 1880 |
1880
GM Advisory Group
Melville,
New York
| $7.95億 | +$1.54億 | +24% | 3.88% | 53.6% | 203 | 21.67% | 2.6 |
|
| 1881 |
1881
Maple Capital Management
Montpelier,
Vermont
| $7.93億 | +$3357万 | +4% | 4.56% | 100% | 98 | 7.14% | 5.2 |
|
| 1882 |
1882
Portfolio Solutions
Royal Oak,
Michigan
| $7.92億 | +$906万 | +1% | 6.3% | 11.6% | 57 | 8.77% | 3.2 |
|
| 1883 |
1883
Roundview Capital
Princeton,
New Jersey
| $7.92億 | -$4303万 | -5% | 4.28% | 77.7% | 290 | 11.03% | 4.7 |
|
| 1884 |
1884
Hollencrest Capital Management
Newport Beach,
California
| $7.92億 | -$6122万 | -7% | 5.12% | 85.6% | 362 | 14.64% | 4.3 |
|
| 1885 |
1885
Adero Partners
Pleasanton,
California
| $7.91億 | +$8625万 | +12% | 4.52% | 27.7% | 166 | 16.87% | 1.5 |
|
| 1886 |
1886
Howard Capital Management Group
Los Angeles,
California
| $7.91億 | -$6056万 | -7% | 5.79% | 114% | 102 | 7.84% | 1.4 |
|
| 1887 |
1887
Wealthcare Capital Management
Richmond,
Virginia
| $7.91億 | -$1.22億 | -13% | 5.84% | 46.2% | 69 | 13.04% | 5.1 |
|
| 1888 |
1888
Bain Capital Venture Investors
Boston,
Massachusetts
| $7.9億 | +$8791万 | +13% | 47.8% | 34.2% | 8 | 37.5% | 0.9 |
|
| 1889 |
1889
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| $7.9億 | +$2796万 | +4% | 3.91% | – | 488 | 5.53% | 0.7 |
|
| 1890 |
MIM
1890
Marco Investment Management
Atlanta,
Georgia
| $7.89億 | -$7070万 | -8% | 5.02% | 127% | 199 | 6.03% | 6.3 |
|
| 1891 |
1891
StrategIQ Financial Group
Merrillville,
Indiana
| $7.87億 | -$3819万 | -5% | 5.39% | 12.6% | 285 | 5.61% | 3.6 |
|
| 1892 |
1892
Washington Trust Bank
Spokane,
Washington
| $7.87億 | +$794万 | +1% | 5.31% | 80.5% | 225 | 10.22% | 4.8 |
|
| 1893 |
1893
TCV Trust & Wealth Management
Richmond,
Virginia
| $7.86億 | -$4853万 | -6% | 5.49% | 75.3% | 200 | 11.5% | 6 |
|
| 1894 |
1894
Lincluden Management
Mississauga,
Ontario, Canada
| $7.85億 | -$1.29億 | -14% | 10.5% | 56.6% | 71 | 5.63% | 5.5 |
|
| 1895 |
1895
Poplar Forest Capital
Pasadena,
California
| $7.84億 | -$8673万 | -10% | 7.47% | 30% | 54 | 7.41% | 4.3 |
|
| 1896 |
1896
Private Wealth Partners
Mill Valley,
California
| $7.83億 | -$7769万 | -9% | 5.73% | 132% | 80 | 11.25% | 5.6 |
|
| 1897 |
1897
Bell Bank
Fargo,
North Dakota
| $7.82億 | -$5361万 | -6% | 7.78% | 71% | 210 | 18.1% | 4.1 |
|
| 1898 |
GPCM
1898
Greenbrier Partners Capital Management
Dallas,
Texas
| $7.82億 | -$3162万 | -4% | 2.87% | 96.1% | 15 | 6.67% | 7.9 |
|
| 1899 |
KCM
1899
Kingdon Capital Management
New York
| $7.82億 | +$1.92億 | +33% | 0.24% | 217% | 93 | 61.29% | 0.8 |
|
| 1900 |
1900
Tran Capital Management
San Rafael,
California
| $7.82億 | -$9364万 | -11% | 7.84% | 173% | 41 | 17.07% | 2.6 |
|