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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Stonebridge Capital Advisors
St Paul,
Minnesota
| $8.76億 | +$3234万 | +4% | 6.12% | 80.1% | 1,020 | 14.51% | 2.5 |
|
| 1902 |
1902
Southernsun Asset Management
Memphis,
Tennessee
| $8.76億 | -$127万 | -0.1% | 3.87% | 54.7% | 30 | 10% | 5 |
|
| 1903 |
1903
Lutz Financial Services
Omaha,
Nebraska
| $8.76億 | +$6208万 | +8% | 3.74% | 35.3% | 77 | 3.9% | 3.2 |
|
| 1904 |
1904
Beese Fulmer Investment Management
Canton,
Ohio
| $8.76億 | +$4558万 | +5% | 5.85% | 124% | 225 | 4.89% | 5.7 |
|
| 1905 |
1905
Zhang Financial
Portage,
Michigan
| $8.76億 | +$9146万 | +12% | 6.55% | 67.9% | 236 | 6.78% | 3.3 |
|
| 1906 |
1906
Cahaba Wealth Management
Atlanta,
Georgia
| $8.74億 | +$6830万 | +8% | 4.7% | 48.7% | 151 | 8.61% | 2.7 |
|
| 1907 |
1907
Fifth Third Securities
Cincinnati,
Ohio
| $8.72億 | +$1.11億 | +15% | 4.17% | 62.7% | 215 | 7.91% | 0.9 |
|
| 1908 |
1908
Ledyard National Bank
| $8.71億 | +$2021万 | +2% | 5.43% | 80.7% | 203 | 3.45% | 6.6 |
|
| 1909 |
1909
BTC Capital Management
Des Moines,
Iowa
| $8.69億 | +$3762万 | +5% | 7.61% | – | 251 | 10.36% | 3.6 |
|
| 1910 |
1910
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $8.68億 | -$1353万 | -2% | 2.15% | 26.1% | 167 | 11.98% | 6.2 |
|
| 1911 |
1911
Nicolet Advisory Services
Green Bay,
Wisconsin
| $8.68億 | +$1.11億 | +15% | 5.32% | 62.7% | 296 | 22.3% | 2.1 |
|
| 1912 |
1912
Meeder Advisory Services
Dublin,
Ohio
| $8.68億 | +$7629万 | +10% | 7.76% | 91.4% | 443 | 13.54% | 0.2 |
|
| 1913 |
1913
BBR Partners
New York
| $8.68億 | -$2156万 | -2% | 7.93% | 63.4% | 196 | 26.02% | 2.7 |
|
| 1914 |
1914
Security Benefit Life Insurance Company
Topeka,
Kansas
| $8.67億 | +$7963万 | +10% | 11.2% | 60.6% | 91 | 31.87% | 1.1 |
|
| 1915 |
1915
American Assets Investment Management
San Diego,
California
| $8.67億 | +$437万 | +0.5% | 0.43% | 520% | 179 | 6.7% | 4.6 |
|
| 1916 |
1916
StrategIQ Financial Group
Merrillville,
Indiana
| $8.66億 | +$332万 | +0.4% | 4.65% | 12.6% | 291 | 7.22% | 3.9 |
|
| 1917 |
1917
Callan Capital
La Jolla,
California
| $8.64億 | +$5415万 | +7% | 6.26% | 20.1% | 197 | 12.18% | 2.5 |
|
| 1918 |
1918
Mizuho Bank
Tokyo,
Japan
| $8.64億 | +$2.1億 | +32% | 8.45% | 99.8% | 8 | 12.5% | 2.2 |
|
| 1919 |
1919
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $8.63億 | +$4255万 | +5% | 6.95% | 81.9% | 203 | 23.15% | 1.8 |
|
| 1920 |
1920
Bowie Capital Management
Richardson,
Texas
| $8.63億 | +$8106万 | +10% | 14% | 31.6% | 48 | 35.42% | 2.9 |
|
| 1921 |
1921
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $8.63億 | +$4872万 | +6% | 8.2% | 102% | 101 | 0.99% | 3.3 |
|
| 1922 |
1922
Bronte Capital Management
Bondi Junction,
Australia
| $8.62億 | +$6937万 | +9% | 7.8% | 123% | 31 | 16.13% | 1.9 |
|
| 1923 |
1923
Crescent Grove Advisors
Lake Forest,
Illinois
| $8.62億 | -$1億 | -10% | 2.72% | 64.1% | 299 | 14.38% | 2.7 |
|
| 1924 |
1924
Y-Intercept (HK)
Hong Kong
| $8.61億 | +$1.83億 | +27% | 4.46% | 41.6% | 1,670 | 75.63% | 0.2 |
|
| 1925 |
1925
Private Capital Management (Florida)
Naples,
Florida
| $8.6億 | +$1.23億 | +17% | 12.2% | 118% | 149 | 33.56% | 1.7 |
|