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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Blue Chip Partners
Farmington Hills,
Michigan
| $10.8億 | +$5257万 | +5% | 2.28% | 81.2% | 197 | 9.64% | 4.5 |
|
| 1927 |
1927
Sage Mountain Advisors
Atlanta,
Georgia
| $10.8億 | +$1.19億 | +12% | 2.51% | 62.5% | 453 | 17% | 1.6 |
|
| 1928 |
1928
Charles Schwab Trust
Henderson,
Nevada
| $10.8億 | +$2429万 | +2% | 0.39% | 52.7% | 162 | 11.73% | 3.1 |
|
| 1929 |
1929
Eagle Ridge Investment Management
Stamford,
Connecticut
| $10.8億 | -$523万 | -0.5% | 0.62% | 28.2% | 149 | 8.05% | 5.3 |
|
| 1930 |
1930
SPC Financial Inc
Rockville,
Maryland
| $10.8億 | +$1622万 | +2% | 0.11% | 65.1% | 249 | 10.84% | 3.9 |
|
| 1931 |
1931
Stack Financial Management
Whitefish,
Montana
| $10.8億 | -$990万 | -0.9% | 0.63% | 58.4% | 50 | 10% | 4.5 |
|
| 1932 |
1932
Koshinski Asset Management
Decatur,
Illinois
| $10.8億 | +$1.02億 | +10% | 2.46% | 76.5% | 651 | 18.43% | 2.5 |
|
| 1933 |
1933
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $10.8億 | -$5.09億 | -32% | 6.39% | 61.9% | 530 | 16.98% | 4.8 |
|
| 1934 |
1934
True Link Financial Advisors
San Francisco,
California
| $10.8億 | +$3495万 | +3% | 0.74% | 26.8% | 69 | 15.94% | 1.5 |
|
| 1935 |
1935
BTC Capital Management
Des Moines,
Iowa
| $10.8億 | -$1651万 | -2% | 3.74% | – | 229 | 10.04% | 4.6 |
|
| 1936 |
1936
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $10.7億 | -$1157万 | -1% | 1.31% | 60.7% | 192 | 8.85% | 2.5 |
|
| 1937 |
1937
Edgemoor Investment Advisors
Bethesda,
Maryland
| $10.7億 | +$1712万 | +2% | 4.2% | 109% | 170 | 8.24% | 5.2 |
|
| 1938 |
1938
Plato Investment Management
Sydney, NSW,
Australia
| $10.7億 | +$1.06億 | +11% | 5.73% | – | 521 | 11.13% | 0.4 |
|
| 1939 |
1939
Atalan Capital Partners
New York
| $10.7億 | -$1.37億 | -11% | 1.49% | 319% | 9 | 0% | 1.6 |
|
| 1940 |
1940
Petrus Trust Company
Dallas,
Texas
| $10.7億 | -$3511万 | -3% | 3.59% | 36.9% | 791 | 50.06% | 0.6 |
|
| 1941 |
1941
1900 Wealth Management
San Antonio,
Texas
| $10.7億 | -$2768万 | -3% | 1.9% | 61% | 242 | 11.57% | 2.6 |
|
| 1942 |
1942
American Assets Investment Management
San Diego,
California
| $10.7億 | +$1784万 | +2% | 0.83% | 507% | 173 | 9.83% | 5.8 |
|
| 1943 |
1943
Hartford Funds Management
Wayne,
Pennsylvania
| $10.7億 | +$1713万 | +2% | 0.44% | 26.8% | 98 | 10.2% | 1.4 |
|
| 1944 |
1944
Angeles Wealth Management
Santa Monica,
California
| $10.7億 | +$6587万 | +7% | 3.45% | 70.4% | 327 | 16.21% | 1.3 |
|
| 1945 |
1945
Lindbrook Capital
Calabasas,
California
| $10.6億 | -$421万 | -0.4% | 4.35% | 35.8% | 2,874 | 11.9% | 3.1 |
|
| 1946 |
1946
QV Investors
Calgary,
Alberta, Canada
| $10.6億 | -$8809万 | -8% | 3.9% | 68.3% | 67 | 7.46% | 4.2 |
|
| 1947 |
1947
QVT Financial
New York
| $10.6億 | -$1.19億 | -10% | 1.25% | 267% | 39 | 20.51% | 3.8 |
|
| 1948 |
1948
Artemis Wealth Advisors
New York
| $10.6億 | +$7325万 | +7% | 7.42% | 174% | 37 | 16.22% | 2.1 |
|
| 1949 |
1949
Flat Footed LLC
Wilson,
Wyoming
| $10.6億 | +$4.85億 | +84% | 7.01% | 152% | 28 | 64.29% | 0.5 |
|
| 1950 |
IAIM
1950
International Assets Investment Management
Orlando,
Florida
| $10.6億 | +$1.06億 | +11% | 4.64% | 88.5% | 2,285 | 66.56% | 0.6 |
|