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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 26 |
26
Dimensional Fund Advisors
Austin,
Texas
| $5518億 | +$704億 | +15% | 21.6% | 114% | 3,315 | 5.85% | 9 |
|
| 27 |
27
UBS AM
Chicago,
Illinois
| $5501億 | +$691億 | +14% | 29% | 132% | 3,886 | 5.35% | 5.1 |
|
| 28 |
28
Barclays
London,
United Kingdom
| $5208億 | +$1046億 | +25% | 30.5% | 144% | 5,723 | 19.45% | 5.6 |
|
| 29 |
29
Ameriprise
Minneapolis,
Minnesota
| $4947億 | +$629億 | +15% | 23.5% | 117% | 4,288 | 9.96% | 7.4 |
|
| 30 |
30
Capital International Investors
Los Angeles,
California
| $4836億 | +$571億 | +13% | 23.3% | 138% | 488 | 18.85% | 4 |
|
| 31 |
31
Legal & General Group
London,
United Kingdom
| $4795億 | +$472億 | +11% | 26.3% | 129% | 3,572 | 10.95% | 7.9 |
|
| 32 |
32
Franklin Resources
San Mateo,
California
| $4619億 | +$536億 | +13% | 21.1% | 116% | 3,364 | 11.5% | 4.7 |
|
| 33 |
33
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $4544億 | +$582億 | +15% | 25.9% | – | 4,173 | 4.96% | 0.2 |
|
| 34 |
34
LPL Financial
San Diego,
California
| $4451億 | +$685億 | +18% | 15.3% | 70% | 6,394 | 9.46% | 5.3 |
|
| 35 |
35
Envestnet Asset Management
Chicago,
Illinois
| $4242億 | +$507億 | +14% | 13.9% | 64.9% | 4,999 | 9.4% | 5 |
|
| 36 |
36
Nuveen
Charlotte,
North Carolina
| $4192億 | +$499億 | +14% | 26% | 139% | 3,870 | 20.26% | 5.1 |
|
| 37 |
37
IMC Chicago
Chicago,
Illinois
| $4187億 | +$1403億 | +50% | 38% | 250% | 6,955 | 27.82% | 1.4 |
|
| 38 |
38
Amundi
Paris,
France
| $4156億 | +$485億 | +13% | 25.4% | 127% | 2,193 | 12.81% | 2.8 |
|
| 39 |
39
Optiver Holding
Amsterdam,
Netherlands
| $3707億 | +$812億 | +28% | 48.1% | 147% | 3,179 | 41.65% | 0.8 |
|
| 40 |
40
Raymond James Financial
St Petersburg,
Florida
| $3689億 | +$445億 | +14% | 16% | – | 5,629 | 10.55% | 1.2 |
|
| 41 |
41
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $3444億 | +$418億 | +14% | 24.2% | 124% | 3,888 | 11.6% | 7.6 |
|
| 42 |
42
Fisher Asset Management
Camas,
Washington
| $3358億 | +$409億 | +14% | 15.2% | 114% | 1,138 | 19.6% | 4.9 |
|
| 43 |
43
CTC (Chicago Trading Company)
Chicago,
Illinois
| $3162億 | +$991億 | +46% | 44.2% | 192% | 142 | 30.99% | 3.4 |
|
| 44 |
44
Massachusetts Financial Services
Boston,
Massachusetts
| $3152億 | +$177億 | +6% | 17.1% | 95% | 1,071 | 17.65% | 4.3 |
|
| 45 |
45
Bank of Montreal
Toronto,
Ontario, Canada
| $3037億 | +$351億 | +13% | 18.6% | 120% | 4,121 | 16.74% | 5.9 |
|
| 46 |
46
Citigroup
New York
| $3027億 | +$682億 | +29% | 32.5% | 141% | 6,442 | 20.43% | 6.8 |
|
| 47 |
47
AllianceBernstein
Nashville,
Tennessee
| $3023億 | -$64.8億 | -2% | 17.9% | 107% | 3,456 | 10.62% | 7.7 |
|
| 48 |
48
Berkshire Hathaway
Omaha,
Nebraska
| $2993億 | +$362億 | +14% | 10.9% | 60.8% | 30 | 6.67% | 5.1 |
|
| 49 |
49
BNP Paribas Financial Markets
Paris,
France
| $2889億 | +$831億 | +40% | 38.9% | 148% | 6,280 | 13.82% | 5 |
|
| 50 |
50
AQR Capital Management
Greenwich,
Connecticut
| $2868億 | +$685億 | +31% | 23% | 120% | 3,986 | 8.35% | 4.1 |
|