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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

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