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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
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1547億 | +$81.9億 | +6% | 1.2% | 94.8% | 6,667 | 14.14% | 1.2 |
|
| 27 |
27
Dimensional Fund Advisors
Austin,
Texas
| $1523億 | +$112億 | +8% | 6.53% | 114% | 3,615 | 4.65% | 1.4 |
|
| 28 |
28
UBS Group
Zurich,
Switzerland
| $1431億 | – | – | 2.73% | 113% | 9,755 | – | 0 |
|
| 29 |
29
TIAA CREF Investment Management
New York
| $1430億 | +$23.1億 | +2% | 6.79% | 70.1% | 3,202 | 4.09% | 1.4 |
|
| 30 |
30
AllianceBernstein
Nashville,
Tennessee
| $1204億 | +$16.9億 | +1% | 6.88% | 107% | 3,529 | 6.32% | 1.3 |
|
| 31 |
31
Janus Henderson Investors US
Denver,
Colorado
| $1167億 | +$71.8億 | +7% | 6.92% | 41.8% | 1,174 | 12.69% | 1.2 |
|
| 32 |
32
Credit Suisse
Zurich,
Switzerland
| $1123億 | -$103億 | -8% | 3.89% | 49.4% | 4,915 | 16.91% | 1.2 |
|
| 33 |
33
Citigroup
New York
| $1120億 | -$24.1億 | -2% | 2.67% | 141% | 7,732 | 13.27% | 1.2 |
|
| 34 |
34
Berkshire Hathaway
Omaha,
Nebraska
| $1094億 | +$9.6億 | +0.9% | 2.33% | 60.8% | 50 | 10% | 1.3 |
|
| 35 |
35
Dodge & Cox
San Francisco,
California
| $1076億 | +$30.7億 | +3% | 2.74% | 69.9% | 208 | 11.54% | 1.3 |
|
| 36 |
36
Jennison Associates
New York
| $1069億 | -$8.67億 | -0.8% | 5.22% | 189% | 806 | 22.33% | 1.1 |
|
| 37 |
37
UBS AM
Chicago,
Illinois
| $1051億 | +$42.3億 | +4% | 5.72% | 132% | 2,689 | 7.66% | 1.3 |
|
| 38 |
38
Barclays
London,
United Kingdom
| $1039億 | -$7369万 | -0.1% | 3.55% | 144% | 8,078 | 13.7% | 1.3 |
|
| 39 |
39
Citadel Advisors
Miami,
Florida
| $1017億 | +$62.1億 | +7% | 4.92% | 116% | 9,167 | 19.4% | 1 |
|
| 40 |
40
Managed Account Advisors
Jersey City,
New Jersey
| $1011億 | +$113億 | +13% | 5.07% | – | 2,867 | 10.15% | 1.2 |
|
| 41 |
41
BlackRock Advisors
Wilmington,
Delaware
| $993億 | -$11.9億 | -1% | 4.78% | 32.3% | 3,834 | 7.85% | 1.3 |
|
| 42 |
42
Primecap Management
Pasadena,
California
| $987億 | +$52.2億 | +6% | 8.15% | 234% | 267 | 6.37% | 1.3 |
|
| 43 |
43
Neuberger Berman Group
New York
| $963億 | -$11.8億 | -1% | 4.4% | 113% | 1,775 | 15.72% | 1.2 |
|
| 44 |
44
ClearBridge Investments
New York
| $951億 | +$42.4億 | +5% | 3.71% | 102% | 1,221 | 9.58% | 1.3 |
|
| 45 |
45
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $910億 | +$61.2億 | +7% | 6.61% | 106% | 4,434 | 14.19% | 1.1 |
|
| 46 |
46
Allianz Asset Management
Munich,
Germany
| $899億 | +$70.1億 | +8% | 4.73% | 126% | 2,495 | 13.35% | 1 |
|
| 47 |
47
OppenheimerFunds
New York
| $899億 | -$11億 | -1% | 2.33% | 72.1% | 1,034 | 23.02% | 1 |
|
| 48 |
48
American Century Companies
Kansas City,
Missouri
| $887億 | +$30.2億 | +4% | 6.73% | 130% | 1,556 | 21.4% | 1 |
|
| 49 |
49
Bank of Montreal
Toronto,
Ontario, Canada
| $882億 | -$7228万 | -0.1% | 2.24% | 120% | 4,421 | 15.34% | 1.2 |
|
| 50 |
50
Legal & General Group
London,
United Kingdom
| $850億 | +$16.2億 | +2% | 5.1% | 129% | 2,698 | 3.63% | 0.8 |
|