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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
| $1585億 | +$61.4億 | +4% | 2.78% | 114% | 3,564 | 7.94% | 1.7 |
|
| 27 |
27
UBS Group
Zurich,
Switzerland
| $1448億 | +$17.5億 | +1% | 1.78% | 113% | 10,318 | 20.07% | 0.2 |
|
| 28 |
28
TIAA CREF Investment Management
New York
| $1436億 | +$5.9億 | +0.4% | 3.35% | 70.1% | 3,177 | 2.83% | 1.6 |
|
| 29 |
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1433億 | -$114億 | -7% | 2.27% | 94.8% | 6,823 | 15.8% | 1.4 |
|
| 30 |
30
AllianceBernstein
Nashville,
Tennessee
| $1233億 | +$29.3億 | +2% | 3.81% | 107% | 3,623 | 8.17% | 1.5 |
|
| 31 |
31
Janus Henderson Investors US
Denver,
Colorado
| $1215億 | +$48.3億 | +4% | 4.73% | 41.8% | 1,169 | 11.46% | 1.4 |
|
| 32 |
32
Managed Account Advisors
Jersey City,
New Jersey
| $1138億 | +$127億 | +13% | 2.34% | – | 3,186 | 18.24% | 1.3 |
|
| 33 |
33
Jennison Associates
New York
| $1091億 | +$22.1億 | +2% | 6.98% | 189% | 801 | 22.22% | 1.2 |
|
| 34 |
34
Dodge & Cox
San Francisco,
California
| $1085億 | +$8.76億 | +0.8% | 1.12% | 69.9% | 191 | 3.66% | 1.5 |
|
| 35 |
35
Berkshire Hathaway
Omaha,
Nebraska
| $1071億 | -$22.3億 | -2% | 2.45% | 60.8% | 47 | 0% | 1.6 |
|
| 36 |
36
Citadel Advisors
Miami,
Florida
| $1055億 | +$37.8億 | +4% | 3.87% | 116% | 9,393 | 19.28% | 1.2 |
|
| 37 |
37
UBS AM
Chicago,
Illinois
| $1037億 | -$13.2億 | -1% | 2.47% | 132% | 2,695 | 5.79% | 1.5 |
|
| 38 |
38
Citigroup
New York
| $1035億 | -$85.2億 | -8% | 1.01% | 141% | 7,892 | 14.33% | 1.4 |
|
| 39 |
39
Primecap Management
Pasadena,
California
| $1024億 | +$37.2億 | +4% | 3.99% | 234% | 266 | 5.64% | 1.5 |
|
| 40 |
40
Credit Suisse
Zurich,
Switzerland
| $990億 | -$133億 | -12% | 2.08% | 49.4% | 4,867 | 16.83% | 1.4 |
|
| 41 |
41
BlackRock Advisors
Wilmington,
Delaware
| $976億 | -$17億 | -2% | 1.93% | 32.3% | 3,772 | 6.15% | 1.6 |
|
| 42 |
42
ClearBridge Investments
New York
| $963億 | +$12.4億 | +1% | 1.74% | 102% | 1,243 | 11.67% | 1.4 |
|
| 43 |
43
Neuberger Berman Group
New York
| $937億 | -$26.1億 | -3% | 2.5% | 113% | 1,746 | 15.35% | 1.4 |
|
| 44 |
44
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $910億 | +$1272万 | +0% | 1.32% | 106% | 4,958 | 19% | 1.2 |
|
| 45 |
45
American Century Companies
Kansas City,
Missouri
| $896億 | +$9.25億 | +1% | 3.13% | 130% | 1,539 | 22.22% | 1.2 |
|
| 46 |
46
OppenheimerFunds
New York
| $896億 | -$3.07億 | -0.3% | 1.92% | 72.1% | 1,015 | 20.79% | 1.2 |
|
| 47 |
47
Allianz Asset Management
Munich,
Germany
| $876億 | -$23.2億 | -3% | 2.4% | 126% | 2,500 | 18% | 1.2 |
|
| 48 |
48
Barclays
London,
United Kingdom
| $867億 | -$172億 | -17% | 2.94% | 144% | 7,637 | 10.71% | 1.5 |
|
| 49 |
49
Bank of Montreal
Toronto,
Ontario, Canada
| $863億 | -$19億 | -2% | 0.33% | 120% | 4,475 | 17.56% | 1.3 |
|
| 50 |
50
Legal & General Group
London,
United Kingdom
| $837億 | -$13.5億 | -2% | 1.07% | 129% | 2,834 | 7.48% | 1 |
|