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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
Franklin Resources
San Mateo,
California
| $1973億 | -$111億 | -5% | 1.2% | 116% | 1,595 | 11.85% | 3.1 |
|
| 27 |
27
Berkshire Hathaway
Omaha,
Nebraska
| $1889億 | -$23億 | -1% | 5.38% | 60.8% | 48 | 4.17% | 3.5 |
|
| 28 |
28
Citadel Advisors
Miami,
Florida
| $1837億 | +$193億 | +12% | 0.17% | 116% | 9,312 | 26.77% | 2 |
|
| 29 |
29
Janus Henderson Group
London,
| $1697億 | +$51.9億 | +3% | 3.63% | 118% | 1,432 | 14.39% | 2.4 |
|
| 30 |
30
TIAA CREF Investment Management
New York
| $1478億 | -$38.4億 | -3% | 1.13% | 70.1% | 3,139 | 5.32% | 3.9 |
|
| 31 |
31
AllianceBernstein
Nashville,
Tennessee
| $1383億 | -$14.8億 | -1% | 0.45% | 107% | 3,112 | 5.88% | 3.7 |
|
| 32 |
32
Primecap Management
Pasadena,
California
| $1333億 | +$29.7億 | +2% | 3.92% | 234% | 293 | 4.78% | 3.4 |
|
| 33 |
33
Legal & General Group
London,
United Kingdom
| $1311億 | -$71.4億 | -5% | 0.59% | 129% | 3,334 | 3.12% | 3.1 |
|
| 34 |
34
Barclays
London,
United Kingdom
| $1309億 | +$84.1億 | +7% | 1.1% | 144% | 7,683 | 12.42% | 3 |
|
| 35 |
35
Charles Schwab
San Francisco,
California
| $1286億 | +$25.4億 | +2% | 0.48% | 108% | 3,114 | 3.18% | 3.9 |
|
| 36 |
36
UBS AM
Chicago,
Illinois
| $1268億 | +$87.6億 | +7% | 0.67% | 132% | 2,716 | 7.58% | 3.4 |
|
| 37 |
37
Dodge & Cox
San Francisco,
California
| $1239億 | -$52.2億 | -4% | 1.8% | 69.9% | 182 | 4.95% | 3.9 |
|
| 38 |
38
Citigroup
New York
| $1214億 | -$33.5億 | -3% | 0.37% | 141% | 7,881 | 7.04% | 3.3 |
|
| 39 |
39
Bank of Montreal
Toronto,
Ontario, Canada
| $1120億 | -$31.3億 | -3% | 2.54% | 120% | 4,545 | 14.65% | 3.1 |
|
| 40 |
40
Credit Suisse
Zurich,
Switzerland
| $1073億 | -$47.4億 | -4% | 0.33% | 49.4% | 4,289 | 15.29% | 3.1 |
|
| 41 |
41
ClearBridge Investments
New York
| $1060億 | -$22.6億 | -2% | 0.22% | 102% | 1,239 | 9.04% | 3.1 |
|
| 42 |
42
Allianz Asset Management
Munich,
Germany
| $1051億 | -$220億 | -17% | 1.07% | 126% | 2,843 | 15.51% | 2.4 |
|
| 43 |
43
Principal Financial Group
Des Moines,
Iowa
| $1047億 | -$39.4億 | -4% | 0.46% | 94.1% | 2,291 | 5.98% | 3.6 |
|
| 44 |
44
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1015億 | -$15.4億 | -1% | 0.01% | 106% | 4,453 | 8.29% | 3.3 |
|
| 45 |
45
Parametric Portfolio Associates
Seattle,
Washington
| $1014億 | +$11.1億 | +1% | 0.02% | 86.8% | 4,054 | 6.73% | 3.3 |
|
| 46 |
46
Jennison Associates
New York
| $1006億 | -$6.76億 | -0.7% | 5.4% | 189% | 730 | 21.92% | 2.3 |
|
| 47 |
47
American Century Companies
Kansas City,
Missouri
| $984億 | -$19.4億 | -2% | 0.69% | 130% | 1,408 | 22.44% | 2.2 |
|
| 48 |
48
AQR Capital Management
Greenwich,
Connecticut
| $927億 | -$25.6億 | -3% | 0.67% | 120% | 2,349 | 11.41% | 2.9 |
|
| 49 |
49
Renaissance Technologies
New York
| $914億 | +$7.33億 | +0.8% | 2.84% | 169% | 3,782 | 24.11% | 2.1 |
|
| 50 |
50
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $904億 | -$23.7億 | -3% | 1.31% | 93.6% | 4,480 | 6.23% | 3.3 |
|