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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
Berkshire Hathaway
Omaha,
Nebraska
| $2210億 | +$254億 | +13% | 7.43% | 60.8% | 48 | 12.5% | 3.6 |
|
| 27 |
27
Capital International Investors
Los Angeles,
California
| $2184億 | +$1298億 | +147% | 6.42% | 138% | 400 | 49% | 1.9 |
|
| 28 |
28
Franklin Resources
San Mateo,
California
| $2009億 | +$59.2億 | +3% | 5.74% | 116% | 1,575 | 10.98% | 3.3 |
|
| 29 |
29
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1978億 | -$30.5億 | -2% | 6.81% | 124% | 5,791 | 12.93% | 3.3 |
|
| 30 |
30
Janus Henderson Group
London,
| $1871億 | +$117億 | +7% | 8.55% | 118% | 1,505 | 11.96% | 2.7 |
|
| 31 |
31
TIAA CREF Investment Management
New York
| $1531億 | +$43.5億 | +3% | 8.42% | 70.1% | 3,135 | 4.24% | 4.1 |
|
| 32 |
32
AllianceBernstein
Nashville,
Tennessee
| $1531億 | +$94.5億 | +7% | 7.91% | 107% | 3,205 | 5.18% | 3.9 |
|
| 33 |
33
Charles Schwab
San Francisco,
California
| $1501億 | +$129億 | +9% | 7.15% | 108% | 3,187 | 4.11% | 4.1 |
|
| 34 |
34
Primecap Management
Pasadena,
California
| $1481億 | +$133億 | +10% | 10.3% | 234% | 302 | 6.29% | 3.7 |
|
| 35 |
35
Barclays
London,
United Kingdom
| $1443億 | +$279億 | +24% | 6.17% | 144% | 7,740 | 14.06% | 3.2 |
|
| 36 |
36
Legal & General Group
London,
United Kingdom
| $1397億 | +$101億 | +8% | 7.14% | 129% | 3,435 | 3.87% | 3.4 |
|
| 37 |
37
UBS AM
Chicago,
Illinois
| $1345億 | +$40.4億 | +3% | 6.66% | 132% | 2,869 | 6.69% | 3.6 |
|
| 38 |
38
Dodge & Cox
San Francisco,
California
| $1307億 | +$55.7億 | +4% | 5.91% | 69.9% | 193 | 10.36% | 4 |
|
| 39 |
39
Bank of Montreal
Toronto,
Ontario, Canada
| $1277億 | +$65.4億 | +5% | 5.55% | 120% | 5,067 | 11.49% | 3 |
|
| 40 |
40
ClearBridge Investments
New York
| $1162億 | -$59.7億 | -5% | 7.22% | 102% | 1,187 | 8.76% | 3.5 |
|
| 41 |
41
Parametric Portfolio Associates
Seattle,
Washington
| $1144億 | +$88.1億 | +8% | 6.72% | 86.8% | 4,052 | 7.11% | 3.6 |
|
| 42 |
42
Principal Financial Group
Des Moines,
Iowa
| $1135億 | +$46.7億 | +4% | 6.01% | 94.1% | 2,364 | 7.15% | 3.8 |
|
| 43 |
43
Citigroup
New York
| $1121億 | +$32.8億 | +3% | 4.96% | 141% | 8,061 | 8.34% | 3.5 |
|
| 44 |
44
Credit Suisse
Zurich,
Switzerland
| $1116億 | +$97.2億 | +10% | 6.17% | 49.4% | 4,187 | 16% | 3.5 |
|
| 45 |
45
Allianz Asset Management
Munich,
Germany
| $1105億 | +$71.5億 | +7% | 6.96% | 126% | 2,820 | 15.25% | 2.6 |
|
| 46 |
46
Jennison Associates
New York
| $1086億 | +$60.3億 | +6% | 8.46% | 189% | 739 | 22.6% | 2.3 |
|
| 47 |
47
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1053億 | +$40億 | +4% | 5.64% | 106% | 4,418 | 9.03% | 3.6 |
|
| 48 |
48
AQR Capital Management
Greenwich,
Connecticut
| $1045億 | +$52.5億 | +5% | 7.05% | 120% | 2,400 | 9.88% | 3.1 |
|
| 49 |
49
American Century Companies
Kansas City,
Missouri
| $1026億 | +$32.2億 | +3% | 6.96% | 130% | 1,415 | 21.06% | 2.3 |
|
| 50 |
50
Renaissance Technologies
New York
| $973億 | +$55.3億 | +6% | 6.82% | 169% | 3,734 | 24.58% | 2.2 |
|