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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
Ameriprise
Minneapolis,
Minnesota
| $2233億 | +$58.4億 | +3% | 4.17% | 117% | 3,865 | 8.41% | 4 |
|
| 27 |
27
Citadel Advisors
Miami,
Florida
| $2181億 | +$170億 | +8% | 3.75% | 116% | 10,425 | 24.48% | 2.3 |
|
| 28 |
28
Berkshire Hathaway
Omaha,
Nebraska
| $2081億 | +$86.2億 | +4% | 5.06% | 60.8% | 48 | 2.08% | 4 |
|
| 29 |
29
Franklin Resources
San Mateo,
California
| $1880億 | +$13億 | +0.7% | 4.07% | 116% | 1,620 | 13.09% | 3.5 |
|
| 30 |
30
Legal & General Group
London,
United Kingdom
| $1859億 | +$108億 | +6% | 4.26% | 129% | 3,532 | 6.31% | 3.9 |
|
| 31 |
31
Janus Henderson Group
London,
| $1844億 | +$39.3億 | +2% | 5.9% | 118% | 1,442 | 11.93% | 3.2 |
|
| 32 |
32
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1704億 | +$24.2億 | +1% | 3.87% | 124% | 5,752 | 14.99% | 3.6 |
|
| 33 |
33
Charles Schwab
San Francisco,
California
| $1644億 | +$82.9億 | +5% | 4.16% | 108% | 3,341 | 8.26% | 4.5 |
|
| 34 |
34
Barclays
London,
United Kingdom
| $1633億 | +$183億 | +13% | 3.84% | 144% | 7,617 | 13.5% | 3.7 |
|
| 35 |
35
AllianceBernstein
Nashville,
Tennessee
| $1610億 | +$73.2億 | +5% | 5.15% | 107% | 3,270 | 8.96% | 4.3 |
|
| 36 |
36
Schroder Investment Management Group
London,
United Kingdom
| $1482億 | +$920億 | +164% | 1.78% | 122% | 1,298 | 17.26% | 3.1 |
|
| 37 |
37
UBS AM
Chicago,
Illinois
| $1402億 | +$54.1億 | +4% | 4.34% | 132% | 2,924 | 7.01% | 4 |
|
| 38 |
38
Primecap Management
Pasadena,
California
| $1352億 | -$6.44億 | -0.5% | 2.49% | 234% | 311 | 9.65% | 4 |
|
| 39 |
39
Citigroup
New York
| $1238億 | +$200億 | +19% | 3.99% | 141% | 8,008 | 6.39% | 4 |
|
| 40 |
40
Dodge & Cox
San Francisco,
California
| $1236億 | +$18.3億 | +2% | 2.04% | 69.9% | 183 | 4.37% | 4.7 |
|
| 41 |
41
Amundi Asset Management US
Boston,
Massachusetts
| $1222億 | +$511億 | +72% | 3.97% | 96.9% | 1,739 | 14.43% | 1.8 |
|
| 42 |
42
Parametric Portfolio Associates
Seattle,
Washington
| $1211億 | +$53.6億 | +5% | 4.03% | 86.8% | 4,088 | 7.29% | 4.1 |
|
| 43 |
43
Bank of Montreal
Toronto,
Ontario, Canada
| $1188億 | +$21.7億 | +2% | 3.64% | 120% | 5,259 | 21.79% | 3.3 |
|
| 44 |
44
ClearBridge Investments
New York
| $1154億 | +$21.3億 | +2% | 5.24% | 102% | 1,145 | 11.09% | 3.8 |
|
| 45 |
45
Renaissance Technologies
New York
| $1136億 | +$35.8億 | +3% | 3.08% | 169% | 3,913 | 22.77% | 2.4 |
|
| 46 |
46
Credit Suisse
Zurich,
Switzerland
| $1129億 | +$32.9億 | +3% | 3.9% | 49.4% | 4,363 | 16% | 3.6 |
|
| 47 |
47
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $1120億 | +$38.9億 | +4% | 4.27% | 137% | 1,050 | 11.33% | 4.1 |
|
| 48 |
48
Principal Financial Group
Des Moines,
Iowa
| $1112億 | +$38.6億 | +4% | 5.39% | 94.1% | 2,327 | 9.58% | 4.4 |
|
| 49 |
49
Allianz Asset Management
Munich,
Germany
| $1077億 | +$66.2億 | +7% | 4.06% | 126% | 2,846 | 12.97% | 2.8 |
|
| 50 |
50
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1020億 | +$21.6億 | +2% | 5.24% | 106% | 4,315 | 8.83% | 4.1 |
|