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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
| $2421億 | +$274億 | +13% | 16.6% | 60.8% | 52 | 7.69% | 4.1 |
|
| 27 |
27
Ameriprise
Minneapolis,
Minnesota
| $2406億 | +$174億 | +8% | 9.44% | 117% | 3,844 | 7.31% | 4.3 |
|
| 28 |
28
Citadel Advisors
Miami,
Florida
| $2305億 | +$184億 | +9% | 9.43% | 116% | 10,299 | 24.13% | 2.5 |
|
| 29 |
29
Legal & General Group
London,
United Kingdom
| $2099億 | +$202億 | +11% | 9.31% | 129% | 3,425 | 3.91% | 4.3 |
|
| 30 |
30
Janus Henderson Group
London,
| $1953億 | +$107億 | +6% | 9.63% | 118% | 1,494 | 11.91% | 3.5 |
|
| 31 |
31
Franklin Resources
San Mateo,
California
| $1903億 | +$61.9億 | +3% | 8.1% | 116% | 1,610 | 11.8% | 3.7 |
|
| 32 |
32
Charles Schwab
San Francisco,
California
| $1860億 | +$166億 | +10% | 9.28% | 108% | 3,227 | 3.04% | 4.9 |
|
| 33 |
33
Barclays
London,
United Kingdom
| $1802億 | +$204億 | +13% | 9.47% | 144% | 7,254 | 13.23% | 4.2 |
|
| 34 |
34
AllianceBernstein
Nashville,
Tennessee
| $1760億 | +$154億 | +10% | 9.99% | 107% | 3,209 | 4.61% | 4.7 |
|
| 35 |
35
UBS AM
Chicago,
Illinois
| $1633億 | +$149億 | +10% | 10.5% | 132% | 2,974 | 17.62% | 4.5 |
|
| 36 |
36
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1535億 | +$94.5億 | +7% | 9.01% | 124% | 5,318 | 12.58% | 4 |
|
| 37 |
37
Citigroup
New York
| $1381億 | +$120億 | +10% | 9.87% | 141% | 8,009 | 6.95% | 4.3 |
|
| 38 |
38
Credit Suisse
Zurich,
Switzerland
| $1379億 | +$194億 | +16% | 10.8% | 49.4% | 4,486 | 16.72% | 3.8 |
|
| 39 |
39
Primecap Management
Pasadena,
California
| $1379億 | +$128億 | +10% | 13.2% | 234% | 301 | 5.32% | 4.4 |
|
| 40 |
40
Parametric Portfolio Associates
Seattle,
Washington
| $1369億 | +$129億 | +10% | 8.76% | 86.8% | 4,082 | 6.61% | 4.4 |
|
| 41 |
41
Bank of Montreal
Toronto,
Ontario, Canada
| $1331億 | +$174億 | +15% | 7.02% | 120% | 5,174 | 13.97% | 3.6 |
|
| 42 |
42
Dodge & Cox
San Francisco,
California
| $1306億 | +$91.2億 | +8% | 10.4% | 69.9% | 185 | 2.7% | 5 |
|
| 43 |
43
Renaissance Technologies
New York
| $1301億 | +$120億 | +10% | 11.6% | 169% | 3,913 | 24.53% | 2.5 |
|
| 44 |
44
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $1272億 | +$121億 | +11% | 9.95% | 137% | 1,139 | 10.8% | 4.1 |
|
| 45 |
45
ClearBridge Investments
New York
| $1207億 | +$61.6億 | +5% | 9.64% | 102% | 1,178 | 13.41% | 4 |
|
| 46 |
46
Principal Financial Group
Des Moines,
Iowa
| $1200億 | +$66億 | +6% | 7.53% | 94.1% | 2,348 | 9.45% | 4.7 |
|
| 47 |
47
California Public Employees Retirement System
Sacramento,
California
| $1104億 | +$97.9億 | +10% | 8.01% | 121% | 3,487 | 7.97% | 4.9 |
|
| 48 |
48
Allianz Asset Management
Munich,
Germany
| $1095億 | +$75.7億 | +7% | 9.59% | 126% | 2,940 | 14.29% | 2.9 |
|
| 49 |
49
American Century Companies
Kansas City,
Missouri
| $1051億 | +$54.1億 | +5% | 9.45% | 130% | 1,608 | 32.4% | 2.1 |
|
| 50 |
50
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $1035億 | +$156億 | +18% | 19.5% | 124% | 230 | 3.91% | 3.6 |
|