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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
| $1920億 | -$824億 | -30% | 24% | 114% | 3,447 | 4.06% | 5.3 |
|
| 27 |
27
Ameriprise
Minneapolis,
Minnesota
| $1905億 | -$501億 | -21% | 16.7% | 117% | 3,816 | 7.91% | 4.6 |
|
| 28 |
28
Berkshire Hathaway
Omaha,
Nebraska
| $1755億 | -$665億 | -27% | 23.9% | 60.8% | 52 | 3.85% | 4.3 |
|
| 29 |
29
Legal & General Group
London,
United Kingdom
| $1710億 | -$389億 | -19% | 17.1% | 129% | 3,393 | 1.86% | 4.5 |
|
| 30 |
30
Charles Schwab
San Francisco,
California
| $1702億 | -$158億 | -8% | 18.3% | 108% | 3,284 | 4.66% | 5 |
|
| 31 |
31
Franklin Resources
San Mateo,
California
| $1498億 | -$405億 | -21% | 17.6% | 116% | 1,621 | 15.24% | 3.9 |
|
| 32 |
32
Janus Henderson Group
London,
| $1453億 | -$500億 | -26% | 16.6% | 118% | 1,480 | 17.36% | 3.8 |
|
| 33 |
33
AllianceBernstein
Nashville,
Tennessee
| $1395億 | -$365億 | -21% | 16.6% | 107% | 3,227 | 6.38% | 4.9 |
|
| 34 |
34
UBS AM
Chicago,
Illinois
| $1391億 | -$242億 | -15% | 15.8% | 132% | 2,587 | 7.31% | 4.8 |
|
| 35 |
35
Barclays
London,
United Kingdom
| $1265億 | -$537億 | -30% | 12.6% | 144% | 6,792 | 12.88% | 4.5 |
|
| 36 |
36
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $1163億 | -$109億 | -9% | 16.3% | 137% | 1,167 | 13.2% | 4.2 |
|
| 37 |
37
Credit Suisse
Zurich,
Switzerland
| $1158億 | -$221億 | -16% | 9.48% | 49.4% | 4,413 | 16.81% | 4.1 |
|
| 38 |
38
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1120億 | -$415億 | -27% | 16.8% | 124% | 5,233 | 20.22% | 4.6 |
|
| 39 |
39
Citigroup
New York
| $1106億 | -$275億 | -20% | 16% | 141% | 8,003 | 7.32% | 4.5 |
|
| 40 |
40
Parametric Portfolio Associates
Seattle,
Washington
| $1093億 | -$276億 | -20% | 16.7% | 86.8% | 4,118 | 8.77% | 4.6 |
|
| 41 |
41
Renaissance Technologies
New York
| $1030億 | -$272億 | -21% | 15.8% | 169% | 4,047 | 30.1% | 2.6 |
|
| 42 |
42
Jane Street
New York
| $1023億 | +$306億 | +43% | 13.4% | 207% | 6,476 | 42.48% | 1.4 |
|
| 43 |
43
Primecap Management
Pasadena,
California
| $1020億 | -$359億 | -26% | 16.8% | 234% | 309 | 9.39% | 4.4 |
|
| 44 |
44
Swiss National Bank
Zurich,
Switzerland
| $942億 | -$33.1億 | -3% | 15.8% | 136% | 2,510 | 1.35% | 5.3 |
|
| 45 |
45
Dodge & Cox
San Francisco,
California
| $924億 | -$382億 | -29% | 26.8% | 69.9% | 187 | 6.95% | 5.3 |
|
| 46 |
46
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $923億 | -$112億 | -11% | 4.85% | 124% | 234 | 7.69% | 3.8 |
|
| 47 |
47
ClearBridge Investments
New York
| $923億 | -$285億 | -24% | 17.3% | 102% | 1,128 | 10.46% | 4.2 |
|
| 48 |
48
Principal Financial Group
Des Moines,
Iowa
| $903億 | -$297億 | -25% | 19.3% | 94.1% | 2,294 | 6.93% | 4.9 |
|
| 49 |
49
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $902億 | -$48.8億 | -5% | 16.5% | 93.6% | 2,969 | 9.09% | 4.7 |
|
| 50 |
50
Bank of Montreal
Toronto,
Ontario, Canada
| $873億 | -$459億 | -34% | 20.1% | 120% | 5,146 | 24.72% | 4.3 |
|