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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
| $2334億 | +$430億 | +23% | 23.2% | 117% | 3,808 | 8.46% | 4.7 |
|
| 27 |
27
Dimensional Fund Advisors
Austin,
Texas
| $2275億 | +$356億 | +19% | 24.1% | 114% | 3,428 | 4.17% | 5.5 |
|
| 28 |
28
Legal & General Group
London,
United Kingdom
| $2069億 | +$359億 | +21% | 23.3% | 129% | 3,579 | 11.09% | 4.5 |
|
| 29 |
29
Charles Schwab
San Francisco,
California
| $2042億 | +$339億 | +20% | 22.6% | 108% | 3,435 | 9.23% | 5 |
|
| 30 |
30
Berkshire Hathaway
Omaha,
Nebraska
| $2024億 | +$269億 | +15% | 26.6% | 60.8% | 51 | 15.69% | 4.6 |
|
| 31 |
31
Franklin Resources
San Mateo,
California
| $1941億 | +$443億 | +30% | 24.6% | 116% | 1,773 | 22.62% | 3.5 |
|
| 32 |
32
Janus Henderson Group
London,
| $1781億 | +$329億 | +23% | 27.3% | 118% | 1,423 | 18.06% | 3.8 |
|
| 33 |
33
AllianceBernstein
Nashville,
Tennessee
| $1702億 | +$307億 | +22% | 25.1% | 107% | 3,348 | 11.05% | 4.8 |
|
| 34 |
34
UBS AM
Chicago,
Illinois
| $1637億 | +$246億 | +18% | 24.6% | 132% | 2,605 | 10.98% | 4.8 |
|
| 35 |
35
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $1416億 | +$253億 | +22% | 25.7% | 137% | 1,169 | 12.66% | 4.3 |
|
| 36 |
36
Credit Suisse
Zurich,
Switzerland
| $1397億 | +$239億 | +21% | 26.4% | 49.4% | 4,310 | 17.15% | 4.2 |
|
| 37 |
37
Jane Street
New York
| $1332億 | +$309億 | +30% | 23.4% | 207% | 7,896 | 45.04% | 1.1 |
|
| 38 |
38
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1316億 | +$196億 | +17% | 22.6% | 124% | 4,662 | 15.81% | 4.6 |
|
| 39 |
39
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $1312億 | +$389億 | +42% | 57.2% | 124% | 252 | 15.08% | 3.5 |
|
| 40 |
40
Parametric Portfolio Associates
Seattle,
Washington
| $1303億 | +$210億 | +19% | 21.8% | 86.8% | 4,121 | 10.05% | 4.7 |
|
| 41 |
41
Barclays
London,
United Kingdom
| $1294億 | +$28.7億 | +2% | 24.9% | 144% | 6,627 | 21.55% | 4.6 |
|
| 42 |
42
Citigroup
New York
| $1281億 | +$175億 | +16% | 26.1% | 141% | 7,909 | 7.21% | 4.7 |
|
| 43 |
43
Swiss National Bank
Zurich,
Switzerland
| $1183億 | +$241億 | +26% | 25.4% | 136% | 2,599 | 10.77% | 5.3 |
|
| 44 |
44
Primecap Management
Pasadena,
California
| $1165億 | +$146億 | +14% | 22.8% | 234% | 314 | 8.28% | 4.4 |
|
| 45 |
45
Renaissance Technologies
New York
| $1158億 | +$129億 | +13% | 30.3% | 169% | 3,987 | 29.57% | 2.7 |
|
| 46 |
46
Principal Financial Group
Des Moines,
Iowa
| $1135億 | +$232億 | +26% | 24.1% | 94.1% | 2,420 | 13.39% | 4.7 |
|
| 47 |
47
ClearBridge Investments
New York
| $1108億 | +$185億 | +20% | 25.9% | 102% | 1,103 | 17.23% | 4.4 |
|
| 48 |
48
Jennison Associates
New York
| $1106億 | +$283億 | +34% | 42.1% | 189% | 732 | 30.87% | 2.3 |
|
| 49 |
49
Bank of Montreal
Toronto,
Ontario, Canada
| $1098億 | +$225億 | +26% | 20.9% | 120% | 4,997 | 23.71% | 3.9 |
|
| 50 |
50
Dodge & Cox
San Francisco,
California
| $1087億 | +$163億 | +18% | 23% | 69.9% | 198 | 13.64% | 5 |
|