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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
| $2819億 | +$361億 | +15% | 16.4% | 117% | 3,918 | 9.26% | 4.9 |
|
| 27 |
27
Dimensional Fund Advisors
Austin,
Texas
| $2769億 | +$411億 | +17% | 22.8% | 114% | 3,414 | 4.48% | 5.8 |
|
| 28 |
28
Berkshire Hathaway
Omaha,
Nebraska
| $2699億 | +$340億 | +14% | 16.2% | 60.8% | 52 | 9.62% | 4.4 |
|
| 29 |
29
Legal & General Group
London,
United Kingdom
| $2554億 | +$316億 | +14% | 15.3% | 129% | 3,536 | 4.44% | 4.8 |
|
| 30 |
30
Charles Schwab
San Francisco,
California
| $2520億 | +$346億 | +16% | 17% | 108% | 3,457 | 5.06% | 5.2 |
|
| 31 |
31
Franklin Resources
San Mateo,
California
| $2363億 | +$298億 | +14% | 15.9% | 116% | 1,998 | 11.66% | 3.4 |
|
| 32 |
32
Janus Henderson Group
London,
| $2152億 | +$234億 | +12% | 18% | 118% | 1,466 | 16.23% | 3.8 |
|
| 33 |
33
UBS AM
Chicago,
Illinois
| $2134億 | +$273億 | +15% | 14.9% | 132% | 2,632 | 8.43% | 5 |
|
| 34 |
34
AllianceBernstein
Nashville,
Tennessee
| $2119億 | +$261億 | +14% | 17.2% | 107% | 3,270 | 7.03% | 5.2 |
|
| 35 |
35
Credit Suisse
Zurich,
Switzerland
| $2044億 | +$407億 | +25% | 19.7% | 49.4% | 4,579 | 18.13% | 4.1 |
|
| 36 |
36
Jane Street
New York
| $1992億 | +$329億 | +20% | 22.8% | 207% | 8,597 | 31.78% | 1.3 |
|
| 37 |
37
Barclays
London,
United Kingdom
| $1892億 | +$208億 | +12% | 17.4% | 144% | 5,338 | 10.94% | 5.3 |
|
| 38 |
38
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $1797億 | +$345億 | +24% | 34.2% | 124% | 443 | 46.5% | 2.1 |
|
| 39 |
39
Citigroup
New York
| $1694億 | +$161億 | +11% | 18.5% | 141% | 7,861 | 10.58% | 5 |
|
| 40 |
40
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1638億 | +$184億 | +13% | 15.7% | 124% | 4,666 | 11.04% | 4.7 |
|
| 41 |
41
Parametric Portfolio Associates
Seattle,
Washington
| $1602億 | +$209億 | +15% | 14.8% | 86.8% | 4,099 | 7.03% | 4.9 |
|
| 42 |
42
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $1548億 | +$62.4億 | +4% | 17% | 137% | 1,170 | 10.51% | 4.5 |
|
| 43 |
43
Bank of Montreal
Toronto,
Ontario, Canada
| $1512億 | +$313億 | +26% | 16.4% | 120% | 5,272 | 15.04% | 4 |
|
| 44 |
44
Swiss National Bank
Zurich,
Switzerland
| $1407億 | +$129億 | +10% | 14.9% | 136% | 2,555 | 7.44% | 5.6 |
|
| 45 |
45
Jennison Associates
New York
| $1403億 | +$159億 | +13% | 19.7% | 189% | 734 | 28.47% | 2.3 |
|
| 46 |
46
Millennium Management
New York
| $1385億 | +$573億 | +71% | 23.8% | 127% | 5,904 | 38.47% | 1.3 |
|
| 47 |
47
Parallax Volatility Advisers
San Francisco,
California
| $1357億 | +$7.74億 | +0.6% | 21.5% | 169% | 3,683 | 29.89% | 1.6 |
|
| 48 |
48
Principal Financial Group
Des Moines,
Iowa
| $1350億 | +$162億 | +14% | 17.9% | 94.1% | 2,508 | 11.2% | 4.9 |
|
| 49 |
49
Primecap Management
Pasadena,
California
| $1345億 | +$133億 | +11% | 19.7% | 234% | 330 | 9.09% | 4.5 |
|
| 50 |
50
Fisher Asset Management
Camas,
Washington
| $1335億 | +$192億 | +17% | 13.4% | 114% | 1,063 | 16.56% | 3.4 |
|