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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
UBS Group
Zurich,
Switzerland
| $3013億 | +$55.5億 | +2% | 6.4% | 113% | 9,997 | 23.88% | 3.4 |
|
| 27 |
27
Ameriprise
Minneapolis,
Minnesota
| $3009億 | +$189億 | +7% | 8.17% | 117% | 3,961 | 8.58% | 4.9 |
|
| 28 |
28
Charles Schwab
San Francisco,
California
| $2729億 | +$209億 | +8% | 9.31% | 108% | 3,565 | 6.96% | 5.2 |
|
| 29 |
29
Berkshire Hathaway
Omaha,
Nebraska
| $2704億 | +$5.08億 | +0.2% | 3.86% | 60.8% | 48 | 6.25% | 4.6 |
|
| 30 |
30
Legal & General Group
London,
United Kingdom
| $2684億 | +$131億 | +5% | 7.01% | 129% | 3,553 | 3.07% | 5 |
|
| 31 |
31
Franklin Resources
San Mateo,
California
| $2458億 | +$94.9億 | +4% | 5.37% | 116% | 2,057 | 11.52% | 3.4 |
|
| 32 |
32
AllianceBernstein
Nashville,
Tennessee
| $2280億 | +$161億 | +8% | 7.83% | 107% | 3,381 | 11.09% | 5.2 |
|
| 33 |
33
UBS AM
Chicago,
Illinois
| $2262億 | +$127億 | +6% | 6.18% | 132% | 2,645 | 4.91% | 5 |
|
| 34 |
34
Janus Henderson Group
London,
| $2190億 | +$38億 | +2% | 4.71% | 118% | 1,666 | 24.13% | 3.5 |
|
| 35 |
35
Jane Street
New York
| $2013億 | +$21億 | +1% | 8.57% | 207% | 10,046 | 36.31% | 1.2 |
|
| 36 |
36
Credit Suisse
Zurich,
Switzerland
| $1953億 | -$91.4億 | -4% | 6.63% | 49.4% | 4,744 | 19.31% | 4.2 |
|
| 37 |
37
Barclays
London,
United Kingdom
| $1862億 | -$30.3億 | -2% | 7.64% | 144% | 5,437 | 24.06% | 4.8 |
|
| 38 |
38
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1857億 | +$219億 | +13% | 7.34% | 124% | 4,832 | 13.64% | 4.7 |
|
| 39 |
39
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $1787億 | -$9.42億 | -0.5% | 0.27% | 124% | 469 | 13.22% | 2.1 |
|
| 40 |
40
Parametric Portfolio Associates
Seattle,
Washington
| $1743億 | +$141億 | +9% | 7.87% | 86.8% | 4,167 | 7.32% | 5 |
|
| 41 |
41
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $1601億 | +$53.6億 | +3% | 5.37% | 137% | 1,186 | 8.52% | 4.5 |
|
| 42 |
42
Citigroup
New York
| $1546億 | -$148億 | -9% | 7.88% | 141% | 7,934 | 28.31% | 4.9 |
|
| 43 |
43
Envestnet Asset Management
Chicago,
Illinois
| $1539億 | +$215億 | +16% | 4.78% | 64.9% | 3,632 | 13.88% | 2.7 |
|
| 44 |
44
Bank of Montreal
Toronto,
Ontario, Canada
| $1536億 | +$24.4億 | +2% | 9.01% | 120% | 5,535 | 18.46% | 4 |
|
| 45 |
45
Swiss National Bank
Zurich,
Switzerland
| $1500億 | +$92.3億 | +7% | 6.11% | 136% | 2,502 | 1.28% | 5.8 |
|
| 46 |
46
Primecap Management
Pasadena,
California
| $1434億 | +$88.7億 | +7% | 11.7% | 234% | 331 | 4.83% | 4.6 |
|
| 47 |
47
Principal Financial Group
Des Moines,
Iowa
| $1421億 | +$70.9億 | +5% | 8.4% | 94.1% | 2,536 | 7.06% | 5 |
|
| 48 |
48
Fisher Asset Management
Camas,
Washington
| $1420億 | +$84.8億 | +6% | 4.51% | 114% | 1,105 | 18.19% | 3.6 |
|
| 49 |
49
Dodge & Cox
San Francisco,
California
| $1399億 | +$134億 | +11% | 15.9% | 69.9% | 188 | 4.26% | 5.7 |
|
| 50 |
50
Millennium Management
New York
| $1398億 | +$12.7億 | +0.9% | 8.96% | 127% | 6,933 | 41.48% | 1.2 |
|