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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
| $3158億 | +$135億 | +4% | 7.28% | 114% | 3,528 | 5.3% | 5.9 |
|
| 27 |
27
UBS Group
Zurich,
Switzerland
| $3102億 | +$88.5億 | +3% | 7.56% | 113% | 10,459 | 21.7% | 3.4 |
|
| 28 |
28
Charles Schwab
San Francisco,
California
| $3009億 | +$280億 | +10% | 8.27% | 108% | 3,648 | 11.05% | 5.4 |
|
| 29 |
29
Legal & General Group
London,
United Kingdom
| $2991億 | +$307億 | +11% | 9.03% | 129% | 3,799 | 15.71% | 5 |
|
| 30 |
30
Berkshire Hathaway
Omaha,
Nebraska
| $2930億 | +$226億 | +8% | 9.52% | 60.8% | 47 | 8.51% | 4.7 |
|
| 31 |
31
Franklin Resources
San Mateo,
California
| $2617億 | +$160億 | +6% | 8% | 116% | 2,118 | 11.43% | 3.5 |
|
| 32 |
32
Jane Street
New York
| $2557億 | +$544億 | +27% | 7.45% | 207% | 10,953 | 29.1% | 1.3 |
|
| 33 |
33
AllianceBernstein
Nashville,
Tennessee
| $2491億 | +$211億 | +9% | 10% | 107% | 3,558 | 15.96% | 5.2 |
|
| 34 |
34
UBS AM
Chicago,
Illinois
| $2337億 | +$75.6億 | +3% | 9.27% | 132% | 2,827 | 11.14% | 4.9 |
|
| 35 |
35
Janus Henderson Group
London,
| $2336億 | +$146億 | +7% | 9.55% | 118% | 1,725 | 17.1% | 3.5 |
|
| 36 |
36
Barclays
London,
United Kingdom
| $2116億 | +$254億 | +14% | 8.84% | 144% | 5,234 | 16.91% | 4.6 |
|
| 37 |
37
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $2059億 | +$202億 | +11% | 9.22% | 124% | 5,034 | 16.94% | 4.7 |
|
| 38 |
38
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $2052億 | +$265億 | +15% | 16.8% | 124% | 484 | 10.33% | 2.2 |
|
| 39 |
39
Bank of Montreal
Toronto,
Ontario, Canada
| $2010億 | +$474億 | +31% | 8.71% | 120% | 5,572 | 41.26% | 4.8 |
|
| 40 |
40
Credit Suisse
Zurich,
Switzerland
| $1886億 | -$66.5億 | -3% | 8.7% | 49.4% | 4,784 | 21.38% | 4.2 |
|
| 41 |
41
Parametric Portfolio Associates
Seattle,
Washington
| $1784億 | +$41億 | +2% | 8.77% | 86.8% | 4,274 | 22.11% | 5.2 |
|
| 42 |
42
Envestnet Asset Management
Chicago,
Illinois
| $1761億 | +$222億 | +14% | 6% | 64.9% | 3,771 | 11.08% | 2.8 |
|
| 43 |
43
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $1691億 | +$91億 | +6% | 9.6% | 137% | 1,224 | 9.31% | 4.6 |
|
| 44 |
44
Citigroup
New York
| $1662億 | +$116億 | +7% | 8.35% | 141% | 6,654 | 12.58% | 5 |
|
| 45 |
45
Millennium Management
New York
| $1630億 | +$233億 | +17% | 7.29% | 127% | 7,530 | 36.75% | 1.2 |
|
| 46 |
46
Swiss National Bank
Zurich,
Switzerland
| $1621億 | +$122億 | +8% | 9.31% | 136% | 2,687 | 9.3% | 5.6 |
|
| 47 |
47
Fisher Asset Management
Camas,
Washington
| $1593億 | +$173億 | +12% | 9.06% | 114% | 1,100 | 17.36% | 3.7 |
|
| 48 |
48
Principal Financial Group
Des Moines,
Iowa
| $1548億 | +$127億 | +9% | 9.4% | 94.1% | 2,712 | 12.79% | 4.9 |
|
| 49 |
49
Dodge & Cox
San Francisco,
California
| $1529億 | +$130億 | +9% | 9.05% | 69.9% | 197 | 9.14% | 5.7 |
|
| 50 |
50
Jennison Associates
New York
| $1509億 | +$143億 | +10% | 14.6% | 189% | 746 | 22.25% | 2.3 |
|