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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
| $3130億 | -$104億 | -3% | 0.49% | 117% | 4,040 | 8.66% | 5.2 |
|
| 27 |
27
Dimensional Fund Advisors
Austin,
Texas
| $3104億 | -$54億 | -2% | 0.03% | 114% | 3,591 | 6.29% | 6 |
|
| 28 |
28
Legal & General Group
London,
United Kingdom
| $3076億 | +$85.5億 | +3% | 0.37% | 129% | 3,551 | 3.72% | 5.2 |
|
| 29 |
29
Charles Schwab
San Francisco,
California
| $3059億 | +$49.3億 | +2% | 0.12% | 108% | 3,610 | 8.61% | 5.4 |
|
| 30 |
30
Berkshire Hathaway
Omaha,
Nebraska
| $2934億 | +$4.24億 | +0.1% | 1.05% | 60.8% | 46 | 10.87% | 4.9 |
|
| 31 |
31
Jane Street
New York
| $2831億 | +$274億 | +11% | 1.27% | 207% | 11,338 | 27.85% | 1.4 |
|
| 32 |
32
Franklin Resources
San Mateo,
California
| $2656億 | +$38.5億 | +1% | 0.56% | 116% | 2,529 | 23.53% | 3 |
|
| 33 |
33
AllianceBernstein
Nashville,
Tennessee
| $2535億 | +$43.8億 | +2% | 0.64% | 107% | 3,430 | 7.76% | 5.4 |
|
| 34 |
34
UBS AM
Chicago,
Illinois
| $2413億 | +$75.7億 | +3% | 0.41% | 132% | 2,809 | 4.2% | 5.1 |
|
| 35 |
35
Janus Henderson Group
London,
| $2287億 | -$49.8億 | -2% | 1.1% | 118% | 2,257 | 31.99% | 2.7 |
|
| 36 |
36
Barclays
London,
United Kingdom
| $2222億 | +$106億 | +5% | 0.21% | 144% | 5,157 | 12.1% | 4.9 |
|
| 37 |
37
Bank of Montreal
Toronto,
Ontario, Canada
| $2190億 | +$181億 | +9% | 0.18% | 120% | 4,070 | 17.4% | 4.7 |
|
| 38 |
38
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $2108億 | +$48.8億 | +2% | 0.28% | 124% | 4,855 | 12.26% | 4.9 |
|
| 39 |
39
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $1911億 | -$141億 | -7% | 2.6% | 124% | 509 | 10.61% | 2.3 |
|
| 40 |
40
Envestnet Asset Management
Chicago,
Illinois
| $1821億 | +$59.8億 | +3% | 0.44% | 64.9% | 3,826 | 9.2% | 3 |
|
| 41 |
41
Credit Suisse
Zurich,
Switzerland
| $1817億 | -$69.4億 | -4% | 0.59% | 49.4% | 4,732 | 16.53% | 4.5 |
|
| 42 |
42
Parametric Portfolio Associates
Seattle,
Washington
| $1760億 | -$24.6億 | -1% | 0.62% | 86.8% | 3,741 | 8.63% | 5.3 |
|
| 43 |
43
Citigroup
New York
| $1693億 | +$31.5億 | +2% | 0.55% | 141% | 6,611 | 18.36% | 5 |
|
| 44 |
44
Millennium Management
New York
| $1667億 | +$37億 | +2% | 0.14% | 127% | 7,698 | 28.9% | 1.3 |
|
| 45 |
45
Fisher Asset Management
Camas,
Washington
| $1610億 | +$17.3億 | +1% | 0.04% | 114% | 1,103 | 15.23% | 3.8 |
|
| 46 |
46
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $1606億 | -$85.5億 | -5% | 0.89% | 137% | 1,235 | 8.58% | 4.8 |
|
| 47 |
47
Swiss National Bank
Zurich,
Switzerland
| $1573億 | -$48.8億 | -3% | 0.43% | 136% | 2,649 | 1.32% | 5.8 |
|
| 48 |
48
Jennison Associates
New York
| $1547億 | +$37.5億 | +2% | 3.53% | 189% | 761 | 25.76% | 2.4 |
|
| 49 |
49
Dodge & Cox
San Francisco,
California
| $1535億 | +$6.48億 | +0.4% | 1.53% | 69.9% | 195 | 3.59% | 5.8 |
|
| 50 |
50
Principal Financial Group
Des Moines,
Iowa
| $1533億 | -$14.3億 | -0.9% | 0.83% | 94.1% | 2,664 | 5.93% | 5.1 |
|