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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

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)
Charles Schwab
26
Charles Schwab
California
$3385億 +$327億 +11% 10.2% 108% 3,647 5.65% 5.4
Nuveen
27
Nuveen
North Carolina
$3380億 +$132億 +4% 11.1% 139% 3,478 6.81% 3
Berkshire Hathaway
28
Berkshire Hathaway
Nebraska
$3310億 +$375億 +13% 14.3% 60.8% 46 10.87% 4.8
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$3307億 +$203億 +7% 10.3% 114% 3,615 5.37% 6.1
Legal & General Group
30
Legal & General Group
United Kingdom
$3307億 +$230億 +7% 11.5% 129% 3,635 5.39% 5.2
Jane Street
31
Jane Street
New York
$3032億 +$201億 +7% 3.54% 207% 11,406 26.45% 1.5
AllianceBernstein
32
AllianceBernstein
Tennessee
$2829億 +$294億 +12% 11.6% 107% 3,426 8.23% 5.5
Franklin Resources
33
Franklin Resources
California
$2773億 +$117億 +4% 8.55% 116% 2,610 11.42% 3.1
Barclays
34
Barclays
United Kingdom
$2681億 +$459億 +21% 9.96% 144% 5,008 21.47% 5.6
UBS AM
35
UBS AM
Illinois
$2612億 +$199億 +8% 11.1% 132% 2,965 11.64% 5.1
Janus Henderson Group
36
Janus Henderson Group
$2398億 +$111億 +5% 9.79% 118% 2,654 21.59% 2.5
Deutsche Bank
37
Deutsche Bank
Germany
$2224億 +$116億 +6% 11% 124% 4,554 10.34% 5.2
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2022億 +$201億 +11% 6.35% 64.9% 4,011 12.19% 3
Millennium Management
39
Millennium Management
New York
$1968億 +$301億 +18% 6.91% 127% 7,926 30.82% 1.4
Parametric Portfolio Associates
40
Parametric Portfolio Associates
Washington
$1955億 +$195億 +11% 11.4% 86.8% 3,778 8.76% 5.4
Credit Suisse
41
Credit Suisse
Switzerland
$1882億 +$65.4億 +4% 8.83% 49.4% 4,804 16.05% 4.4
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1882億 -$309億 -14% 8.71% 120% 4,087 25.1% 5.1
Citigroup
43
Citigroup
New York
$1867億 +$174億 +10% 8.76% 141% 6,293 14.54% 5
Baillie Gifford & Co
44
Baillie Gifford & Co
United Kingdom
$1822億 -$89億 -5% 0.02% 124% 518 8.49% 2.4
Fisher Asset Management
45
Fisher Asset Management
Washington
$1786億 +$176億 +11% 7.34% 114% 1,147 17.35% 3.8
Principal Financial Group
46
Principal Financial Group
Iowa
$1675億 +$142億 +9% 11.1% 94.1% 2,728 13.16% 5.3
Swiss National Bank
47
Swiss National Bank
Switzerland
$1661億 +$88.5億 +6% 11.8% 136% 2,800 9.25% 5.7
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$1645億 +$39.1億 +2% 9% 137% 1,239 10.57% 5
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1633億 +$411億 +34% 6.68% 93.6% 3,233 7.15% 5.2
Dodge & Cox
50
Dodge & Cox
California
$1615億 +$79.3億 +5% 5.99% 69.9% 199 4.02% 5.9