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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
| $3049億 | -$88.7億 | -3% | 1.54% | 114% | 3,560 | 4.86% | 7.1 |
|
| 27 |
27
Ameriprise
Minneapolis,
Minnesota
| $3046億 | -$144億 | -5% | 2.55% | 117% | 4,031 | 6.82% | 6.4 |
|
| 28 |
28
UBS Group
Zurich,
Switzerland
| $2901億 | -$60.6億 | -2% | 2.33% | 113% | 10,416 | 25.04% | 4.4 |
|
| 29 |
29
Bank of Montreal
Toronto,
Ontario, Canada
| $2889億 | -$3.76億 | -0.1% | 1.39% | 120% | 4,441 | 26.26% | 5 |
|
| 30 |
30
Legal & General Group
London,
United Kingdom
| $2866億 | -$208億 | -7% | 2.85% | 129% | 3,456 | 2.78% | 6.4 |
|
| 31 |
31
Massachusetts Financial Services
Boston,
Massachusetts
| $2856億 | -$190億 | -6% | 2.86% | 95% | 881 | 11.8% | 4.5 |
|
| 32 |
32
Nuveen
Charlotte,
North Carolina
| $2840億 | -$33.9億 | -1% | 2.12% | 139% | 3,279 | 4.51% | 4.2 |
|
| 33 |
33
AllianceBernstein
Nashville,
Tennessee
| $2351億 | -$99.4億 | -4% | 2.47% | 107% | 3,241 | 4.17% | 6.6 |
|
| 34 |
34
UBS AM
Chicago,
Illinois
| $2232億 | +$167億 | +8% | 2.27% | 132% | 2,762 | 9.52% | 6.2 |
|
| 35 |
35
Envestnet Asset Management
Chicago,
Illinois
| $2186億 | -$70.9億 | -3% | 3.31% | 64.9% | 4,231 | 12.27% | 4.1 |
|
| 36 |
36
Amundi
Paris,
France
| $2035億 | +$57.5億 | +3% | 2.06% | 127% | 2,094 | 7.45% | 1.6 |
|
| 37 |
37
Millennium Management
New York
| $1981億 | -$46.5億 | -2% | 1.75% | 127% | 6,895 | 24.22% | 2.1 |
|
| 38 |
38
Franklin Resources
San Mateo,
California
| $1968億 | -$136億 | -6% | 3.21% | 116% | 2,849 | 11.23% | 3.9 |
|
| 39 |
39
Fisher Asset Management
Camas,
Washington
| $1763億 | -$45.6億 | -3% | 2.92% | 114% | 1,293 | 19.72% | 4 |
|
| 40 |
40
CTC (Chicago Trading Company)
Chicago,
Illinois
| $1732億 | -$194億 | -10% | 1.31% | 192% | 341 | 14.08% | 1.8 |
|
| 41 |
41
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $1721億 | -$73.2億 | -4% | 1.72% | 93.6% | 3,053 | 5.8% | 6.2 |
|
| 42 |
42
Barclays
London,
United Kingdom
| $1606億 | +$26.4億 | +2% | 2.43% | 144% | 4,832 | 12.11% | 5.1 |
|
| 43 |
43
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1549億 | -$332億 | -18% | 2.58% | 124% | 3,950 | 10.25% | 6.5 |
|
| 44 |
44
Janus Henderson Group
London,
| $1527億 | -$80.9億 | -5% | 2.2% | 118% | 2,638 | 4.74% | 3.4 |
|
| 45 |
45
Dodge & Cox
San Francisco,
California
| $1484億 | -$14.6億 | -1% | 1.06% | 69.9% | 195 | 3.59% | 7.2 |
|
| 46 |
46
Optiver Holding
Amsterdam,
Netherlands
| $1475億 | +$70.2億 | +5% | 3.7% | 147% | 628 | 36.15% | 1 |
|
| 47 |
47
LPL Financial
San Diego,
California
| $1428億 | +$28.9億 | +2% | 3.28% | 70% | 4,862 | 9.42% | 4.8 |
|
| 48 |
48
T. Rowe Price Investment Management
Baltimore,
Maryland
| $1415億 | -$53.4億 | -4% | 2.8% | 96.5% | 604 | 11.75% | 0.8 |
|
| 49 |
49
Principal Financial Group
Des Moines,
Iowa
| $1392億 | -$71.6億 | -5% | 3.34% | 94.1% | 2,502 | 6.04% | 6.4 |
|
| 50 |
50
Citigroup
New York
| $1338億 | -$187億 | -12% | 2.91% | 141% | 5,915 | 10.18% | 5.7 |
|