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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)
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$3829億 +$135億 +4% 1.12% 114% 3,454 4.28% 7.7
Ameriprise
27
Ameriprise
Minnesota
$3696億 +$62.1億 +2% 3.37% 117% 3,986 7% 6.8
Legal & General Group
28
Legal & General Group
United Kingdom
$3540億 +$66.5億 +2% 4.99% 129% 3,587 11.21% 6.8
UBS AM
29
UBS AM
Illinois
$3486億 +$673億 +24% 5.06% 132% 2,913 16.79% 6
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$3445億 +$147億 +4% 7.09% 120% 4,374 25.31% 5.2
Nuveen
31
Nuveen
North Carolina
$3420億 +$49.9億 +1% 5.3% 139% 3,487 10.61% 4.5
Barclays
32
Barclays
United Kingdom
$3271億 +$395億 +14% 4.94% 144% 5,455 19.29% 5.2
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$3253億 -$94.1億 -3% 1.63% 95% 904 11.95% 4.6
Franklin Resources
34
Franklin Resources
California
$3253億 +$94.5億 +3% 3.55% 116% 3,014 10.25% 4
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2870億 +$192億 +7% 1.63% 64.9% 4,343 8.24% 4.4
AllianceBernstein
36
AllianceBernstein
Tennessee
$2868億 +$41.7億 +1% 4.78% 107% 3,360 10.45% 6.9
Berkshire Hathaway
37
Berkshire Hathaway
Nebraska
$2800億 -$517億 -16% 7.16% 60.8% 43 9.3% 4.9
Amundi
38
Amundi
France
$2609億 +$282億 +12% 4.31% 127% 2,114 15.04% 2.1
Fisher Asset Management
39
Fisher Asset Management
Washington
$2299億 +$157億 +7% 5.5% 114% 1,069 17.59% 4.6
Deutsche Bank
40
Deutsche Bank
Germany
$2217億 +$62億 +3% 4.15% 124% 3,775 10.17% 7.1
Millennium Management
41
Millennium Management
New York
$2159億 -$182億 -8% 1.28% 127% 6,803 24.33% 2.4
LPL Financial
42
LPL Financial
California
$2008億 +$145億 +8% 2.21% 70% 5,204 9.45% 5
Janus Henderson Group
43
Janus Henderson Group
$1867億 +$34.2億 +2% 5.12% 118% 2,619 7.33% 4
Optiver Holding
44
Optiver Holding
Netherlands
$1854億 -$4.98億 -0.3% 5.08% 147% 1,037 50.05% 0.8
CTC (Chicago Trading Company)
45
CTC (Chicago Trading Company)
Illinois
$1733億 -$209億 -11% 8.33% 192% 327 18.35% 2.2
Principal Financial Group
46
Principal Financial Group
Iowa
$1684億 -$17.4億 -1% 2.02% 94.1% 2,513 9.47% 6.9
Dodge & Cox
47
Dodge & Cox
California
$1666億 -$57.6億 -3% 0.12% 69.9% 205 4.39% 7.3
IMC Chicago
48
IMC Chicago
Illinois
$1640億 +$12.5億 +0.8% 1.18% 250% 2,845 27.03% 1.6
HSBC Holdings
49
HSBC Holdings
United Kingdom
$1636億 +$158億 +11% 5.47% 127% 3,239 16.64% 4.2
American Century Companies
50
American Century Companies
Missouri
$1634億 +$42.8億 +3% 4.08% 130% 3,009 7.31% 3.7