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