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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
UBS AM
Chicago,
Illinois
| $4288億 | +$395億 | +10% | 4.14% | 132% | 2,799 | 6.97% | 6.7 |
|
| 27 |
27
Dimensional Fund Advisors
Austin,
Texas
| $4164億 | +$40.9億 | +1% | 1.83% | 114% | 3,410 | 3.87% | 8.1 |
|
| 28 |
28
Ameriprise
Minneapolis,
Minnesota
| $3897億 | -$1.91億 | -0% | 2.84% | 117% | 4,210 | 10.21% | 6.7 |
|
| 29 |
29
Legal & General Group
London,
United Kingdom
| $3779億 | -$21.8億 | -0.6% | 3.98% | 129% | 3,439 | 2.41% | 7.2 |
|
| 30 |
30
Franklin Resources
San Mateo,
California
| $3601億 | +$40.4億 | +1% | 2.29% | 116% | 3,065 | 10.05% | 4.3 |
|
| 31 |
31
Barclays
London,
United Kingdom
| $3569億 | -$199億 | -5% | 4.46% | 144% | 5,604 | 12.33% | 5.1 |
|
| 32 |
32
Nuveen
Charlotte,
North Carolina
| $3541億 | -$20.9億 | -0.6% | 5.17% | 139% | 3,380 | 3.05% | 4.9 |
|
| 33 |
33
Massachusetts Financial Services
Boston,
Massachusetts
| $3169億 | -$180億 | -5% | 1.83% | 95% | 934 | 15.63% | 4.7 |
|
| 34 |
34
Envestnet Asset Management
Chicago,
Illinois
| $3115億 | +$17.2億 | +0.6% | 0.15% | 64.9% | 4,465 | 9.36% | 4.6 |
|
| 35 |
35
AllianceBernstein
Nashville,
Tennessee
| $2947億 | -$30.8億 | -1% | 4.56% | 107% | 3,298 | 4.37% | 7.3 |
|
| 36 |
36
Amundi
Paris,
France
| $2876億 | +$162億 | +6% | 2.7% | 127% | 2,219 | 15.05% | 2.2 |
|
| 37 |
37
Raymond James Financial
St Petersburg,
Florida
| $2708億 | – | – | 2.09% | – | 4,789 | – | 0 |
|
| 38 |
38
Berkshire Hathaway
Omaha,
Nebraska
| $2672億 | +$7.97億 | +0.3% | 3.29% | 60.8% | 41 | 9.76% | 5 |
|
| 39 |
39
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $2554億 | +$97.3億 | +4% | 2.76% | 124% | 3,766 | 7.81% | 7.2 |
|
| 40 |
40
Fisher Asset Management
Camas,
Washington
| $2513億 | +$73億 | +3% | 2.95% | 114% | 1,024 | 15.04% | 5 |
|
| 41 |
41
LPL Financial
San Diego,
California
| $2460億 | +$217億 | +10% | 0.86% | 70% | 5,518 | 10.53% | 5.1 |
|
| 42 |
42
Bank of Montreal
Toronto,
Ontario, Canada
| $2147億 | -$127億 | -6% | 2.94% | 120% | 4,060 | 20.32% | 5.9 |
|
| 43 |
43
IMC Chicago
Chicago,
Illinois
| $2147億 | +$308億 | +17% | 4.17% | 250% | 3,408 | 28.4% | 1.6 |
|
| 44 |
44
Millennium Management
New York
| $2046億 | -$62.4億 | -3% | 6.13% | 127% | 6,700 | 22.22% | 2.6 |
|
| 45 |
45
Janus Henderson Group
London,
| $1967億 | +$13.7億 | +0.7% | 4.13% | 118% | 2,620 | 7.18% | 4.4 |
|
| 46 |
46
Optiver Holding
Amsterdam,
Netherlands
| $1936億 | +$17.9億 | +0.9% | 2.27% | 147% | 1,229 | 40.36% | 0.9 |
|
| 47 |
47
Principal Financial Group
Des Moines,
Iowa
| $1834億 | +$2.45億 | +0.1% | 2.14% | 94.1% | 2,270 | 4.85% | 7.5 |
|
| 48 |
48
Simplex Trading
Chicago,
Illinois
| $1786億 | +$82.4億 | +5% | 4.79% | 183% | 10,008 | 30.23% | 3 |
|
| 49 |
49
BNP Paribas Financial Markets
Paris,
France
| $1784億 | +$296億 | +20% | 3.47% | 148% | 5,601 | 29.39% | 4.6 |
|
| 50 |
50
American Century Companies
Kansas City,
Missouri
| $1741億 | +$19.6億 | +1% | 4.91% | 130% | 2,985 | 7.17% | 4 |
|