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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
Wells Fargo
San Francisco,
California
| $4834億 | +$431億 | +10% | 10.2% | 81.5% | 7,476 | 13.08% | 6.9 |
|
| 27 |
27
Barclays
London,
United Kingdom
| $4364億 | +$837億 | +24% | 15.2% | 144% | 5,681 | 16.26% | 5.3 |
|
| 28 |
28
Dimensional Fund Advisors
Austin,
Texas
| $4319億 | +$296億 | +7% | 10% | 114% | 3,373 | 4.57% | 8.5 |
|
| 29 |
29
Ameriprise
Minneapolis,
Minnesota
| $4057億 | +$353億 | +10% | 12.3% | 117% | 4,177 | 9.29% | 7.2 |
|
| 30 |
30
Legal & General Group
London,
United Kingdom
| $4029億 | +$356億 | +10% | 14.5% | 129% | 3,602 | 11.47% | 7.4 |
|
| 31 |
31
Franklin Resources
San Mateo,
California
| $3772億 | +$296億 | +9% | 13.3% | 116% | 3,166 | 10.87% | 4.4 |
|
| 32 |
32
Nuveen
Charlotte,
North Carolina
| $3618億 | +$322億 | +10% | 16% | 139% | 3,469 | 11.27% | 5.3 |
|
| 33 |
33
Envestnet Asset Management
Chicago,
Illinois
| $3427億 | +$325億 | +10% | 9.08% | 64.9% | 4,606 | 9.62% | 4.8 |
|
| 34 |
34
Massachusetts Financial Services
Boston,
Massachusetts
| $3151億 | +$143億 | +5% | 11.7% | 95% | 943 | 12.94% | 4.8 |
|
| 35 |
35
AllianceBernstein
Nashville,
Tennessee
| $3066億 | +$302億 | +11% | 15.6% | 107% | 3,383 | 9.81% | 7.5 |
|
| 36 |
36
LPL Financial
San Diego,
California
| $2998億 | +$427億 | +17% | 9.57% | 70% | 5,729 | 9.98% | 5.2 |
|
| 37 |
37
Raymond James Financial
St Petersburg,
Florida
| $2905億 | +$248億 | +9% | 10.7% | – | 7,081 | 31.94% | 0.3 |
|
| 38 |
38
Amundi
Paris,
France
| $2897億 | +$150億 | +5% | 14.1% | 127% | 2,245 | 28.73% | 2.9 |
|
| 39 |
39
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $2716億 | +$192億 | +8% | 13.1% | 124% | 3,800 | 10.34% | 7.5 |
|
| 40 |
40
Berkshire Hathaway
Omaha,
Nebraska
| $2575億 | -$22.9億 | -0.9% | 1.48% | 60.8% | 42 | 9.52% | 4.8 |
|
| 41 |
41
Fisher Asset Management
Camas,
Washington
| $2519億 | +$209億 | +9% | 12.6% | 114% | 1,093 | 18.39% | 5.1 |
|
| 42 |
42
IMC Chicago
Chicago,
Illinois
| $2252億 | +$485億 | +27% | 16.3% | 250% | 3,685 | 28.17% | 1.8 |
|
| 43 |
43
Bank of Montreal
Toronto,
Ontario, Canada
| $2132億 | +$74.1億 | +4% | 14.9% | 120% | 3,808 | 17.15% | 6.1 |
|
| 44 |
44
Optiver Holding
Amsterdam,
Netherlands
| $2102億 | +$383億 | +22% | 20.2% | 147% | 1,658 | 33.84% | 0.8 |
|
| 45 |
45
Millennium Management
New York
| $2071億 | +$192億 | +10% | 11.9% | 127% | 6,516 | 22.25% | 2.8 |
|
| 46 |
46
Janus Henderson Group
London,
| $2040億 | +$216億 | +12% | 18% | 118% | 2,545 | 8.21% | 4.9 |
|
| 47 |
47
Citigroup
New York
| $2036億 | +$79.3億 | +4% | 15.1% | 141% | 6,003 | 14.06% | 6.6 |
|
| 48 |
48
Principal Financial Group
Des Moines,
Iowa
| $1892億 | +$110億 | +6% | 10.5% | 94.1% | 2,339 | 12.1% | 7.7 |
|
| 49 |
49
American Century Companies
Kansas City,
Missouri
| $1841億 | +$211億 | +13% | 13.9% | 130% | 2,995 | 8.58% | 4.3 |
|
| 50 |
50
Dodge & Cox
San Francisco,
California
| $1780億 | +$25.2億 | +1% | 5.61% | 69.9% | 222 | 4.95% | 7.5 |
|