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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
$4767億 +$107億 +2% 4.29% 114% 3,340 5.06% 8.8
UBS AM
27
UBS AM
Illinois
$4730億 +$124億 +3% 3.91% 132% 3,345 33.9% 5.4
Legal & General Group
28
Legal & General Group
United Kingdom
$4509億 +$51.5億 +1% 3.93% 129% 3,462 3.76% 7.7
Ameriprise
29
Ameriprise
Minnesota
$4425億 +$71.2億 +2% 3.84% 117% 4,249 9.16% 7.2
Barclays
30
Barclays
United Kingdom
$4167億 -$445億 -10% 4.05% 144% 5,847 17.86% 5.5
Franklin Resources
31
Franklin Resources
California
$4076億 +$65.7億 +2% 4.8% 116% 3,311 11.63% 4.5
Nuveen
32
Nuveen
North Carolina
$3819億 +$30.3億 +0.8% 4.14% 139% 3,317 3.98% 5.6
Amundi
33
Amundi
France
$3680億 +$569億 +18% 3.34% 127% 1,914 19.91% 2.8
LPL Financial
34
LPL Financial
California
$3662億 +$231億 +7% 2.16% 70% 6,133 10.14% 5.2
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3371億 -$104億 -3% 2.02% 64.9% 4,734 11.07% 5
Raymond James Financial
36
Raymond James Financial
Florida
$3214億 +$103億 +3% 2.4% – 5,365 10.9% 0.9
AllianceBernstein
37
AllianceBernstein
Tennessee
$3167億 -$8.85億 -0.3% 3.56% 107% 3,321 5% 7.7
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$3101億 -$127億 -4% 2.46% 95% 958 14.82% 4.6
Deutsche Bank
39
Deutsche Bank
Germany
$3071億 +$86.5億 +3% 4% 124% 3,764 8.05% 7.6
Fisher Asset Management
40
Fisher Asset Management
Washington
$2930億 +$167億 +6% 5.88% 114% 1,126 19.63% 4.9
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$2887億 +$280億 +11% 3.82% 120% 3,896 18.1% 6.1
IMC Chicago
42
IMC Chicago
Illinois
$2754億 +$3.8億 +0.1% 3.63% 250% 4,538 33.27% 1.8
Berkshire Hathaway
43
Berkshire Hathaway
Nebraska
$2742億 +$68.3億 +3% 5.11% 60.8% 42 2.38% 5.2
Optiver Holding
44
Optiver Holding
Netherlands
$2688億 +$182億 +7% 2.16% 147% 3,112 35.99% 0.7
Millennium Management
45
Millennium Management
New York
$2378億 +$35億 +1% 4.87% 127% 6,645 20.53% 2.9
Citigroup
46
Citigroup
New York
$2266億 +$22.7億 +1% 4.16% 141% 6,629 17.33% 6.3
Janus Henderson Group
47
Janus Henderson Group
$2233億 +$42.6億 +2% 7.67% 118% 2,496 7.61% 5.2
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$2207億 +$334億 +18% 3.86% 148% 6,035 13.19% 4.9
CTC (Chicago Trading Company)
49
CTC (Chicago Trading Company)
Illinois
$2049億 +$53.3億 +3% 10.2% 192% 173 17.34% 3.6
American Century Companies
50
American Century Companies
Missouri
$1990億 +$24.3億 +1% 4.32% 130% 2,902 7.37% 4.7