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