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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 101 |
101
Putnam Investments
Boston,
Massachusetts
| $661億 | -$39.3億 | -6% | 2.38% | 62% | 1,326 | 24.51% | 2.2 |
|
| 102 |
102
Creative Planning
Overland Park,
Kansas
| $646億 | +$23.2億 | +4% | 4.79% | 62.2% | 2,491 | 21.76% | 3.7 |
|
| 103 |
103
Truist Financial
Charlotte,
North Carolina
| $633億 | -$22.8億 | -3% | 3.47% | 78.7% | 2,939 | 15.92% | 2.8 |
|
| 104 |
104
Charles Schwab Investment Advisory
San Francisco,
California
| $629億 | -$8.78億 | -1% | 4.52% | 2.56% | 113 | 17.7% | 3.4 |
|
| 105 |
105
Twin Tree Management
Dallas,
Texas
| $625億 | +$145億 | +30% | 6.11% | 175% | 2,007 | 43.9% | 0.8 |
|
| 106 |
106
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $624億 | +$11.6億 | +2% | 4.9% | 54% | 3,584 | 18.25% | 3.8 |
|
| 107 |
107
US Bancorp
Minneapolis,
Minnesota
| $601億 | -$33.4億 | -5% | 4.12% | 76.8% | 4,321 | 8.33% | 5.3 |
|
| 108 |
108
Cohen & Steers
New York
| $597億 | -$18.5億 | -3% | 4.9% | 40.1% | 440 | 16.14% | 3.3 |
|
| 109 |
109
Bank of Nova Scotia
Toronto,
Ontario, Canada
| $588億 | -$128億 | -18% | 3.43% | 126% | 1,364 | 26.39% | 3.3 |
|
| 110 |
110
Russell Investments Group
London,
United Kingdom
| $575億 | -$50.8億 | -8% | 1.8% | 124% | 3,062 | 13.95% | 3.6 |
|
| 111 |
111
Aristotle Capital Management
Los Angeles,
California
| $549億 | -$41.2億 | -7% | 4.49% | 50.5% | 183 | 5.46% | 4.6 |
|
| 112 |
112
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| $548億 | -$25.4億 | -4% | 3.29% | 133% | 541 | 5.36% | 5 |
|
| 113 |
113
LSV Asset Management
Chicago,
Illinois
| $545億 | -$19.9億 | -4% | 0.44% | 99.4% | 940 | 8.4% | 4.8 |
|
| 114 |
114
Swedbank
Stockholm,
Sweden
| $539億 | -$58.9億 | -10% | 6.64% | 143% | 776 | 6.19% | 1.4 |
|
| 115 |
115
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $530億 | -$6.13億 | -1% | 2.89% | 38.2% | 3,536 | 12.36% | 3.4 |
|
| 116 |
116
APG Asset Management
Amsterdam,
Netherlands
| $529億 | -$59.4億 | -10% | 3.32% | 115% | 1,032 | 22.48% | 4.5 |
|
| 117 |
117
Marshall Wace
London,
United Kingdom
| $528億 | -$13.4億 | -2% | 3.14% | 142% | 4,607 | 45.93% | 0.6 |
|
| 118 |
118
AQR Capital Management
Greenwich,
Connecticut
| $527億 | -$24.8億 | -4% | 3.05% | 120% | 2,367 | 14.58% | 4.2 |
|
| 119 |
119
Adage Capital Partners
Boston,
Massachusetts
| $527億 | -$28.9億 | -5% | 1.4% | 170% | 1,207 | 26.1% | 2.5 |
|
| 120 |
120
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| $516億 | -$40.6億 | -7% | 3.21% | 124% | 2,435 | 3.37% | 6.4 |
|
| 121 |
121
Osaic Holdings
Scottsdale,
Arizona
| $515億 | -$13億 | -2% | 3.45% | 76.9% | 7,876 | 9.14% | 1.6 |
|
| 122 |
122
M&G Investment Management
London,
United Kingdom
| $513億 | +$127億 | +33% | 2.09% | 59.6% | 528 | 22.54% | 1.5 |
|
| 123 |
123
Polen Capital Management
Boca Raton,
Florida
| $513億 | -$82.6億 | -14% | 13.1% | 64.4% | 98 | 12.24% | 2.5 |
|
| 124 |
124
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $511億 | -$7.27億 | -1% | 3.58% | 102% | 2,593 | 18.97% | 4.9 |
|
| 125 |
125
Alkeon Capital Management
New York
| $499億 | -$40.8億 | -8% | 14.1% | 222% | 169 | 24.26% | 2.3 |
|