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세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오
초대형 AUM
2,000억 달러 이상
AUM 규모가 큼
100억~2,000억 달러
중간 AUM
20억~100억 달러
소규모 AUM
2억 5,000만 달러~20억 달러
소규모 AUM
2억 5천만 달러 미만
10% 미만
20% 미만
40% 미만
60% 미만
80% 미만
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
| # | 이름 | AUM |
AUM 성장률 |
AUM 성장률 |
분기 예상 수익률 |
3년간 예상 수익률 | 보유 종목 | 포트폴리오 회전율 |
평균 보유 기간(년) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 26 |
26
Charles Schwab
San Francisco,
California
| US$3329억 | -US$56.5억 | -2% | 2.5% | 108% | 3,695 | 5.98% | 5.6 |
|
| 27 |
27
Legal & General Group
London,
United Kingdom
| US$3288억 | -US$18.9억 | -0.6% | 3.18% | 129% | 3,619 | 2.65% | 5.4 |
|
| 28 |
28
Dimensional Fund Advisors
Austin,
Texas
| US$3246억 | -US$61.3억 | -2% | 0.65% | 114% | 3,635 | 6.02% | 6.2 |
|
| 29 |
29
Jane Street
New York
| US$3091억 | +US$59.9억 | +2% | 3.51% | 207% | 11,631 | 26.67% | 1.6 |
|
| 30 |
30
Nuveen
Charlotte,
North Carolina
| US$3086억 | -US$294억 | -9% | 3.74% | 139% | 3,477 | 6.53% | 3.1 |
|
| 31 |
31
UBS Group
Zurich,
Switzerland
| US$3000억 | -US$492억 | -14% | 3.64% | 113% | 11,668 | 20.07% | 3.4 |
|
| 32 |
32
AllianceBernstein
Nashville,
Tennessee
| US$2591억 | -US$237억 | -8% | 6.78% | 107% | 3,400 | 7.24% | 5.7 |
|
| 33 |
33
Franklin Resources
San Mateo,
California
| US$2502억 | -US$270억 | -10% | 3.44% | 116% | 2,600 | 11.12% | 3.3 |
|
| 34 |
34
UBS AM
Chicago,
Illinois
| US$2334억 | -US$278억 | -11% | 4.35% | 132% | 2,904 | 6.34% | 5.4 |
|
| 35 |
35
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| US$2144억 | -US$80.4억 | -4% | 1.43% | 124% | 4,383 | 6.66% | 5.4 |
|
| 36 |
36
Janus Henderson Group
London,
| US$2071억 | -US$326억 | -14% | 5.91% | 118% | 2,774 | 13.16% | 2.6 |
|
| 37 |
37
Bank of Montreal
Toronto,
Ontario, Canada
| US$2064억 | +US$182억 | +10% | 0.45% | 120% | 4,423 | 25.57% | 4.3 |
|
| 38 |
38
Envestnet Asset Management
Chicago,
Illinois
| US$1988억 | -US$34.4억 | -2% | 4.64% | 64.9% | 4,144 | 12.02% | 3.2 |
|
| 39 |
39
Parallax Volatility Advisers
San Francisco,
California
| US$1916억 | +US$805억 | +73% | 4.16% | 169% | 3,697 | 42.79% | 1.9 |
|
| 40 |
40
Parametric Portfolio Associates
Seattle,
Washington
| US$1902억 | -US$52.9억 | -3% | 2.76% | 86.8% | 3,846 | 10.22% | 5.4 |
|
| 41 |
41
Millennium Management
New York
| US$1886억 | -US$81.3억 | -4% | 2.49% | 127% | 8,193 | 34.86% | 1.5 |
|
| 42 |
42
Swiss National Bank
Zurich,
Switzerland
| US$1773억 | +US$112억 | +7% | 3.16% | 136% | 2,722 | 1.25% | 6 |
|
| 43 |
43
Fisher Asset Management
Camas,
Washington
| US$1695억 | -US$90.8억 | -5% | 4.71% | 114% | 1,181 | 17.7% | 3.9 |
|
| 44 |
44
Dodge & Cox
San Francisco,
California
| US$1646억 | +US$31.2억 | +2% | 4.22% | 69.9% | 203 | 5.91% | 6 |
|
| 45 |
45
Citigroup
New York
| US$1645억 | -US$222억 | -12% | 3.12% | 141% | 6,926 | 21.6% | 4.6 |
|
| 46 |
46
Principal Financial Group
Des Moines,
Iowa
| US$1586억 | -US$89.5억 | -5% | 4.92% | 94.1% | 2,636 | 7.97% | 5.4 |
|
| 47 |
47
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| US$1526억 | -US$107억 | -7% | 1.66% | 93.6% | 3,267 | 11.17% | 5.4 |
|
| 48 |
48
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| US$1502억 | -US$143억 | -9% | 4.81% | 137% | 1,277 | 16.91% | 5 |
|
| 49 |
49
Amundi
Paris,
France
| US$1477억 | -US$101억 | -6% | 2.49% | 127% | 1,764 | 12.02% | 0.6 |
|
| 50 |
50
American Century Companies
Kansas City,
Missouri
| US$1463억 | -US$114억 | -7% | 3.6% | 130% | 2,409 | 9.55% | 2.7 |
|