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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 51 |
51
Neuberger Berman Group
New York
| US$764억 | -US$12.2억 | -2% | 4.93% | 113% | 1,663 | 18.88% | 1.9 |
|
| 52 |
52
Charles Schwab
San Francisco,
California
| US$743억 | +US$64.3억 | +9% | 6.85% | 108% | 3,154 | 3.61% | 2.2 |
|
| 53 |
53
Boston Partners
Boston,
Massachusetts
| US$698억 | +US$42.1억 | +6% | 6.14% | 108% | 798 | 20.55% | 1.6 |
|
| 54 |
54
BlackRock
New York
| US$682억 | +US$43.5억 | +7% | 6.23% | 135% | 3,615 | 14.44% | 1.9 |
|
| 55 |
55
Principal Financial Group
Des Moines,
Iowa
| US$673억 | +US$36.6억 | +6% | 6.6% | 94.1% | 2,273 | 7.57% | 2.1 |
|
| 56 |
56
D.E. Shaw & Co
New York
| US$672억 | -US$7.32억 | -1% | 5.67% | 175% | 4,165 | 20.94% | 1.5 |
|
| 57 |
57
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| US$671억 | +US$20.8억 | +3% | 5.27% | 99.2% | 346 | 17.34% | 1.3 |
|
| 58 |
58
New York State Common Retirement Fund
Albany,
New York
| US$651억 | +US$19.7억 | +3% | 7.07% | 133% | 3,233 | 4.24% | 1.6 |
|
| 59 |
59
Capital International Investors
Los Angeles,
California
| US$648억 | +US$96.8억 | +18% | 6.77% | 138% | 289 | 15.57% | 1.7 |
|
| 60 |
60
California Public Employees Retirement System
Sacramento,
California
| US$633억 | +US$43.9억 | +7% | 6.86% | 121% | 3,723 | 4.62% | 2.2 |
|
| 61 |
61
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| US$617억 | +US$22억 | +4% | 6.04% | 105% | 113 | 7.08% | 2.3 |
|
| 62 |
62
Waddell & Reed Financial
Overland Park,
Kansas
| US$617억 | +US$8.21억 | +1% | 8.2% | 124% | 677 | 19.35% | 1.4 |
|
| 63 |
63
Harris Associates
Chicago,
Illinois
| US$590억 | +US$18.3억 | +3% | 6.79% | 51.6% | 129 | 10.08% | 1.9 |
|
| 64 |
64
Parametric Portfolio Associates
Seattle,
Washington
| US$586억 | +US$73.2억 | +14% | 6.23% | 86.8% | 4,085 | 23.57% | 1.7 |
|
| 65 |
65
Baillie Gifford & Co
Edinburgh,
United Kingdom
| US$575억 | +US$64.1억 | +13% | 16.5% | 124% | 215 | 18.6% | 1.8 |
|
| 66 |
66
Russell Frank Company
Seattle,
Washington
| US$572억 | +US$36.8억 | +7% | 6.61% | 42.8% | 3,179 | 12.08% | 1.9 |
|
| 67 |
67
AQR Capital Management
Greenwich,
Connecticut
| US$571억 | +US$70.9억 | +14% | 5.23% | 120% | 2,416 | 17.96% | 1.6 |
|
| 68 |
68
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| US$559억 | +US$42.8억 | +8% | 6.71% | 137% | 911 | 9.11% | 2.1 |
|
| 69 |
69
Prudential Financial
Newark,
New Jersey
| US$552억 | +US$45.4억 | +9% | 6.41% | 117% | 2,338 | 9.62% | 2.1 |
|
| 70 |
70
Teachers Advisors
New York
| US$534억 | +US$33.8억 | +7% | 6.99% | 67.2% | 3,165 | 4.39% | 2.2 |
|
| 71 |
71
Fisher Asset Management
Camas,
Washington
| US$519억 | +US$39.1억 | +8% | 6.87% | 114% | 832 | 18.75% | 1.5 |
|
| 72 |
72
Artisan Partners
Milwaukee,
Wisconsin
| US$509억 | +US$17.3억 | +4% | 7.51% | 129% | 414 | 17.15% | 1.5 |
|
| 73 |
73
TD Asset Management
Toronto,
Ontario, Canada
| US$504억 | -US$3.82억 | -0.8% | 2.19% | 120% | 1,436 | 11.63% | 1.9 |
|
| 74 |
74
Parallax Volatility Advisers
San Francisco,
California
| US$492억 | +US$43억 | +10% | 3.99% | 169% | 4,791 | 28.95% | 1.2 |
|
| 75 |
75
Macquarie Group
Sydney, NSW 2000,
Australia
| US$487억 | +US$20.7억 | +4% | 6.93% | 109% | 1,629 | 10.74% | 2 |
|