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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1 |
1
Vanguard Group
Malvern,
Pennsylvania
| $1.54兆 | +$564億 | +4% | 2.22% | 121% | 4,245 | 3.53% | 2.4 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| $9249億 | +$100億 | +1% | 2.12% | 129% | 3,813 | 4.64% | 2.3 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| $7228億 | -$205億 | -3% | 0.28% | 187% | 2,854 | 11.32% | 2.1 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| $6058億 | +$2.75億 | +0% | 1.86% | 37.7% | 4,067 | 5.16% | 2.3 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| $4685億 | -$69.8億 | -1% | 0.3% | 150% | 2,594 | 6.52% | 2.3 |
|
| 6 |
6
BlackRock Fund Advisors
San Francisco,
California
| $4320億 | -$16.2億 | -0.4% | 2.26% | 41.4% | 4,426 | 3.82% | 2.1 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| $4111億 | -$110億 | -3% | 1.87% | 92.7% | 7,848 | 15.11% | 2.2 |
|
| 8 |
8
JP Morgan Chase
New York
| $3907億 | -$76.3億 | -2% | 0.7% | 122% | 5,307 | 21.12% | 1.6 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| $3800億 | -$22.7億 | -0.6% | 0.12% | 110% | 2,355 | 19.41% | 1.8 |
|
| 10 |
10
Capital World Investors
Los Angeles,
California
| $3619億 | +$44.7億 | +1% | 1.07% | 161% | 552 | 17.03% | 1.9 |
|
| 11 |
11
Bank of New York Mellon
New York
| $3311億 | +$1.9億 | +0.1% | 2.75% | 119% | 4,417 | 6.47% | 2.3 |
|
| 12 |
12
Goldman Sachs
New York
| $3041億 | -$145億 | -5% | 0.72% | 130% | 7,717 | 16.19% | 2 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| $3015億 | -$2.04億 | -0.1% | 1.82% | 122% | 4,385 | 5.38% | 2.4 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| $2901億 | -$21.6億 | -0.7% | 2.67% | 134% | 454 | 9.25% | 2 |
|
| 15 |
15
Morgan Stanley
New York
| $2599億 | -$164億 | -6% | 0.82% | 109% | 7,092 | 4.27% | 2.3 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| $2507億 | -$25.6億 | -1% | 1.74% | 81.5% | 6,838 | 8.96% | 2.2 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| $2460億 | -$45.7億 | -2% | 1.08% | 157% | 3,895 | 9.06% | 2.3 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| $2033億 | +$21.5億 | +1% | 1.81% | – | 2,266 | 5.03% | 2.4 |
|
| 19 |
19
Massachusetts Financial Services
Boston,
Massachusetts
| $1925億 | +$52.1億 | +3% | 3.36% | 95% | 913 | 15.55% | 1.9 |
|
| 20 |
20
Geode Capital Management
Boston,
Massachusetts
| $1884億 | +$130億 | +7% | 3.17% | 137% | 4,210 | 4.2% | 2.3 |
|
| 21 |
21
Franklin Resources
San Mateo,
California
| $1884億 | -$91.5億 | -5% | 1.58% | 116% | 1,610 | 9.44% | 2.1 |
|
| 22 |
22
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1879億 | -$285億 | -13% | 0.43% | 161% | 10,537 | 26.77% | 1.7 |
|
| 23 |
23
BlackRock Group
London,
United Kingdom
| $1853億 | +$36億 | +2% | 2.42% | 34.5% | 3,122 | 6.12% | 2.2 |
|
| 24 |
24
Ameriprise
Minneapolis,
Minnesota
| $1676億 | -$27.8億 | -2% | 0.96% | 117% | 4,118 | 13.06% | 2.1 |
|
| 25 |
25
Dimensional Fund Advisors
Austin,
Texas
| $1671億 | +$66.2億 | +4% | 3.16% | 114% | 3,387 | 4.31% | 2.5 |
|