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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
| $1.95兆 | +$1526億 | +9% | 6.04% | 121% | 4,134 | 2.83% | 3.2 |
|
| 2 |
2
BlackRock
New York
| $1.82兆 | +$1.75兆 | +2,478% | 6.08% | 135% | 5,169 | 26.08% | 2 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| $1.12兆 | +$583億 | +5% | 5.84% | 129% | 3,741 | 4.12% | 3.1 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| $7871億 | +$388億 | +5% | 8.49% | 187% | 2,792 | 10.6% | 2.6 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| $5337億 | +$301億 | +6% | 8.76% | 150% | 2,648 | 6.8% | 2.9 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| $5018億 | +$395億 | +9% | 5.51% | 92.7% | 7,643 | 12.64% | 2.8 |
|
| 7 |
7
JP Morgan Chase
New York
| $4376億 | +$214億 | +5% | 6.46% | 122% | 5,473 | 15.31% | 2.1 |
|
| 8 |
8
Capital World Investors
Los Angeles,
California
| $4183億 | +$207億 | +5% | 7.59% | 161% | 534 | 16.1% | 2.3 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| $4152億 | +$165億 | +4% | 6.86% | 110% | 2,408 | 17.28% | 2.1 |
|
| 10 |
10
Goldman Sachs
New York
| $3686億 | +$149億 | +4% | 6.98% | 130% | 7,322 | 14.37% | 2.7 |
|
| 11 |
11
Bank of New York Mellon
New York
| $3611億 | +$138億 | +4% | 5.91% | 119% | 4,434 | 7.22% | 3 |
|
| 12 |
12
Northern Trust
Chicago,
Illinois
| $3468億 | +$208億 | +6% | 6.06% | 122% | 4,355 | 6.31% | 3.1 |
|
| 13 |
13
Morgan Stanley
New York
| $3254億 | +$198億 | +6% | 6.26% | 109% | 6,814 | 5.37% | 3 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| $3170億 | +$85.7億 | +3% | 7.52% | 134% | 457 | 13.57% | 2.3 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| $3078億 | +$245億 | +9% | 5.76% | 81.5% | 6,821 | 9.34% | 2.9 |
|
| 16 |
16
Invesco
Atlanta,
Georgia
| $3046億 | +$70.5億 | +2% | 5.57% | 157% | 3,853 | 8.98% | 3 |
|
| 17 |
17
Geode Capital Management
Boston,
Massachusetts
| $2438億 | +$287億 | +13% | 6.33% | 137% | 4,180 | 5.98% | 3 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| $2437億 | +$149億 | +7% | 6.01% | – | 2,251 | 9.37% | 3.1 |
|
| 19 |
19
Massachusetts Financial Services
Boston,
Massachusetts
| $2136億 | +$91億 | +4% | 6.98% | 95% | 915 | 14.97% | 2.3 |
|
| 20 |
20
Dimensional Fund Advisors
Austin,
Texas
| $2092億 | +$90.3億 | +5% | 3.7% | 114% | 3,363 | 4.04% | 3.2 |
|
| 21 |
21
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1977億 | +$7.12億 | +0.4% | 5.67% | 161% | 10,995 | 33.27% | 1.8 |
|
| 22 |
22
Franklin Resources
San Mateo,
California
| $1970億 | +$38.7億 | +2% | 5.68% | 116% | 1,551 | 9.93% | 2.7 |
|
| 23 |
23
Ameriprise
Minneapolis,
Minnesota
| $1933億 | +$101億 | +6% | 7.12% | 117% | 4,217 | 22.01% | 2.7 |
|
| 24 |
24
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1856億 | +$10.4億 | +0.6% | 4.71% | 94.8% | 7,127 | 10.69% | 2.6 |
|
| 25 |
25
UBS Group
Zurich,
Switzerland
| $1833億 | +$21.6億 | +1% | 5.8% | 113% | 8,532 | 17.44% | 1.7 |
|