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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
| $2.14兆 | +$1091億 | +5% | 4.89% | 121% | 4,150 | 3.66% | 3.6 |
|
| 2 |
2
BlackRock
New York
| $1.98兆 | +$962億 | +5% | 5.1% | 135% | 5,199 | 6.21% | 2.5 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| $1.16兆 | +$284億 | +3% | 4.9% | 129% | 3,831 | 5.22% | 3.3 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| $8271億 | +$225億 | +3% | 6.44% | 187% | 2,720 | 8.97% | 3 |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| $6296億 | +$1266億 | +25% | 4.26% | 92.7% | 7,625 | 12.51% | 3 |
|
| 6 |
6
T. Rowe Price Associates
Baltimore,
Maryland
| $5855億 | +$293億 | +5% | 6.27% | 150% | 2,642 | 6.09% | 3.3 |
|
| 7 |
7
JP Morgan Chase
New York
| $4533億 | +$157億 | +4% | 4.96% | 122% | 5,458 | 17.79% | 2.4 |
|
| 8 |
8
Capital World Investors
Los Angeles,
California
| $4415億 | +$157億 | +4% | 6.11% | 161% | 533 | 13.32% | 2.5 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| $4356億 | +$109億 | +3% | 4.81% | 110% | 2,386 | 17.39% | 2.4 |
|
| 10 |
10
Goldman Sachs
New York
| $4083億 | +$218億 | +6% | 5.11% | 130% | 7,191 | 14.09% | 3 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| $3837億 | +$261億 | +7% | 4.9% | 122% | 4,364 | 4.49% | 3.5 |
|
| 12 |
12
Bank of New York Mellon
New York
| $3633億 | +$86.8億 | +2% | 4.93% | 119% | 4,427 | 6.69% | 3.3 |
|
| 13 |
13
Morgan Stanley
New York
| $3339億 | +$28.5億 | +0.9% | 4.31% | 109% | 6,889 | 6.42% | 3.4 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| $3312億 | +$117億 | +4% | 6.2% | 134% | 463 | 13.61% | 2.5 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| $3229億 | +$114億 | +4% | 4.58% | 81.5% | 6,770 | 8.98% | 3.2 |
|
| 16 |
16
Geode Capital Management
Boston,
Massachusetts
| $2709億 | +$166億 | +7% | 4.97% | 137% | 4,158 | 4.71% | 3.4 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| $2707億 | -$506億 | -16% | 5.19% | 157% | 3,750 | 4.99% | 3.4 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| $2635億 | +$116億 | +5% | 5.07% | – | 2,207 | 7.39% | 3.4 |
|
| 19 |
19
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2588億 | +$312億 | +14% | 5.68% | 161% | 10,422 | 28.83% | 2 |
|
| 20 |
20
Massachusetts Financial Services
Boston,
Massachusetts
| $2303億 | +$49.5億 | +2% | 3.96% | 95% | 909 | 15.18% | 2.5 |
|
| 21 |
21
Dimensional Fund Advisors
Austin,
Texas
| $2288億 | +$122億 | +6% | 5.83% | 114% | 3,413 | 5.27% | 3.6 |
|
| 22 |
22
UBS Group
Zurich,
Switzerland
| $2162億 | +$230億 | +12% | 4.2% | 113% | 8,493 | 17.14% | 2 |
|
| 23 |
23
Ameriprise
Minneapolis,
Minnesota
| $2101億 | +$103億 | +5% | 5.35% | 117% | 3,869 | 9.12% | 2.9 |
|
| 24 |
24
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2082億 | +$146億 | +8% | 5.74% | 94.8% | 7,436 | 12.43% | 2.8 |
|
| 25 |
25
Franklin Resources
San Mateo,
California
| $2040億 | +$34.3億 | +2% | 4.88% | 116% | 1,564 | 10.17% | 2.9 |
|