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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

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)
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.66兆 +$1089億 +4% 4.46% 121% 4,245 4.71% 4.7
BlackRock
2
BlackRock
New York
$2.34兆 +$978億 +4% 4.29% 135% 5,206 7.28% 3.7
State Street
3
State Street
Massachusetts
$1.34兆 +$595億 +5% 4.24% 129% 3,929 7.66% 4.4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8562億 +$213億 +3% 5.14% 187% 4,456 17.32% 2.6
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$7120億 +$318億 +5% 5.55% 150% 2,600 5.04% 4.5
Bank of America
6
Bank of America
North Carolina
$6607億 +$172億 +3% 3.83% 92.7% 7,704 11.73% 4
JP Morgan Chase
7
JP Morgan Chase
New York
$5114億 +$219億 +4% 4.29% 122% 6,226 14.1% 3.1
Wellington Management Group
8
Wellington Management Group
Massachusetts
$4517億 +$101億 +2% 4.61% 110% 2,200 14.82% 3.1
Capital World Investors
9
Capital World Investors
California
$4263億 +$139億 +3% 4.13% 161% 565 11.33% 3
Northern Trust
10
Northern Trust
Illinois
$4216億 +$167億 +4% 4.14% 122% 4,365 5.25% 4.6
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4133億 +$273億 +7% 4.5% 137% 4,308 6.43% 4.4
Invesco
12
Invesco
Georgia
$3885億 +$920億 +31% 4.15% 157% 3,862 7.92% 4.4
Morgan Stanley
13
Morgan Stanley
New York
$3757億 +$225億 +6% 4.34% 109% 6,974 5.26% 4.5
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3665億 +$92.5億 +3% 4.28% 119% 4,402 8.79% 4.4
Wells Fargo
15
Wells Fargo
California
$3495億 +$136億 +4% 4.1% 81.5% 6,913 11.62% 4.1
Goldman Sachs
16
Goldman Sachs
New York
$3475億 +$165億 +5% 4.06% 130% 5,555 16.87% 3.8
Norges Bank
17
Norges Bank
Norway
$3236億 +$141億 +5% 4.31% – 2,175 5.43% 4.7
Capital Research Global Investors
18
Capital Research Global Investors
California
$3150億 -$4.56億 -0.1% 3.48% 134% 443 16.03% 3
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2752億 +$319億 +13% 2% 161% 11,369 34.06% 2.1
UBS Group
20
UBS Group
Switzerland
$2596億 +$176億 +7% 3.85% 113% 8,581 16.73% 3
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$2575億 +$64.6億 +3% 3.65% 114% 3,525 3.91% 4.6
Nuveen
22
Nuveen
North Carolina
$2539億 +$2351億 +1,256% 4.94% 139% 3,268 68.51% 1.1
Capital International Investors
23
Capital International Investors
California
$2506億 +$178億 +8% 3.25% 138% 419 15.75% 2.3
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2488億 +$147億 +6% 4.07% 94.8% 7,528 13.22% 3.8
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$2454億 +$81.6億 +3% 5.13% 95% 888 12.16% 3.3