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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
$2.7兆 +$385億 +1% 1.84% 121% 4,230 3.24% 4.9
BlackRock
2
BlackRock
New York
$2.38兆 +$434億 +2% 1.67% 135% 5,203 6.07% 3.9
State Street
3
State Street
Massachusetts
$1.34兆 +$5.65億 +0% 1.88% 129% 3,892 4.27% 4.6
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8338億 -$224億 -3% 0.88% 187% 4,503 16.19% 2.8
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$7063億 -$57.1億 -0.8% 0.76% 150% 2,592 4.86% 4.7
Bank of America
6
Bank of America
North Carolina
$6729億 +$122億 +2% 1.31% 92.7% 7,810 10.86% 4.1
JP Morgan Chase
7
JP Morgan Chase
New York
$5022億 -$92.8億 -2% 1.26% 122% 6,188 13.11% 3.3
Wellington Management Group
8
Wellington Management Group
Massachusetts
$4435億 -$82.3億 -2% 1.48% 110% 2,207 16.31% 3.2
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4285億 +$152億 +4% 1.83% 137% 4,325 5.57% 4.6
Northern Trust
10
Northern Trust
Illinois
$4177億 -$38.2億 -0.9% 1.7% 122% 4,376 5.26% 4.8
Capital World Investors
11
Capital World Investors
California
$4152億 -$111億 -3% 0.91% 161% 573 13.79% 3.1
Invesco
12
Invesco
Georgia
$3824億 -$61.8億 -2% 1.19% 157% 3,800 5.89% 4.6
Morgan Stanley
13
Morgan Stanley
New York
$3778億 +$20.2億 +0.5% 0.36% 109% 6,992 4.69% 4.6
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3645億 -$20.6億 -0.6% 1.73% 119% 4,347 6.4% 4.6
Wells Fargo
15
Wells Fargo
California
$3529億 +$34.2億 +1% 1.56% 81.5% 7,079 9.65% 4.3
Goldman Sachs
16
Goldman Sachs
New York
$3461億 -$13.7億 -0.4% 0.58% 130% 5,584 16.44% 3.9
Norges Bank
17
Norges Bank
Norway
$3265億 +$29.3億 +0.9% 1.52% – 2,164 6.05% 4.8
Capital Research Global Investors
18
Capital Research Global Investors
California
$3049億 -$101億 -3% 0.9% 134% 439 14.58% 3
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2984億 +$232億 +8% 2.03% 161% 11,380 22.12% 2.2
Capital International Investors
20
Capital International Investors
California
$2619億 +$113億 +5% 0.97% 138% 432 17.13% 2.3
UBS Group
21
UBS Group
Switzerland
$2598億 +$1.23億 +0% 1.07% 113% 8,655 15.37% 3.1
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$2573億 -$2.04億 -0.1% 1.34% 114% 3,512 4.07% 4.9
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2529億 +$40.8億 +2% 1.78% 94.8% 7,530 14.99% 4
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$2491億 +$36.6億 +1% 2.24% 95% 884 12.44% 3.3
Nuveen
25
Nuveen
North Carolina
$2471億 -$67.6億 -3% 1.8% 139% 3,301 4.06% 1.3