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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
| $3.02兆 | +$2025億 | +7% | 10.8% | 121% | 4,175 | 4% | 5.6 |
|
| 2 |
2
BlackRock
New York
| $2.71兆 | +$2046億 | +8% | 10.8% | 135% | 5,280 | 8.45% | 4.5 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| $1.46兆 | +$892億 | +6% | 10.2% | 129% | 3,918 | 4.9% | 5.1 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| $9893億 | +$799億 | +9% | 13.8% | 187% | 4,209 | 16.23% | 3.6 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| $8640億 | +$691億 | +9% | 11.6% | 150% | 2,679 | 10.27% | 5.1 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| $7344億 | +$770億 | +12% | 8.62% | 92.7% | 7,468 | 11.25% | 4.8 |
|
| 7 |
7
JP Morgan Chase
New York
| $5951億 | +$769億 | +15% | 10.7% | 122% | 6,064 | 13.93% | 3.8 |
|
| 8 |
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $5222億 | +$1074億 | +26% | 11.4% | 161% | 11,604 | 23.3% | 2.6 |
|
| 9 |
9
Morgan Stanley
New York
| $5170億 | +$652億 | +14% | 12.2% | 109% | 7,017 | 6.67% | 5.2 |
|
| 10 |
10
Geode Capital Management
Boston,
Massachusetts
| $5104億 | +$429億 | +9% | 10.8% | 137% | 4,244 | 5.49% | 5.2 |
|
| 11 |
11
Wellington Management Group
Boston,
Massachusetts
| $4831億 | +$340億 | +8% | 9.94% | 110% | 2,048 | 19.04% | 3.4 |
|
| 12 |
12
Capital World Investors
Los Angeles,
California
| $4569億 | +$436億 | +11% | 14.1% | 161% | 578 | 12.46% | 3.2 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| $4560億 | +$339億 | +8% | 10.5% | 122% | 4,385 | 5.04% | 5.4 |
|
| 14 |
14
Bank of New York Mellon
New York
| $4054億 | +$307億 | +8% | 10.5% | 119% | 4,224 | 6.18% | 5.2 |
|
| 15 |
15
Norges Bank
Oslo,
Norway
| $3764億 | +$291億 | +8% | 11.3% | – | 2,199 | 8.82% | 5.3 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| $3621億 | +$183億 | +5% | 8.85% | 81.5% | 7,404 | 9.85% | 4.7 |
|
| 17 |
17
Citadel Advisors
Miami,
Florida
| $3525億 | +$721億 | +26% | 8.17% | 116% | 11,253 | 25.42% | 2.6 |
|
| 18 |
18
Goldman Sachs
New York
| $3524億 | +$230億 | +7% | 12% | 130% | 5,708 | 17.2% | 4.2 |
|
| 19 |
19
Capital Research Global Investors
Los Angeles,
California
| $3331億 | +$170億 | +5% | 8.56% | 134% | 426 | 11.27% | 3.2 |
|
| 20 |
20
Capital International Investors
Los Angeles,
California
| $3235億 | +$183億 | +6% | 7.86% | 138% | 454 | 13.22% | 2.6 |
|
| 21 |
21
Invesco
Atlanta,
Georgia
| $2958億 | +$161億 | +6% | 10.3% | 157% | 3,756 | 6.95% | 5.1 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2804億 | +$284億 | +11% | 8.28% | 94.8% | 7,311 | 11.67% | 4.5 |
|
| 23 |
23
Massachusetts Financial Services
Boston,
Massachusetts
| $2760億 | +$225億 | +9% | 10.2% | 95% | 925 | 20.76% | 3.4 |
|
| 24 |
24
UBS Group
Zurich,
Switzerland
| $2653億 | +$285億 | +12% | 8.72% | 113% | 8,885 | 18.28% | 3.6 |
|
| 25 |
25
Nuveen
Charlotte,
North Carolina
| $2601億 | +$143億 | +6% | 11.7% | 139% | 3,378 | 5.39% | 2.1 |
|