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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
| $3.45兆 | +$4258億 | +14% | 17.2% | 121% | 4,275 | 5.5% | 5.6 |
|
| 2 |
2
BlackRock
New York
| $3.13兆 | +$4249億 | +16% | 17.6% | 135% | 5,303 | 8.6% | 4.7 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| $1.63兆 | +$1685億 | +12% | 16% | 129% | 3,966 | 5.27% | 5.1 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| $1.12兆 | +$1346億 | +14% | 18.2% | 187% | 4,509 | 19.63% | 3.3 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| $9742億 | +$1102億 | +13% | 17.5% | 150% | 2,787 | 11.3% | 5.1 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| $7762億 | +$418億 | +6% | 13.3% | 92.7% | 7,648 | 12.93% | 4.9 |
|
| 7 |
7
JP Morgan Chase
New York
| $6806億 | +$855億 | +14% | 19.6% | 122% | 6,220 | 16.62% | 3.9 |
|
| 8 |
8
Morgan Stanley
New York
| $6475億 | +$1305億 | +25% | 16.4% | 109% | 7,329 | 9.02% | 5.1 |
|
| 9 |
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $6123億 | +$902億 | +17% | 20.9% | 161% | 12,204 | 24.46% | 2.6 |
|
| 10 |
10
Geode Capital Management
Boston,
Massachusetts
| $5958億 | +$854億 | +17% | 16.9% | 137% | 4,369 | 7.16% | 5.2 |
|
| 11 |
11
Wellington Management Group
Boston,
Massachusetts
| $5431億 | +$600億 | +12% | 16.3% | 110% | 2,079 | 18.33% | 3.5 |
|
| 12 |
12
Capital World Investors
Los Angeles,
California
| $5189億 | +$620億 | +14% | 21% | 161% | 596 | 11.74% | 3.2 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| $5134億 | +$573億 | +13% | 16.7% | 122% | 4,490 | 6.9% | 5.4 |
|
| 14 |
14
Bank of New York Mellon
New York
| $4596億 | +$542億 | +13% | 17% | 119% | 4,336 | 8.12% | 5.2 |
|
| 15 |
15
Norges Bank
Oslo,
Norway
| $4283億 | +$518億 | +14% | 17.6% | – | 2,221 | 9.19% | 5.4 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| $4157億 | +$536億 | +15% | 15.2% | 81.5% | 7,511 | 9.97% | 4.8 |
|
| 17 |
17
Goldman Sachs
New York
| $3886億 | +$363億 | +10% | 18.7% | 130% | 5,916 | 18.75% | 4.2 |
|
| 18 |
18
Capital Research Global Investors
Los Angeles,
California
| $3853億 | +$522億 | +16% | 16.2% | 134% | 437 | 14.87% | 3.2 |
|
| 19 |
19
Citadel Advisors
Miami,
Florida
| $3846億 | +$321億 | +9% | 22.3% | 116% | 11,975 | 26.01% | 2.5 |
|
| 20 |
20
Capital International Investors
Los Angeles,
California
| $3664億 | +$429億 | +13% | 15.5% | 138% | 467 | 12.85% | 2.6 |
|
| 21 |
21
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3451億 | +$647億 | +23% | 14.5% | 94.8% | 7,570 | 14.08% | 4.5 |
|
| 22 |
22
Invesco
Atlanta,
Georgia
| $3436億 | +$478億 | +16% | 20.6% | 157% | 3,896 | 10.47% | 5.1 |
|
| 23 |
23
Massachusetts Financial Services
Boston,
Massachusetts
| $3115億 | +$355億 | +13% | 14.8% | 95% | 943 | 14.95% | 3.4 |
|
| 24 |
24
UBS Group
Zurich,
Switzerland
| $2958億 | +$305億 | +11% | 14.7% | 113% | 9,236 | 20.13% | 3.5 |
|
| 25 |
25
Nuveen
Charlotte,
North Carolina
| $2954億 | +$354億 | +14% | 17% | 139% | 3,425 | 7.88% | 2.2 |
|