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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
| $4.02兆 | +$3216億 | +9% | 9.12% | 121% | 4,508 | 5.79% | 5.6 |
|
| 2 |
2
BlackRock
New York
| $3.59兆 | +$1901億 | +6% | 8.88% | 135% | 5,668 | 8.52% | 4.6 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| $1.9兆 | +$1532億 | +9% | 8.69% | 129% | 4,549 | 13.59% | 4.8 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| $1.28兆 | +$1055億 | +9% | 11.7% | 187% | 5,260 | 19.52% | 3.1 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| $1.08兆 | +$799億 | +8% | 10.2% | 150% | 3,000 | 8.1% | 4.9 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| $9625億 | +$727億 | +8% | 7.2% | 92.7% | 8,486 | 14.53% | 4.6 |
|
| 7 |
7
JP Morgan Chase
New York
| $8382億 | +$890億 | +12% | 7.82% | 122% | 6,872 | 16.62% | 3.7 |
|
| 8 |
8
Morgan Stanley
New York
| $7581億 | +$774億 | +11% | 8.6% | 109% | 8,036 | 8.4% | 5 |
|
| 9 |
9
Geode Capital Management
Boston,
Massachusetts
| $7258億 | +$720億 | +11% | 9.26% | 137% | 4,790 | 8.41% | 5.1 |
|
| 10 |
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $7116億 | +$777億 | +12% | 7.39% | 161% | 13,792 | 21.28% | 2.5 |
|
| 11 |
11
Wellington Management Group
Boston,
Massachusetts
| $6008億 | +$330億 | +6% | 7.58% | 110% | 2,389 | 23.65% | 3.2 |
|
| 12 |
12
Capital World Investors
Los Angeles,
California
| $5884億 | +$474億 | +9% | 9.31% | 161% | 637 | 10.83% | 3.2 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| $5677億 | +$301億 | +6% | 8.82% | 122% | 4,700 | 7.28% | 5.5 |
|
| 14 |
14
Bank of New York Mellon
New York
| $5170億 | +$276億 | +6% | 8.51% | 119% | 4,590 | 10.39% | 5.3 |
|
| 15 |
15
Norges Bank
Oslo,
Norway
| $4613億 | +$245億 | +6% | 9.04% | – | 2,310 | 12.42% | 5.4 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| $4563億 | +$124億 | +3% | 7.15% | 81.5% | 7,974 | 11.35% | 4.8 |
|
| 17 |
17
Citadel Advisors
Miami,
Florida
| $4467億 | +$391億 | +10% | 5.94% | 116% | 15,073 | 22.97% | 2.2 |
|
| 18 |
18
Goldman Sachs
New York
| $4464億 | +$499億 | +13% | 8.54% | 130% | 6,869 | 22.11% | 3.9 |
|
| 19 |
19
Capital International Investors
Los Angeles,
California
| $4379億 | +$426億 | +11% | 8.77% | 138% | 471 | 11.68% | 2.6 |
|
| 20 |
20
Capital Research Global Investors
Los Angeles,
California
| $4295億 | +$208億 | +5% | 8.55% | 134% | 461 | 13.23% | 3.1 |
|
| 21 |
21
Invesco
Atlanta,
Georgia
| $4066億 | +$319億 | +9% | 8.18% | 157% | 4,141 | 11.08% | 5.1 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3758億 | +$312億 | +9% | 8.12% | 94.8% | 8,046 | 12.45% | 4.5 |
|
| 23 |
23
Massachusetts Financial Services
Boston,
Massachusetts
| $3433億 | +$180億 | +6% | 8.03% | 95% | 963 | 11.94% | 3.6 |
|
| 24 |
24
Nuveen
Charlotte,
North Carolina
| $3355億 | +$210億 | +7% | 9.39% | 139% | 3,670 | 17.6% | 2.5 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| $3234億 | +$225億 | +7% | 8.07% | 117% | 4,059 | 9.76% | 5 |
|