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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
| $4.4兆 | +$3784億 | +9% | 11.1% | 121% | 4,743 | 6.39% | 5.7 |
|
| 2 |
2
BlackRock
New York
| $3.93兆 | +$3566億 | +10% | 10.7% | 135% | 5,983 | 8.14% | 4.7 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| $2.11兆 | +$2166億 | +11% | 11.1% | 129% | 4,890 | 6.03% | 4.8 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| $1.35兆 | +$934億 | +7% | 10.8% | 187% | 5,271 | 16.62% | 3.5 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| $1.11兆 | +$493億 | +5% | 8.06% | 150% | 3,121 | 10.7% | 5.1 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| $1.03兆 | +$607億 | +6% | 8.47% | 92.7% | 9,113 | 14.95% | 4.6 |
|
| 7 |
7
JP Morgan Chase
New York
| $8659億 | +$572億 | +7% | 9.21% | 122% | 7,322 | 16.5% | 3.8 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| $8303億 | +$874億 | +12% | 11.2% | 137% | 5,071 | 6.13% | 5.1 |
|
| 9 |
9
Morgan Stanley
New York
| $8099億 | +$674億 | +9% | 6.72% | 109% | 8,496 | 8.57% | 5.1 |
|
| 10 |
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $6669億 | -$785億 | -11% | 4.86% | 161% | 14,586 | 24.15% | 2.6 |
|
| 11 |
11
Capital World Investors
Los Angeles,
California
| $6322億 | +$464億 | +8% | 12.9% | 161% | 643 | 10.11% | 3.5 |
|
| 12 |
12
Wellington Management Group
Boston,
Massachusetts
| $6253億 | +$373億 | +6% | 10.1% | 110% | 2,394 | 19.59% | 3.4 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| $6104億 | +$455億 | +8% | 11.2% | 122% | 4,871 | 6.53% | 5.6 |
|
| 14 |
14
Bank of New York Mellon
New York
| $5542億 | +$419億 | +8% | 10.9% | 119% | 4,753 | 7.83% | 5.3 |
|
| 15 |
15
Goldman Sachs
New York
| $5036億 | +$322億 | +7% | 7.68% | 130% | 6,959 | 18.68% | 4 |
|
| 16 |
16
Citadel Advisors
Miami,
Florida
| $4894億 | +$80.1億 | +2% | 4.67% | 116% | 15,615 | 24.36% | 2.4 |
|
| 17 |
17
Norges Bank
Oslo,
Norway
| $4864億 | +$344億 | +8% | 11.1% | – | 2,366 | 10.9% | 5.7 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| $4730億 | +$356億 | +8% | 9.41% | 138% | 484 | 10.54% | 2.9 |
|
| 19 |
19
Capital Research Global Investors
Los Angeles,
California
| $4527億 | +$240億 | +6% | 8.98% | 134% | 470 | 12.34% | 3.4 |
|
| 20 |
20
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4389億 | +$598億 | +16% | 9.59% | 94.8% | 8,358 | 13.8% | 4.6 |
|
| 21 |
21
Invesco
Atlanta,
Georgia
| $4148億 | +$202億 | +5% | 8.58% | 157% | 4,196 | 8.56% | 5.3 |
|
| 22 |
22
Wells Fargo
San Francisco,
California
| $4006億 | -$545億 | -12% | 9.06% | 81.5% | 8,381 | 12.79% | 4.8 |
|
| 23 |
23
Massachusetts Financial Services
Boston,
Massachusetts
| $3653億 | +$234億 | +7% | 9.06% | 95% | 966 | 15.01% | 3.9 |
|
| 24 |
24
Ameriprise
Minneapolis,
Minnesota
| $3616億 | +$486億 | +16% | 9.97% | 117% | 4,131 | 11.11% | 5.2 |
|
| 25 |
25
UBS Group
Zurich,
Switzerland
| $3491億 | +$316億 | +10% | 8.75% | 113% | 11,479 | 23.83% | 3.3 |
|