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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
$5.21兆 +$1569億 +3% 4.22% 121% 4,524 4.05% 7.4
BlackRock
2
BlackRock
New York
$4.42兆 +$1226億 +3% 4.33% 135% 5,453 6.33% 6.6
State Street
3
State Street
Massachusetts
$2.29兆 +$513億 +2% 4.25% 129% 4,470 4.63% 6.8
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.56兆 +$728億 +5% 6.85% 187% 5,760 13.68% 4.8
Morgan Stanley
5
Morgan Stanley
New York
$1.29兆 +$460億 +4% 3.35% 109% 8,106 6.71% 6.7
JP Morgan Chase
6
JP Morgan Chase
New York
$1.22兆 +$358億 +3% 4.08% 122% 7,917 14.24% 4.8
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.14兆 +$582億 +5% 4.87% 137% 4,723 5.23% 7
Bank of America
8
Bank of America
North Carolina
$1.13兆 +$311億 +3% 2.7% 92.7% 8,606 14.63% 6
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$8357億 +$198億 +2% 6.04% 150% 3,089 8.03% 6.6
Norges Bank
10
Norges Bank
Norway
$6694億 +$357億 +6% 4.85% – 2,011 10.29% 7.6
Capital World Investors
11
Capital World Investors
California
$6133億 +$90.4億 +1% 4.11% 161% 565 13.45% 4.5
Northern Trust
12
Northern Trust
Illinois
$5935億 +$147億 +3% 4.36% 122% 4,534 5.03% 7.4
Goldman Sachs
13
Goldman Sachs
New York
$5913億 +$272億 +5% 3.71% 130% 6,088 16.87% 5.7
Wellington Management Group
14
Wellington Management Group
Massachusetts
$5602億 -$42.6億 -0.8% 3.19% 110% 2,006 12.56% 4.4
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5371億 -$388億 -7% 2.4% 161% 13,638 24.3% 3.6
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5275億 +$68.2億 +1% 3.9% 119% 4,366 10.56% 7.1
Charles Schwab
17
Charles Schwab
California
$5249億 +$917億 +21% 2.45% 108% 3,738 10.14% 6.7
Citadel Advisors
18
Citadel Advisors
Florida
$4940億 -$245億 -5% 0.25% 116% 15,899 20.08% 3.4
Capital International Investors
19
Capital International Investors
California
$4857億 -$81.7億 -2% 4.38% 138% 471 15.07% 3.8
Invesco
20
Invesco
Georgia
$4728億 +$72.8億 +2% 2.53% 157% 4,042 8.98% 6.7
Capital Research Global Investors
21
Capital Research Global Investors
California
$4557億 +$138億 +3% 3.43% 134% 450 16.89% 4.3
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4391億 +$32億 +0.7% 2.07% 94.8% 7,823 10.39% 6.2
Jane Street
23
Jane Street
New York
$4377億 -$407億 -9% 3.58% 207% 10,566 26.46% 2.5
Wells Fargo
24
Wells Fargo
California
$4125億 -$26.4億 -0.6% 1.94% 81.5% 7,784 16.97% 6.7
UBS Group
25
UBS Group
Switzerland
$4048億 +$32.6億 +0.8% 3.47% 113% 10,501 21.59% 4.6