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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
| $5.58兆 | +$3789億 | +7% | 7.8% | 121% | 4,471 | 3.91% | 7.6 |
|
| 2 |
2
BlackRock
New York
| $4.76兆 | +$3454億 | +8% | 7.61% | 135% | 5,425 | 6.27% | 6.8 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| $2.46兆 | +$1691億 | +7% | 7.68% | 129% | 4,424 | 4.2% | 7 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| $1.64兆 | +$811億 | +5% | 6.59% | 187% | 5,839 | 13.51% | 4.9 |
|
| 5 |
5
Morgan Stanley
New York
| $1.38兆 | +$867億 | +7% | 7.26% | 109% | 8,181 | 6.8% | 6.8 |
|
| 6 |
6
JP Morgan Chase
New York
| $1.32兆 | +$964億 | +8% | 6.74% | 122% | 7,854 | 12.43% | 4.9 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| $1.24兆 | +$1132億 | +10% | 6.83% | 92.7% | 8,612 | 10.21% | 6.2 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| $1.23兆 | +$955億 | +8% | 7.48% | 137% | 4,685 | 5.25% | 7.2 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| $8686億 | +$329億 | +4% | 6.62% | 150% | 3,059 | 4.35% | 6.7 |
|
| 10 |
10
Norges Bank
Oslo,
Norway
| $7159億 | +$465億 | +7% | 7.4% | – | 1,995 | 11.08% | 7.9 |
|
| 11 |
11
Capital World Investors
Los Angeles,
California
| $6450億 | +$318億 | +5% | 8.26% | 161% | 570 | 12.28% | 4.5 |
|
| 12 |
12
Goldman Sachs
New York
| $6211億 | +$297億 | +5% | 7.23% | 130% | 6,216 | 16.46% | 5.7 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| $6109億 | +$174億 | +3% | 7.26% | 122% | 4,533 | 5.34% | 7.5 |
|
| 14 |
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $5725億 | +$354億 | +7% | 5.55% | 161% | 13,475 | 23.72% | 3.7 |
|
| 15 |
15
Wellington Management Group
Boston,
Massachusetts
| $5710億 | +$108億 | +2% | 7.55% | 110% | 2,061 | 16.69% | 4.4 |
|
| 16 |
16
Bank of New York Mellon
New York
| $5377億 | +$102億 | +2% | 7.22% | 119% | 4,226 | 5.63% | 7.2 |
|
| 17 |
17
Charles Schwab
San Francisco,
California
| $5240億 | -$9.22億 | -0.2% | 8.17% | 108% | 3,658 | 5.33% | 7 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| $5210億 | +$352億 | +7% | 8.53% | 138% | 462 | 10.17% | 3.8 |
|
| 19 |
19
Citadel Advisors
Miami,
Florida
| $5183億 | +$243億 | +5% | 8.33% | 116% | 15,731 | 20.48% | 3.5 |
|
| 20 |
20
Invesco
Atlanta,
Georgia
| $5180億 | +$451億 | +10% | 8.24% | 157% | 3,952 | 7.09% | 7.1 |
|
| 21 |
21
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4898億 | +$507億 | +12% | 8.18% | 94.8% | 7,780 | 14.51% | 6.6 |
|
| 22 |
22
Capital Research Global Investors
Los Angeles,
California
| $4811億 | +$254億 | +6% | 9.12% | 134% | 449 | 15.37% | 4.2 |
|
| 23 |
23
UBS Group
Zurich,
Switzerland
| $4590億 | +$542億 | +13% | 6.65% | 113% | 10,551 | 20.9% | 4.8 |
|
| 24 |
24
Jane Street
New York
| $4533億 | +$157億 | +4% | 6.79% | 207% | 10,828 | 27.16% | 2.5 |
|
| 25 |
25
Wells Fargo
San Francisco,
California
| $4417億 | +$293億 | +7% | 7.04% | 81.5% | 7,190 | 11.04% | 6.8 |
|