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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
| $5.74兆 | +$1567億 | +3% | 4.5% | 121% | 4,397 | 3.39% | 7.9 |
|
| 2 |
2
BlackRock
New York
| $4.94兆 | +$1782億 | +4% | 4.28% | 135% | 5,542 | 8.61% | 6.7 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| $2.53兆 | +$771億 | +3% | 3.8% | 129% | 4,383 | 4.24% | 7.2 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| $1.68兆 | +$322億 | +2% | 6.24% | 187% | 5,930 | 13.78% | 5 |
|
| 5 |
5
Morgan Stanley
New York
| $1.43兆 | +$482億 | +3% | 3.4% | 109% | 8,265 | 7.61% | 6.9 |
|
| 6 |
6
JP Morgan Chase
New York
| $1.34兆 | +$270億 | +2% | 3.25% | 122% | 7,917 | 13.02% | 5.1 |
|
| 7 |
7
Geode Capital Management
Boston,
Massachusetts
| $1.29兆 | +$556億 | +5% | 4.83% | 137% | 4,614 | 4.72% | 7.4 |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| $1.19兆 | -$529億 | -4% | 1.65% | 92.7% | 8,633 | 10.99% | 6.4 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| $8675億 | -$11億 | -0.1% | 4.72% | 150% | 3,110 | 6.05% | 6.8 |
|
| 10 |
10
Norges Bank
Oslo,
Norway
| $7621億 | +$461億 | +6% | 4.28% | – | 1,937 | 9.81% | 7.9 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| $7062億 | +$954億 | +16% | 3.7% | 122% | 4,553 | 5.67% | 7.6 |
|
| 12 |
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $6627億 | +$902億 | +16% | 5.22% | 161% | 13,659 | 25.27% | 3.7 |
|
| 13 |
13
Capital World Investors
Los Angeles,
California
| $6587億 | +$137億 | +2% | 5.56% | 161% | 575 | 12.7% | 4.5 |
|
| 14 |
14
Goldman Sachs
New York
| $6344億 | +$133億 | +2% | 3.57% | 130% | 6,412 | 16.25% | 5.6 |
|
| 15 |
15
Citadel Advisors
Miami,
Florida
| $5779億 | +$596億 | +11% | 3.57% | 116% | 15,826 | 20.01% | 3.5 |
|
| 16 |
16
Wellington Management Group
Boston,
Massachusetts
| $5462億 | -$248億 | -4% | 2.41% | 110% | 2,066 | 14.52% | 4.4 |
|
| 17 |
17
Charles Schwab
San Francisco,
California
| $5424億 | +$185億 | +4% | 2.44% | 108% | 3,563 | 3.7% | 7.1 |
|
| 18 |
18
Bank of New York Mellon
New York
| $5414億 | +$37.1億 | +0.7% | 3.4% | 119% | 4,232 | 6.03% | 7.3 |
|
| 19 |
19
UBS Group
Zurich,
Switzerland
| $5411億 | +$821億 | +18% | 3.09% | 113% | 10,816 | 21.46% | 4.7 |
|
| 20 |
20
Invesco
Atlanta,
Georgia
| $5409億 | +$229億 | +4% | 3.79% | 157% | 3,867 | 6.13% | 7.2 |
|
| 21 |
21
Capital International Investors
Los Angeles,
California
| $5323億 | +$113億 | +2% | 5.19% | 138% | 473 | 11.63% | 3.8 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5005億 | +$107億 | +2% | 1.31% | 94.8% | 7,459 | 11.86% | 6.6 |
|
| 23 |
23
Capital Research Global Investors
Los Angeles,
California
| $4864億 | +$52.3億 | +1% | 2.73% | 134% | 466 | 16.74% | 4.1 |
|
| 24 |
24
Jane Street
New York
| $4604億 | +$70.5億 | +2% | 7.91% | 207% | 11,042 | 30.25% | 2.6 |
|
| 25 |
25
Wells Fargo
San Francisco,
California
| $4434億 | +$16.3億 | +0.4% | 0.73% | 81.5% | 7,328 | 12.23% | 6.7 |
|