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