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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
| $6.18兆 | +$6470億 | +12% | 14.1% | 121% | 4,383 | 4.81% | 8.1 |
|
| 2 |
2
BlackRock
New York
| $5.25兆 | +$4920億 | +10% | 14.1% | 135% | 5,668 | 7.83% | 6.9 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| $2.67兆 | +$2414億 | +10% | 13.3% | 129% | 4,369 | 4.44% | 7.5 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| $1.77兆 | +$2070億 | +13% | 19.5% | 187% | 5,572 | 9.73% | 5.5 |
|
| 5 |
5
Morgan Stanley
New York
| $1.54兆 | +$1365億 | +10% | 12.7% | 109% | 8,401 | 7.33% | 7.1 |
|
| 6 |
6
JP Morgan Chase
New York
| $1.53兆 | +$1597億 | +12% | 14.3% | 122% | 7,888 | 18.83% | 5.5 |
|
| 7 |
7
Geode Capital Management
Boston,
Massachusetts
| $1.43兆 | +$1547億 | +12% | 14.5% | 137% | 4,594 | 5.79% | 7.7 |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| $1.37兆 | +$1289億 | +10% | 11.6% | 92.7% | 8,814 | 11.2% | 6.5 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| $8828億 | +$711億 | +9% | 15.6% | 150% | 3,193 | 9.05% | 7 |
|
| 10 |
10
Norges Bank
Oslo,
Norway
| $8011億 | +$887億 | +12% | 14.3% | – | 1,794 | 7.69% | 8.5 |
|
| 11 |
11
Goldman Sachs
New York
| $7361億 | +$1183億 | +19% | 13.5% | 130% | 6,593 | 16.73% | 5.8 |
|
| 12 |
12
Northern Trust
Chicago,
Illinois
| $7272億 | +$536億 | +8% | 13.4% | 122% | 4,554 | 6.41% | 7.9 |
|
| 13 |
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $7198億 | +$1340億 | +23% | 16.2% | 161% | 14,080 | 23.13% | 3.8 |
|
| 14 |
14
Capital World Investors
Los Angeles,
California
| $6879億 | +$707億 | +11% | 18% | 161% | 607 | 13.51% | 4.3 |
|
| 15 |
15
Invesco
Atlanta,
Georgia
| $5880億 | +$601億 | +11% | 13.9% | 157% | 3,922 | 8.41% | 7.5 |
|
| 16 |
16
Capital International Investors
Los Angeles,
California
| $5806億 | +$720億 | +14% | 18% | 138% | 474 | 13.5% | 4 |
|
| 17 |
17
Charles Schwab
San Francisco,
California
| $5782億 | +$451億 | +8% | 10.4% | 108% | 3,631 | 8.12% | 7.4 |
|
| 18 |
18
UBS Group
Zurich,
Switzerland
| $5776億 | +$337億 | +6% | 13% | 113% | 11,235 | 18.79% | 4.8 |
|
| 19 |
19
Citadel Advisors
Miami,
Florida
| $5760億 | +$486億 | +9% | 10.5% | 116% | 15,819 | 31.51% | 4 |
|
| 20 |
20
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5549億 | +$764億 | +16% | 11.9% | 94.8% | 7,516 | 11.51% | 6.8 |
|
| 21 |
21
Wellington Management Group
Boston,
Massachusetts
| $5510億 | +$311億 | +6% | 11.7% | 110% | 2,080 | 13.75% | 4.5 |
|
| 22 |
22
Bank of New York Mellon
New York
| $5293億 | +$244億 | +5% | 13% | 119% | 4,353 | 10.57% | 7.5 |
|
| 23 |
23
Jane Street
New York
| $5056億 | +$1087億 | +27% | 20.8% | 207% | 11,384 | 35.17% | 2.4 |
|
| 24 |
24
Capital Research Global Investors
Los Angeles,
California
| $4995億 | +$396億 | +9% | 17.5% | 134% | 486 | 17.08% | 4.1 |
|
| 25 |
25
UBS AM
Chicago,
Illinois
| $4940億 | +$1035億 | +26% | 13.8% | 132% | 2,749 | 8.51% | 7 |
|