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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
$6.9兆 +$2173億 +3% 3.95% 121% 4,426 4.07% 8.2
BlackRock
2
BlackRock
New York
$5.92兆 +$2041億 +4% 4.13% 135% 5,676 6.45% 7
State Street
3
State Street
Massachusetts
$2.98兆 +$971億 +3% 4.03% 129% 4,373 4.02% 7.6
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96兆 +$380億 +2% 5.37% 187% 5,671 9.59% 5.7
Morgan Stanley
5
Morgan Stanley
New York
$1.67兆 +$233億 +1% 3.31% 109% 8,587 9.47% 7.2
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.62兆 +$529億 +3% 4.14% 137% 4,586 4.99% 7.8
JP Morgan Chase
7
JP Morgan Chase
New York
$1.59兆 -$763億 -5% 3.15% 122% 7,944 14.34% 5.5
Bank of America
8
Bank of America
North Carolina
$1.37兆 -$992億 -7% 3.09% 92.7% 8,596 19.23% 7.3
Invesco
9
Invesco
Georgia
$1.06兆 +$4249億 +67% 4.21% 157% 3,905 7.3% 7.7
Norges Bank
10
Norges Bank
Norway
$9348億 – – 4.2% – 1,577 – 8.6
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$9275億 -$72.5億 -0.8% 4.41% 150% 3,154 5.64% 7.2
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$8680億 -$69.2億 -0.8% 2.72% 161% 14,094 26.79% 4
Goldman Sachs
13
Goldman Sachs
New York
$8154億 -$20.3億 -0.2% 4.15% 130% 6,954 17.01% 5.7
Northern Trust
14
Northern Trust
Illinois
$7844億 +$26.7億 +0.3% 3.93% 122% 4,578 6.23% 8.1
Capital World Investors
15
Capital World Investors
California
$7353億 +$32.6億 +0.4% 5.15% 161% 614 13.19% 4.3
Citadel Advisors
16
Citadel Advisors
Florida
$6659億 +$87.2億 +1% 5.22% 116% 14,701 29.04% 3.9
Jane Street
17
Jane Street
New York
$6621億 +$50億 +0.8% 4.48% 207% 12,943 33.69% 2.2
Charles Schwab
18
Charles Schwab
California
$6436億 +$171億 +3% 3.55% 108% 3,523 3.83% 7.7
Capital International Investors
19
Capital International Investors
California
$6380億 +$186億 +3% 4.03% 138% 486 14.2% 4
UBS Group
20
UBS Group
Switzerland
$6167億 -$217億 -3% 3.75% 113% 11,616 21.62% 4.9
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6147億 +$44.5億 +0.7% 4.08% 94.8% 7,850 12.61% 6.8
Wellington Management Group
22
Wellington Management Group
Massachusetts
$5707億 -$6.58億 -0.1% 5.32% 110% 2,121 17.02% 4.6
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5677億 +$103億 +2% 3.83% 119% 4,340 7.58% 7.6
Wells Fargo
24
Wells Fargo
California
$5491億 +$231億 +4% 2.74% 81.5% 7,429 12.09% 7
Capital Research Global Investors
25
Capital Research Global Investors
California
$5417億 +$87.6億 +2% 3.73% 134% 465 13.33% 4.2