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세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오
초대형 AUM
2,000억 달러 이상
AUM 규모가 큼
100억~2,000억 달러
중간 AUM
20억~100억 달러
소규모 AUM
2억 5,000만 달러~20억 달러
소규모 AUM
2억 5천만 달러 미만
10% 미만
20% 미만
40% 미만
60% 미만
80% 미만
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
| # | 이름 | AUM |
AUM 성장률 |
AUM 성장률 |
분기 예상 수익률 |
3년간 예상 수익률 | 보유 종목 | 포트폴리오 회전율 |
평균 보유 기간(년) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1 |
1
BlackRock
New York
| US$6.73조 | +US$1.01조 | +18% | 27.7% | 135% | 5,933 | 8.09% | 7 |
|
| 2 |
2
Vanguard Capital Management
Malvern,
Pennsylvania
| US$4.68조 | +US$6372억 | +16% | 26.6% | – | 4,163 | 4.16% | 0.2 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$3.38조 | +US$4869억 | +17% | 26% | 129% | 4,366 | 4.58% | 7.9 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$2.3조 | +US$4054억 | +21% | 29.9% | 187% | 5,773 | 9.7% | 5.8 |
|
| 5 |
5
Vanguard Portfolio Management
Malvern,
Pennsylvania
| US$2.22조 | +US$3051억 | +16% | 25.7% | – | 3,286 | 10.26% | 0.2 |
|
| 6 |
6
Morgan Stanley
New York
| US$1.89조 | +US$2310억 | +14% | 21.2% | 109% | 8,715 | 8.35% | 7.3 |
|
| 7 |
7
Geode Capital Management
Boston,
Massachusetts
| US$1.88조 | +US$2678억 | +17% | 26.5% | 137% | 4,628 | 6.4% | 8 |
|
| 8 |
8
JP Morgan Chase
New York
| US$1.81조 | +US$2499억 | +16% | 26.2% | 122% | 8,251 | 16.1% | 5.4 |
|
| 9 |
9
Bank of America
Charlotte,
North Carolina
| US$1.55조 | +US$1841억 | +13% | 19.3% | 92.7% | 5,901 | 7.71% | 8.7 |
|
| 10 |
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$1.28조 | +US$3907억 | +44% | 35.7% | 161% | 15,023 | 24.66% | 3.8 |
|
| 11 |
11
Invesco
Atlanta,
Georgia
| US$1.26조 | +US$2403억 | +23% | 41.3% | 157% | 3,969 | 9.17% | 7.7 |
|
| 12 |
12
Jane Street
New York
| US$1.21조 | +US$4284억 | +55% | 33.5% | 207% | 13,869 | 36.4% | 2.2 |
|
| 13 |
13
Goldman Sachs
New York
| US$1.15조 | +US$2807억 | +32% | 27.8% | 130% | 7,217 | 20.52% | 5.8 |
|
| 14 |
14
Norges Bank
Oslo,
Norway
| US$1조 | – | – | 26.2% | – | 1,617 | – | 8.2 |
|
| 15 |
15
T. Rowe Price Associates
Baltimore,
Maryland
| US$9991억 | +US$1342억 | +16% | 29.2% | 150% | 3,356 | 10.13% | 7 |
|
| 16 |
16
Citadel Advisors
Miami,
Florida
| US$8750억 | +US$2565억 | +41% | 19.4% | 116% | 15,445 | 28.79% | 3.7 |
|
| 17 |
17
Northern Trust
Chicago,
Illinois
| US$8598억 | +US$1032억 | +14% | 24.5% | 122% | 4,594 | 7.66% | 8.2 |
|
| 18 |
18
Capital World Investors
Los Angeles,
California
| US$8464억 | +US$1135억 | +15% | 27.7% | 161% | 692 | 17.77% | 3.8 |
|
| 19 |
19
UBS Group
Zurich,
Switzerland
| US$7860억 | +US$1197억 | +18% | 21.8% | 113% | 11,684 | 21.88% | 5.1 |
|
| 20 |
20
Charles Schwab
San Francisco,
California
| US$7513억 | +US$969억 | +15% | 21.3% | 108% | 3,591 | 8.05% | 7.9 |
|
| 21 |
21
Capital Research Global Investors
Los Angeles,
California
| US$7169억 | +US$723억 | +11% | 22% | 134% | 493 | 20.28% | 4.2 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$6715억 | +US$1014억 | +18% | 17% | 94.8% | 8,058 | 13.49% | 6.8 |
|
| 23 |
23
Wells Fargo
San Francisco,
California
| US$6174억 | +US$871억 | +16% | 17.7% | 81.5% | 7,720 | 15.6% | 7 |
|
| 24 |
24
Bank of New York Mellon
New York
| US$6094억 | +US$655억 | +12% | 23.5% | 119% | 4,477 | 10.52% | 7.6 |
|
| 25 |
25
Wellington Management Group
Boston,
Massachusetts
| US$5802억 | +US$447억 | +8% | 22.3% | 110% | 2,097 | 19.41% | 4.6 |
|