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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
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
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 26 |
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$1465億 | -US$12.2億 | -0.8% | 1.81% | 94.8% | 6,471 | 12.64% | 1 |
|
| 27 |
27
Dimensional Fund Advisors
Austin,
Texas
| US$1411億 | -US$27.3億 | -2% | 2.48% | 114% | 3,625 | 3.09% | 1.2 |
|
| 28 |
28
TIAA CREF Investment Management
New York
| US$1407億 | -US$30.4億 | -2% | 1.32% | 70.1% | 3,181 | 3.87% | 1.1 |
|
| 29 |
29
UBS
Zurich,
Switzerland
| US$1356億 | +US$78.3億 | +6% | 0.23% | – | 11,505 | 18.95% | 1 |
|
| 30 |
30
Credit Suisse
Zurich,
Switzerland
| US$1227億 | +US$6.03億 | +0.5% | 0.39% | 49.4% | 4,923 | 15.9% | 1 |
|
| 31 |
31
AllianceBernstein
Nashville,
Tennessee
| US$1187億 | +US$6920萬 | +0.1% | 0.83% | 107% | 3,543 | 7.65% | 1.1 |
|
| 32 |
32
BNP Paribas Financial Markets
Paris,
France
| US$1149億 | +US$86億 | +8% | 0.47% | 148% | 4,559 | 26.26% | 0.7 |
|
| 33 |
33
Citigroup
New York
| US$1144億 | +US$101億 | +10% | 0.15% | 141% | 7,705 | 12.81% | 1.1 |
|
| 34 |
34
Janus Henderson Investors US
Denver,
Colorado
| US$1095億 | +US$3.75億 | +0.3% | 1.04% | 41.8% | 1,167 | 13.62% | 1 |
|
| 35 |
35
Berkshire Hathaway
Omaha,
Nebraska
| US$1084億 | +US$8.25億 | +0.8% | 0.65% | 60.8% | 48 | 4.17% | 1.1 |
|
| 36 |
36
Jennison Associates
New York
| US$1078億 | -US$10.4億 | -1% | 1.37% | 189% | 788 | 19.42% | 0.9 |
|
| 37 |
37
Dodge & Cox
San Francisco,
California
| US$1046億 | -US$3.1億 | -0.3% | 0.86% | 69.9% | 207 | 21.26% | 1 |
|
| 38 |
38
Barclays
London,
United Kingdom
| US$1040億 | +US$94.5億 | +10% | 0.4% | 144% | 8,130 | 10.3% | 1.1 |
|
| 39 |
39
UBS AM
Chicago,
Illinois
| US$1008億 | +US$18億 | +2% | 1.17% | 132% | 2,623 | 5.07% | 1.1 |
|
| 40 |
40
BlackRock Advisors
Wilmington,
Delaware
| US$1005億 | -US$51.5億 | -5% | 0.11% | 32.3% | 3,825 | 8.13% | 1.1 |
|
| 41 |
41
Neuberger Berman Group
New York
| US$974億 | -US$49.7億 | -5% | 1.71% | 113% | 1,800 | 14.61% | 1 |
|
| 42 |
42
Citadel Advisors
Miami,
Florida
| US$955億 | +US$82.2億 | +9% | 0.55% | 116% | 8,903 | 19.76% | 0.9 |
|
| 43 |
43
Primecap Management
Pasadena,
California
| US$935億 | +US$21.3億 | +2% | 2.76% | 234% | 267 | 8.24% | 1.1 |
|
| 44 |
44
OppenheimerFunds
New York
| US$910億 | +US$7.75億 | +0.9% | 1.18% | 72.1% | 1,017 | 19.96% | 0.9 |
|
| 45 |
45
ClearBridge Investments
New York
| US$908億 | +US$19.2億 | +2% | 0.61% | 102% | 1,240 | 11.61% | 1.1 |
|
| 46 |
46
Managed Account Advisors
Jersey City,
New Jersey
| US$897億 | +US$64.6億 | +8% | 0.07% | – | 2,803 | 9.42% | 1.1 |
|
| 47 |
47
Bank of Montreal
Toronto,
Ontario, Canada
| US$883億 | -US$12.5億 | -1% | 1.41% | 120% | 5,003 | 25.08% | 1 |
|
| 48 |
48
American Century Companies
Kansas City,
Missouri
| US$857億 | -US$20.1億 | -2% | 0.09% | 130% | 1,589 | 22.4% | 0.9 |
|
| 49 |
49
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| US$849億 | +US$63.7億 | +8% | 0.83% | 106% | 4,160 | 10.96% | 1 |
|
| 50 |
50
Legal & General Group
London,
United Kingdom
| US$834億 | -US$24.4億 | -3% | 0.77% | 129% | 2,646 | 50.38% | 0.6 |
|