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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
Ameriprise
Minneapolis,
Minnesota
| US$2458億 | +US$124億 | +5% | 9.01% | 117% | 3,853 | 8.18% | 4.7 |
|
| 27 |
27
Berkshire Hathaway
Omaha,
Nebraska
| US$2359億 | +US$335億 | +17% | 14.4% | 60.8% | 53 | 18.87% | 3.9 |
|
| 28 |
28
Dimensional Fund Advisors
Austin,
Texas
| US$2358億 | +US$83億 | +4% | 8.55% | 122% | 3,412 | 4.54% | 5.6 |
|
| 29 |
29
Legal & General Group
London,
United Kingdom
| US$2238億 | +US$168億 | +8% | 10.8% | 129% | 3,476 | 3.22% | 4.7 |
|
| 30 |
30
Charles Schwab
San Francisco,
California
| US$2174億 | +US$133億 | +6% | 9.58% | 108% | 3,405 | 4.32% | 5.1 |
|
| 31 |
31
Franklin Resources
San Mateo,
California
| US$2065億 | +US$124億 | +6% | 9.34% | 116% | 1,922 | 15.82% | 3.3 |
|
| 32 |
32
Janus Henderson Group
London,
| US$1918億 | +US$137億 | +8% | 10.7% | 118% | 1,403 | 13.61% | 3.9 |
|
| 33 |
33
UBS AM
Chicago,
Illinois
| US$1861億 | +US$224億 | +14% | 11.6% | 132% | 2,541 | 5.31% | 4.9 |
|
| 34 |
34
AllianceBernstein
Nashville,
Tennessee
| US$1858億 | +US$156億 | +9% | 10.1% | 107% | 3,262 | 5.52% | 5.1 |
|
| 35 |
35
Barclays
London,
United Kingdom
| US$1684億 | +US$390億 | +30% | 10.6% | 153% | 5,906 | 15.51% | 4.9 |
|
| 36 |
36
Jane Street
New York
| US$1664億 | +US$332億 | +25% | 12.9% | 207% | 8,448 | 33.42% | 1.3 |
|
| 37 |
37
Credit Suisse
Zurich,
Switzerland
| US$1637億 | +US$240億 | +17% | 11.7% | 49.4% | 4,261 | 13.87% | 4.2 |
|
| 38 |
38
Citigroup
New York
| US$1533億 | +US$252億 | +20% | 10.8% | 156% | 7,807 | 6.34% | 4.9 |
|
| 39 |
39
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| US$1485億 | +US$69.6億 | +5% | 13% | 156% | 1,148 | 8.89% | 4.4 |
|
| 40 |
40
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| US$1454億 | +US$138億 | +11% | 9.98% | 139% | 4,567 | 10.9% | 4.6 |
|
| 41 |
41
Baillie Gifford & Co
Edinburgh,
United Kingdom
| US$1452億 | +US$140億 | +11% | 27.9% | 124% | 259 | 9.65% | 3.5 |
|
| 42 |
42
Parametric Portfolio Associates
Seattle,
Washington
| US$1393億 | +US$89.7億 | +7% | 9.14% | 86.8% | 4,053 | 6.79% | 4.8 |
|
| 43 |
43
Parallax Volatility Advisers
San Francisco,
California
| US$1350億 | +US$495億 | +58% | 12.6% | 169% | 3,280 | 26.49% | 1.6 |
|
| 44 |
44
Swiss National Bank
Zurich,
Switzerland
| US$1279億 | +US$96.2億 | +8% | 11.8% | 136% | 2,445 | 0.9% | 5.6 |
|
| 45 |
45
Jennison Associates
New York
| US$1244億 | +US$137億 | +12% | 20.1% | 189% | 720 | 27.78% | 2.3 |
|
| 46 |
46
Primecap Management
Pasadena,
California
| US$1212億 | +US$46.7億 | +4% | 12.2% | 234% | 317 | 5.36% | 4.5 |
|
| 47 |
47
Bank of Montreal
Toronto,
Ontario, Canada
| US$1199億 | +US$101億 | +9% | 8.52% | 120% | 5,058 | 13.11% | 3.9 |
|
| 48 |
48
Principal Financial Group
Des Moines,
Iowa
| US$1188億 | +US$53億 | +5% | 8.61% | 104% | 2,397 | 6.51% | 4.9 |
|
| 49 |
49
ClearBridge Investments
New York
| US$1163億 | +US$55.7億 | +5% | 11.2% | 102% | 1,047 | 32.66% | 4.3 |
|
| 50 |
50
Fisher Asset Management
Camas,
Washington
| US$1143億 | +US$118億 | +12% | 10.8% | 127% | 1,002 | 16.17% | 3.5 |
|