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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
UBS Group
Zurich,
Switzerland
| US$3013億 | +US$55.5億 | +2% | 6.4% | 113% | 9,997 | 23.87% | 3.4 |
|
| 27 |
27
Ameriprise
Minneapolis,
Minnesota
| US$3009億 | +US$189億 | +7% | 8.17% | 117% | 3,961 | 8.58% | 4.9 |
|
| 28 |
28
Charles Schwab
San Francisco,
California
| US$2729億 | +US$209億 | +8% | 9.31% | 108% | 3,565 | 6.96% | 5.2 |
|
| 29 |
29
Berkshire Hathaway
Omaha,
Nebraska
| US$2704億 | +US$5.08億 | +0.2% | 3.86% | 60.8% | 48 | 6.25% | 4.6 |
|
| 30 |
30
Legal & General Group
London,
United Kingdom
| US$2684億 | +US$131億 | +5% | 7.01% | 129% | 3,553 | 3.07% | 5 |
|
| 31 |
31
Franklin Resources
San Mateo,
California
| US$2458億 | +US$94.9億 | +4% | 5.37% | 116% | 2,057 | 11.52% | 3.4 |
|
| 32 |
32
AllianceBernstein
Nashville,
Tennessee
| US$2280億 | +US$161億 | +8% | 7.83% | 107% | 3,381 | 11.09% | 5.2 |
|
| 33 |
33
UBS AM
Chicago,
Illinois
| US$2262億 | +US$127億 | +6% | 6.18% | 132% | 2,645 | 4.91% | 5 |
|
| 34 |
34
Janus Henderson Group
London,
| US$2190億 | +US$38億 | +2% | 4.71% | 118% | 1,666 | 24.13% | 3.5 |
|
| 35 |
35
Jane Street
New York
| US$2013億 | +US$21億 | +1% | 8.57% | 207% | 10,046 | 36.31% | 1.2 |
|
| 36 |
36
Credit Suisse
Zurich,
Switzerland
| US$1953億 | -US$91.4億 | -4% | 6.63% | 49.4% | 4,744 | 19.31% | 4.2 |
|
| 37 |
37
Barclays
London,
United Kingdom
| US$1862億 | -US$30.3億 | -2% | 7.64% | 153% | 5,437 | 24.06% | 4.8 |
|
| 38 |
38
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| US$1857億 | +US$219億 | +13% | 7.34% | 139% | 4,832 | 13.64% | 4.7 |
|
| 39 |
39
Baillie Gifford & Co
Edinburgh,
United Kingdom
| US$1787億 | -US$9.42億 | -0.5% | 0.27% | 124% | 469 | 13.22% | 2.1 |
|
| 40 |
40
Parametric Portfolio Associates
Seattle,
Washington
| US$1743億 | +US$141億 | +9% | 7.87% | 86.8% | 4,167 | 7.32% | 5 |
|
| 41 |
41
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| US$1601億 | +US$53.6億 | +3% | 5.37% | 156% | 1,186 | 8.52% | 4.5 |
|
| 42 |
42
Citigroup
New York
| US$1546億 | -US$148億 | -9% | 7.88% | 156% | 7,934 | 28.31% | 4.9 |
|
| 43 |
43
Envestnet Asset Management
Chicago,
Illinois
| US$1539億 | +US$215億 | +16% | 4.78% | 64.9% | 3,632 | 13.88% | 2.7 |
|
| 44 |
44
Bank of Montreal
Toronto,
Ontario, Canada
| US$1536億 | +US$24.4億 | +2% | 9.01% | 120% | 5,535 | 18.45% | 4 |
|
| 45 |
45
Swiss National Bank
Zurich,
Switzerland
| US$1500億 | +US$92.3億 | +7% | 6.11% | 136% | 2,502 | 1.28% | 5.8 |
|
| 46 |
46
Primecap Management
Pasadena,
California
| US$1434億 | +US$88.7億 | +7% | 11.7% | 234% | 331 | 4.83% | 4.6 |
|
| 47 |
47
Principal Financial Group
Des Moines,
Iowa
| US$1421億 | +US$70.9億 | +5% | 8.4% | 104% | 2,536 | 7.06% | 5 |
|
| 48 |
48
Fisher Asset Management
Camas,
Washington
| US$1420億 | +US$84.8億 | +6% | 4.51% | 127% | 1,105 | 18.19% | 3.6 |
|
| 49 |
49
Dodge & Cox
San Francisco,
California
| US$1399億 | +US$134億 | +11% | 15.9% | 69.9% | 188 | 4.26% | 5.7 |
|
| 50 |
50
Millennium Management
New York
| US$1398億 | +US$12.7億 | +0.9% | 8.96% | 127% | 6,933 | 41.48% | 1.2 |
|