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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
Dimensional Fund Advisors
Austin,
Texas
| US$3158億 | +US$135億 | +4% | 7.28% | 114% | 3,528 | 5.3% | 5.9 |
|
| 27 |
27
UBS Group
Zurich,
Switzerland
| US$3102億 | +US$88.5億 | +3% | 7.56% | 113% | 10,459 | 21.69% | 3.4 |
|
| 28 |
28
Charles Schwab
San Francisco,
California
| US$3009億 | +US$280億 | +10% | 8.27% | 108% | 3,648 | 11.05% | 5.4 |
|
| 29 |
29
Legal & General Group
London,
United Kingdom
| US$2991億 | +US$307億 | +11% | 9.03% | 129% | 3,799 | 15.71% | 5 |
|
| 30 |
30
Berkshire Hathaway
Omaha,
Nebraska
| US$2930億 | +US$226億 | +8% | 9.52% | 60.8% | 47 | 8.51% | 4.7 |
|
| 31 |
31
Franklin Resources
San Mateo,
California
| US$2617億 | +US$160億 | +6% | 8% | 116% | 2,118 | 11.43% | 3.5 |
|
| 32 |
32
Jane Street
New York
| US$2557億 | +US$544億 | +27% | 7.45% | 207% | 10,953 | 29.1% | 1.3 |
|
| 33 |
33
AllianceBernstein
Nashville,
Tennessee
| US$2491億 | +US$211億 | +9% | 10% | 107% | 3,558 | 15.96% | 5.2 |
|
| 34 |
34
UBS AM
Chicago,
Illinois
| US$2337億 | +US$75.6億 | +3% | 9.27% | 132% | 2,827 | 11.14% | 4.9 |
|
| 35 |
35
Janus Henderson Group
London,
| US$2336億 | +US$146億 | +7% | 9.55% | 118% | 1,725 | 17.1% | 3.5 |
|
| 36 |
36
Barclays
London,
United Kingdom
| US$2116億 | +US$254億 | +14% | 8.84% | 144% | 5,234 | 16.91% | 4.6 |
|
| 37 |
37
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| US$2059億 | +US$202億 | +11% | 9.22% | 124% | 5,034 | 16.94% | 4.7 |
|
| 38 |
38
Baillie Gifford & Co
Edinburgh,
United Kingdom
| US$2052億 | +US$265億 | +15% | 16.8% | 124% | 484 | 10.33% | 2.2 |
|
| 39 |
39
Bank of Montreal
Toronto,
Ontario, Canada
| US$2010億 | +US$474億 | +31% | 8.71% | 120% | 5,572 | 41.26% | 4.8 |
|
| 40 |
40
Credit Suisse
Zurich,
Switzerland
| US$1886億 | -US$66.5億 | -3% | 8.7% | 49.4% | 4,784 | 21.38% | 4.2 |
|
| 41 |
41
Parametric Portfolio Associates
Seattle,
Washington
| US$1784億 | +US$41億 | +2% | 8.77% | 86.8% | 4,274 | 22.11% | 5.2 |
|
| 42 |
42
Envestnet Asset Management
Chicago,
Illinois
| US$1761億 | +US$222億 | +14% | 6% | 64.9% | 3,771 | 11.08% | 2.8 |
|
| 43 |
43
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| US$1691億 | +US$91億 | +6% | 9.6% | 137% | 1,224 | 9.31% | 4.6 |
|
| 44 |
44
Citigroup
New York
| US$1662億 | +US$116億 | +7% | 8.35% | 141% | 6,654 | 12.58% | 5 |
|
| 45 |
45
Millennium Management
New York
| US$1630億 | +US$233億 | +17% | 7.29% | 127% | 7,530 | 36.75% | 1.2 |
|
| 46 |
46
Swiss National Bank
Zurich,
Switzerland
| US$1621億 | +US$122億 | +8% | 9.31% | 136% | 2,687 | 9.3% | 5.6 |
|
| 47 |
47
Fisher Asset Management
Camas,
Washington
| US$1593億 | +US$173億 | +12% | 9.06% | 114% | 1,100 | 17.36% | 3.7 |
|
| 48 |
48
Principal Financial Group
Des Moines,
Iowa
| US$1548億 | +US$127億 | +9% | 9.4% | 94.1% | 2,712 | 12.79% | 4.9 |
|
| 49 |
49
Dodge & Cox
San Francisco,
California
| US$1529億 | +US$130億 | +9% | 9.05% | 69.9% | 197 | 9.14% | 5.7 |
|
| 50 |
50
Jennison Associates
New York
| US$1509億 | +US$143億 | +10% | 14.6% | 189% | 746 | 22.25% | 2.3 |
|