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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
Charles Schwab
San Francisco,
California
| US$3329億 | -US$56.5億 | -2% | 2.5% | 108% | 3,695 | 5.98% | 5.6 |
|
| 27 |
27
Legal & General Group
London,
United Kingdom
| US$3288億 | -US$18.9億 | -0.6% | 3.18% | 129% | 3,619 | 2.65% | 5.4 |
|
| 28 |
28
Dimensional Fund Advisors
Austin,
Texas
| US$3246億 | -US$61.3億 | -2% | 0.65% | 114% | 3,635 | 6.02% | 6.2 |
|
| 29 |
29
Jane Street
New York
| US$3091億 | +US$59.9億 | +2% | 3.51% | 207% | 11,631 | 26.67% | 1.6 |
|
| 30 |
30
Nuveen
Charlotte,
North Carolina
| US$3086億 | -US$294億 | -9% | 3.73% | 139% | 3,477 | 6.53% | 3.1 |
|
| 31 |
31
UBS Group
Zurich,
Switzerland
| US$3000億 | -US$492億 | -14% | 3.64% | 113% | 11,668 | 20.07% | 3.4 |
|
| 32 |
32
AllianceBernstein
Nashville,
Tennessee
| US$2591億 | -US$237億 | -8% | 6.78% | 107% | 3,400 | 7.24% | 5.7 |
|
| 33 |
33
Franklin Resources
San Mateo,
California
| US$2502億 | -US$270億 | -10% | 3.44% | 116% | 2,600 | 11.12% | 3.3 |
|
| 34 |
34
UBS AM
Chicago,
Illinois
| US$2334億 | -US$278億 | -11% | 4.35% | 132% | 2,904 | 6.34% | 5.4 |
|
| 35 |
35
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| US$2144億 | -US$80.4億 | -4% | 1.43% | 124% | 4,383 | 6.66% | 5.4 |
|
| 36 |
36
Janus Henderson Group
London,
| US$2071億 | -US$326億 | -14% | 5.91% | 118% | 2,774 | 13.16% | 2.6 |
|
| 37 |
37
Bank of Montreal
Toronto,
Ontario, Canada
| US$2064億 | +US$182億 | +10% | 0.45% | 120% | 4,423 | 25.57% | 4.3 |
|
| 38 |
38
Envestnet Asset Management
Chicago,
Illinois
| US$1988億 | -US$34.4億 | -2% | 4.64% | 64.9% | 4,144 | 12.02% | 3.2 |
|
| 39 |
39
Parallax Volatility Advisers
San Francisco,
California
| US$1916億 | +US$805億 | +73% | 4.16% | 169% | 3,697 | 42.79% | 1.9 |
|
| 40 |
40
Parametric Portfolio Associates
Seattle,
Washington
| US$1902億 | -US$52.9億 | -3% | 2.76% | 86.8% | 3,846 | 10.22% | 5.4 |
|
| 41 |
41
Millennium Management
New York
| US$1886億 | -US$81.3億 | -4% | 2.49% | 127% | 8,193 | 34.86% | 1.5 |
|
| 42 |
42
Swiss National Bank
Zurich,
Switzerland
| US$1773億 | +US$112億 | +7% | 3.16% | 136% | 2,722 | 1.25% | 6 |
|
| 43 |
43
Fisher Asset Management
Camas,
Washington
| US$1695億 | -US$90.8億 | -5% | 4.71% | 114% | 1,181 | 17.7% | 3.9 |
|
| 44 |
44
Dodge & Cox
San Francisco,
California
| US$1646億 | +US$31.2億 | +2% | 4.22% | 69.9% | 203 | 5.91% | 6 |
|
| 45 |
45
Citigroup
New York
| US$1645億 | -US$222億 | -12% | 3.12% | 141% | 6,926 | 21.6% | 4.6 |
|
| 46 |
46
Principal Financial Group
Des Moines,
Iowa
| US$1586億 | -US$89.5億 | -5% | 4.92% | 94.1% | 2,636 | 7.97% | 5.4 |
|
| 47 |
47
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| US$1526億 | -US$107億 | -7% | 1.66% | 93.6% | 3,267 | 11.17% | 5.4 |
|
| 48 |
48
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| US$1502億 | -US$143億 | -9% | 4.81% | 137% | 1,277 | 16.91% | 5 |
|
| 49 |
49
Amundi
Paris,
France
| US$1477億 | -US$101億 | -6% | 2.49% | 127% | 1,764 | 12.02% | 0.6 |
|
| 50 |
50
American Century Companies
Kansas City,
Missouri
| US$1463億 | -US$114億 | -7% | 3.6% | 130% | 2,409 | 9.55% | 2.7 |
|