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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
Wells Fargo
San Francisco,
California
| US$4834億 | +US$431億 | +10% | 10.2% | 81.5% | 7,476 | 13.08% | 6.9 |
|
| 27 |
27
Barclays
London,
United Kingdom
| US$4364億 | +US$837億 | +24% | 15.2% | 144% | 5,681 | 16.26% | 5.3 |
|
| 28 |
28
Dimensional Fund Advisors
Austin,
Texas
| US$4319億 | +US$296億 | +7% | 10% | 114% | 3,373 | 4.57% | 8.5 |
|
| 29 |
29
Ameriprise
Minneapolis,
Minnesota
| US$4057億 | +US$353億 | +10% | 12.3% | 117% | 4,177 | 9.29% | 7.2 |
|
| 30 |
30
Legal & General Group
London,
United Kingdom
| US$4029億 | +US$356億 | +10% | 14.5% | 129% | 3,602 | 11.47% | 7.4 |
|
| 31 |
31
Franklin Resources
San Mateo,
California
| US$3772億 | +US$296億 | +9% | 13.3% | 116% | 3,166 | 10.87% | 4.4 |
|
| 32 |
32
Nuveen
Charlotte,
North Carolina
| US$3618億 | +US$322億 | +10% | 16% | 139% | 3,469 | 11.27% | 5.3 |
|
| 33 |
33
Envestnet Asset Management
Chicago,
Illinois
| US$3427億 | +US$325億 | +10% | 9.08% | 64.9% | 4,606 | 9.62% | 4.8 |
|
| 34 |
34
Massachusetts Financial Services
Boston,
Massachusetts
| US$3151億 | +US$143億 | +5% | 11.7% | 95% | 943 | 12.94% | 4.8 |
|
| 35 |
35
AllianceBernstein
Nashville,
Tennessee
| US$3066億 | +US$302億 | +11% | 15.6% | 107% | 3,383 | 9.81% | 7.5 |
|
| 36 |
36
LPL Financial
San Diego,
California
| US$2998億 | +US$427億 | +17% | 9.57% | 70% | 5,729 | 9.98% | 5.2 |
|
| 37 |
37
Raymond James Financial
St Petersburg,
Florida
| US$2905億 | +US$248億 | +9% | 10.7% | – | 7,081 | 31.94% | 0.3 |
|
| 38 |
38
Amundi
Paris,
France
| US$2897億 | +US$150億 | +5% | 14.1% | 127% | 2,245 | 28.73% | 2.9 |
|
| 39 |
39
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| US$2716億 | +US$192億 | +8% | 13.1% | 124% | 3,800 | 10.34% | 7.5 |
|
| 40 |
40
Berkshire Hathaway
Omaha,
Nebraska
| US$2575億 | -US$22.9億 | -0.9% | 1.48% | 60.8% | 42 | 9.52% | 4.8 |
|
| 41 |
41
Fisher Asset Management
Camas,
Washington
| US$2519億 | +US$209億 | +9% | 12.6% | 114% | 1,093 | 18.39% | 5.1 |
|
| 42 |
42
IMC Chicago
Chicago,
Illinois
| US$2252億 | +US$485億 | +27% | 16.3% | 250% | 3,685 | 28.17% | 1.8 |
|
| 43 |
43
Bank of Montreal
Toronto,
Ontario, Canada
| US$2132億 | +US$74.1億 | +4% | 14.9% | 120% | 3,808 | 17.15% | 6.1 |
|
| 44 |
44
Optiver Holding
Amsterdam,
Netherlands
| US$2102億 | +US$383億 | +22% | 20.2% | 147% | 1,658 | 33.84% | 0.8 |
|
| 45 |
45
Millennium Management
New York
| US$2071億 | +US$192億 | +10% | 11.9% | 127% | 6,516 | 22.25% | 2.8 |
|
| 46 |
46
Janus Henderson Group
London,
| US$2040億 | +US$216億 | +12% | 18% | 118% | 2,545 | 8.21% | 4.9 |
|
| 47 |
47
Citigroup
New York
| US$2036億 | +US$79.3億 | +4% | 15.1% | 141% | 6,003 | 14.06% | 6.6 |
|
| 48 |
48
Principal Financial Group
Des Moines,
Iowa
| US$1892億 | +US$110億 | +6% | 10.5% | 94.1% | 2,339 | 12.1% | 7.7 |
|
| 49 |
49
American Century Companies
Kansas City,
Missouri
| US$1841億 | +US$211億 | +13% | 13.9% | 130% | 2,995 | 8.58% | 4.3 |
|
| 50 |
50
Dodge & Cox
San Francisco,
California
| US$1780億 | +US$25.2億 | +1% | 5.61% | 69.9% | 222 | 4.95% | 7.5 |
|