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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1 |
1
Vanguard Group
Malvern,
Pennsylvania
| US$1.14兆 | +US$1133億 | +11% | 9.92% | 121% | 3,971 | 5.21% | 0.5 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| US$8989億 | +US$874億 | +11% | 10.3% | 129% | 3,732 | 5.47% | 0.5 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| US$7076億 | +US$551億 | +8% | 10.6% | 187% | 2,797 | 13.09% | 0.4 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| US$5663億 | +US$488億 | +9% | 10.2% | 37.7% | 4,161 | 8.99% | 0.5 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$4365億 | +US$361億 | +9% | 11.1% | 150% | 2,591 | 9.61% | 0.5 |
|
| 6 |
6
Bank of New York Mellon
New York
| US$3598億 | +US$234億 | +7% | 10.1% | 119% | 4,363 | 8.53% | 0.5 |
|
| 7 |
7
Capital World Investors
Los Angeles,
California
| US$3557億 | +US$264億 | +8% | 9.94% | 161% | 513 | 12.28% | 0.4 |
|
| 8 |
8
JP Morgan Chase
New York
| US$3524億 | +US$150億 | +4% | 10.3% | 122% | 4,527 | 13.81% | 0.5 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$3478億 | +US$284億 | +9% | 10.4% | 110% | 2,349 | 16.9% | 0.4 |
|
| 10 |
10
BlackRock Fund Advisors
San Francisco,
California
| US$3288億 | +US$326億 | +11% | 9.75% | 41.4% | 3,922 | 4.08% | 0.5 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$3118億 | +US$279億 | +10% | 10.2% | 122% | 4,221 | 6.18% | 0.5 |
|
| 12 |
12
Goldman Sachs
New York
| US$3041億 | +US$333億 | +12% | 9.25% | 130% | 7,074 | 13.83% | 0.4 |
|
| 13 |
13
Bank of America
Charlotte,
North Carolina
| US$2779億 | +US$269億 | +11% | 8.22% | 92.7% | 8,709 | 13.06% | 0.4 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$2701億 | +US$167億 | +7% | 10.4% | 134% | 473 | 15.01% | 0.5 |
|
| 15 |
15
Invesco
Atlanta,
Georgia
| US$2518億 | +US$217億 | +9% | 9.67% | 157% | 4,514 | 8.29% | 0.5 |
|
| 16 |
16
Morgan Stanley
New York
| US$2351億 | +US$235億 | +11% | 9.04% | 109% | 6,508 | 20.74% | 0.4 |
|
| 17 |
17
Wells Fargo
San Francisco,
California
| US$2305億 | +US$201億 | +10% | 8.73% | 81.5% | 6,360 | 9.69% | 0.5 |
|
| 18 |
18
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2166億 | +US$280億 | +15% | 9.2% | 161% | 9,880 | 25.23% | 0.4 |
|
| 19 |
19
Franklin Resources
San Mateo,
California
| US$2046億 | +US$167億 | +9% | 8.47% | 116% | 1,570 | 11.21% | 0.4 |
|
| 20 |
20
Massachusetts Financial Services
Boston,
Massachusetts
| US$1783億 | +US$169億 | +10% | 10.6% | 95% | 896 | 15.74% | 0.4 |
|
| 21 |
21
Norges Bank
Oslo,
Norway
| US$1736億 | +US$22.7億 | +1% | 10.5% | – | 2,134 | 4.03% | 0.5 |
|
| 22 |
22
Ameriprise
Minneapolis,
Minnesota
| US$1651億 | +US$126億 | +8% | 10.3% | 117% | 6,303 | 17.52% | 0.5 |
|
| 23 |
23
BlackRock Group
London,
United Kingdom
| US$1552億 | +US$62億 | +4% | 9.58% | 34.5% | 2,996 | 14.39% | 0.5 |
|
| 24 |
24
Geode Capital Management
Boston,
Massachusetts
| US$1442億 | +US$195億 | +16% | 10.5% | 137% | 3,826 | 6.14% | 0.5 |
|
| 25 |
25
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$1409億 | +US$107億 | +8% | 7.16% | 94.8% | 6,644 | 16.92% | 0.4 |
|