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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$1.48兆 | +US$48.9億 | +0.3% | 0.01% | 121% | 4,259 | 4.04% | 1.8 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| US$9356億 | -US$389億 | -4% | 0.2% | 129% | 3,879 | 9.33% | 1.7 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| US$7803億 | -US$48.2億 | -0.6% | 1.61% | 187% | 2,906 | 12.11% | 1.6 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| US$6217億 | -US$206億 | -3% | 0.33% | 37.7% | 4,074 | 8.1% | 1.7 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$4863億 | +US$21.2億 | +0.4% | 1.52% | 150% | 2,615 | 5.93% | 1.7 |
|
| 6 |
6
JP Morgan Chase
New York
| US$4242億 | -US$148億 | -3% | 0.39% | 122% | 4,397 | 17.44% | 1.4 |
|
| 7 |
7
BlackRock Fund Advisors
San Francisco,
California
| US$4169億 | -US$16.6億 | -0.4% | 0.29% | 41.4% | 4,011 | 6.96% | 1.7 |
|
| 8 |
8
Wellington Management Group
Boston,
Massachusetts
| US$3876億 | -US$13.5億 | -0.3% | 1.01% | 110% | 2,334 | 15.94% | 1.4 |
|
| 9 |
9
Capital World Investors
Los Angeles,
California
| US$3689億 | -US$21.7億 | -0.6% | 0.99% | 161% | 562 | 12.81% | 1.4 |
|
| 10 |
10
Bank of New York Mellon
New York
| US$3629億 | -US$218億 | -6% | 0.4% | 119% | 4,432 | 7.42% | 1.7 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$3319億 | -US$5.55億 | -0.2% | 0.51% | 122% | 4,457 | 7.65% | 1.8 |
|
| 12 |
12
Goldman Sachs
New York
| US$3226億 | +US$115億 | +4% | 0.07% | 130% | 7,731 | 15.13% | 1.5 |
|
| 13 |
13
Bank of America
Charlotte,
North Carolina
| US$3071億 | +US$98.5億 | +3% | 0.62% | 92.7% | 7,749 | 12.4% | 1.6 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$3043億 | +US$122億 | +4% | 1.66% | 134% | 466 | 12.66% | 1.5 |
|
| 15 |
15
Morgan Stanley
New York
| US$2885億 | +US$170億 | +6% | 0.08% | 109% | 7,065 | 4.71% | 1.7 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| US$2594億 | +US$26.3億 | +1% | 0.06% | 81.5% | 6,838 | 8.5% | 1.6 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| US$2548億 | -US$36.3億 | -1% | 0.71% | 157% | 4,482 | 13.54% | 1.6 |
|
| 18 |
18
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2353億 | +US$149億 | +7% | 0.54% | 161% | 10,941 | 22.73% | 1.2 |
|
| 19 |
19
Franklin Resources
San Mateo,
California
| US$2203億 | -US$2.47億 | -0.1% | 0.18% | 116% | 1,677 | 11.09% | 1.5 |
|
| 20 |
20
Norges Bank
Oslo,
Norway
| US$2001億 | -US$40.2億 | -2% | 0.21% | – | 2,373 | 7.88% | 1.7 |
|
| 21 |
21
Massachusetts Financial Services
Boston,
Massachusetts
| US$1966億 | -US$10億 | -0.5% | 0.07% | 95% | 957 | 16.61% | 1.4 |
|
| 22 |
22
BlackRock Group
London,
United Kingdom
| US$1837億 | -US$17.9億 | -1% | 0.2% | 34.5% | 3,020 | 9.11% | 1.7 |
|
| 23 |
23
Ameriprise
Minneapolis,
Minnesota
| US$1757億 | +US$14.6億 | +0.8% | 1.19% | 117% | 4,343 | 16.09% | 1.6 |
|
| 24 |
24
Geode Capital Management
Boston,
Massachusetts
| US$1752億 | +US$2.1億 | +0.1% | 0.48% | 137% | 4,062 | 5.24% | 1.7 |
|
| 25 |
25
Dimensional Fund Advisors
Austin,
Texas
| US$1633億 | +US$48.4億 | +3% | 0.77% | 114% | 3,417 | 4.18% | 1.9 |
|