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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$1.38兆 | -US$948億 | -6% | 6.01% | 121% | 4,276 | 3.86% | 2 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| US$8590億 | -US$765億 | -8% | 6.02% | 129% | 3,820 | 5.34% | 1.9 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| US$7025億 | -US$778億 | -10% | 6.29% | 187% | 2,879 | 11.08% | 1.7 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| US$5732億 | -US$484億 | -8% | 6.14% | 37.7% | 4,092 | 6.65% | 1.9 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$4494億 | -US$368億 | -8% | 5.66% | 150% | 2,618 | 7.41% | 1.9 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$4022億 | +US$951億 | +31% | 6.73% | 92.7% | 7,844 | 12.09% | 1.8 |
|
| 7 |
7
BlackRock Fund Advisors
San Francisco,
California
| US$3862億 | -US$307億 | -7% | 6.26% | 41.4% | 3,976 | 3.65% | 1.9 |
|
| 8 |
8
JP Morgan Chase
New York
| US$3741億 | -US$501億 | -12% | 7% | 122% | 4,367 | 19.74% | 1.6 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$3587億 | -US$289億 | -7% | 7.08% | 110% | 2,344 | 16.85% | 1.5 |
|
| 10 |
10
Capital World Investors
Los Angeles,
California
| US$3400億 | -US$288億 | -8% | 5.21% | 161% | 563 | 13.32% | 1.6 |
|
| 11 |
11
Bank of New York Mellon
New York
| US$3264億 | -US$365億 | -10% | 6% | 119% | 4,500 | 7.38% | 1.9 |
|
| 12 |
12
Northern Trust
Chicago,
Illinois
| US$2997億 | -US$323億 | -10% | 6.38% | 122% | 4,445 | 7.49% | 2 |
|
| 13 |
13
Goldman Sachs
New York
| US$2964億 | -US$262億 | -8% | 8.61% | 130% | 7,839 | 15.14% | 1.7 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$2796億 | -US$247億 | -8% | 6.67% | 134% | 460 | 9.78% | 1.7 |
|
| 15 |
15
Morgan Stanley
New York
| US$2706億 | -US$179億 | -6% | 7.65% | 109% | 7,097 | 7.57% | 1.9 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| US$2386億 | -US$208億 | -8% | 6.88% | 81.5% | 6,902 | 9.21% | 1.9 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| US$2357億 | -US$191億 | -8% | 6.21% | 157% | 4,414 | 19.76% | 2 |
|
| 18 |
18
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2313億 | -US$40.2億 | -2% | 9.71% | 161% | 11,075 | 22.83% | 1.4 |
|
| 19 |
19
Franklin Resources
San Mateo,
California
| US$2025億 | -US$178億 | -8% | 7.76% | 116% | 1,686 | 11.51% | 1.7 |
|
| 20 |
20
Norges Bank
Oslo,
Norway
| US$1908億 | -US$92.4億 | -5% | 7.31% | – | 2,397 | 9.93% | 1.9 |
|
| 21 |
21
Massachusetts Financial Services
Boston,
Massachusetts
| US$1790億 | -US$176億 | -9% | 6.64% | 95% | 948 | 16.35% | 1.6 |
|
| 22 |
22
BlackRock Group
London,
United Kingdom
| US$1708億 | -US$130億 | -7% | 6.35% | 34.5% | 3,186 | 12.65% | 1.8 |
|
| 23 |
23
Geode Capital Management
Boston,
Massachusetts
| US$1649億 | -US$103億 | -6% | 6.07% | 137% | 4,216 | 7.64% | 1.9 |
|
| 24 |
24
Ameriprise
Minneapolis,
Minnesota
| US$1615億 | -US$142億 | -8% | 6.03% | 117% | 4,315 | 15.06% | 1.8 |
|
| 25 |
25
Dimensional Fund Advisors
Austin,
Texas
| US$1523億 | -US$110億 | -7% | 7.82% | 114% | 3,447 | 4.73% | 2.1 |
|