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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$1.49兆 | +US$1026億 | +7% | 6.7% | 121% | 4,289 | 4.29% | 2.2 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| US$9149億 | +US$559億 | +7% | 6.8% | 129% | 3,873 | 7.93% | 2.1 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| US$7433億 | +US$409億 | +6% | 7.97% | 187% | 2,859 | 9.76% | 1.9 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| US$6055億 | +US$323億 | +6% | 6.89% | 37.7% | 4,083 | 5.56% | 2.1 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$4755億 | +US$260億 | +6% | 8.77% | 150% | 2,616 | 8.03% | 2.1 |
|
| 6 |
6
BlackRock Fund Advisors
San Francisco,
California
| US$4336億 | +US$474億 | +12% | 6.49% | 41.4% | 4,416 | 12.66% | 1.9 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| US$4221億 | +US$199億 | +5% | 5.35% | 92.7% | 7,809 | 11.4% | 2 |
|
| 8 |
8
JP Morgan Chase
New York
| US$3983億 | +US$242億 | +6% | 6.39% | 122% | 5,009 | 26.69% | 1.4 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$3823億 | +US$236億 | +7% | 7.63% | 110% | 2,360 | 16.86% | 1.7 |
|
| 10 |
10
Capital World Investors
Los Angeles,
California
| US$3575億 | +US$174億 | +5% | 9.6% | 161% | 553 | 11.39% | 1.8 |
|
| 11 |
11
Bank of New York Mellon
New York
| US$3309億 | +US$45.2億 | +1% | 6.62% | 119% | 4,505 | 6.97% | 2.1 |
|
| 12 |
12
Goldman Sachs
New York
| US$3187億 | +US$222億 | +8% | 5.28% | 130% | 7,725 | 14.01% | 1.9 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$3017億 | +US$20.1億 | +0.7% | 6.81% | 122% | 4,410 | 5.46% | 2.2 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$2922億 | +US$126億 | +5% | 8.01% | 134% | 463 | 10.37% | 1.8 |
|
| 15 |
15
Morgan Stanley
New York
| US$2763億 | +US$56.6億 | +2% | 5.8% | 109% | 7,145 | 8.15% | 2 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| US$2533億 | +US$147億 | +6% | 5.42% | 81.5% | 6,826 | 8.01% | 2 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| US$2506億 | +US$149億 | +6% | 7.04% | 157% | 3,846 | 4.34% | 2.1 |
|
| 18 |
18
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2165億 | -US$148億 | -6% | 4.12% | 161% | 10,716 | 23.43% | 1.6 |
|
| 19 |
19
Norges Bank
Oslo,
Norway
| US$2012億 | +US$103億 | +5% | 6.38% | – | 2,329 | 6.27% | 2.1 |
|
| 20 |
20
Franklin Resources
San Mateo,
California
| US$1975億 | -US$49.4億 | -2% | 5.36% | 116% | 1,653 | 9.68% | 1.9 |
|
| 21 |
21
Massachusetts Financial Services
Boston,
Massachusetts
| US$1873億 | +US$82.9億 | +5% | 5.77% | 95% | 914 | 12.69% | 1.7 |
|
| 22 |
22
BlackRock Group
London,
United Kingdom
| US$1817億 | +US$109億 | +6% | 7.08% | 34.5% | 3,133 | 7.21% | 2 |
|
| 23 |
23
Geode Capital Management
Boston,
Massachusetts
| US$1755億 | +US$106億 | +6% | 7.07% | 137% | 4,254 | 5.57% | 2.1 |
|
| 24 |
24
Ameriprise
Minneapolis,
Minnesota
| US$1704億 | +US$89億 | +6% | 7.62% | 117% | 4,137 | 11.36% | 2 |
|
| 25 |
25
Dimensional Fund Advisors
Austin,
Texas
| US$1604億 | +US$80.9億 | +5% | 4.9% | 114% | 3,421 | 4.24% | 2.3 |
|