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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$1.54兆 | +US$564億 | +4% | 2.22% | 121% | 4,245 | 3.53% | 2.4 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| US$9249億 | +US$100億 | +1% | 2.12% | 129% | 3,813 | 4.64% | 2.3 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| US$7228億 | -US$205億 | -3% | 0.28% | 187% | 2,854 | 11.32% | 2.1 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| US$6058億 | +US$2.75億 | +0% | 1.86% | 37.7% | 4,067 | 5.16% | 2.3 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$4685億 | -US$69.8億 | -1% | 0.3% | 150% | 2,594 | 6.52% | 2.3 |
|
| 6 |
6
BlackRock Fund Advisors
San Francisco,
California
| US$4320億 | -US$16.2億 | -0.4% | 2.26% | 41.4% | 4,426 | 3.82% | 2.1 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| US$4111億 | -US$110億 | -3% | 1.87% | 92.7% | 7,848 | 15.11% | 2.2 |
|
| 8 |
8
JP Morgan Chase
New York
| US$3907億 | -US$76.3億 | -2% | 0.7% | 122% | 5,307 | 21.12% | 1.6 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$3800億 | -US$22.7億 | -0.6% | 0.12% | 110% | 2,355 | 19.41% | 1.8 |
|
| 10 |
10
Capital World Investors
Los Angeles,
California
| US$3619億 | +US$44.7億 | +1% | 1.07% | 161% | 552 | 17.03% | 1.9 |
|
| 11 |
11
Bank of New York Mellon
New York
| US$3311億 | +US$1.9億 | +0.1% | 2.75% | 119% | 4,417 | 6.47% | 2.3 |
|
| 12 |
12
Goldman Sachs
New York
| US$3041億 | -US$145億 | -5% | 0.72% | 130% | 7,717 | 16.19% | 2 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$3015億 | -US$2.04億 | -0.1% | 1.82% | 122% | 4,385 | 5.38% | 2.4 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$2901億 | -US$21.6億 | -0.7% | 2.67% | 134% | 454 | 9.25% | 2 |
|
| 15 |
15
Morgan Stanley
New York
| US$2599億 | -US$164億 | -6% | 0.82% | 109% | 7,092 | 4.27% | 2.3 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| US$2507億 | -US$25.6億 | -1% | 1.74% | 81.5% | 6,838 | 8.96% | 2.2 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| US$2460億 | -US$45.7億 | -2% | 1.08% | 157% | 3,895 | 9.06% | 2.3 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$2033億 | +US$21.5億 | +1% | 1.81% | – | 2,266 | 5.03% | 2.4 |
|
| 19 |
19
Massachusetts Financial Services
Boston,
Massachusetts
| US$1925億 | +US$52.1億 | +3% | 3.36% | 95% | 913 | 15.55% | 1.9 |
|
| 20 |
20
Geode Capital Management
Boston,
Massachusetts
| US$1884億 | +US$130億 | +7% | 3.17% | 137% | 4,210 | 4.2% | 2.3 |
|
| 21 |
21
Franklin Resources
San Mateo,
California
| US$1884億 | -US$91.5億 | -5% | 1.58% | 116% | 1,610 | 9.44% | 2.1 |
|
| 22 |
22
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$1879億 | -US$285億 | -13% | 0.43% | 161% | 10,537 | 26.77% | 1.7 |
|
| 23 |
23
BlackRock Group
London,
United Kingdom
| US$1853億 | +US$36億 | +2% | 2.42% | 34.5% | 3,122 | 6.12% | 2.2 |
|
| 24 |
24
Ameriprise
Minneapolis,
Minnesota
| US$1676億 | -US$27.8億 | -2% | 0.96% | 117% | 4,118 | 13.06% | 2.1 |
|
| 25 |
25
Dimensional Fund Advisors
Austin,
Texas
| US$1671億 | +US$66.2億 | +4% | 3.16% | 114% | 3,387 | 4.31% | 2.5 |
|