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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$1.61兆 | +US$667億 | +4% | 3.56% | 121% | 4,232 | 4.47% | 2.6 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| US$9309億 | +US$59.6億 | +0.6% | 3.48% | 129% | 3,911 | 9.46% | 2.5 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| US$7326億 | +US$97.8億 | +1% | 3.24% | 187% | 2,786 | 9.91% | 2.2 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| US$6155億 | +US$97.2億 | +2% | 3.3% | 37.7% | 4,079 | 7.35% | 2.5 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$4720億 | +US$35.3億 | +0.8% | 3.24% | 150% | 2,596 | 6.9% | 2.5 |
|
| 6 |
6
BlackRock Fund Advisors
San Francisco,
California
| US$4530億 | +US$210億 | +5% | 3.85% | 41.4% | 4,431 | 3.99% | 2.3 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| US$4312億 | +US$201億 | +5% | 3.2% | 92.7% | 7,819 | 14.75% | 2.2 |
|
| 8 |
8
JP Morgan Chase
New York
| US$4010億 | +US$104億 | +3% | 3.08% | 122% | 5,277 | 18.74% | 1.7 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$3869億 | +US$68.8億 | +2% | 3.97% | 110% | 2,304 | 18.27% | 1.9 |
|
| 10 |
10
Capital World Investors
Los Angeles,
California
| US$3708億 | +US$89.2億 | +2% | 4.03% | 161% | 533 | 14.82% | 2 |
|
| 11 |
11
Bank of New York Mellon
New York
| US$3276億 | -US$35.3億 | -1% | 3.02% | 119% | 4,449 | 8.2% | 2.5 |
|
| 12 |
12
Northern Trust
Chicago,
Illinois
| US$3080億 | +US$65.8億 | +2% | 3.09% | 122% | 4,392 | 6.92% | 2.6 |
|
| 13 |
13
Goldman Sachs
New York
| US$3063億 | +US$21.6億 | +0.7% | 4.26% | 130% | 7,605 | 15% | 2.2 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$2925億 | +US$24.1億 | +0.8% | 4.15% | 134% | 447 | 9.84% | 2.2 |
|
| 15 |
15
Morgan Stanley
New York
| US$2769億 | +US$170億 | +7% | 3.8% | 109% | 7,048 | 8.04% | 2.5 |
|
| 16 |
16
Invesco
Atlanta,
Georgia
| US$2722億 | +US$262億 | +11% | 2.77% | 157% | 3,833 | 7.25% | 2.5 |
|
| 17 |
17
Wells Fargo
San Francisco,
California
| US$2581億 | +US$73.4億 | +3% | 3.31% | 81.5% | 6,776 | 10.32% | 2.4 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$2105億 | +US$71.5億 | +4% | 2.86% | – | 2,246 | 5.79% | 2.6 |
|
| 19 |
19
Massachusetts Financial Services
Boston,
Massachusetts
| US$1985億 | +US$60.4億 | +3% | 3.82% | 95% | 912 | 15.24% | 2 |
|
| 20 |
20
BlackRock Group
London,
United Kingdom
| US$1928億 | +US$74.7億 | +4% | 3.73% | 34.5% | 3,128 | 6.59% | 2.4 |
|
| 21 |
21
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$1865億 | -US$14.1億 | -0.7% | 0.82% | 161% | 10,185 | 29.33% | 1.7 |
|
| 22 |
22
Franklin Resources
San Mateo,
California
| US$1859億 | -US$25億 | -1% | 3.98% | 116% | 1,602 | 12.55% | 2.2 |
|
| 23 |
23
Geode Capital Management
Boston,
Massachusetts
| US$1839億 | -US$45.7億 | -2% | 3.09% | 137% | 4,187 | 5.33% | 2.5 |
|
| 24 |
24
Dimensional Fund Advisors
Austin,
Texas
| US$1738億 | +US$67.3億 | +4% | 3.82% | 114% | 3,367 | 4.31% | 2.7 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| US$1706億 | +US$30.6億 | +2% | 3.24% | 117% | 4,052 | 12.24% | 2.3 |
|