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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$1.7兆 | +US$921億 | +6% | 4.84% | 121% | 4,202 | 4.43% | 2.8 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| US$9922億 | +US$613億 | +7% | 4.54% | 129% | 3,777 | 6.17% | 2.8 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| US$7509億 | +US$183億 | +2% | 7.18% | 187% | 2,796 | 10.62% | 2.4 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| US$6426億 | +US$270億 | +4% | 5.08% | 37.7% | 4,028 | 6.11% | 2.7 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$4977億 | +US$257億 | +5% | 7.14% | 150% | 2,648 | 9.82% | 2.6 |
|
| 6 |
6
BlackRock Fund Advisors
San Francisco,
California
| US$4872億 | +US$343億 | +8% | 5.39% | 41.4% | 4,391 | 3.28% | 2.6 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| US$4562億 | +US$251億 | +6% | 3.58% | 92.7% | 7,794 | 12.12% | 2.4 |
|
| 8 |
8
JP Morgan Chase
New York
| US$4063億 | +US$52.9億 | +1% | 5.37% | 122% | 5,175 | 18.24% | 1.9 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$3992億 | +US$124億 | +3% | 4.89% | 110% | 2,342 | 18.57% | 2 |
|
| 10 |
10
Capital World Investors
Los Angeles,
California
| US$3846億 | +US$137億 | +4% | 4.51% | 161% | 526 | 12.55% | 2.1 |
|
| 11 |
11
Bank of New York Mellon
New York
| US$3361億 | +US$85.1億 | +3% | 4.69% | 119% | 4,442 | 6.75% | 2.7 |
|
| 12 |
12
Goldman Sachs
New York
| US$3302億 | +US$239億 | +8% | 5.82% | 130% | 7,501 | 13.18% | 2.3 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$3211億 | +US$130億 | +4% | 5.11% | 122% | 4,321 | 5.23% | 2.8 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$3025億 | +US$101億 | +3% | 5.18% | 134% | 443 | 12.19% | 2.3 |
|
| 15 |
15
Morgan Stanley
New York
| US$2928億 | +US$159億 | +6% | 4.63% | 109% | 6,800 | 6.04% | 2.7 |
|
| 16 |
16
Invesco
Atlanta,
Georgia
| US$2910億 | +US$188億 | +7% | 5.29% | 157% | 3,785 | 6.13% | 2.7 |
|
| 17 |
17
Wells Fargo
San Francisco,
California
| US$2712億 | +US$131億 | +5% | 4.34% | 81.5% | 6,697 | 8.96% | 2.6 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$2116億 | +US$11.2億 | +0.5% | 5.56% | – | 2,233 | 6.4% | 2.8 |
|
| 19 |
19
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2071億 | +US$206億 | +11% | 7.56% | 161% | 9,816 | 28.88% | 1.8 |
|
| 20 |
20
Massachusetts Financial Services
Boston,
Massachusetts
| US$2053億 | +US$68.2億 | +3% | 4.53% | 95% | 923 | 15.28% | 2 |
|
| 21 |
21
BlackRock Group
London,
United Kingdom
| US$1987億 | +US$59.5億 | +3% | 4.71% | 34.5% | 3,078 | 5.56% | 2.6 |
|
| 22 |
22
Geode Capital Management
Boston,
Massachusetts
| US$1986億 | +US$147億 | +8% | 5.12% | 137% | 4,151 | 6.26% | 2.7 |
|
| 23 |
23
Franklin Resources
San Mateo,
California
| US$1913億 | +US$53.7億 | +3% | 5.06% | 116% | 1,570 | 10.45% | 2.4 |
|
| 24 |
24
Dimensional Fund Advisors
Austin,
Texas
| US$1850億 | +US$112億 | +6% | 6.63% | 114% | 3,358 | 4.38% | 2.9 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| US$1785億 | +US$78.7億 | +5% | 5.56% | 117% | 4,048 | 11.34% | 2.4 |
|