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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$1.79兆 | +US$903億 | +5% | 4.83% | 121% | 4,168 | 4.17% | 3 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| US$1.06兆 | +US$705億 | +7% | 5.16% | 129% | 3,765 | 7.12% | 2.9 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| US$7482億 | -US$26.1億 | -0.3% | 4.28% | 187% | 2,801 | 11.1% | 2.5 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| US$6754億 | +US$329億 | +5% | 4.98% | 37.7% | 4,003 | 6.42% | 2.9 |
|
| 5 |
5
BlackRock Fund Advisors
San Francisco,
California
| US$5423億 | +US$551億 | +11% | 5.55% | 41.4% | 4,347 | 3.54% | 2.8 |
|
| 6 |
6
T. Rowe Price Associates
Baltimore,
Maryland
| US$5036億 | +US$59.2億 | +1% | 3.47% | 150% | 2,620 | 6.41% | 2.8 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| US$4623億 | +US$61.2億 | +1% | 2.84% | 92.7% | 7,793 | 13.97% | 2.6 |
|
| 8 |
8
JP Morgan Chase
New York
| US$4162億 | +US$98.4億 | +2% | 4.98% | 122% | 5,367 | 21.39% | 1.9 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$3987億 | -US$5.65億 | -0.1% | 4.44% | 110% | 2,379 | 17.11% | 2.1 |
|
| 10 |
10
Capital World Investors
Los Angeles,
California
| US$3976億 | +US$131億 | +3% | 4.77% | 161% | 537 | 18.44% | 2.2 |
|
| 11 |
11
Goldman Sachs
New York
| US$3536億 | +US$234億 | +7% | 4.67% | 130% | 7,398 | 13.06% | 2.5 |
|
| 12 |
12
Bank of New York Mellon
New York
| US$3474億 | +US$113億 | +3% | 4.98% | 119% | 4,430 | 7.47% | 2.8 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$3260億 | +US$49.9億 | +2% | 4.98% | 122% | 4,303 | 5.51% | 2.9 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$3085億 | +US$59.4億 | +2% | 3.93% | 134% | 465 | 19.35% | 2.3 |
|
| 15 |
15
Morgan Stanley
New York
| US$3055億 | +US$128億 | +4% | 2.73% | 109% | 6,769 | 5.23% | 2.9 |
|
| 16 |
16
Invesco
Atlanta,
Georgia
| US$2975億 | +US$65億 | +2% | 3.76% | 157% | 3,798 | 6.92% | 2.8 |
|
| 17 |
17
Wells Fargo
San Francisco,
California
| US$2833億 | +US$121億 | +4% | 2.79% | 81.5% | 6,775 | 9.52% | 2.7 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$2288億 | +US$172億 | +8% | 5.32% | – | 2,214 | 5.69% | 2.9 |
|
| 19 |
19
Geode Capital Management
Boston,
Massachusetts
| US$2150億 | +US$165億 | +8% | 5.11% | 137% | 4,166 | 6.58% | 2.9 |
|
| 20 |
20
BlackRock Group
London,
United Kingdom
| US$2101億 | +US$114億 | +6% | 3.82% | 34.5% | 3,071 | 5.96% | 2.8 |
|
| 21 |
21
Massachusetts Financial Services
Boston,
Massachusetts
| US$2045億 | -US$8.71億 | -0.4% | 2.84% | 95% | 929 | 15.93% | 2.2 |
|
| 22 |
22
Dimensional Fund Advisors
Austin,
Texas
| US$2002億 | +US$152億 | +8% | 9.73% | 114% | 3,363 | 4.79% | 3.1 |
|
| 23 |
23
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$1970億 | -US$101億 | -5% | 2.45% | 161% | 10,783 | 34.46% | 1.6 |
|
| 24 |
24
Franklin Resources
San Mateo,
California
| US$1932億 | +US$19億 | +1% | 4.24% | 116% | 1,557 | 10.73% | 2.5 |
|
| 25 |
25
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$1846億 | +US$73.7億 | +4% | 4.03% | 94.8% | 7,074 | 12.34% | 2.5 |
|