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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$1.95兆 | +US$1526億 | +9% | 6.04% | 121% | 4,134 | 2.83% | 3.2 |
|
| 2 |
2
BlackRock
New York
| US$1.82兆 | +US$1.75兆 | +2,478% | 6.08% | 135% | 5,169 | 26.08% | 2 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.12兆 | +US$583億 | +5% | 5.84% | 129% | 3,741 | 4.12% | 3.1 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$7871億 | +US$388億 | +5% | 8.49% | 187% | 2,792 | 10.6% | 2.6 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$5337億 | +US$301億 | +6% | 8.76% | 150% | 2,648 | 6.8% | 2.9 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$5018億 | +US$395億 | +9% | 5.51% | 92.7% | 7,643 | 12.64% | 2.8 |
|
| 7 |
7
JP Morgan Chase
New York
| US$4376億 | +US$214億 | +5% | 6.46% | 122% | 5,473 | 15.31% | 2.1 |
|
| 8 |
8
Capital World Investors
Los Angeles,
California
| US$4183億 | +US$207億 | +5% | 7.59% | 161% | 534 | 16.1% | 2.3 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$4152億 | +US$165億 | +4% | 6.86% | 110% | 2,408 | 17.28% | 2.1 |
|
| 10 |
10
Goldman Sachs
New York
| US$3686億 | +US$149億 | +4% | 6.98% | 130% | 7,322 | 14.37% | 2.7 |
|
| 11 |
11
Bank of New York Mellon
New York
| US$3611億 | +US$138億 | +4% | 5.91% | 119% | 4,434 | 7.22% | 3 |
|
| 12 |
12
Northern Trust
Chicago,
Illinois
| US$3468億 | +US$208億 | +6% | 6.06% | 122% | 4,355 | 6.31% | 3.1 |
|
| 13 |
13
Morgan Stanley
New York
| US$3254億 | +US$198億 | +6% | 6.26% | 109% | 6,814 | 5.37% | 3 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$3170億 | +US$85.7億 | +3% | 7.52% | 134% | 457 | 13.57% | 2.3 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| US$3078億 | +US$245億 | +9% | 5.76% | 81.5% | 6,821 | 9.34% | 2.9 |
|
| 16 |
16
Invesco
Atlanta,
Georgia
| US$3046億 | +US$70.5億 | +2% | 5.57% | 157% | 3,853 | 8.98% | 3 |
|
| 17 |
17
Geode Capital Management
Boston,
Massachusetts
| US$2438億 | +US$287億 | +13% | 6.33% | 137% | 4,180 | 5.98% | 3 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$2437億 | +US$149億 | +7% | 6.01% | – | 2,251 | 9.37% | 3.1 |
|
| 19 |
19
Massachusetts Financial Services
Boston,
Massachusetts
| US$2136億 | +US$91億 | +4% | 6.98% | 95% | 915 | 14.97% | 2.3 |
|
| 20 |
20
Dimensional Fund Advisors
Austin,
Texas
| US$2092億 | +US$90.3億 | +5% | 3.7% | 114% | 3,363 | 4.04% | 3.2 |
|
| 21 |
21
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$1977億 | +US$7.12億 | +0.4% | 5.67% | 161% | 10,995 | 33.27% | 1.8 |
|
| 22 |
22
Franklin Resources
San Mateo,
California
| US$1970億 | +US$38.7億 | +2% | 5.68% | 116% | 1,551 | 9.93% | 2.7 |
|
| 23 |
23
Ameriprise
Minneapolis,
Minnesota
| US$1933億 | +US$101億 | +6% | 7.12% | 117% | 4,217 | 22.01% | 2.7 |
|
| 24 |
24
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$1856億 | +US$10.4億 | +0.6% | 4.71% | 94.8% | 7,127 | 10.69% | 2.6 |
|
| 25 |
25
UBS Group
Zurich,
Switzerland
| US$1833億 | +US$21.6億 | +1% | 5.8% | 113% | 8,532 | 17.44% | 1.7 |
|