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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$2.03兆 | +US$851億 | +4% | 3.21% | 121% | 4,164 | 4.39% | 3.4 |
|
| 2 |
2
BlackRock
New York
| US$1.89兆 | +US$639億 | +4% | 3.41% | 135% | 5,247 | 6.88% | 2.2 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.13兆 | +US$95.8億 | +0.9% | 3.21% | 129% | 3,840 | 8.31% | 3.2 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$8046億 | +US$175億 | +2% | 5.28% | 187% | 2,774 | 10.6% | 2.8 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$5562億 | +US$225億 | +4% | 6.12% | 150% | 2,638 | 5.76% | 3.1 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$5030億 | +US$11.7億 | +0.2% | 2.72% | 92.7% | 7,494 | 11.13% | 3 |
|
| 7 |
7
JP Morgan Chase
New York
| US$4375億 | -US$4691萬 | -0% | 3.46% | 122% | 5,542 | 18.5% | 2.3 |
|
| 8 |
8
Capital World Investors
Los Angeles,
California
| US$4258億 | +US$74.5億 | +2% | 3.82% | 161% | 530 | 14.15% | 2.4 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$4247億 | +US$95億 | +2% | 4.48% | 110% | 2,424 | 17.62% | 2.3 |
|
| 10 |
10
Goldman Sachs
New York
| US$3865億 | +US$179億 | +5% | 3.14% | 130% | 7,241 | 13.81% | 2.8 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$3576億 | +US$108億 | +3% | 3.33% | 122% | 4,391 | 5.83% | 3.3 |
|
| 12 |
12
Bank of New York Mellon
New York
| US$3547億 | -US$65億 | -2% | 3.09% | 119% | 4,483 | 8.72% | 3.2 |
|
| 13 |
13
Morgan Stanley
New York
| US$3310億 | +US$56.4億 | +2% | 3.12% | 109% | 6,874 | 5.34% | 3.2 |
|
| 14 |
14
Invesco
Atlanta,
Georgia
| US$3213億 | +US$167億 | +5% | 2.65% | 157% | 3,806 | 6.54% | 3.2 |
|
| 15 |
15
Capital Research Global Investors
Los Angeles,
California
| US$3195億 | +US$24.6億 | +0.8% | 3.5% | 134% | 454 | 11.45% | 2.4 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| US$3115億 | +US$37.6億 | +1% | 3.06% | 81.5% | 6,806 | 9.29% | 3.1 |
|
| 17 |
17
Geode Capital Management
Boston,
Massachusetts
| US$2543億 | +US$105億 | +4% | 3.3% | 137% | 4,218 | 6.35% | 3.2 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$2519億 | +US$82.2億 | +3% | 3.11% | – | 2,216 | 7.54% | 3.3 |
|
| 19 |
19
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2276億 | +US$299億 | +15% | 2.5% | 161% | 10,525 | 29.65% | 1.8 |
|
| 20 |
20
Massachusetts Financial Services
Boston,
Massachusetts
| US$2254億 | +US$118億 | +6% | 4.98% | 95% | 916 | 15.5% | 2.4 |
|
| 21 |
21
Dimensional Fund Advisors
Austin,
Texas
| US$2166億 | +US$73.5億 | +4% | 2.39% | 114% | 3,388 | 4.84% | 3.4 |
|
| 22 |
22
Franklin Resources
San Mateo,
California
| US$2006億 | +US$35.2億 | +2% | 2.59% | 116% | 1,584 | 11.81% | 2.7 |
|
| 23 |
23
Ameriprise
Minneapolis,
Minnesota
| US$1998億 | +US$65.2億 | +3% | 3.83% | 117% | 3,897 | 12.03% | 2.8 |
|
| 24 |
24
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$1936億 | +US$80.1億 | +4% | 2.46% | 94.8% | 7,189 | 11.52% | 2.8 |
|
| 25 |
25
UBS Group
Zurich,
Switzerland
| US$1932億 | +US$100億 | +5% | 2.95% | 113% | 8,497 | 17.62% | 1.8 |
|