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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$2.14兆 | +US$1091億 | +5% | 4.89% | 121% | 4,150 | 3.66% | 3.6 |
|
| 2 |
2
BlackRock
New York
| US$1.98兆 | +US$962億 | +5% | 5.1% | 135% | 5,199 | 6.21% | 2.5 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.16兆 | +US$284億 | +3% | 4.9% | 129% | 3,831 | 5.22% | 3.3 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$8271億 | +US$225億 | +3% | 6.44% | 187% | 2,720 | 8.97% | 3 |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| US$6296億 | +US$1266億 | +25% | 4.26% | 92.7% | 7,625 | 12.51% | 3 |
|
| 6 |
6
T. Rowe Price Associates
Baltimore,
Maryland
| US$5855億 | +US$293億 | +5% | 6.27% | 150% | 2,642 | 6.09% | 3.3 |
|
| 7 |
7
JP Morgan Chase
New York
| US$4533億 | +US$157億 | +4% | 4.96% | 122% | 5,458 | 17.79% | 2.4 |
|
| 8 |
8
Capital World Investors
Los Angeles,
California
| US$4415億 | +US$157億 | +4% | 6.11% | 161% | 533 | 13.32% | 2.5 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$4356億 | +US$109億 | +3% | 4.81% | 110% | 2,386 | 17.39% | 2.4 |
|
| 10 |
10
Goldman Sachs
New York
| US$4083億 | +US$218億 | +6% | 5.11% | 130% | 7,191 | 14.09% | 3 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$3837億 | +US$261億 | +7% | 4.9% | 122% | 4,364 | 4.49% | 3.5 |
|
| 12 |
12
Bank of New York Mellon
New York
| US$3633億 | +US$86.8億 | +2% | 4.93% | 119% | 4,427 | 6.69% | 3.3 |
|
| 13 |
13
Morgan Stanley
New York
| US$3339億 | +US$28.5億 | +0.9% | 4.31% | 109% | 6,889 | 6.42% | 3.4 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$3312億 | +US$117億 | +4% | 6.2% | 134% | 463 | 13.61% | 2.5 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| US$3229億 | +US$114億 | +4% | 4.58% | 81.5% | 6,770 | 8.98% | 3.2 |
|
| 16 |
16
Geode Capital Management
Boston,
Massachusetts
| US$2709億 | +US$166億 | +7% | 4.97% | 137% | 4,158 | 4.71% | 3.4 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| US$2707億 | -US$506億 | -16% | 5.19% | 157% | 3,750 | 4.99% | 3.4 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$2635億 | +US$116億 | +5% | 5.07% | – | 2,207 | 7.39% | 3.4 |
|
| 19 |
19
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2588億 | +US$312億 | +14% | 5.68% | 161% | 10,422 | 28.83% | 2 |
|
| 20 |
20
Massachusetts Financial Services
Boston,
Massachusetts
| US$2303億 | +US$49.5億 | +2% | 3.96% | 95% | 909 | 15.18% | 2.5 |
|
| 21 |
21
Dimensional Fund Advisors
Austin,
Texas
| US$2288億 | +US$122億 | +6% | 5.83% | 114% | 3,413 | 5.27% | 3.6 |
|
| 22 |
22
UBS Group
Zurich,
Switzerland
| US$2162億 | +US$230億 | +12% | 4.2% | 113% | 8,493 | 17.14% | 2 |
|
| 23 |
23
Ameriprise
Minneapolis,
Minnesota
| US$2101億 | +US$103億 | +5% | 5.35% | 117% | 3,869 | 9.12% | 2.9 |
|
| 24 |
24
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2082億 | +US$146億 | +8% | 5.74% | 94.8% | 7,436 | 12.43% | 2.8 |
|
| 25 |
25
Franklin Resources
San Mateo,
California
| US$2040億 | +US$34.3億 | +2% | 4.88% | 116% | 1,564 | 10.17% | 2.9 |
|