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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$2.29兆 | +US$1474億 | +7% | 6.66% | 121% | 4,176 | 5.15% | 3.7 |
|
| 2 |
2
BlackRock
New York
| US$2.1兆 | +US$1199億 | +6% | 6.57% | 135% | 5,151 | 6.27% | 2.7 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.24兆 | +US$846億 | +7% | 6.83% | 129% | 3,842 | 5.02% | 3.5 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$8531億 | +US$259億 | +3% | 7.49% | 187% | 2,786 | 11.49% | 3 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$6164億 | +US$310億 | +5% | 6.72% | 150% | 2,692 | 9.32% | 3.4 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$5974億 | -US$322億 | -5% | 5.41% | 92.7% | 7,594 | 11.15% | 3.2 |
|
| 7 |
7
JP Morgan Chase
New York
| US$4746億 | +US$214億 | +5% | 6.67% | 122% | 5,783 | 19.96% | 2.4 |
|
| 8 |
8
Capital World Investors
Los Angeles,
California
| US$4613億 | +US$198億 | +4% | 7.49% | 161% | 536 | 11.19% | 2.6 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$4526億 | +US$170億 | +4% | 6.13% | 110% | 2,402 | 17.57% | 2.5 |
|
| 10 |
10
Goldman Sachs
New York
| US$4181億 | +US$98.1億 | +2% | 6.2% | 130% | 7,002 | 15.44% | 3.3 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$3949億 | +US$112億 | +3% | 6.6% | 122% | 4,357 | 4.93% | 3.6 |
|
| 12 |
12
Bank of New York Mellon
New York
| US$3799億 | +US$166億 | +5% | 6.87% | 119% | 4,519 | 9.14% | 3.4 |
|
| 13 |
13
Morgan Stanley
New York
| US$3653億 | +US$315億 | +9% | 6.14% | 109% | 6,934 | 6.4% | 3.5 |
|
| 14 |
14
Wells Fargo
San Francisco,
California
| US$3461億 | +US$232億 | +7% | 5.89% | 81.5% | 6,830 | 9.18% | 3.4 |
|
| 15 |
15
Capital Research Global Investors
Los Angeles,
California
| US$3408億 | +US$95.2億 | +3% | 7.36% | 134% | 456 | 10.31% | 2.6 |
|
| 16 |
16
Geode Capital Management
Boston,
Massachusetts
| US$2945億 | +US$236億 | +9% | 6.95% | 137% | 4,142 | 5.26% | 3.6 |
|
| 17 |
17
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2834億 | +US$246億 | +10% | 6.05% | 161% | 10,541 | 30.27% | 2 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$2790億 | +US$155億 | +6% | 6.7% | – | 2,177 | 5.24% | 3.6 |
|
| 19 |
19
Invesco
Atlanta,
Georgia
| US$2773億 | +US$65.9億 | +2% | 5.98% | 157% | 3,746 | 5.69% | 3.5 |
|
| 20 |
20
UBS Group
Zurich,
Switzerland
| US$2434億 | +US$272億 | +13% | 5.7% | 113% | 8,546 | 16.18% | 2.1 |
|
| 21 |
21
Dimensional Fund Advisors
Austin,
Texas
| US$2412億 | +US$124億 | +5% | 6.39% | 114% | 3,411 | 4.75% | 3.7 |
|
| 22 |
22
Massachusetts Financial Services
Boston,
Massachusetts
| US$2386億 | +US$82.5億 | +4% | 5.71% | 95% | 892 | 11.77% | 2.7 |
|
| 23 |
23
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2277億 | +US$195億 | +9% | 4.82% | 94.8% | 7,447 | 10.97% | 3 |
|
| 24 |
24
Ameriprise
Minneapolis,
Minnesota
| US$2193億 | +US$91.5億 | +4% | 6.18% | 117% | 3,844 | 10.35% | 3.1 |
|
| 25 |
25
Franklin Resources
San Mateo,
California
| US$2084億 | +US$44億 | +2% | 4.3% | 116% | 1,562 | 9.54% | 3 |
|