我們已在上線!
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$2.19億 | -0% | 0.02% | 121% | 4,163 | 3.89% | 3.9 |
|
| 2 |
2
BlackRock
New York
| US$2.09兆 | -US$98.7億 | -0.5% | 0.17% | 135% | 5,137 | 6.23% | 2.9 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.18兆 | -US$658億 | -5% | 0.21% | 129% | 3,862 | 6.16% | 3.7 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$8423億 | -US$107億 | -1% | 2.59% | 187% | 2,808 | 10.47% | 3.1 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$6294億 | +US$130億 | +2% | 3.2% | 150% | 2,649 | 7.1% | 3.6 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$5853億 | -US$121億 | -2% | 0.75% | 92.7% | 7,631 | 12.28% | 3.4 |
|
| 7 |
7
JP Morgan Chase
New York
| US$4665億 | -US$80.9億 | -2% | 0.05% | 122% | 5,855 | 14.6% | 2.5 |
|
| 8 |
8
Capital World Investors
Los Angeles,
California
| US$4442億 | -US$170億 | -4% | 0.51% | 161% | 560 | 13.75% | 2.6 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$4419億 | -US$107億 | -2% | 0.61% | 110% | 2,444 | 20.58% | 2.5 |
|
| 10 |
10
Goldman Sachs
New York
| US$3909億 | -US$273億 | -7% | 0.14% | 130% | 6,750 | 19.96% | 3.4 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$3844億 | -US$105億 | -3% | 0.19% | 122% | 4,351 | 4.73% | 3.8 |
|
| 12 |
12
Bank of New York Mellon
New York
| US$3613億 | -US$186億 | -5% | 0.25% | 119% | 4,539 | 8.94% | 3.6 |
|
| 13 |
13
Morgan Stanley
New York
| US$3603億 | -US$50.5億 | -1% | 0.28% | 109% | 6,930 | 4.73% | 3.7 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$3514億 | +US$107億 | +3% | 2.46% | 134% | 467 | 12.63% | 2.7 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| US$3379億 | -US$82億 | -2% | 0.43% | 81.5% | 6,836 | 8.72% | 3.6 |
|
| 16 |
16
Geode Capital Management
Boston,
Massachusetts
| US$3069億 | +US$125億 | +4% | 0.19% | 137% | 4,157 | 5.75% | 3.7 |
|
| 17 |
17
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2806億 | -US$28.6億 | -1% | 1.61% | 161% | 10,979 | 32.55% | 2 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$2764億 | -US$26.3億 | -0.9% | 0.21% | – | 2,204 | 6.76% | 3.7 |
|
| 19 |
19
Invesco
Atlanta,
Georgia
| US$2676億 | -US$97.5億 | -4% | 0.17% | 157% | 3,852 | 9.29% | 3.6 |
|
| 20 |
20
Dimensional Fund Advisors
Austin,
Texas
| US$2399億 | -US$12.9億 | -0.5% | 0.73% | 114% | 3,413 | 4.63% | 3.9 |
|
| 21 |
21
Massachusetts Financial Services
Boston,
Massachusetts
| US$2334億 | -US$51.5億 | -2% | 0.54% | 95% | 906 | 15.01% | 2.7 |
|
| 22 |
22
UBS Group
Zurich,
Switzerland
| US$2316億 | -US$117億 | -5% | 0.8% | 113% | 8,641 | 17.07% | 2.3 |
|
| 23 |
23
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2230億 | -US$47億 | -2% | 3.1% | 94.8% | 7,325 | 14.13% | 3.3 |
|
| 24 |
24
Ameriprise
Minneapolis,
Minnesota
| US$2210億 | +US$17.6億 | +0.8% | 0.61% | 117% | 3,805 | 9.28% | 3.3 |
|
| 25 |
25
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| US$2095億 | +US$534億 | +34% | 0.54% | 124% | 5,874 | 18.86% | 3 |
|