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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$2.39兆 | +US$1040億 | +5% | 4.69% | 121% | 4,206 | 4.37% | 4 |
|
| 2 |
2
BlackRock
New York
| US$2.17兆 | +US$787億 | +4% | 4.7% | 135% | 5,222 | 8.04% | 3 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.2兆 | +US$186億 | +2% | 3.89% | 129% | 3,903 | 7.12% | 3.8 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$8687億 | +US$263億 | +3% | 6.87% | 187% | 2,816 | 12.32% | 3.2 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$6543億 | +US$249億 | +4% | 5.58% | 150% | 2,648 | 6.27% | 3.7 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$6037億 | +US$184億 | +3% | 2.23% | 92.7% | 7,687 | 11.27% | 3.5 |
|
| 7 |
7
JP Morgan Chase
New York
| US$4863億 | +US$198億 | +4% | 4.04% | 122% | 5,918 | 14.95% | 2.6 |
|
| 8 |
8
Capital World Investors
Los Angeles,
California
| US$4673億 | +US$231億 | +5% | 5.2% | 161% | 575 | 15.65% | 2.6 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$4492億 | +US$73.1億 | +2% | 4.13% | 110% | 2,412 | 17.45% | 2.6 |
|
| 10 |
10
Northern Trust
Chicago,
Illinois
| US$3938億 | +US$94.3億 | +2% | 4.28% | 122% | 4,413 | 6.1% | 3.9 |
|
| 11 |
11
Morgan Stanley
New York
| US$3701億 | +US$98.3億 | +3% | 4.35% | 109% | 7,037 | 6.62% | 3.8 |
|
| 12 |
12
Goldman Sachs
New York
| US$3695億 | -US$213億 | -5% | 4.58% | 130% | 6,350 | 19.54% | 3.5 |
|
| 13 |
13
Bank of New York Mellon
New York
| US$3678億 | +US$64.5億 | +2% | 4.72% | 119% | 4,470 | 9.31% | 3.9 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$3661億 | +US$147億 | +4% | 6.18% | 134% | 476 | 14.5% | 2.7 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| US$3375億 | -US$3.62億 | -0.1% | 2.81% | 81.5% | 6,932 | 11.02% | 3.7 |
|
| 16 |
16
Geode Capital Management
Boston,
Massachusetts
| US$3253億 | +US$184億 | +6% | 4.59% | 137% | 4,200 | 6.9% | 3.9 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| US$3021億 | +US$346億 | +13% | 4.83% | 157% | 3,993 | 10.04% | 3.6 |
|
| 18 |
18
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2913億 | +US$108億 | +4% | 1.77% | 161% | 11,136 | 31.7% | 2 |
|
| 19 |
19
Norges Bank
Oslo,
Norway
| US$2913億 | +US$149億 | +5% | 4.62% | – | 2,219 | 7.21% | 3.9 |
|
| 20 |
20
Dimensional Fund Advisors
Austin,
Texas
| US$2508億 | +US$109億 | +5% | 5.12% | 114% | 3,442 | 4.97% | 4.1 |
|
| 21 |
21
Massachusetts Financial Services
Boston,
Massachusetts
| US$2334億 | -US$1234萬 | -0% | 2.08% | 95% | 903 | 14.62% | 2.8 |
|
| 22 |
22
UBS Group
Zurich,
Switzerland
| US$2309億 | -US$7.01億 | -0.3% | 2.82% | 113% | 8,738 | 17.92% | 2.4 |
|
| 23 |
23
Ameriprise
Minneapolis,
Minnesota
| US$2260億 | +US$49.8億 | +2% | 3.69% | 117% | 3,794 | 8.83% | 3.4 |
|
| 24 |
24
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2225億 | -US$5.16億 | -0.2% | 3.53% | 94.8% | 7,163 | 13.74% | 3.4 |
|
| 25 |
25
Citadel Advisors
Miami,
Florida
| US$2032億 | +US$196億 | +11% | 4.27% | 116% | 9,765 | 26.46% | 2 |
|