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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$2.56兆 | +US$1685億 | +7% | 7.36% | 121% | 4,228 | 3.64% | 4.2 |
|
| 2 |
2
BlackRock
New York
| US$2.31兆 | +US$1405億 | +6% | 7.27% | 135% | 5,206 | 6.01% | 3.2 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.3兆 | +US$1057億 | +9% | 7.53% | 129% | 3,883 | 5.79% | 4 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$8889億 | +US$202億 | +2% | 8.01% | 187% | 3,957 | 33.74% | 2.3 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$6854億 | +US$311億 | +5% | 7.05% | 150% | 2,658 | 5.79% | 3.9 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$6418億 | +US$381億 | +6% | 5.93% | 92.7% | 7,763 | 11.19% | 3.6 |
|
| 7 |
7
JP Morgan Chase
New York
| US$5222億 | +US$359億 | +7% | 6.76% | 122% | 6,019 | 12.63% | 2.7 |
|
| 8 |
8
Wellington Management Group
Boston,
Massachusetts
| US$4749億 | +US$256億 | +6% | 7.76% | 110% | 2,415 | 17.14% | 2.7 |
|
| 9 |
9
Capital World Investors
Los Angeles,
California
| US$4111億 | -US$562億 | -12% | 6.7% | 161% | 615 | 22.6% | 2.6 |
|
| 10 |
10
Northern Trust
Chicago,
Illinois
| US$4086億 | +US$148億 | +4% | 7.13% | 122% | 4,412 | 5.15% | 4.1 |
|
| 11 |
11
Morgan Stanley
New York
| US$3995億 | +US$294億 | +8% | 6.38% | 109% | 7,051 | 5.29% | 4 |
|
| 12 |
12
Bank of New York Mellon
New York
| US$3891億 | +US$213億 | +6% | 7.59% | 119% | 4,353 | 6.02% | 4 |
|
| 13 |
13
Goldman Sachs
New York
| US$3873億 | +US$177億 | +5% | 6.37% | 130% | 6,032 | 15.4% | 3.6 |
|
| 14 |
14
Geode Capital Management
Boston,
Massachusetts
| US$3549億 | +US$296億 | +9% | 7.77% | 137% | 4,213 | 5.65% | 4 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| US$3538億 | +US$162億 | +5% | 5.97% | 81.5% | 6,855 | 8.68% | 3.8 |
|
| 16 |
16
Capital Research Global Investors
Los Angeles,
California
| US$3440億 | -US$221億 | -6% | 6.23% | 134% | 485 | 19.38% | 2.7 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| US$3178億 | +US$156億 | +5% | 6.43% | 157% | 4,003 | 6.02% | 3.8 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$3079億 | +US$166億 | +6% | 7.03% | – | 2,209 | 6.38% | 4.1 |
|
| 19 |
19
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$3037億 | +US$124億 | +4% | 2.11% | 161% | 11,024 | 31.33% | 2.2 |
|
| 20 |
20
Ameriprise
Minneapolis,
Minnesota
| US$2861億 | +US$601億 | +27% | 6.73% | 117% | 3,869 | 9.67% | 3.5 |
|
| 21 |
21
Dimensional Fund Advisors
Austin,
Texas
| US$2627億 | +US$119億 | +5% | 5.46% | 114% | 3,484 | 5.05% | 4.2 |
|
| 22 |
22
UBS Group
Zurich,
Switzerland
| US$2523億 | +US$214億 | +9% | 5.93% | 113% | 8,674 | 14.7% | 2.6 |
|
| 23 |
23
Massachusetts Financial Services
Boston,
Massachusetts
| US$2428億 | +US$94.2億 | +4% | 6.71% | 95% | 903 | 12.85% | 2.9 |
|
| 24 |
24
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2405億 | +US$180億 | +8% | 5.11% | 94.8% | 7,300 | 11.77% | 3.4 |
|
| 25 |
25
Citadel Advisors
Miami,
Florida
| US$2242億 | +US$210億 | +10% | 5.26% | 116% | 10,190 | 24.25% | 2 |
|