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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$2.23兆 | -US$3335億 | -13% | 12.9% | 121% | 4,245 | 3.93% | 4.4 |
|
| 2 |
2
BlackRock
New York
| US$1.98兆 | -US$3301億 | -14% | 12.9% | 135% | 5,211 | 6.99% | 3.4 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.1兆 | -US$2038億 | -16% | 12.8% | 129% | 3,872 | 5.48% | 4.1 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$7302億 | -US$1586億 | -18% | 14.4% | 187% | 4,539 | 20.2% | 2.3 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$5908億 | -US$946億 | -14% | 12.9% | 150% | 2,656 | 6.48% | 4.1 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$5693億 | -US$726億 | -11% | 11.2% | 92.7% | 7,787 | 11.17% | 3.8 |
|
| 7 |
7
JP Morgan Chase
New York
| US$4325億 | -US$897億 | -17% | 12.9% | 122% | 6,191 | 14.7% | 2.9 |
|
| 8 |
8
Wellington Management Group
Boston,
Massachusetts
| US$3995億 | -US$753億 | -16% | 12.7% | 110% | 2,337 | 19.17% | 2.9 |
|
| 9 |
9
Capital World Investors
Los Angeles,
California
| US$3691億 | -US$419億 | -10% | 11.3% | 161% | 590 | 15.93% | 2.8 |
|
| 10 |
10
Northern Trust
Chicago,
Illinois
| US$3565億 | -US$521億 | -13% | 12.8% | 122% | 4,401 | 5% | 4.3 |
|
| 11 |
11
Morgan Stanley
New York
| US$3342億 | -US$654億 | -16% | 12.3% | 109% | 7,016 | 5.07% | 4.2 |
|
| 12 |
12
Geode Capital Management
Boston,
Massachusetts
| US$3235億 | -US$314億 | -9% | 12.9% | 137% | 4,266 | 6.31% | 4.1 |
|
| 13 |
13
Bank of New York Mellon
New York
| US$3194億 | -US$697億 | -18% | 13.2% | 119% | 4,394 | 7.35% | 4.2 |
|
| 14 |
14
Goldman Sachs
New York
| US$3137億 | -US$736億 | -19% | 13.3% | 130% | 6,043 | 22.04% | 3.7 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| US$3011億 | -US$527億 | -15% | 11.9% | 81.5% | 6,931 | 9.75% | 4 |
|
| 16 |
16
Capital Research Global Investors
Los Angeles,
California
| US$2870億 | -US$570億 | -17% | 13% | 134% | 457 | 13.35% | 2.8 |
|
| 17 |
17
Norges Bank
Oslo,
Norway
| US$2688億 | -US$391億 | -13% | 13.4% | – | 2,178 | 4.13% | 4.3 |
|
| 18 |
18
Invesco
Atlanta,
Georgia
| US$2612億 | -US$565億 | -18% | 13.6% | 157% | 3,995 | 7.88% | 4 |
|
| 19 |
19
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2517億 | -US$520億 | -17% | 17.7% | 161% | 10,809 | 34.27% | 2.3 |
|
| 20 |
20
Dimensional Fund Advisors
Austin,
Texas
| US$2207億 | -US$420億 | -16% | 14.3% | 114% | 3,519 | 4.58% | 4.3 |
|
| 21 |
21
UBS Group
Zurich,
Switzerland
| US$2205億 | -US$318億 | -13% | 11.9% | 113% | 8,767 | 15.76% | 2.7 |
|
| 22 |
22
Massachusetts Financial Services
Boston,
Massachusetts
| US$2083億 | -US$345億 | -14% | 12.4% | 95% | 914 | 14% | 3 |
|
| 23 |
23
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2080億 | -US$325億 | -14% | 12.5% | 94.8% | 7,612 | 15.95% | 3.6 |
|
| 24 |
24
Capital International Investors
Los Angeles,
California
| US$2006億 | -US$178億 | -8% | 11.5% | 138% | 405 | 13.33% | 2 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| US$2000億 | -US$861億 | -30% | 13.1% | 117% | 3,899 | 10.72% | 3.7 |
|