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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$2.55兆 | +US$3234億 | +15% | 15.1% | 121% | 4,202 | 3.09% | 4.6 |
|
| 2 |
2
BlackRock
New York
| US$2.24兆 | +US$2588億 | +13% | 14.8% | 135% | 5,179 | 7.38% | 3.6 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.28兆 | +US$1833億 | +17% | 14.3% | 129% | 3,823 | 3.71% | 4.3 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$8349億 | +US$1047億 | +14% | 17% | 187% | 4,578 | 20.14% | 2.6 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$6802億 | +US$895億 | +15% | 17.5% | 150% | 2,615 | 5.43% | 4.3 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$6436億 | +US$743億 | +13% | 12.8% | 92.7% | 7,793 | 13.6% | 3.9 |
|
| 7 |
7
JP Morgan Chase
New York
| US$4895億 | +US$571億 | +13% | 14.4% | 122% | 6,314 | 17.01% | 3 |
|
| 8 |
8
Wellington Management Group
Boston,
Massachusetts
| US$4415億 | +US$420億 | +11% | 15.1% | 110% | 2,215 | 17.47% | 3 |
|
| 9 |
9
Capital World Investors
Los Angeles,
California
| US$4124億 | +US$433億 | +12% | 13.7% | 161% | 562 | 11.03% | 2.9 |
|
| 10 |
10
Northern Trust
Chicago,
Illinois
| US$4049億 | +US$483億 | +14% | 14.3% | 122% | 4,344 | 4.14% | 4.5 |
|
| 11 |
11
Geode Capital Management
Boston,
Massachusetts
| US$3860億 | +US$625億 | +19% | 14.7% | 137% | 4,238 | 4.88% | 4.3 |
|
| 12 |
12
Bank of New York Mellon
New York
| US$3573億 | +US$379億 | +12% | 14.8% | 119% | 4,354 | 6.29% | 4.3 |
|
| 13 |
13
Morgan Stanley
New York
| US$3533億 | +US$191億 | +6% | 15.2% | 109% | 6,971 | 5.04% | 4.3 |
|
| 14 |
14
Wells Fargo
San Francisco,
California
| US$3358億 | +US$348億 | +12% | 13.5% | 81.5% | 6,865 | 12.37% | 4.2 |
|
| 15 |
15
Goldman Sachs
New York
| US$3310億 | +US$173億 | +6% | 15.1% | 130% | 5,713 | 20.46% | 3.7 |
|
| 16 |
16
Capital Research Global Investors
Los Angeles,
California
| US$3155億 | +US$284億 | +10% | 15.1% | 134% | 442 | 11.76% | 3 |
|
| 17 |
17
Norges Bank
Oslo,
Norway
| US$3095億 | +US$407億 | +15% | 15% | – | 2,169 | 4.06% | 4.5 |
|
| 18 |
18
Invesco
Atlanta,
Georgia
| US$2965億 | +US$353億 | +14% | 15.8% | 157% | 3,988 | 11.46% | 4.2 |
|
| 19 |
19
Dimensional Fund Advisors
Austin,
Texas
| US$2511億 | +US$303億 | +14% | 14% | 114% | 3,518 | 4.01% | 4.5 |
|
| 20 |
20
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2433億 | -US$83.6億 | -3% | 16.9% | 161% | 10,685 | 35.84% | 2.3 |
|
| 21 |
21
UBS Group
Zurich,
Switzerland
| US$2421億 | +US$215億 | +10% | 13.4% | 113% | 8,700 | 17.01% | 2.9 |
|
| 22 |
22
Massachusetts Financial Services
Boston,
Massachusetts
| US$2373億 | +US$289億 | +14% | 15.6% | 95% | 900 | 13.44% | 3.2 |
|
| 23 |
23
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2342億 | +US$261億 | +13% | 13.8% | 94.8% | 7,482 | 13.06% | 3.7 |
|
| 24 |
24
Capital International Investors
Los Angeles,
California
| US$2328億 | +US$322億 | +16% | 14.4% | 138% | 403 | 10.92% | 2.2 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| US$2174億 | +US$175億 | +9% | 15% | 117% | 3,883 | 10.97% | 3.9 |
|