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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$2.66兆 | +US$1089億 | +4% | 4.46% | 121% | 4,245 | 4.71% | 4.7 |
|
| 2 |
2
BlackRock
New York
| US$2.34兆 | +US$978億 | +4% | 4.29% | 135% | 5,206 | 7.28% | 3.7 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.34兆 | +US$595億 | +5% | 4.24% | 129% | 3,929 | 7.66% | 4.4 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$8562億 | +US$213億 | +3% | 5.14% | 187% | 4,456 | 17.32% | 2.6 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$7120億 | +US$318億 | +5% | 5.55% | 150% | 2,600 | 5.04% | 4.5 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$6607億 | +US$172億 | +3% | 3.83% | 92.7% | 7,704 | 11.73% | 4 |
|
| 7 |
7
JP Morgan Chase
New York
| US$5114億 | +US$219億 | +4% | 4.29% | 122% | 6,226 | 14.1% | 3.1 |
|
| 8 |
8
Wellington Management Group
Boston,
Massachusetts
| US$4517億 | +US$101億 | +2% | 4.61% | 110% | 2,200 | 14.82% | 3.1 |
|
| 9 |
9
Capital World Investors
Los Angeles,
California
| US$4263億 | +US$139億 | +3% | 4.13% | 161% | 565 | 11.33% | 3 |
|
| 10 |
10
Northern Trust
Chicago,
Illinois
| US$4216億 | +US$167億 | +4% | 4.14% | 122% | 4,365 | 5.25% | 4.6 |
|
| 11 |
11
Geode Capital Management
Boston,
Massachusetts
| US$4133億 | +US$273億 | +7% | 4.5% | 137% | 4,308 | 6.43% | 4.4 |
|
| 12 |
12
Invesco
Atlanta,
Georgia
| US$3885億 | +US$920億 | +31% | 4.15% | 157% | 3,862 | 7.92% | 4.4 |
|
| 13 |
13
Morgan Stanley
New York
| US$3757億 | +US$225億 | +6% | 4.34% | 109% | 6,974 | 5.26% | 4.5 |
|
| 14 |
14
Bank of New York Mellon
New York
| US$3665億 | +US$92.5億 | +3% | 4.28% | 119% | 4,402 | 8.79% | 4.4 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| US$3495億 | +US$136億 | +4% | 4.1% | 81.5% | 6,913 | 11.62% | 4.1 |
|
| 16 |
16
Goldman Sachs
New York
| US$3475億 | +US$165億 | +5% | 4.06% | 130% | 5,555 | 16.87% | 3.8 |
|
| 17 |
17
Norges Bank
Oslo,
Norway
| US$3236億 | +US$141億 | +5% | 4.31% | – | 2,175 | 5.43% | 4.7 |
|
| 18 |
18
Capital Research Global Investors
Los Angeles,
California
| US$3150億 | -US$4.56億 | -0.1% | 3.48% | 134% | 443 | 16.03% | 3 |
|
| 19 |
19
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2752億 | +US$319億 | +13% | 2% | 161% | 11,369 | 34.06% | 2.1 |
|
| 20 |
20
UBS Group
Zurich,
Switzerland
| US$2596億 | +US$176億 | +7% | 3.85% | 113% | 8,581 | 16.73% | 3 |
|
| 21 |
21
Dimensional Fund Advisors
Austin,
Texas
| US$2575億 | +US$64.6億 | +3% | 3.65% | 114% | 3,525 | 3.91% | 4.6 |
|
| 22 |
22
Nuveen
Charlotte,
North Carolina
| US$2539億 | +US$2351億 | +1,256% | 4.94% | 139% | 3,268 | 68.51% | 1.1 |
|
| 23 |
23
Capital International Investors
Los Angeles,
California
| US$2506億 | +US$178億 | +8% | 3.25% | 138% | 419 | 15.75% | 2.3 |
|
| 24 |
24
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2488億 | +US$147億 | +6% | 4.07% | 94.8% | 7,528 | 13.22% | 3.8 |
|
| 25 |
25
Massachusetts Financial Services
Boston,
Massachusetts
| US$2454億 | +US$81.6億 | +3% | 5.13% | 95% | 888 | 12.16% | 3.3 |
|