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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$2.7兆 | +US$385億 | +1% | 1.84% | 121% | 4,230 | 3.24% | 4.9 |
|
| 2 |
2
BlackRock
New York
| US$2.38兆 | +US$434億 | +2% | 1.67% | 135% | 5,203 | 6.07% | 3.9 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.34兆 | +US$5.65億 | +0% | 1.88% | 129% | 3,892 | 4.27% | 4.6 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$8338億 | -US$224億 | -3% | 0.88% | 187% | 4,503 | 16.19% | 2.8 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$7063億 | -US$57.1億 | -0.8% | 0.76% | 150% | 2,592 | 4.86% | 4.7 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$6729億 | +US$122億 | +2% | 1.31% | 92.7% | 7,810 | 10.86% | 4.1 |
|
| 7 |
7
JP Morgan Chase
New York
| US$5022億 | -US$92.8億 | -2% | 1.26% | 122% | 6,188 | 13.11% | 3.3 |
|
| 8 |
8
Wellington Management Group
Boston,
Massachusetts
| US$4435億 | -US$82.3億 | -2% | 1.48% | 110% | 2,207 | 16.31% | 3.2 |
|
| 9 |
9
Geode Capital Management
Boston,
Massachusetts
| US$4285億 | +US$152億 | +4% | 1.83% | 137% | 4,325 | 5.57% | 4.6 |
|
| 10 |
10
Northern Trust
Chicago,
Illinois
| US$4177億 | -US$38.2億 | -0.9% | 1.7% | 122% | 4,376 | 5.26% | 4.8 |
|
| 11 |
11
Capital World Investors
Los Angeles,
California
| US$4152億 | -US$111億 | -3% | 0.91% | 161% | 573 | 13.79% | 3.1 |
|
| 12 |
12
Invesco
Atlanta,
Georgia
| US$3824億 | -US$61.8億 | -2% | 1.19% | 157% | 3,800 | 5.89% | 4.6 |
|
| 13 |
13
Morgan Stanley
New York
| US$3778億 | +US$20.2億 | +0.5% | 0.36% | 109% | 6,992 | 4.69% | 4.6 |
|
| 14 |
14
Bank of New York Mellon
New York
| US$3645億 | -US$20.6億 | -0.6% | 1.73% | 119% | 4,347 | 6.4% | 4.6 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| US$3529億 | +US$34.2億 | +1% | 1.56% | 81.5% | 7,079 | 9.65% | 4.3 |
|
| 16 |
16
Goldman Sachs
New York
| US$3461億 | -US$13.7億 | -0.4% | 0.58% | 130% | 5,584 | 16.44% | 3.9 |
|
| 17 |
17
Norges Bank
Oslo,
Norway
| US$3265億 | +US$29.3億 | +0.9% | 1.52% | – | 2,164 | 6.05% | 4.8 |
|
| 18 |
18
Capital Research Global Investors
Los Angeles,
California
| US$3049億 | -US$101億 | -3% | 0.9% | 134% | 439 | 14.58% | 3 |
|
| 19 |
19
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$2984億 | +US$232億 | +8% | 2.03% | 161% | 11,380 | 22.12% | 2.2 |
|
| 20 |
20
Capital International Investors
Los Angeles,
California
| US$2619億 | +US$113億 | +5% | 0.97% | 138% | 432 | 17.13% | 2.3 |
|
| 21 |
21
UBS Group
Zurich,
Switzerland
| US$2598億 | +US$1.23億 | +0% | 1.07% | 113% | 8,655 | 15.37% | 3.1 |
|
| 22 |
22
Dimensional Fund Advisors
Austin,
Texas
| US$2573億 | -US$2.04億 | -0.1% | 1.34% | 114% | 3,512 | 4.07% | 4.9 |
|
| 23 |
23
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2529億 | +US$40.8億 | +2% | 1.78% | 94.8% | 7,530 | 14.99% | 4 |
|
| 24 |
24
Massachusetts Financial Services
Boston,
Massachusetts
| US$2491億 | +US$36.6億 | +1% | 2.24% | 95% | 884 | 12.44% | 3.3 |
|
| 25 |
25
Nuveen
Charlotte,
North Carolina
| US$2471億 | -US$67.6億 | -3% | 1.8% | 139% | 3,301 | 4.06% | 1.3 |
|