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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$2.93兆 | +US$2358億 | +9% | 9.42% | 121% | 4,214 | 3.51% | 5 |
|
| 2 |
2
BlackRock
New York
| US$2.61兆 | +US$2270億 | +10% | 9.72% | 135% | 5,193 | 6.32% | 4.1 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.46兆 | +US$1183億 | +9% | 9.39% | 129% | 3,899 | 4.77% | 4.7 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$9064億 | +US$726億 | +9% | 12.8% | 187% | 4,563 | 16.5% | 2.9 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$7713億 | +US$650億 | +9% | 11% | 150% | 2,605 | 6.45% | 4.8 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$6977億 | +US$248億 | +4% | 7.64% | 92.7% | 7,781 | 11.72% | 4.4 |
|
| 7 |
7
JP Morgan Chase
New York
| US$5363億 | +US$341億 | +7% | 9.1% | 122% | 6,136 | 14.08% | 3.5 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| US$4785億 | +US$500億 | +12% | 9.82% | 137% | 4,322 | 5.67% | 4.7 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$4772億 | +US$337億 | +8% | 10.5% | 110% | 2,205 | 17.96% | 3.2 |
|
| 10 |
10
Capital World Investors
Los Angeles,
California
| US$4474億 | +US$322億 | +8% | 11.3% | 161% | 566 | 14.31% | 3.3 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$4468億 | +US$290億 | +7% | 9.64% | 122% | 4,386 | 5.88% | 4.9 |
|
| 12 |
12
Morgan Stanley
New York
| US$4300億 | +US$522億 | +14% | 8.87% | 109% | 7,012 | 5.32% | 4.8 |
|
| 13 |
13
Goldman Sachs
New York
| US$3926億 | +US$465億 | +13% | 9.46% | 130% | 5,596 | 15.46% | 4 |
|
| 14 |
14
Bank of New York Mellon
New York
| US$3878億 | +US$234億 | +6% | 9.45% | 119% | 4,341 | 6.82% | 4.7 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| US$3713億 | +US$184億 | +5% | 7.69% | 81.5% | 7,113 | 10.68% | 4.4 |
|
| 16 |
16
Norges Bank
Oslo,
Norway
| US$3584億 | +US$318億 | +10% | 10% | – | 2,137 | 5.05% | 5 |
|
| 17 |
17
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$3474億 | +US$490億 | +16% | 11.2% | 161% | 11,328 | 25.96% | 2.5 |
|
| 18 |
18
Capital Research Global Investors
Los Angeles,
California
| US$3335億 | +US$286億 | +9% | 11.5% | 134% | 433 | 10.85% | 3.2 |
|
| 19 |
19
Invesco
Atlanta,
Georgia
| US$3221億 | -US$603億 | -16% | 8.86% | 157% | 3,791 | 7.07% | 4.7 |
|
| 20 |
20
Capital International Investors
Los Angeles,
California
| US$2944億 | +US$325億 | +12% | 11.4% | 138% | 427 | 14.05% | 2.5 |
|
| 21 |
21
UBS Group
Zurich,
Switzerland
| US$2874億 | +US$276億 | +11% | 8.15% | 113% | 8,864 | 16.87% | 3.2 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2773億 | +US$244億 | +10% | 7% | 94.8% | 7,449 | 13.52% | 4.1 |
|
| 23 |
23
Dimensional Fund Advisors
Austin,
Texas
| US$2744億 | +US$170億 | +7% | 9.61% | 114% | 3,465 | 3.84% | 5.1 |
|
| 24 |
24
Massachusetts Financial Services
Boston,
Massachusetts
| US$2661億 | +US$170億 | +7% | 8.23% | 95% | 862 | 11.6% | 3.5 |
|
| 25 |
25
Nuveen
Charlotte,
North Carolina
| US$2637億 | +US$166億 | +7% | 10% | 139% | 3,331 | 6.39% | 1.5 |
|