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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$2.82兆 | +US$4729億 | +20% | 24.8% | 121% | 4,167 | 4.27% | 5.4 |
|
| 2 |
2
BlackRock
New York
| US$2.51兆 | +US$4610億 | +23% | 24.7% | 135% | 5,263 | 8.78% | 4.4 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.38兆 | +US$2321億 | +20% | 22.9% | 129% | 3,952 | 10.93% | 5.1 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$9095億 | +US$1874億 | +26% | 31.9% | 187% | 4,490 | 18.57% | 3.3 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$7949億 | +US$1627億 | +26% | 29.6% | 150% | 2,591 | 6.91% | 5.2 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$6574億 | +US$1022億 | +18% | 20.2% | 92.7% | 7,433 | 11.37% | 4.7 |
|
| 7 |
7
JP Morgan Chase
New York
| US$5182億 | +US$923億 | +22% | 24.4% | 122% | 5,976 | 17.37% | 3.7 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| US$4674億 | +US$837億 | +22% | 24.6% | 137% | 4,219 | 5.62% | 5.1 |
|
| 9 |
9
Morgan Stanley
New York
| US$4518億 | +US$838億 | +23% | 28.4% | 109% | 6,941 | 5.86% | 5.2 |
|
| 10 |
10
Wellington Management Group
Boston,
Massachusetts
| US$4491億 | +US$713億 | +19% | 21.9% | 110% | 2,062 | 19.79% | 3.5 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$4221億 | +US$738億 | +21% | 23.7% | 122% | 4,386 | 6.73% | 5.2 |
|
| 12 |
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$4147億 | +US$1004億 | +32% | 27.5% | 161% | 11,586 | 25.9% | 2.6 |
|
| 13 |
13
Capital World Investors
Los Angeles,
California
| US$4133億 | +US$687億 | +20% | 28.3% | 161% | 569 | 15.47% | 3.3 |
|
| 14 |
14
Bank of New York Mellon
New York
| US$3747億 | +US$728億 | +24% | 24.2% | 119% | 4,266 | 8.44% | 5.1 |
|
| 15 |
15
Norges Bank
Oslo,
Norway
| US$3473億 | +US$667億 | +24% | 26.1% | – | 2,120 | 5.57% | 5.3 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| US$3438億 | +US$546億 | +19% | 21.3% | 81.5% | 7,323 | 9.4% | 4.6 |
|
| 17 |
17
Goldman Sachs
New York
| US$3294億 | +US$455億 | +16% | 27% | 130% | 5,697 | 18.29% | 4.1 |
|
| 18 |
18
Capital Research Global Investors
Los Angeles,
California
| US$3161億 | +US$612億 | +24% | 27.9% | 134% | 437 | 17.85% | 3.2 |
|
| 19 |
19
Capital International Investors
Los Angeles,
California
| US$3052億 | +US$607億 | +25% | 22.8% | 138% | 445 | 17.3% | 2.6 |
|
| 20 |
20
Citadel Advisors
Miami,
Florida
| US$2804億 | +US$580億 | +26% | 26.2% | 116% | 11,014 | 25.69% | 2.5 |
|
| 21 |
21
Invesco
Atlanta,
Georgia
| US$2797億 | +US$421億 | +18% | 26.2% | 157% | 3,762 | 7.12% | 5 |
|
| 22 |
22
Massachusetts Financial Services
Boston,
Massachusetts
| US$2536億 | +US$438億 | +21% | 21.9% | 95% | 873 | 17.87% | 3.6 |
|
| 23 |
23
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2520億 | +US$442億 | +21% | 18.5% | 94.8% | 7,231 | 10.8% | 4.4 |
|
| 24 |
24
Nuveen
Charlotte,
North Carolina
| US$2457億 | +US$404億 | +20% | 26.2% | 139% | 3,466 | 13.44% | 1.9 |
|
| 25 |
25
UBS Group
Zurich,
Switzerland
| US$2368億 | +US$246億 | +12% | 20.9% | 113% | 8,813 | 16.76% | 3.5 |
|