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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$3.02兆 | +US$2025億 | +7% | 10.8% | 121% | 4,175 | 4% | 5.6 |
|
| 2 |
2
BlackRock
New York
| US$2.71兆 | +US$2046億 | +8% | 10.8% | 135% | 5,280 | 8.45% | 4.5 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.46兆 | +US$892億 | +6% | 10.2% | 129% | 3,918 | 4.9% | 5.1 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$9893億 | +US$799億 | +9% | 13.8% | 187% | 4,209 | 16.23% | 3.6 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$8640億 | +US$691億 | +9% | 11.6% | 150% | 2,679 | 10.27% | 5.1 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$7344億 | +US$770億 | +12% | 8.62% | 92.7% | 7,468 | 11.25% | 4.8 |
|
| 7 |
7
JP Morgan Chase
New York
| US$5951億 | +US$769億 | +15% | 10.7% | 122% | 6,064 | 13.93% | 3.8 |
|
| 8 |
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$5222億 | +US$1074億 | +26% | 11.4% | 161% | 11,604 | 23.3% | 2.6 |
|
| 9 |
9
Morgan Stanley
New York
| US$5170億 | +US$652億 | +14% | 12.2% | 109% | 7,017 | 6.67% | 5.2 |
|
| 10 |
10
Geode Capital Management
Boston,
Massachusetts
| US$5104億 | +US$429億 | +9% | 10.8% | 137% | 4,244 | 5.49% | 5.2 |
|
| 11 |
11
Wellington Management Group
Boston,
Massachusetts
| US$4831億 | +US$340億 | +8% | 9.94% | 110% | 2,048 | 19.04% | 3.4 |
|
| 12 |
12
Capital World Investors
Los Angeles,
California
| US$4569億 | +US$436億 | +11% | 14.1% | 161% | 578 | 12.46% | 3.2 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$4560億 | +US$339億 | +8% | 10.5% | 122% | 4,385 | 5.04% | 5.4 |
|
| 14 |
14
Bank of New York Mellon
New York
| US$4054億 | +US$307億 | +8% | 10.5% | 119% | 4,224 | 6.18% | 5.2 |
|
| 15 |
15
Norges Bank
Oslo,
Norway
| US$3764億 | +US$291億 | +8% | 11.3% | – | 2,199 | 8.82% | 5.3 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| US$3621億 | +US$183億 | +5% | 8.85% | 81.5% | 7,404 | 9.85% | 4.7 |
|
| 17 |
17
Citadel Advisors
Miami,
Florida
| US$3525億 | +US$721億 | +26% | 8.17% | 116% | 11,253 | 25.42% | 2.6 |
|
| 18 |
18
Goldman Sachs
New York
| US$3524億 | +US$230億 | +7% | 12% | 130% | 5,708 | 17.2% | 4.2 |
|
| 19 |
19
Capital Research Global Investors
Los Angeles,
California
| US$3331億 | +US$170億 | +5% | 8.56% | 134% | 426 | 11.27% | 3.2 |
|
| 20 |
20
Capital International Investors
Los Angeles,
California
| US$3235億 | +US$183億 | +6% | 7.86% | 138% | 454 | 13.22% | 2.6 |
|
| 21 |
21
Invesco
Atlanta,
Georgia
| US$2958億 | +US$161億 | +6% | 10.3% | 157% | 3,756 | 6.95% | 5.1 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$2804億 | +US$284億 | +11% | 8.28% | 94.8% | 7,311 | 11.67% | 4.5 |
|
| 23 |
23
Massachusetts Financial Services
Boston,
Massachusetts
| US$2760億 | +US$225億 | +9% | 10.2% | 95% | 925 | 20.76% | 3.4 |
|
| 24 |
24
UBS Group
Zurich,
Switzerland
| US$2653億 | +US$285億 | +12% | 8.72% | 113% | 8,885 | 18.28% | 3.6 |
|
| 25 |
25
Nuveen
Charlotte,
North Carolina
| US$2601億 | +US$143億 | +6% | 11.7% | 139% | 3,378 | 5.39% | 2.1 |
|