我們已在上線!
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$3.7兆 | +US$2492億 | +7% | 8.42% | 121% | 4,384 | 5.22% | 5.6 |
|
| 2 |
2
BlackRock
New York
| US$3.4兆 | +US$2677億 | +9% | 8.56% | 135% | 5,453 | 9.66% | 4.6 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.74兆 | +US$1108億 | +7% | 8.39% | 129% | 4,028 | 4.84% | 5.2 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.17兆 | +US$469億 | +4% | 7.42% | 187% | 4,830 | 19.38% | 3.4 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$9989億 | +US$247億 | +3% | 5.57% | 150% | 2,908 | 10.8% | 4.9 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$8898億 | +US$1136億 | +15% | 6.26% | 92.7% | 8,107 | 16.18% | 4.7 |
|
| 7 |
7
JP Morgan Chase
New York
| US$7492億 | +US$686億 | +10% | 7.55% | 122% | 6,599 | 20.11% | 3.8 |
|
| 8 |
8
Morgan Stanley
New York
| US$6808億 | +US$333億 | +5% | 5.24% | 109% | 7,749 | 10.41% | 5 |
|
| 9 |
9
Geode Capital Management
Boston,
Massachusetts
| US$6538億 | +US$580億 | +10% | 8.35% | 137% | 4,537 | 8.11% | 5.2 |
|
| 10 |
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$6340億 | +US$217億 | +4% | 8.6% | 161% | 13,312 | 26.33% | 2.4 |
|
| 11 |
11
Wellington Management Group
Boston,
Massachusetts
| US$5678億 | +US$247億 | +5% | 6.88% | 110% | 2,278 | 25.37% | 3.2 |
|
| 12 |
12
Capital World Investors
Los Angeles,
California
| US$5411億 | +US$221億 | +4% | 6.87% | 161% | 632 | 16.3% | 3.2 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$5376億 | +US$243億 | +5% | 8.03% | 122% | 4,560 | 5.99% | 5.5 |
|
| 14 |
14
Bank of New York Mellon
New York
| US$4894億 | +US$298億 | +6% | 8.15% | 119% | 4,442 | 7.97% | 5.3 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| US$4439億 | +US$282億 | +7% | 6.53% | 81.5% | 7,833 | 12.22% | 4.7 |
|
| 16 |
16
Norges Bank
Oslo,
Norway
| US$4368億 | +US$85.1億 | +2% | 7.37% | – | 2,241 | 10.93% | 5.5 |
|
| 17 |
17
Capital Research Global Investors
Los Angeles,
California
| US$4087億 | +US$234億 | +6% | 7.71% | 134% | 447 | 14.54% | 3.2 |
|
| 18 |
18
Citadel Advisors
Miami,
Florida
| US$4076億 | +US$230億 | +6% | 8.08% | 116% | 14,143 | 30.47% | 2.1 |
|
| 19 |
19
Goldman Sachs
New York
| US$3965億 | +US$78.2億 | +2% | 7.39% | 130% | 6,613 | 26.25% | 3.8 |
|
| 20 |
20
Capital International Investors
Los Angeles,
California
| US$3952億 | +US$289億 | +8% | 8.05% | 138% | 481 | 17.46% | 2.6 |
|
| 21 |
21
Invesco
Atlanta,
Georgia
| US$3747億 | +US$311億 | +9% | 9.87% | 157% | 4,031 | 11.19% | 5.1 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$3446億 | -US$4.93億 | -0.1% | 8.12% | 94.8% | 8,001 | 17.12% | 4.4 |
|
| 23 |
23
Massachusetts Financial Services
Boston,
Massachusetts
| US$3253億 | +US$138億 | +4% | 6.24% | 95% | 992 | 19.86% | 3.4 |
|
| 24 |
24
Nuveen
Charlotte,
North Carolina
| US$3145億 | +US$191億 | +6% | 7.89% | 139% | 3,440 | 5.81% | 2.4 |
|
| 25 |
25
Dimensional Fund Advisors
Austin,
Texas
| US$3023億 | +US$254億 | +9% | 14.3% | 114% | 3,466 | 5.19% | 5.8 |
|