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$4.02兆 | +US$3216億 | +9% | 9.12% | 121% | 4,508 | 5.79% | 5.6 |
|
| 2 |
2
BlackRock
New York
| US$3.59兆 | +US$1901億 | +6% | 8.88% | 135% | 5,668 | 8.52% | 4.6 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.9兆 | +US$1532億 | +9% | 8.69% | 129% | 4,549 | 13.59% | 4.8 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.28兆 | +US$1055億 | +9% | 11.7% | 187% | 5,260 | 19.52% | 3.1 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$1.08兆 | +US$799億 | +8% | 10.2% | 150% | 3,000 | 8.1% | 4.9 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$9625億 | +US$727億 | +8% | 7.2% | 92.7% | 8,486 | 14.53% | 4.6 |
|
| 7 |
7
JP Morgan Chase
New York
| US$8382億 | +US$890億 | +12% | 7.82% | 122% | 6,872 | 16.62% | 3.7 |
|
| 8 |
8
Morgan Stanley
New York
| US$7581億 | +US$774億 | +11% | 8.6% | 109% | 8,036 | 8.4% | 5 |
|
| 9 |
9
Geode Capital Management
Boston,
Massachusetts
| US$7258億 | +US$720億 | +11% | 9.26% | 137% | 4,790 | 8.41% | 5.1 |
|
| 10 |
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$7116億 | +US$777億 | +12% | 7.39% | 161% | 13,792 | 21.28% | 2.5 |
|
| 11 |
11
Wellington Management Group
Boston,
Massachusetts
| US$6008億 | +US$330億 | +6% | 7.58% | 110% | 2,389 | 23.65% | 3.2 |
|
| 12 |
12
Capital World Investors
Los Angeles,
California
| US$5884億 | +US$474億 | +9% | 9.31% | 161% | 637 | 10.83% | 3.2 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$5677億 | +US$301億 | +6% | 8.82% | 122% | 4,700 | 7.28% | 5.5 |
|
| 14 |
14
Bank of New York Mellon
New York
| US$5170億 | +US$276億 | +6% | 8.51% | 119% | 4,590 | 10.39% | 5.3 |
|
| 15 |
15
Norges Bank
Oslo,
Norway
| US$4613億 | +US$245億 | +6% | 9.04% | – | 2,310 | 12.42% | 5.4 |
|
| 16 |
16
Wells Fargo
San Francisco,
California
| US$4563億 | +US$124億 | +3% | 7.15% | 81.5% | 7,974 | 11.35% | 4.8 |
|
| 17 |
17
Citadel Advisors
Miami,
Florida
| US$4467億 | +US$391億 | +10% | 5.94% | 116% | 15,073 | 22.97% | 2.2 |
|
| 18 |
18
Goldman Sachs
New York
| US$4464億 | +US$499億 | +13% | 8.54% | 130% | 6,869 | 22.11% | 3.9 |
|
| 19 |
19
Capital International Investors
Los Angeles,
California
| US$4379億 | +US$426億 | +11% | 8.77% | 138% | 471 | 11.68% | 2.6 |
|
| 20 |
20
Capital Research Global Investors
Los Angeles,
California
| US$4295億 | +US$208億 | +5% | 8.55% | 134% | 461 | 13.23% | 3.1 |
|
| 21 |
21
Invesco
Atlanta,
Georgia
| US$4066億 | +US$319億 | +9% | 8.18% | 157% | 4,141 | 11.08% | 5.1 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$3758億 | +US$312億 | +9% | 8.12% | 94.8% | 8,046 | 12.45% | 4.5 |
|
| 23 |
23
Massachusetts Financial Services
Boston,
Massachusetts
| US$3433億 | +US$180億 | +6% | 8.03% | 95% | 963 | 11.94% | 3.6 |
|
| 24 |
24
Nuveen
Charlotte,
North Carolina
| US$3355億 | +US$210億 | +7% | 9.39% | 139% | 3,670 | 17.6% | 2.5 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| US$3234億 | +US$225億 | +7% | 8.07% | 117% | 4,059 | 9.76% | 5 |
|