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$4.03兆 | +US$78.2億 | +0.2% | 0.58% | 121% | 4,606 | 5.23% | 5.7 |
|
| 2 |
2
BlackRock
New York
| US$3.57兆 | -US$209億 | -0.6% | 0.42% | 135% | 5,803 | 7.7% | 4.7 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.89兆 | -US$52.6億 | -0.3% | 0.35% | 129% | 4,773 | 8.09% | 4.7 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.26兆 | -US$156億 | -1% | 1.21% | 187% | 5,415 | 17.64% | 3.4 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$1.06兆 | -US$169億 | -2% | 1.55% | 150% | 3,048 | 7.97% | 5.1 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$9691億 | +US$65.4億 | +0.7% | 0.35% | 92.7% | 8,731 | 12.95% | 4.7 |
|
| 7 |
7
JP Morgan Chase
New York
| US$8087億 | -US$295億 | -4% | 0.07% | 122% | 7,104 | 16.15% | 3.8 |
|
| 8 |
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$7455億 | +US$339億 | +5% | 3.2% | 161% | 14,193 | 23.24% | 2.6 |
|
| 9 |
9
Geode Capital Management
Boston,
Massachusetts
| US$7428億 | +US$170億 | +2% | 0.67% | 137% | 4,944 | 6.25% | 5.1 |
|
| 10 |
10
Morgan Stanley
New York
| US$7425億 | -US$157億 | -2% | 0.58% | 109% | 8,301 | 8.14% | 5 |
|
| 11 |
11
Wellington Management Group
Boston,
Massachusetts
| US$5879億 | -US$128億 | -2% | 0.69% | 110% | 2,361 | 19.57% | 3.3 |
|
| 12 |
12
Capital World Investors
Los Angeles,
California
| US$5859億 | -US$25.7億 | -0.4% | 1% | 161% | 636 | 8.49% | 3.4 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$5650億 | -US$27.4億 | -0.5% | 0.44% | 122% | 4,828 | 8.64% | 5.6 |
|
| 14 |
14
Bank of New York Mellon
New York
| US$5123億 | -US$46.2億 | -0.9% | 0.63% | 119% | 4,634 | 7.68% | 5.3 |
|
| 15 |
15
Citadel Advisors
Miami,
Florida
| US$4814億 | +US$346億 | +8% | 1.06% | 116% | 15,428 | 23.37% | 2.3 |
|
| 16 |
16
Goldman Sachs
New York
| US$4715億 | +US$251億 | +6% | 0.85% | 130% | 6,784 | 17.9% | 4 |
|
| 17 |
17
Wells Fargo
San Francisco,
California
| US$4551億 | -US$12.1億 | -0.3% | 0.35% | 81.5% | 8,005 | 9.93% | 4.9 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$4520億 | -US$93.3億 | -2% | 0.6% | – | 2,403 | 13.73% | 5.4 |
|
| 19 |
19
Capital International Investors
Los Angeles,
California
| US$4374億 | -US$4.54億 | -0.1% | 0.23% | 138% | 475 | 9.47% | 2.7 |
|
| 20 |
20
Capital Research Global Investors
Los Angeles,
California
| US$4286億 | -US$8.76億 | -0.2% | 1.65% | 134% | 460 | 9.13% | 3.2 |
|
| 21 |
21
Invesco
Atlanta,
Georgia
| US$3946億 | -US$120億 | -3% | 0.12% | 157% | 4,110 | 5.99% | 5.2 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$3791億 | +US$33.2億 | +0.9% | 0.3% | 94.8% | 8,227 | 13.26% | 4.5 |
|
| 23 |
23
Massachusetts Financial Services
Boston,
Massachusetts
| US$3418億 | -US$14.5億 | -0.4% | 1.1% | 95% | 964 | 12.76% | 3.7 |
|
| 24 |
24
Nuveen
Charlotte,
North Carolina
| US$3247億 | -US$108億 | -3% | 0.18% | 139% | 3,492 | 6.44% | 2.7 |
|
| 25 |
25
UBS Group
Zurich,
Switzerland
| US$3176億 | +US$74.2億 | +2% | 0.51% | 113% | 10,865 | 22.62% | 3.4 |
|