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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$4.4兆 | +US$3784億 | +9% | 11.1% | 121% | 4,743 | 6.39% | 5.7 |
|
| 2 |
2
BlackRock
New York
| US$3.93兆 | +US$3566億 | +10% | 10.7% | 135% | 5,983 | 8.14% | 4.7 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$2.11兆 | +US$2166億 | +11% | 11.1% | 129% | 4,890 | 6.03% | 4.8 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.35兆 | +US$934億 | +7% | 10.8% | 187% | 5,271 | 16.62% | 3.5 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$1.11兆 | +US$493億 | +5% | 8.06% | 150% | 3,121 | 10.7% | 5.1 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$1.03兆 | +US$607億 | +6% | 8.47% | 92.7% | 9,113 | 14.95% | 4.6 |
|
| 7 |
7
JP Morgan Chase
New York
| US$8659億 | +US$572億 | +7% | 9.21% | 122% | 7,322 | 16.5% | 3.8 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| US$8303億 | +US$874億 | +12% | 11.2% | 137% | 5,071 | 6.13% | 5.1 |
|
| 9 |
9
Morgan Stanley
New York
| US$8099億 | +US$674億 | +9% | 6.72% | 109% | 8,496 | 8.57% | 5.1 |
|
| 10 |
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$6669億 | -US$785億 | -11% | 4.86% | 161% | 14,586 | 24.15% | 2.6 |
|
| 11 |
11
Capital World Investors
Los Angeles,
California
| US$6322億 | +US$464億 | +8% | 12.9% | 161% | 643 | 10.11% | 3.5 |
|
| 12 |
12
Wellington Management Group
Boston,
Massachusetts
| US$6253億 | +US$373億 | +6% | 10.1% | 110% | 2,394 | 19.59% | 3.4 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$6104億 | +US$455億 | +8% | 11.2% | 122% | 4,871 | 6.53% | 5.6 |
|
| 14 |
14
Bank of New York Mellon
New York
| US$5542億 | +US$419億 | +8% | 10.9% | 119% | 4,753 | 7.83% | 5.3 |
|
| 15 |
15
Goldman Sachs
New York
| US$5036億 | +US$322億 | +7% | 7.68% | 130% | 6,959 | 18.68% | 4 |
|
| 16 |
16
Citadel Advisors
Miami,
Florida
| US$4894億 | +US$80.1億 | +2% | 4.67% | 116% | 15,615 | 24.36% | 2.4 |
|
| 17 |
17
Norges Bank
Oslo,
Norway
| US$4864億 | +US$344億 | +8% | 11.1% | – | 2,366 | 10.9% | 5.7 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| US$4730億 | +US$356億 | +8% | 9.41% | 138% | 484 | 10.54% | 2.9 |
|
| 19 |
19
Capital Research Global Investors
Los Angeles,
California
| US$4527億 | +US$240億 | +6% | 8.98% | 134% | 470 | 12.34% | 3.4 |
|
| 20 |
20
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$4389億 | +US$598億 | +16% | 9.59% | 94.8% | 8,358 | 13.8% | 4.6 |
|
| 21 |
21
Invesco
Atlanta,
Georgia
| US$4148億 | +US$202億 | +5% | 8.58% | 157% | 4,196 | 8.56% | 5.3 |
|
| 22 |
22
Wells Fargo
San Francisco,
California
| US$4006億 | -US$545億 | -12% | 9.06% | 81.5% | 8,381 | 12.79% | 4.8 |
|
| 23 |
23
Massachusetts Financial Services
Boston,
Massachusetts
| US$3653億 | +US$234億 | +7% | 9.06% | 95% | 966 | 15.01% | 3.9 |
|
| 24 |
24
Ameriprise
Minneapolis,
Minnesota
| US$3616億 | +US$486億 | +16% | 9.97% | 117% | 4,131 | 11.11% | 5.2 |
|
| 25 |
25
UBS Group
Zurich,
Switzerland
| US$3491億 | +US$316億 | +10% | 8.75% | 113% | 11,479 | 23.83% | 3.3 |
|