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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$3.56兆 | -US$6702億 | -16% | 14.6% | 121% | 4,705 | 3.46% | 6 |
|
| 2 |
2
BlackRock
New York
| US$3.12兆 | -US$5947億 | -16% | 14.2% | 135% | 6,138 | 8.11% | 5 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.67兆 | -US$3533億 | -17% | 13.7% | 129% | 5,064 | 5.02% | 5 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1兆 | -US$2480億 | -20% | 15.7% | 187% | 5,788 | 13.11% | 3.5 |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| US$8789億 | -US$1498億 | -15% | 13.3% | 92.7% | 8,864 | 11.39% | 5.1 |
|
| 6 |
6
T. Rowe Price Associates
Baltimore,
Maryland
| US$7914億 | -US$2003億 | -20% | 16.4% | 150% | 3,063 | 6.17% | 5.5 |
|
| 7 |
7
Morgan Stanley
New York
| US$7704億 | +US$290億 | +4% | 14.6% | 109% | 8,351 | 5.84% | 5.5 |
|
| 8 |
8
JP Morgan Chase
New York
| US$7179億 | -US$1124億 | -14% | 13.3% | 122% | 7,270 | 16.19% | 4.1 |
|
| 9 |
9
Geode Capital Management
Boston,
Massachusetts
| US$6826億 | -US$1185億 | -15% | 14.6% | 137% | 5,106 | 4.33% | 5.4 |
|
| 10 |
10
Wellington Management Group
Boston,
Massachusetts
| US$4966億 | -US$874億 | -15% | 11.6% | 110% | 2,269 | 17.01% | 3.6 |
|
| 11 |
11
Capital World Investors
Los Angeles,
California
| US$4707億 | -US$1100億 | -19% | 14.2% | 161% | 610 | 12.79% | 3.9 |
|
| 12 |
12
Northern Trust
Chicago,
Illinois
| US$4669億 | -US$1016億 | -18% | 14.5% | 122% | 4,878 | 5.43% | 5.9 |
|
| 13 |
13
Bank of New York Mellon
New York
| US$4377億 | -US$784億 | -15% | 14.3% | 119% | 4,820 | 8.44% | 5.6 |
|
| 14 |
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$4043億 | -US$1740億 | -30% | 17.8% | 161% | 14,668 | 25.19% | 2.9 |
|
| 15 |
15
Goldman Sachs
New York
| US$4002億 | -US$759億 | -16% | 14.5% | 130% | 6,980 | 13.62% | 4.3 |
|
| 16 |
16
Citadel Advisors
Miami,
Florida
| US$3897億 | -US$947億 | -20% | 13.4% | 116% | 14,957 | 24.82% | 2.7 |
|
| 17 |
17
Norges Bank
Oslo,
Norway
| US$3868億 | -US$719億 | -16% | 15.4% | – | 2,232 | 11.2% | 6.3 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| US$3676億 | -US$710億 | -16% | 13.5% | 138% | 470 | 10.43% | 3.2 |
|
| 19 |
19
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$3396億 | -US$604億 | -15% | 13.3% | 94.8% | 8,274 | 12.68% | 5 |
|
| 20 |
20
Invesco
Atlanta,
Georgia
| US$3300億 | -US$620億 | -16% | 13.1% | 157% | 4,260 | 11.2% | 5.5 |
|
| 21 |
21
Wells Fargo
San Francisco,
California
| US$3232億 | -US$667億 | -17% | 12.8% | 81.5% | 8,080 | 7.98% | 5.3 |
|
| 22 |
22
Capital Research Global Investors
Los Angeles,
California
| US$3210億 | -US$841億 | -21% | 15.4% | 134% | 461 | 12.8% | 3.7 |
|
| 23 |
23
Berkshire Hathaway
Omaha,
Nebraska
| US$3001億 | -US$634億 | -17% | 17.1% | 60.8% | 49 | 4.08% | 4.7 |
|
| 24 |
24
Massachusetts Financial Services
Boston,
Massachusetts
| US$2901億 | -US$474億 | -14% | 13% | 95% | 910 | 12.64% | 4.2 |
|
| 25 |
25
Charles Schwab
San Francisco,
California
| US$2875億 | -US$454億 | -14% | 13.1% | 108% | 3,742 | 9.83% | 5.7 |
|