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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$3.4兆 | -US$1572億 | -4% | 3.64% | 121% | 4,672 | 2.55% | 6.2 |
|
| 2 |
2
BlackRock
New York
| US$2.94兆 | -US$1771億 | -6% | 3.55% | 135% | 6,072 | 5.86% | 5.1 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.58兆 | -US$879億 | -5% | 3.84% | 129% | 5,035 | 3.69% | 5.2 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$9589億 | -US$446億 | -4% | 2.05% | 187% | 5,677 | 12.38% | 3.7 |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| US$8368億 | -US$422億 | -5% | 4.88% | 92.7% | 8,638 | 11.23% | 5.3 |
|
| 6 |
6
Morgan Stanley
New York
| US$7337億 | -US$367億 | -5% | 3.97% | 109% | 8,241 | 5.27% | 5.7 |
|
| 7 |
7
JP Morgan Chase
New York
| US$6964億 | -US$215億 | -3% | 3.76% | 122% | 7,216 | 14.86% | 4.3 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| US$6593億 | -US$234億 | -3% | 3.56% | 137% | 5,120 | 3.81% | 5.5 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$6104億 | -US$1811億 | -23% | 2.6% | 150% | 3,114 | 10.44% | 5.6 |
|
| 10 |
10
Wellington Management Group
Boston,
Massachusetts
| US$4695億 | -US$271億 | -5% | 3% | 110% | 2,248 | 18.42% | 3.8 |
|
| 11 |
11
Capital World Investors
Los Angeles,
California
| US$4454億 | -US$253億 | -5% | 2.49% | 161% | 586 | 10.24% | 4.1 |
|
| 12 |
12
Citadel Advisors
Miami,
Florida
| US$4388億 | +US$490億 | +13% | 1.7% | 116% | 14,356 | 24.23% | 2.9 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$4378億 | -US$291億 | -6% | 3.99% | 122% | 4,838 | 4.42% | 6.1 |
|
| 14 |
14
Bank of New York Mellon
New York
| US$4128億 | -US$248億 | -6% | 3.92% | 119% | 4,676 | 4.79% | 5.8 |
|
| 15 |
15
Goldman Sachs
New York
| US$3958億 | -US$44.7億 | -1% | 3.4% | 130% | 6,885 | 16.03% | 4.5 |
|
| 16 |
16
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$3869億 | -US$175億 | -4% | 4.48% | 161% | 14,936 | 26.91% | 2.9 |
|
| 17 |
17
Norges Bank
Oslo,
Norway
| US$3761億 | -US$107億 | -3% | 3.87% | – | 2,179 | 9.96% | 6.3 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| US$3428億 | -US$248億 | -7% | 4.74% | 138% | 455 | 8.79% | 3.4 |
|
| 19 |
19
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$3179億 | -US$217億 | -6% | 6.28% | 94.8% | 8,301 | 11.81% | 5 |
|
| 20 |
20
Invesco
Atlanta,
Georgia
| US$3107億 | -US$193億 | -6% | 3.3% | 157% | 4,118 | 5.27% | 5.7 |
|
| 21 |
21
Wells Fargo
San Francisco,
California
| US$3069億 | -US$163億 | -5% | 4.97% | 81.5% | 7,985 | 7.66% | 5.5 |
|
| 22 |
22
Capital Research Global Investors
Los Angeles,
California
| US$3044億 | -US$167億 | -5% | 3.53% | 134% | 452 | 11.5% | 3.7 |
|
| 23 |
23
Berkshire Hathaway
Omaha,
Nebraska
| US$2961億 | -US$40.3億 | -1% | 2.47% | 60.8% | 50 | 8% | 4.6 |
|
| 24 |
24
Charles Schwab
San Francisco,
California
| US$2793億 | -US$82億 | -3% | 4.23% | 108% | 3,614 | 5.09% | 5.9 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| US$2704億 | -US$163億 | -6% | 4.31% | 117% | 4,097 | 8.84% | 5.7 |
|