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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$3.67兆 | +US$2726億 | +8% | 9.84% | 121% | 4,644 | 3.29% | 6.4 |
|
| 2 |
2
BlackRock
New York
| US$3.19兆 | +US$2513億 | +9% | 9.91% | 135% | 6,015 | 6.52% | 5.4 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.7兆 | +US$1209億 | +8% | 10.5% | 129% | 5,008 | 4.25% | 5.4 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.01兆 | +US$478億 | +5% | 9.4% | 187% | 5,727 | 13.74% | 3.8 |
|
| 5 |
5
Morgan Stanley
New York
| US$8805億 | +US$1468億 | +20% | 8.96% | 109% | 8,205 | 6.18% | 5.9 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$8780億 | +US$413億 | +5% | 9.43% | 92.7% | 8,826 | 15.09% | 5.3 |
|
| 7 |
7
JP Morgan Chase
New York
| US$7586億 | +US$622億 | +9% | 9.33% | 122% | 7,423 | 18.13% | 4.3 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| US$7126億 | +US$533億 | +8% | 9.63% | 137% | 5,090 | 4.91% | 5.8 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$6216億 | +US$112億 | +2% | 8.64% | 150% | 3,066 | 7.18% | 5.7 |
|
| 10 |
10
Wellington Management Group
Boston,
Massachusetts
| US$4987億 | +US$292億 | +6% | 11.7% | 110% | 2,204 | 18.65% | 3.9 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$4765億 | +US$387億 | +9% | 9.88% | 122% | 4,800 | 4.96% | 6.3 |
|
| 12 |
12
Capital World Investors
Los Angeles,
California
| US$4691億 | +US$237億 | +5% | 12.3% | 161% | 574 | 10.45% | 4.2 |
|
| 13 |
13
Bank of New York Mellon
New York
| US$4379億 | +US$251億 | +6% | 10.5% | 119% | 4,666 | 6.84% | 6 |
|
| 14 |
14
Citadel Advisors
Miami,
Florida
| US$4281億 | -US$107億 | -2% | 9.45% | 116% | 16,128 | 30.54% | 2.5 |
|
| 15 |
15
Norges Bank
Oslo,
Norway
| US$4149億 | +US$387億 | +10% | 8.47% | – | 2,222 | 10.13% | 6.3 |
|
| 16 |
16
Goldman Sachs
New York
| US$4079億 | +US$121億 | +3% | 9.29% | 130% | 6,669 | 17.21% | 4.8 |
|
| 17 |
17
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$3954億 | +US$85.6億 | +2% | 5.73% | 161% | 14,748 | 28.17% | 3.1 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| US$3725億 | +US$297億 | +9% | 12.2% | 138% | 453 | 10.38% | 3.5 |
|
| 19 |
19
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$3489億 | +US$311億 | +10% | 8.83% | 94.8% | 8,254 | 12.72% | 5.3 |
|
| 20 |
20
Invesco
Atlanta,
Georgia
| US$3414億 | +US$307億 | +10% | 10.9% | 157% | 4,129 | 6.32% | 5.8 |
|
| 21 |
21
Wells Fargo
San Francisco,
California
| US$3332億 | +US$263億 | +9% | 9.52% | 81.5% | 7,973 | 10.8% | 5.7 |
|
| 22 |
22
Capital Research Global Investors
Los Angeles,
California
| US$3309億 | +US$265億 | +9% | 12.9% | 134% | 466 | 14.38% | 3.7 |
|
| 23 |
23
Charles Schwab
San Francisco,
California
| US$3104億 | +US$311億 | +11% | 10.5% | 108% | 3,632 | 5.81% | 6 |
|
| 24 |
24
Berkshire Hathaway
Omaha,
Nebraska
| US$2990億 | +US$29.1億 | +1% | 5.23% | 60.8% | 49 | 0% | 4.9 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| US$2917億 | +US$213億 | +8% | 10.2% | 117% | 4,135 | 8.15% | 5.8 |
|