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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$3.93兆 | +US$2548億 | +7% | 9.31% | 121% | 4,672 | 5.59% | 6.5 |
|
| 2 |
2
BlackRock
New York
| US$3.39兆 | +US$1986億 | +6% | 9.34% | 135% | 5,863 | 7.11% | 5.7 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.77兆 | +US$702億 | +4% | 8.44% | 129% | 4,931 | 4.44% | 5.6 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.09兆 | +US$865億 | +9% | 13.7% | 187% | 5,689 | 13.38% | 4.1 |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| US$9737億 | +US$957億 | +11% | 6.83% | 92.7% | 8,720 | 16.38% | 5.7 |
|
| 6 |
6
Morgan Stanley
New York
| US$9326億 | +US$522億 | +6% | 8.54% | 109% | 8,043 | 5.69% | 6.2 |
|
| 7 |
7
JP Morgan Chase
New York
| US$8209億 | +US$623億 | +8% | 8.56% | 122% | 7,579 | 18.5% | 4.4 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| US$7701億 | +US$575億 | +8% | 10.2% | 137% | 4,968 | 4.65% | 6.1 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$6680億 | +US$464億 | +7% | 12.3% | 150% | 3,020 | 5.4% | 5.9 |
|
| 10 |
10
Wellington Management Group
Boston,
Massachusetts
| US$5046億 | +US$59億 | +1% | 5.58% | 110% | 2,169 | 17.24% | 3.9 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$5044億 | +US$279億 | +6% | 9.22% | 122% | 4,718 | 4.49% | 6.5 |
|
| 12 |
12
Capital World Investors
Los Angeles,
California
| US$4838億 | +US$147億 | +3% | 8.48% | 161% | 557 | 11.13% | 4.4 |
|
| 13 |
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$4702億 | +US$748億 | +19% | 10.9% | 161% | 14,310 | 27.46% | 3.1 |
|
| 14 |
14
Bank of New York Mellon
New York
| US$4572億 | +US$193億 | +4% | 8.97% | 119% | 4,561 | 5.9% | 6.2 |
|
| 15 |
15
Norges Bank
Oslo,
Norway
| US$4569億 | +US$421億 | +10% | 10.9% | – | 2,211 | 9.27% | 6.6 |
|
| 16 |
16
Citadel Advisors
Miami,
Florida
| US$4547億 | +US$266億 | +6% | 7.66% | 116% | 16,292 | 19.12% | 2.7 |
|
| 17 |
17
Goldman Sachs
New York
| US$4353億 | +US$274億 | +7% | 8.97% | 130% | 6,534 | 18.63% | 4.9 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| US$3887億 | +US$162億 | +4% | 8.23% | 138% | 455 | 10.33% | 3.6 |
|
| 19 |
19
Invesco
Atlanta,
Georgia
| US$3585億 | +US$171億 | +5% | 8.29% | 157% | 4,112 | 8.58% | 6.1 |
|
| 20 |
20
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$3539億 | +US$50.2億 | +1% | 5.74% | 94.8% | 7,900 | 11.73% | 5.6 |
|
| 21 |
21
Capital Research Global Investors
Los Angeles,
California
| US$3504億 | +US$195億 | +6% | 12% | 134% | 458 | 12.01% | 3.9 |
|
| 22 |
22
Wells Fargo
San Francisco,
California
| US$3473億 | +US$141億 | +4% | 5.52% | 81.5% | 7,943 | 11.34% | 5.8 |
|
| 23 |
23
Charles Schwab
San Francisco,
California
| US$3291億 | +US$187億 | +6% | 7.31% | 108% | 3,654 | 5.8% | 6.1 |
|
| 24 |
24
Berkshire Hathaway
Omaha,
Nebraska
| US$3251億 | +US$261億 | +9% | 12.3% | 60.8% | 52 | 13.46% | 4.8 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| US$3049億 | +US$132億 | +5% | 7.57% | 117% | 4,099 | 8.42% | 6 |
|