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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$4.22兆 | +US$2899億 | +7% | 9.24% | 121% | 4,650 | 4.19% | 6.7 |
|
| 2 |
2
BlackRock
New York
| US$3.63兆 | +US$2378億 | +7% | 9.11% | 135% | 5,736 | 7.27% | 5.8 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.9兆 | +US$1320億 | +7% | 8.55% | 129% | 4,852 | 5.03% | 5.9 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.19兆 | +US$996億 | +9% | 12.3% | 187% | 5,715 | 14.05% | 4.2 |
|
| 5 |
5
Morgan Stanley
New York
| US$1.01兆 | +US$820億 | +9% | 8.05% | 109% | 7,861 | 4.76% | 6.4 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$9541億 | -US$196億 | -2% | 6.36% | 92.7% | 8,229 | 12.1% | 5.9 |
|
| 7 |
7
JP Morgan Chase
New York
| US$9203億 | +US$994億 | +12% | 8.22% | 122% | 7,602 | 18.52% | 4.5 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| US$8510億 | +US$809億 | +11% | 9.83% | 137% | 4,889 | 4.36% | 6.3 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$7176億 | +US$497億 | +7% | 12.2% | 150% | 3,044 | 8.97% | 6.1 |
|
| 10 |
10
Wellington Management Group
Boston,
Massachusetts
| US$5275億 | +US$229億 | +5% | 7.41% | 110% | 2,099 | 20.15% | 4.3 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$5204億 | +US$160億 | +3% | 8.88% | 122% | 4,684 | 5.53% | 6.7 |
|
| 12 |
12
Capital World Investors
Los Angeles,
California
| US$5199億 | +US$361億 | +7% | 9.39% | 161% | 546 | 14.29% | 4.5 |
|
| 13 |
13
Norges Bank
Oslo,
Norway
| US$5067億 | +US$498億 | +11% | 9.95% | – | 2,145 | 9.14% | 7 |
|
| 14 |
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$4918億 | +US$215億 | +5% | 9.73% | 161% | 13,811 | 23.44% | 3.3 |
|
| 15 |
15
Citadel Advisors
Miami,
Florida
| US$4837億 | +US$291億 | +6% | 7.8% | 116% | 15,826 | 17.46% | 2.9 |
|
| 16 |
16
Bank of New York Mellon
New York
| US$4764億 | +US$192億 | +4% | 8.88% | 119% | 4,580 | 8.58% | 6.4 |
|
| 17 |
17
Goldman Sachs
New York
| US$4664億 | +US$311億 | +7% | 8.06% | 130% | 6,313 | 16.39% | 5.2 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| US$4144億 | +US$257億 | +7% | 9.2% | 138% | 464 | 12.28% | 3.7 |
|
| 19 |
19
Invesco
Atlanta,
Georgia
| US$3815億 | +US$230億 | +6% | 7.94% | 157% | 4,050 | 8.99% | 6.2 |
|
| 20 |
20
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$3812億 | +US$272億 | +8% | 5.73% | 94.8% | 8,037 | 13.5% | 5.5 |
|
| 21 |
21
Capital Research Global Investors
Los Angeles,
California
| US$3732億 | +US$228億 | +7% | 10.2% | 134% | 446 | 12.11% | 4.1 |
|
| 22 |
22
Wells Fargo
San Francisco,
California
| US$3624億 | +US$152億 | +4% | 5.81% | 81.5% | 7,830 | 8.53% | 5.9 |
|
| 23 |
23
Charles Schwab
San Francisco,
California
| US$3503億 | +US$212億 | +6% | 7.41% | 108% | 3,760 | 9.57% | 6.2 |
|
| 24 |
24
Berkshire Hathaway
Omaha,
Nebraska
| US$3482億 | +US$231億 | +7% | 9.83% | 60.8% | 51 | 11.76% | 4.9 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| US$3190億 | +US$140億 | +5% | 7.8% | 117% | 4,072 | 7.66% | 6.2 |
|