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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$4.07兆 | -US$1464億 | -3% | 2.7% | 121% | 4,648 | 4.48% | 6.8 |
|
| 2 |
2
BlackRock
New York
| US$3.48兆 | -US$1505億 | -4% | 2.6% | 135% | 5,656 | 6.45% | 6 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$1.8兆 | -US$1006億 | -5% | 2.54% | 129% | 4,736 | 5.11% | 6.2 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.16兆 | -US$358億 | -3% | 0.96% | 187% | 5,678 | 12.91% | 4.4 |
|
| 5 |
5
Morgan Stanley
New York
| US$9834億 | -US$312億 | -3% | 2.62% | 109% | 7,879 | 5.98% | 6.5 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| US$9083億 | -US$458億 | -5% | 2.98% | 92.7% | 8,192 | 11.01% | 6 |
|
| 7 |
7
JP Morgan Chase
New York
| US$9064億 | -US$139億 | -2% | 2.47% | 122% | 7,912 | 18.95% | 4.3 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| US$8396億 | -US$114億 | -1% | 2.57% | 137% | 4,905 | 5.85% | 6.4 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$6824億 | -US$352億 | -5% | 1.51% | 150% | 2,959 | 4.73% | 6.3 |
|
| 10 |
10
Northern Trust
Chicago,
Illinois
| US$5163億 | -US$41.2億 | -0.8% | 2.61% | 122% | 4,620 | 5.24% | 6.9 |
|
| 11 |
11
Capital World Investors
Los Angeles,
California
| US$5048億 | -US$151億 | -3% | 0.93% | 161% | 534 | 9.93% | 4.5 |
|
| 12 |
12
Wellington Management Group
Boston,
Massachusetts
| US$4995億 | -US$280億 | -5% | 2.63% | 110% | 1,922 | 13.16% | 4.4 |
|
| 13 |
13
Norges Bank
Oslo,
Norway
| US$4928億 | -US$139億 | -3% | 2.48% | – | 2,065 | 7.6% | 7.2 |
|
| 14 |
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$4805億 | -US$112億 | -2% | 2.95% | 161% | 13,532 | 23.64% | 3.4 |
|
| 15 |
15
Goldman Sachs
New York
| US$4701億 | +US$36.9億 | +0.8% | 2.54% | 130% | 6,098 | 15.82% | 5.5 |
|
| 16 |
16
Citadel Advisors
Miami,
Florida
| US$4665億 | -US$172億 | -4% | 2.48% | 116% | 15,669 | 18.25% | 3 |
|
| 17 |
17
Bank of New York Mellon
New York
| US$4550億 | -US$214億 | -4% | 2.44% | 119% | 4,503 | 6.35% | 6.5 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| US$3941億 | -US$203億 | -5% | 2.43% | 138% | 454 | 8.59% | 3.7 |
|
| 19 |
19
Invesco
Atlanta,
Georgia
| US$3713億 | -US$101億 | -3% | 2.5% | 157% | 3,966 | 5.45% | 6.4 |
|
| 20 |
20
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$3691億 | -US$121億 | -3% | 3.48% | 94.8% | 8,011 | 11.66% | 5.7 |
|
| 21 |
21
Capital Research Global Investors
Los Angeles,
California
| US$3632億 | -US$100億 | -3% | 1.77% | 134% | 434 | 9.91% | 4.2 |
|
| 22 |
22
Charles Schwab
San Francisco,
California
| US$3492億 | -US$10.4億 | -0.3% | 2.63% | 108% | 3,713 | 6.49% | 6.3 |
|
| 23 |
23
Wells Fargo
San Francisco,
California
| US$3413億 | -US$211億 | -6% | 3% | 81.5% | 7,828 | 8.58% | 6.1 |
|
| 24 |
24
Berkshire Hathaway
Omaha,
Nebraska
| US$3150億 | -US$332億 | -10% | 7.88% | 60.8% | 53 | 22.64% | 4.2 |
|
| 25 |
25
Jane Street
New York
| US$3094億 | +US$121億 | +4% | 2.67% | 207% | 9,820 | 25.76% | 2.4 |
|