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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$4.58兆 | +US$5065億 | +12% | 13.1% | 121% | 4,616 | 4.29% | 7 |
|
| 2 |
2
BlackRock
New York
| US$3.92兆 | +US$4445億 | +13% | 13.1% | 135% | 5,578 | 5.95% | 6.2 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$2.06兆 | +US$2524億 | +14% | 12.4% | 129% | 4,602 | 4.8% | 6.4 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.3兆 | +US$1448億 | +13% | 14.1% | 187% | 5,785 | 14.36% | 4.4 |
|
| 5 |
5
Morgan Stanley
New York
| US$1.13兆 | +US$1514億 | +15% | 12.6% | 109% | 8,094 | 9.25% | 6.5 |
|
| 6 |
6
JP Morgan Chase
New York
| US$1.04兆 | +US$1363億 | +15% | 12% | 122% | 8,129 | 16.21% | 4.4 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| US$9927億 | +US$844億 | +9% | 11.1% | 92.7% | 8,460 | 13.59% | 5.9 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| US$9559億 | +US$1163億 | +14% | 13.1% | 137% | 4,831 | 5.15% | 6.6 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$7442億 | +US$618億 | +9% | 13.6% | 150% | 2,974 | 5.35% | 6.4 |
|
| 10 |
10
Norges Bank
Oslo,
Norway
| US$5723億 | +US$795億 | +16% | 13.5% | – | 2,039 | 8.34% | 7.4 |
|
| 11 |
11
Capital World Investors
Los Angeles,
California
| US$5623億 | +US$575億 | +11% | 14.1% | 161% | 539 | 10.95% | 4.5 |
|
| 12 |
12
Northern Trust
Chicago,
Illinois
| US$5525億 | +US$362億 | +7% | 12.3% | 122% | 4,645 | 7.62% | 7 |
|
| 13 |
13
Goldman Sachs
New York
| US$5426億 | +US$725億 | +15% | 12.5% | 130% | 6,018 | 15.84% | 5.5 |
|
| 14 |
14
Wellington Management Group
Boston,
Massachusetts
| US$5364億 | +US$369億 | +7% | 12.5% | 110% | 1,966 | 16.02% | 4.4 |
|
| 15 |
15
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$5253億 | +US$448億 | +9% | 12.8% | 161% | 13,823 | 25.18% | 3.4 |
|
| 16 |
16
Citadel Advisors
Miami,
Florida
| US$5003億 | +US$338億 | +7% | 14.6% | 116% | 15,795 | 20.27% | 3.2 |
|
| 17 |
17
Bank of New York Mellon
New York
| US$4933億 | +US$383億 | +8% | 12.2% | 119% | 4,468 | 6.36% | 6.7 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| US$4461億 | +US$520億 | +13% | 14.8% | 138% | 458 | 9.61% | 3.7 |
|
| 19 |
19
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$4283億 | +US$592億 | +16% | 11.9% | 94.8% | 7,942 | 10.92% | 5.8 |
|
| 20 |
20
Invesco
Atlanta,
Georgia
| US$4202億 | +US$489億 | +13% | 12.8% | 157% | 3,965 | 6.78% | 6.6 |
|
| 21 |
21
Capital Research Global Investors
Los Angeles,
California
| US$4065億 | +US$433億 | +12% | 15.3% | 134% | 429 | 9.32% | 4.3 |
|
| 22 |
22
Charles Schwab
San Francisco,
California
| US$3939億 | +US$446億 | +13% | 12.2% | 108% | 3,619 | 3.45% | 6.6 |
|
| 23 |
23
Jane Street
New York
| US$3840億 | +US$746億 | +24% | 14.6% | 207% | 10,187 | 26.89% | 2.3 |
|
| 24 |
24
Wells Fargo
San Francisco,
California
| US$3833億 | +US$420億 | +12% | 10.7% | 81.5% | 7,882 | 10.19% | 6.2 |
|
| 25 |
25
Berkshire Hathaway
Omaha,
Nebraska
| US$3519億 | +US$369億 | +12% | 12.2% | 60.8% | 46 | 8.7% | 4.5 |
|