我們已在上線!
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$5.05兆 | +US$4712億 | +10% | 12.4% | 121% | 4,562 | 3.84% | 7.2 |
|
| 2 |
2
BlackRock
New York
| US$4.3兆 | +US$3738億 | +10% | 12.4% | 135% | 5,499 | 6.16% | 6.5 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$2.24兆 | +US$1813億 | +9% | 12.2% | 129% | 4,485 | 3.92% | 6.7 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.49兆 | +US$1877億 | +14% | 18% | 187% | 5,856 | 15.57% | 4.7 |
|
| 5 |
5
Morgan Stanley
New York
| US$1.25兆 | +US$1116億 | +10% | 10.9% | 109% | 8,146 | 8.07% | 6.6 |
|
| 6 |
6
JP Morgan Chase
New York
| US$1.18兆 | +US$1411億 | +14% | 12% | 122% | 8,132 | 17.08% | 4.6 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| US$1.1兆 | +US$1079億 | +11% | 9.28% | 92.7% | 8,436 | 13.96% | 6.3 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| US$1.08兆 | +US$1255億 | +13% | 13.1% | 137% | 4,738 | 4.39% | 6.8 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$8159億 | +US$716億 | +10% | 14.7% | 150% | 3,021 | 5.69% | 6.5 |
|
| 10 |
10
Norges Bank
Oslo,
Norway
| US$6336億 | +US$613億 | +11% | 12.6% | – | 1,998 | 8.46% | 7.6 |
|
| 11 |
11
Capital World Investors
Los Angeles,
California
| US$6042億 | +US$420億 | +7% | 12.6% | 161% | 535 | 8.79% | 4.6 |
|
| 12 |
12
Northern Trust
Chicago,
Illinois
| US$5788億 | +US$263億 | +5% | 12.1% | 122% | 4,565 | 5.15% | 7.2 |
|
| 13 |
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$5759億 | +US$506億 | +10% | 18.9% | 161% | 13,901 | 25.23% | 3.5 |
|
| 14 |
14
Wellington Management Group
Boston,
Massachusetts
| US$5644億 | +US$281億 | +5% | 10.9% | 110% | 2,007 | 15.35% | 4.3 |
|
| 15 |
15
Goldman Sachs
New York
| US$5642億 | +US$216億 | +4% | 10.9% | 130% | 6,050 | 16.51% | 5.7 |
|
| 16 |
16
Bank of New York Mellon
New York
| US$5207億 | +US$274億 | +6% | 12% | 119% | 4,422 | 8.66% | 7 |
|
| 17 |
17
Citadel Advisors
Miami,
Florida
| US$5185億 | +US$182億 | +4% | 11.2% | 116% | 15,912 | 20.01% | 3.2 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| US$4939億 | +US$478億 | +11% | 12.9% | 138% | 456 | 9.43% | 3.9 |
|
| 19 |
19
Jane Street
New York
| US$4784億 | +US$944億 | +25% | 10.9% | 207% | 10,498 | 26.58% | 2.4 |
|
| 20 |
20
Invesco
Atlanta,
Georgia
| US$4656億 | +US$453億 | +11% | 11.9% | 157% | 4,000 | 8.2% | 6.6 |
|
| 21 |
21
Capital Research Global Investors
Los Angeles,
California
| US$4420億 | +US$355億 | +9% | 12.6% | 134% | 435 | 11.95% | 4.4 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$4359億 | +US$76億 | +2% | 8.99% | 94.8% | 7,910 | 10.92% | 6 |
|
| 23 |
23
Charles Schwab
San Francisco,
California
| US$4332億 | +US$393億 | +10% | 10.8% | 108% | 3,573 | 3.83% | 6.8 |
|
| 24 |
24
Wells Fargo
San Francisco,
California
| US$4151億 | +US$318億 | +8% | 8.38% | 81.5% | 7,849 | 10.31% | 6.3 |
|
| 25 |
25
UBS Group
Zurich,
Switzerland
| US$4015億 | +US$675億 | +20% | 10% | 113% | 10,491 | 24.08% | 4.6 |
|