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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$5.21兆 | +US$1569億 | +3% | 4.22% | 121% | 4,524 | 4.05% | 7.4 |
|
| 2 |
2
BlackRock
New York
| US$4.42兆 | +US$1226億 | +3% | 4.33% | 135% | 5,453 | 6.33% | 6.6 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$2.29兆 | +US$513億 | +2% | 4.25% | 129% | 4,470 | 4.63% | 6.8 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.56兆 | +US$728億 | +5% | 6.85% | 187% | 5,760 | 13.68% | 4.8 |
|
| 5 |
5
Morgan Stanley
New York
| US$1.29兆 | +US$460億 | +4% | 3.35% | 109% | 8,106 | 6.71% | 6.7 |
|
| 6 |
6
JP Morgan Chase
New York
| US$1.22兆 | +US$358億 | +3% | 4.08% | 122% | 7,917 | 14.24% | 4.8 |
|
| 7 |
7
Geode Capital Management
Boston,
Massachusetts
| US$1.14兆 | +US$582億 | +5% | 4.87% | 137% | 4,723 | 5.23% | 7 |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| US$1.13兆 | +US$311億 | +3% | 2.7% | 92.7% | 8,606 | 14.63% | 6 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$8357億 | +US$198億 | +2% | 6.04% | 150% | 3,089 | 8.03% | 6.6 |
|
| 10 |
10
Norges Bank
Oslo,
Norway
| US$6694億 | +US$357億 | +6% | 4.85% | – | 2,011 | 10.29% | 7.6 |
|
| 11 |
11
Capital World Investors
Los Angeles,
California
| US$6133億 | +US$90.4億 | +1% | 4.11% | 161% | 565 | 13.45% | 4.5 |
|
| 12 |
12
Northern Trust
Chicago,
Illinois
| US$5935億 | +US$147億 | +3% | 4.36% | 122% | 4,534 | 5.03% | 7.4 |
|
| 13 |
13
Goldman Sachs
New York
| US$5913億 | +US$272億 | +5% | 3.71% | 130% | 6,088 | 16.87% | 5.7 |
|
| 14 |
14
Wellington Management Group
Boston,
Massachusetts
| US$5602億 | -US$42.6億 | -0.8% | 3.19% | 110% | 2,006 | 12.56% | 4.4 |
|
| 15 |
15
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$5371億 | -US$388億 | -7% | 2.4% | 161% | 13,638 | 24.3% | 3.6 |
|
| 16 |
16
Bank of New York Mellon
New York
| US$5275億 | +US$68.2億 | +1% | 3.9% | 119% | 4,366 | 10.56% | 7.1 |
|
| 17 |
17
Charles Schwab
San Francisco,
California
| US$5249億 | +US$917億 | +21% | 2.45% | 108% | 3,738 | 10.14% | 6.7 |
|
| 18 |
18
Citadel Advisors
Miami,
Florida
| US$4940億 | -US$245億 | -5% | 0.25% | 116% | 15,899 | 20.08% | 3.4 |
|
| 19 |
19
Capital International Investors
Los Angeles,
California
| US$4857億 | -US$81.7億 | -2% | 4.38% | 138% | 471 | 15.07% | 3.8 |
|
| 20 |
20
Invesco
Atlanta,
Georgia
| US$4728億 | +US$72.8億 | +2% | 2.53% | 157% | 4,042 | 8.98% | 6.7 |
|
| 21 |
21
Capital Research Global Investors
Los Angeles,
California
| US$4557億 | +US$138億 | +3% | 3.43% | 134% | 450 | 16.89% | 4.3 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$4391億 | +US$32億 | +0.7% | 2.07% | 94.8% | 7,823 | 10.39% | 6.2 |
|
| 23 |
23
Jane Street
New York
| US$4377億 | -US$407億 | -9% | 3.58% | 207% | 10,566 | 26.46% | 2.5 |
|
| 24 |
24
Wells Fargo
San Francisco,
California
| US$4125億 | -US$26.4億 | -0.6% | 1.94% | 81.5% | 7,784 | 16.97% | 6.7 |
|
| 25 |
25
UBS Group
Zurich,
Switzerland
| US$4048億 | +US$32.6億 | +0.8% | 3.47% | 113% | 10,501 | 21.59% | 4.6 |
|