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$5.58兆 | +US$3789億 | +7% | 7.8% | 121% | 4,471 | 3.91% | 7.6 |
|
| 2 |
2
BlackRock
New York
| US$4.76兆 | +US$3454億 | +8% | 7.61% | 135% | 5,425 | 6.27% | 6.8 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$2.46兆 | +US$1691億 | +7% | 7.68% | 129% | 4,424 | 4.2% | 7 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.64兆 | +US$811億 | +5% | 6.59% | 187% | 5,839 | 13.51% | 4.9 |
|
| 5 |
5
Morgan Stanley
New York
| US$1.38兆 | +US$867億 | +7% | 7.26% | 109% | 8,181 | 6.8% | 6.8 |
|
| 6 |
6
JP Morgan Chase
New York
| US$1.32兆 | +US$964億 | +8% | 6.74% | 122% | 7,854 | 12.43% | 4.9 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| US$1.24兆 | +US$1132億 | +10% | 6.83% | 92.7% | 8,612 | 10.21% | 6.2 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| US$1.23兆 | +US$955億 | +8% | 7.48% | 137% | 4,685 | 5.25% | 7.2 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$8686億 | +US$329億 | +4% | 6.62% | 150% | 3,059 | 4.35% | 6.7 |
|
| 10 |
10
Norges Bank
Oslo,
Norway
| US$7159億 | +US$465億 | +7% | 7.4% | – | 1,995 | 11.08% | 7.9 |
|
| 11 |
11
Capital World Investors
Los Angeles,
California
| US$6450億 | +US$318億 | +5% | 8.26% | 161% | 570 | 12.28% | 4.5 |
|
| 12 |
12
Goldman Sachs
New York
| US$6211億 | +US$297億 | +5% | 7.23% | 130% | 6,216 | 16.46% | 5.7 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$6109億 | +US$174億 | +3% | 7.26% | 122% | 4,533 | 5.34% | 7.5 |
|
| 14 |
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$5725億 | +US$354億 | +7% | 5.55% | 161% | 13,475 | 23.72% | 3.7 |
|
| 15 |
15
Wellington Management Group
Boston,
Massachusetts
| US$5710億 | +US$108億 | +2% | 7.55% | 110% | 2,061 | 16.69% | 4.4 |
|
| 16 |
16
Bank of New York Mellon
New York
| US$5377億 | +US$102億 | +2% | 7.22% | 119% | 4,226 | 5.63% | 7.2 |
|
| 17 |
17
Charles Schwab
San Francisco,
California
| US$5240億 | -US$9.22億 | -0.2% | 8.17% | 108% | 3,658 | 5.33% | 7 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| US$5210億 | +US$352億 | +7% | 8.53% | 138% | 462 | 10.17% | 3.8 |
|
| 19 |
19
Citadel Advisors
Miami,
Florida
| US$5183億 | +US$243億 | +5% | 8.33% | 116% | 15,731 | 20.48% | 3.5 |
|
| 20 |
20
Invesco
Atlanta,
Georgia
| US$5180億 | +US$451億 | +10% | 8.24% | 157% | 3,952 | 7.09% | 7.1 |
|
| 21 |
21
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$4898億 | +US$507億 | +12% | 8.18% | 94.8% | 7,780 | 14.51% | 6.6 |
|
| 22 |
22
Capital Research Global Investors
Los Angeles,
California
| US$4811億 | +US$254億 | +6% | 9.12% | 134% | 449 | 15.37% | 4.2 |
|
| 23 |
23
UBS Group
Zurich,
Switzerland
| US$4590億 | +US$542億 | +13% | 6.65% | 113% | 10,551 | 20.9% | 4.8 |
|
| 24 |
24
Jane Street
New York
| US$4533億 | +US$157億 | +4% | 6.79% | 207% | 10,828 | 27.16% | 2.5 |
|
| 25 |
25
Wells Fargo
San Francisco,
California
| US$4417億 | +US$293億 | +7% | 7.04% | 81.5% | 7,190 | 11.04% | 6.8 |
|