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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$5.74兆 | +US$1567億 | +3% | 4.5% | 121% | 4,397 | 3.39% | 7.9 |
|
| 2 |
2
BlackRock
New York
| US$4.94兆 | +US$1782億 | +4% | 4.28% | 135% | 5,542 | 8.61% | 6.7 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$2.53兆 | +US$771億 | +3% | 3.8% | 129% | 4,383 | 4.24% | 7.2 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.68兆 | +US$322億 | +2% | 6.24% | 187% | 5,930 | 13.78% | 5 |
|
| 5 |
5
Morgan Stanley
New York
| US$1.43兆 | +US$482億 | +3% | 3.4% | 109% | 8,265 | 7.61% | 6.9 |
|
| 6 |
6
JP Morgan Chase
New York
| US$1.34兆 | +US$270億 | +2% | 3.25% | 122% | 7,917 | 13.02% | 5.1 |
|
| 7 |
7
Geode Capital Management
Boston,
Massachusetts
| US$1.29兆 | +US$556億 | +5% | 4.83% | 137% | 4,614 | 4.72% | 7.4 |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| US$1.19兆 | -US$529億 | -4% | 1.65% | 92.7% | 8,633 | 10.99% | 6.4 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$8675億 | -US$11億 | -0.1% | 4.72% | 150% | 3,110 | 6.05% | 6.8 |
|
| 10 |
10
Norges Bank
Oslo,
Norway
| US$7621億 | +US$461億 | +6% | 4.28% | – | 1,937 | 9.81% | 7.9 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$7062億 | +US$954億 | +16% | 3.7% | 122% | 4,553 | 5.67% | 7.6 |
|
| 12 |
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$6627億 | +US$902億 | +16% | 5.22% | 161% | 13,659 | 25.27% | 3.7 |
|
| 13 |
13
Capital World Investors
Los Angeles,
California
| US$6587億 | +US$137億 | +2% | 5.56% | 161% | 575 | 12.7% | 4.5 |
|
| 14 |
14
Goldman Sachs
New York
| US$6344億 | +US$133億 | +2% | 3.57% | 130% | 6,412 | 16.25% | 5.6 |
|
| 15 |
15
Citadel Advisors
Miami,
Florida
| US$5779億 | +US$596億 | +11% | 3.57% | 116% | 15,826 | 20.01% | 3.5 |
|
| 16 |
16
Wellington Management Group
Boston,
Massachusetts
| US$5462億 | -US$248億 | -4% | 2.41% | 110% | 2,066 | 14.52% | 4.4 |
|
| 17 |
17
Charles Schwab
San Francisco,
California
| US$5424億 | +US$185億 | +4% | 2.44% | 108% | 3,563 | 3.7% | 7.1 |
|
| 18 |
18
Bank of New York Mellon
New York
| US$5414億 | +US$37.1億 | +0.7% | 3.4% | 119% | 4,232 | 6.03% | 7.3 |
|
| 19 |
19
UBS Group
Zurich,
Switzerland
| US$5411億 | +US$821億 | +18% | 3.09% | 113% | 10,816 | 21.46% | 4.7 |
|
| 20 |
20
Invesco
Atlanta,
Georgia
| US$5409億 | +US$229億 | +4% | 3.79% | 157% | 3,867 | 6.13% | 7.2 |
|
| 21 |
21
Capital International Investors
Los Angeles,
California
| US$5323億 | +US$113億 | +2% | 5.19% | 138% | 473 | 11.63% | 3.8 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$5005億 | +US$107億 | +2% | 1.31% | 94.8% | 7,459 | 11.86% | 6.6 |
|
| 23 |
23
Capital Research Global Investors
Los Angeles,
California
| US$4864億 | +US$52.3億 | +1% | 2.73% | 134% | 466 | 16.74% | 4.1 |
|
| 24 |
24
Jane Street
New York
| US$4604億 | +US$70.5億 | +2% | 7.91% | 207% | 11,042 | 30.25% | 2.6 |
|
| 25 |
25
Wells Fargo
San Francisco,
California
| US$4434億 | +US$16.3億 | +0.4% | 0.73% | 81.5% | 7,328 | 12.23% | 6.7 |
|