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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$5.53兆 | -US$2101億 | -4% | 2.6% | 121% | 4,371 | 3.84% | 8 |
|
| 2 |
2
BlackRock
New York
| US$4.76兆 | -US$1809億 | -4% | 2.67% | 135% | 5,602 | 6.75% | 6.8 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$2.43兆 | -US$1081億 | -4% | 2.11% | 129% | 4,367 | 3.62% | 7.3 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.57兆 | -US$1093億 | -7% | 3.38% | 187% | 5,812 | 13.25% | 5.4 |
|
| 5 |
5
Morgan Stanley
New York
| US$1.4兆 | -US$287億 | -2% | 1.66% | 109% | 8,359 | 8.08% | 7 |
|
| 6 |
6
JP Morgan Chase
New York
| US$1.37兆 | +US$265億 | +2% | 1.91% | 122% | 7,910 | 15.04% | 5.3 |
|
| 7 |
7
Geode Capital Management
Boston,
Massachusetts
| US$1.27兆 | -US$186億 | -1% | 2.78% | 137% | 4,591 | 5.14% | 7.5 |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| US$1.24兆 | +US$458億 | +4% | 1.49% | 92.7% | 8,747 | 12.12% | 6.4 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$8116億 | -US$558億 | -6% | 2.48% | 150% | 3,109 | 5.18% | 6.9 |
|
| 10 |
10
Norges Bank
Oslo,
Norway
| US$7125億 | -US$496億 | -7% | 2.57% | – | 1,892 | 10.36% | 8.4 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$6736億 | -US$327億 | -5% | 2.45% | 122% | 4,571 | 6.19% | 7.8 |
|
| 12 |
12
Goldman Sachs
New York
| US$6178億 | -US$166億 | -3% | 2.02% | 130% | 6,539 | 16.2% | 5.7 |
|
| 13 |
13
Capital World Investors
Los Angeles,
California
| US$6172億 | -US$415億 | -6% | 0.39% | 161% | 587 | 13.46% | 4.4 |
|
| 14 |
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$5859億 | -US$768億 | -12% | 4.37% | 161% | 13,842 | 23.52% | 3.7 |
|
| 15 |
15
UBS Group
Zurich,
Switzerland
| US$5440億 | +US$28.9億 | +0.5% | 1.69% | 113% | 11,092 | 19.21% | 4.7 |
|
| 16 |
16
Charles Schwab
San Francisco,
California
| US$5331億 | -US$93.5億 | -2% | 1.36% | 108% | 3,548 | 3.64% | 7.3 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| US$5279億 | -US$130億 | -2% | 1.6% | 157% | 3,856 | 5.34% | 7.3 |
|
| 18 |
18
Citadel Advisors
Miami,
Florida
| US$5273億 | -US$505億 | -9% | 0.8% | 116% | 16,069 | 21.02% | 3.6 |
|
| 19 |
19
Wellington Management Group
Boston,
Massachusetts
| US$5199億 | -US$263億 | -5% | 1.37% | 110% | 2,081 | 14.03% | 4.5 |
|
| 20 |
20
Capital International Investors
Los Angeles,
California
| US$5085億 | -US$238億 | -4% | 0.97% | 138% | 471 | 10.19% | 4 |
|
| 21 |
21
Bank of New York Mellon
New York
| US$5049億 | -US$365億 | -7% | 2.2% | 119% | 4,232 | 5.62% | 7.5 |
|
| 22 |
22
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$4785億 | -US$220億 | -4% | 0.91% | 94.8% | 7,428 | 10.86% | 6.8 |
|
| 23 |
23
Capital Research Global Investors
Los Angeles,
California
| US$4599億 | -US$265億 | -5% | 0.62% | 134% | 477 | 12.58% | 4 |
|
| 24 |
24
Wells Fargo
San Francisco,
California
| US$4403億 | -US$31.1億 | -0.7% | 1.21% | 81.5% | 7,391 | 12.24% | 6.9 |
|
| 25 |
25
Dimensional Fund Advisors
Austin,
Texas
| US$4023億 | -US$141億 | -3% | 1.95% | 114% | 3,398 | 4.03% | 8.3 |
|