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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$6.18兆 | +US$6470億 | +12% | 14.1% | 121% | 4,383 | 4.81% | 8.1 |
|
| 2 |
2
BlackRock
New York
| US$5.25兆 | +US$4920億 | +10% | 14.1% | 135% | 5,668 | 7.83% | 6.9 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$2.67兆 | +US$2414億 | +10% | 13.3% | 129% | 4,369 | 4.44% | 7.5 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.77兆 | +US$2070億 | +13% | 19.5% | 187% | 5,572 | 9.73% | 5.5 |
|
| 5 |
5
Morgan Stanley
New York
| US$1.54兆 | +US$1365億 | +10% | 12.7% | 109% | 8,401 | 7.33% | 7.1 |
|
| 6 |
6
JP Morgan Chase
New York
| US$1.53兆 | +US$1597億 | +12% | 14.3% | 122% | 7,888 | 18.83% | 5.5 |
|
| 7 |
7
Geode Capital Management
Boston,
Massachusetts
| US$1.43兆 | +US$1547億 | +12% | 14.5% | 137% | 4,594 | 5.79% | 7.7 |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| US$1.37兆 | +US$1289億 | +10% | 11.6% | 92.7% | 8,814 | 11.2% | 6.5 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$8828億 | +US$711億 | +9% | 15.6% | 150% | 3,193 | 9.05% | 7 |
|
| 10 |
10
Norges Bank
Oslo,
Norway
| US$8011億 | +US$887億 | +12% | 14.3% | – | 1,794 | 7.69% | 8.5 |
|
| 11 |
11
Goldman Sachs
New York
| US$7361億 | +US$1183億 | +19% | 13.5% | 130% | 6,593 | 16.73% | 5.8 |
|
| 12 |
12
Northern Trust
Chicago,
Illinois
| US$7272億 | +US$536億 | +8% | 13.4% | 122% | 4,554 | 6.41% | 7.9 |
|
| 13 |
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$7198億 | +US$1340億 | +23% | 16.2% | 161% | 14,080 | 23.13% | 3.8 |
|
| 14 |
14
Capital World Investors
Los Angeles,
California
| US$6879億 | +US$707億 | +11% | 18% | 161% | 607 | 13.51% | 4.3 |
|
| 15 |
15
Invesco
Atlanta,
Georgia
| US$5880億 | +US$601億 | +11% | 13.9% | 157% | 3,922 | 8.41% | 7.5 |
|
| 16 |
16
Capital International Investors
Los Angeles,
California
| US$5806億 | +US$720億 | +14% | 18% | 138% | 474 | 13.5% | 4 |
|
| 17 |
17
Charles Schwab
San Francisco,
California
| US$5782億 | +US$451億 | +8% | 10.4% | 108% | 3,631 | 8.12% | 7.4 |
|
| 18 |
18
UBS Group
Zurich,
Switzerland
| US$5776億 | +US$337億 | +6% | 13% | 113% | 11,235 | 18.79% | 4.8 |
|
| 19 |
19
Citadel Advisors
Miami,
Florida
| US$5760億 | +US$486億 | +9% | 10.5% | 116% | 15,819 | 31.51% | 4 |
|
| 20 |
20
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$5549億 | +US$764億 | +16% | 11.9% | 94.8% | 7,516 | 11.51% | 6.8 |
|
| 21 |
21
Wellington Management Group
Boston,
Massachusetts
| US$5510億 | +US$311億 | +6% | 11.7% | 110% | 2,080 | 13.75% | 4.5 |
|
| 22 |
22
Bank of New York Mellon
New York
| US$5293億 | +US$244億 | +5% | 13% | 119% | 4,353 | 10.57% | 7.5 |
|
| 23 |
23
Jane Street
New York
| US$5056億 | +US$1087億 | +27% | 20.8% | 207% | 11,384 | 35.17% | 2.4 |
|
| 24 |
24
Capital Research Global Investors
Los Angeles,
California
| US$4995億 | +US$396億 | +9% | 17.5% | 134% | 486 | 17.08% | 4.1 |
|
| 25 |
25
UBS AM
Chicago,
Illinois
| US$4940億 | +US$1035億 | +26% | 13.8% | 132% | 2,749 | 8.51% | 7 |
|