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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$6.68兆 | +US$5023億 | +8% | 10.3% | 121% | 4,440 | 5.9% | 8 |
|
| 2 |
2
BlackRock
New York
| US$5.71兆 | +US$4592億 | +9% | 10.3% | 135% | 5,636 | 6.55% | 7 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$2.88兆 | +US$2157億 | +8% | 9.98% | 129% | 4,390 | 5.58% | 7.5 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.92兆 | +US$1500億 | +8% | 12.2% | 187% | 5,634 | 10.47% | 5.6 |
|
| 5 |
5
JP Morgan Chase
New York
| US$1.67兆 | +US$1399億 | +9% | 9.33% | 122% | 7,834 | 16.58% | 5.4 |
|
| 6 |
6
Morgan Stanley
New York
| US$1.65兆 | +US$1166億 | +8% | 8.93% | 109% | 8,451 | 7.81% | 7.2 |
|
| 7 |
7
Geode Capital Management
Boston,
Massachusetts
| US$1.57兆 | +US$1409億 | +10% | 10.6% | 137% | 4,592 | 5.81% | 7.7 |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| US$1.47兆 | +US$1072億 | +8% | 8.6% | 92.7% | 8,815 | 11.54% | 6.7 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| US$9347億 | +US$519億 | +6% | 10.4% | 150% | 3,142 | 5.89% | 7.1 |
|
| 10 |
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$8749億 | +US$1551億 | +22% | 14.3% | 161% | 14,336 | 27.19% | 3.9 |
|
| 11 |
11
Goldman Sachs
New York
| US$8174億 | +US$813億 | +11% | 10.8% | 130% | 6,765 | 17.4% | 5.7 |
|
| 12 |
12
Northern Trust
Chicago,
Illinois
| US$7817億 | +US$545億 | +8% | 9.94% | 122% | 4,566 | 6.83% | 8 |
|
| 13 |
13
Capital World Investors
Los Angeles,
California
| US$7320億 | +US$441億 | +6% | 9.09% | 161% | 617 | 13.45% | 4.4 |
|
| 14 |
14
Citadel Advisors
Miami,
Florida
| US$6571億 | +US$812億 | +14% | 10.7% | 116% | 14,587 | 29.16% | 3.9 |
|
| 15 |
15
Jane Street
New York
| US$6571億 | +US$1515億 | +30% | 21.5% | 207% | 12,194 | 34.88% | 2.2 |
|
| 16 |
16
UBS Group
Zurich,
Switzerland
| US$6384億 | +US$607億 | +11% | 10.8% | 113% | 11,340 | 19.93% | 4.9 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| US$6347億 | +US$467億 | +8% | 9.52% | 157% | 3,874 | 5.45% | 7.5 |
|
| 18 |
18
Charles Schwab
San Francisco,
California
| US$6264億 | +US$482億 | +8% | 9.33% | 108% | 3,560 | 4.8% | 7.6 |
|
| 19 |
19
Capital International Investors
Los Angeles,
California
| US$6194億 | +US$388億 | +7% | 8.55% | 138% | 472 | 11.23% | 4.1 |
|
| 20 |
20
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$6102億 | +US$553億 | +10% | 8.83% | 94.8% | 7,691 | 11.83% | 6.8 |
|
| 21 |
21
Wellington Management Group
Boston,
Massachusetts
| US$5713億 | +US$203億 | +4% | 8.28% | 110% | 2,143 | 18.43% | 4.5 |
|
| 22 |
22
Bank of New York Mellon
New York
| US$5574億 | +US$281億 | +5% | 9.24% | 119% | 4,295 | 6.61% | 7.6 |
|
| 23 |
23
Capital Research Global Investors
Los Angeles,
California
| US$5330億 | +US$335億 | +7% | 9.05% | 134% | 458 | 12.01% | 4.1 |
|
| 24 |
24
Wells Fargo
San Francisco,
California
| US$5260億 | +US$426億 | +9% | 8.09% | 81.5% | 7,489 | 13.14% | 7 |
|
| 25 |
25
Dimensional Fund Advisors
Austin,
Texas
| US$4660億 | +US$341億 | +8% | 9.86% | 114% | 3,356 | 5.04% | 8.6 |
|