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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$6.9兆 | +US$2173億 | +3% | 3.95% | 121% | 4,426 | 4.07% | 8.2 |
|
| 2 |
2
BlackRock
New York
| US$5.92兆 | +US$2041億 | +4% | 4.13% | 135% | 5,676 | 6.45% | 7 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$2.98兆 | +US$971億 | +3% | 4.03% | 129% | 4,373 | 4.02% | 7.6 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$1.96兆 | +US$380億 | +2% | 5.37% | 187% | 5,671 | 9.59% | 5.7 |
|
| 5 |
5
Morgan Stanley
New York
| US$1.67兆 | +US$233億 | +1% | 3.31% | 109% | 8,587 | 9.47% | 7.2 |
|
| 6 |
6
Geode Capital Management
Boston,
Massachusetts
| US$1.62兆 | +US$529億 | +3% | 4.14% | 137% | 4,586 | 4.99% | 7.8 |
|
| 7 |
7
JP Morgan Chase
New York
| US$1.59兆 | -US$763億 | -5% | 3.15% | 122% | 7,944 | 14.34% | 5.5 |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| US$1.37兆 | -US$992億 | -7% | 3.09% | 92.7% | 8,596 | 19.23% | 7.3 |
|
| 9 |
9
Invesco
Atlanta,
Georgia
| US$1.06兆 | +US$4249億 | +67% | 4.21% | 157% | 3,905 | 7.3% | 7.7 |
|
| 10 |
10
Norges Bank
Oslo,
Norway
| US$9348億 | – | – | 4.2% | – | 1,577 | – | 8.6 |
|
| 11 |
11
T. Rowe Price Associates
Baltimore,
Maryland
| US$9275億 | -US$72.5億 | -0.8% | 4.41% | 150% | 3,154 | 5.64% | 7.2 |
|
| 12 |
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$8680億 | -US$69.2億 | -0.8% | 2.72% | 161% | 14,094 | 26.79% | 4 |
|
| 13 |
13
Goldman Sachs
New York
| US$8154億 | -US$20.3億 | -0.2% | 4.15% | 130% | 6,954 | 17.01% | 5.7 |
|
| 14 |
14
Northern Trust
Chicago,
Illinois
| US$7844億 | +US$26.7億 | +0.3% | 3.93% | 122% | 4,578 | 6.23% | 8.1 |
|
| 15 |
15
Capital World Investors
Los Angeles,
California
| US$7353億 | +US$32.6億 | +0.4% | 5.15% | 161% | 614 | 13.19% | 4.3 |
|
| 16 |
16
Citadel Advisors
Miami,
Florida
| US$6659億 | +US$87.2億 | +1% | 5.22% | 116% | 14,701 | 29.04% | 3.9 |
|
| 17 |
17
Jane Street
New York
| US$6621億 | +US$50億 | +0.8% | 4.48% | 207% | 12,943 | 33.69% | 2.2 |
|
| 18 |
18
Charles Schwab
San Francisco,
California
| US$6436億 | +US$171億 | +3% | 3.55% | 108% | 3,523 | 3.83% | 7.7 |
|
| 19 |
19
Capital International Investors
Los Angeles,
California
| US$6380億 | +US$186億 | +3% | 4.03% | 138% | 486 | 14.2% | 4 |
|
| 20 |
20
UBS Group
Zurich,
Switzerland
| US$6167億 | -US$217億 | -3% | 3.75% | 113% | 11,616 | 21.62% | 4.9 |
|
| 21 |
21
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$6147億 | +US$44.5億 | +0.7% | 4.08% | 94.8% | 7,850 | 12.61% | 6.8 |
|
| 22 |
22
Wellington Management Group
Boston,
Massachusetts
| US$5707億 | -US$6.58億 | -0.1% | 5.32% | 110% | 2,121 | 17.02% | 4.6 |
|
| 23 |
23
Bank of New York Mellon
New York
| US$5677億 | +US$103億 | +2% | 3.83% | 119% | 4,340 | 7.58% | 7.6 |
|
| 24 |
24
Wells Fargo
San Francisco,
California
| US$5491億 | +US$231億 | +4% | 2.74% | 81.5% | 7,429 | 12.09% | 7 |
|
| 25 |
25
Capital Research Global Investors
Los Angeles,
California
| US$5417億 | +US$87.6億 | +2% | 3.73% | 134% | 465 | 13.33% | 4.2 |
|