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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 301 |
301
Sanders Capital
West Palm Beach,
Florida
| US$101億 | -US$2209萬 | -0.2% | 2.24% | 164% | 52 | 7.69% | 1.6 |
|
| 302 |
302
Schafer Cullen Capital Management
New York
| US$101億 | +US$22億 | +28% | 1.13% | 28.4% | 351 | 20.23% | 1.4 |
|
| 303 |
303
Spot Trading
Chicago,
Illinois
| US$101億 | -US$59.1億 | -37% | 2.46% | 30.8% | 4,871 | 38.47% | 1 |
|
| 304 |
304
Vulcan Value Partners
Birmingham,
Alabama
| US$100億 | +US$12.2億 | +14% | 1.39% | 28.6% | 74 | 25.68% | 1.2 |
|
| 305 |
305
Bain Capital Investors
Boston,
Massachusetts
| US$100億 | +US$6.35億 | +7% | 12% | 91.1% | 14 | 14.29% | 1.2 |
|
| 306 |
306
Walleye Trading
New York
| US$100億 | -US$10.7億 | -10% | 2.78% | 184% | 4,980 | 35.56% | 0.9 |
|
| 307 |
307
Perkins Investment Management
Chicago,
Illinois
| US$100億 | -US$6.95億 | -7% | 1.13% | 37.1% | 301 | 27.24% | 1.1 |
|
| 308 |
308
Wedge Capital Management
Charlotte,
North Carolina
| US$100億 | +US$886萬 | +0.1% | 3.39% | 150% | 640 | 15.94% | 1.2 |
|
| 309 |
309
Baird
Milwaukee,
Wisconsin
| US$97.8億 | +US$3.85億 | +4% | 2.57% | – | 1,388 | 14.34% | 1.2 |
|
| 310 |
310
Kohlberg Kravis Roberts & Co
New York
| US$96.5億 | +US$19.8億 | +26% | 7.65% | 314% | 115 | 46.96% | 0.4 |
|
| 311 |
311
Wasatch Advisors
Salt Lake City,
Utah
| US$96.4億 | -US$614萬 | -0.1% | 7.73% | 83.9% | 403 | 14.89% | 1.2 |
|
| 312 |
312
Commonwealth Equity Services
Waltham,
Massachusetts
| US$96.3億 | +US$7.11億 | +8% | 1.52% | 87.4% | 2,280 | 12.41% | 1.4 |
|
| 313 |
313
Findlay Park Partners
London,
United Kingdom
| US$96億 | +US$2.52億 | +3% | 4.65% | 80.6% | 118 | 27.97% | 1.2 |
|
| 314 |
314
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| US$95.7億 | +US$1.38億 | +1% | 0.89% | 75.3% | 592 | 29.39% | 1 |
|
| 315 |
315
Lilly Endowment
Indiananapolis,
Indiana
| US$95.2億 | +US$4.54億 | +5% | 5.31% | 115% | 1 | 0% | 1.8 |
|
| 316 |
316
CI Investments Inc
Toronto,
Ontario, Canada
| US$94.9億 | +US$6.44億 | +7% | 2.67% | 132% | 199 | 24.12% | 1.1 |
|
| 317 |
317
Oaktree Capital Management
Los Angeles,
California
| US$94.8億 | +US$1.28億 | +1% | 0.11% | 88% | 185 | 9.19% | 0.8 |
|
| 318 |
318
AGF Investments Inc
Toronto,
Ontario, Canada
| US$92.1億 | -US$1.46億 | -2% | 2.36% | 61.1% | 453 | 19.65% | 1.1 |
|
| 319 |
319
Advisory Research
Chicago,
Illinois
| US$91.5億 | -US$4.61億 | -5% | 0.46% | 144% | 372 | 20.16% | 1.2 |
|
| 320 |
320
Tiger Global Management
New York
| US$91.2億 | +US$6.49億 | +8% | 4.14% | 218% | 68 | 32.35% | 0.7 |
|
| 321 |
321
Texas Permanent School Fund
Austin,
Texas
| US$90.5億 | -US$6508萬 | -0.7% | 2.35% | 44.6% | 1,529 | 2.68% | 1.7 |
|
| 322 |
322
Burgundy Asset Management
Toronto,
Ontario, Canada
| US$90.4億 | -US$2648萬 | -0.3% | 0.02% | 84.8% | 111 | 14.41% | 1.5 |
|
| 323 |
323
Carlson Capital
Dallas,
Texas
| US$89.7億 | -US$12億 | -12% | 3.09% | 67.9% | 420 | 48.33% | 0.6 |
|
| 324 |
324
Aperio Group
Sausalito,
California
| US$89.3億 | +US$8.14億 | +10% | 2.41% | 70.4% | 2,052 | 12.57% | 0.8 |
|
| 325 |
325
Ariel Investments
Chicago,
Illinois
| US$89.2億 | +US$2.59億 | +3% | 3.32% | 78.1% | 194 | 5.67% | 1.5 |
|