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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 326 |
326
Third Point
New York
| US$87.1億 | +US$5.81億 | +7% | 1.61% | 159% | 54 | 48.15% | 0.5 |
|
| 327 |
327
Creative Planning
Overland Park,
Kansas
| US$86.2億 | +US$9.09億 | +12% | 1.48% | 62.2% | 4,415 | 17.51% | 0.9 |
|
| 328 |
328
Lilly Endowment
Indiananapolis,
Indiana
| US$86.1億 | +US$2.88億 | +3% | 4.31% | 115% | 1 | 0% | 1.3 |
|
| 329 |
329
Pine River Capital Management
Minnetonka,
Minnesota
| US$85.5億 | +US$20.6億 | +32% | 2.89% | 66.9% | 1,144 | 54.37% | 0.4 |
|
| 330 |
330
Walleye Trading
New York
| US$85.1億 | +US$11.5億 | +16% | 1.15% | 184% | 4,641 | 33.98% | 0.7 |
|
| 331 |
331
Eton Park Capital Management
New York
| US$85億 | +US$17.9億 | +27% | 1.14% | 105% | 78 | 44.87% | 0.4 |
|
| 332 |
332
Blue Ridge Capital
New York
| US$84.5億 | -US$16.8億 | -17% | 2.82% | – | 52 | 13.46% | 0.9 |
|
| 333 |
333
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| US$84.5億 | -US$1.54億 | -2% | 0.86% | 131% | 1,755 | 3.65% | 1.2 |
|
| 334 |
334
Fortress Investment Group
New York
| US$83.9億 | +US$14.1億 | +20% | 4.23% | 97.5% | 215 | 56.74% | 0.4 |
|
| 335 |
335
Burgundy Asset Management
Toronto,
Ontario, Canada
| US$83.3億 | -US$1.29億 | -2% | 2.85% | 84.8% | 121 | 18.18% | 1.1 |
|
| 336 |
336
Corvex Management
New York
| US$82.9億 | -US$1.35億 | -2% | 1.2% | 95.8% | 64 | 57.81% | 0.5 |
|
| 337 |
337
Los Angeles Capital Management
Los Angeles,
California
| US$82.8億 | -US$21億 | -20% | 0.79% | 178% | 1,260 | 21.51% | 1 |
|
| 338 |
338
Sterling Capital Management
Charlotte,
North Carolina
| US$82.5億 | -US$33.6億 | -29% | 2.5% | – | 1,017 | 27.14% | 0.7 |
|
| 339 |
339
Commonwealth Equity Services
Waltham,
Massachusetts
| US$82.3億 | +US$1093萬 | +0.1% | 0.83% | 78.5% | 2,193 | 10.62% | 1 |
|
| 340 |
340
Westchester Capital Management (New York)
Valhalla,
New York
| US$81億 | +US$2.81億 | +4% | 2.43% | 100% | 196 | 47.96% | 0.5 |
|
| 341 |
341
Arizona State Retirement System
Phoenix,
Arizona
| US$80.6億 | -US$2.08億 | -3% | 0.41% | 138% | 1,533 | 1.76% | 1.2 |
|
| 342 |
342
Regions Financial Corp
Birmingham,
Alabama
| US$80.2億 | -US$1.47億 | -2% | 0.49% | 77% | 1,184 | 13.01% | 1 |
|
| 343 |
343
Sentry Investments
Toronto,
Ontario, Canada
| US$79.5億 | -US$8360萬 | -1% | 2.08% | 14% | 167 | 20.96% | 0.9 |
|
| 344 |
BBA
344
Baker Bros. Advisors
New York
| US$79.4億 | -US$2.24億 | -3% | 4.24% | 449% | 115 | 15.65% | 0.9 |
|
| 345 |
345
JP Morgan Private Wealth Advisors
San Francisco,
California
| US$77.8億 | +US$18.5億 | +31% | 0.71% | 44.8% | 1,130 | 26.19% | 0.7 |
|
| 346 |
346
Horizon Kinetics
New York
| US$77.6億 | -US$2.41億 | -3% | 1.35% | 65.6% | 545 | 7.89% | 1.1 |
|
| 347 |
347
Ariel Investments
Chicago,
Illinois
| US$77.5億 | -US$4.29億 | -5% | 3.65% | 78.1% | 192 | 5.21% | 1.1 |
|
| 348 |
348
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| US$77.2億 | +US$2.93億 | +4% | 0.48% | – | 801 | 4.62% | 1.2 |
|
| 349 |
SA
349
SPO Advisory
San Anselmo,
California
| US$77億 | +US$1.33億 | +2% | 1.23% | 28.4% | 13 | 15.38% | 1.2 |
|
| 350 |
350
Employees Retirement System of Texas
Austin,
Texas
| US$76.1億 | -US$1.62億 | -2% | 0.2% | 110% | 1,041 | 10.37% | 1.1 |
|