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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 401 |
KI
401
Kalmar Investments
Greenville,
Delaware
| US$59.9億 | +US$3.33億 | +6% | 11.2% | 37.4% | 165 | 13.94% | 0.5 |
|
| 402 |
402
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| US$59.7億 | +US$6.33億 | +12% | 9.26% | 46.3% | 296 | 10.81% | 0.4 |
|
| 403 |
403
Numeric Investors
Boston,
Massachusetts
| US$59.6億 | +US$5.53億 | +10% | 13.4% | 71.8% | 992 | 49.7% | 0.3 |
|
| 404 |
404
Kohlberg Kravis Roberts & Co
New York
| US$59.5億 | +US$6.51億 | +12% | 17.8% | 257% | 130 | 71.54% | 0.1 |
|
| 405 |
405
Sound Shore Management
Greenwich,
Connecticut
| US$59.4億 | +US$5.66億 | +11% | 11.1% | 93.5% | 62 | 14.52% | 0.4 |
|
| 406 |
406
TD Securities (USA)
New York
| US$59.4億 | +US$6.88億 | +13% | 10.4% | 42.3% | 528 | 2.84% | 0.5 |
|
| 407 |
SC
407
Sasco Capital
Fairfield,
Connecticut
| US$59.4億 | +US$4.74億 | +9% | 9.41% | 15.5% | 53 | 0% | 0.5 |
|
| 408 |
408
Alkeon Capital Management
New York
| US$59.3億 | +US$8.09億 | +16% | 10.8% | 222% | 89 | 42.7% | 0.3 |
|
| 409 |
409
Sentry Investments
Toronto,
Ontario, Canada
| US$59.3億 | +US$7.59億 | +15% | 6.07% | 14% | 142 | 23.24% | 0.4 |
|
| 410 |
410
Trian Fund Management
New York
| US$59.3億 | +US$4.71億 | +9% | 10.5% | 106% | 11 | 9.09% | 0.5 |
|
| 411 |
411
Wilmington Trust
Wilmington,
Delaware
| US$59.2億 | +US$1.99億 | +3% | 8.52% | – | 723 | 12.03% | 0.4 |
|
| 412 |
412
Keeley Asset Management
Chicago,
Illinois
| US$58.8億 | +US$4.48億 | +8% | 11.2% | 32.2% | 439 | 16.17% | 0.4 |
|
| 413 |
413
Shell Asset Management
The Hague,
Netherlands
| US$58.8億 | +US$4.33億 | +8% | 8.74% | – | 859 | 7.1% | 0.5 |
|
| 414 |
414
Creative Planning
Overland Park,
Kansas
| US$58.6億 | +US$8.13億 | +16% | 5.55% | 69.2% | 3,726 | 17.63% | 0.4 |
|
| 415 |
415
Relational Investors
San Diego,
California
| US$58.5億 | -US$1.3億 | -2% | 13.8% | – | 21 | 28.57% | 0.4 |
|
| 416 |
416
Lasalle Investment Management Securities
Baltimore,
Maryland
| US$58.5億 | -US$1.98億 | -3% | 1.68% | 30% | 49 | 12.24% | 0.4 |
|
| 417 |
PCM
417
Pennant Capital Management
Summit,
New Jersey
| US$58.4億 | +US$2.58億 | +5% | 14% | 35.2% | 53 | 20.75% | 0.4 |
|
| 418 |
418
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| US$58.2億 | +US$3.15億 | +6% | 7.4% | 47.8% | 57 | 8.77% | 0.5 |
|
| 419 |
419
Baird
Milwaukee,
Wisconsin
| US$58.1億 | +US$4.45億 | +8% | 8.58% | – | 1,187 | 17.86% | 0.4 |
|
| 420 |
420
Third Point
New York
| US$58億 | +US$17.1億 | +42% | 14.7% | 159% | 55 | 50.91% | 0.2 |
|
| 421 |
421
Platinum Investment Management
Sydney Australia 2000,
Australia
| US$57.8億 | +US$2.96億 | +5% | 11.7% | 190% | 90 | 12.22% | 0.4 |
|
| 422 |
422
Commerce Bank
Kansas City,
Missouri
| US$57.7億 | +US$2.3億 | +4% | 9.08% | 105% | 807 | 9.91% | 0.5 |
|
| 423 |
423
Heartland Advisors
Milwaukee,
Wisconsin
| US$57.6億 | +US$2.67億 | +5% | 11.8% | 83.7% | 282 | 20.21% | 0.4 |
|
| 424 |
424
Tran Capital Management
San Rafael,
California
| US$57.5億 | +US$7.96億 | +16% | 10.4% | 173% | 114 | 11.4% | 0.4 |
|
| 425 |
425
Altrinsic Global Advisors
Stamford,
Connecticut
| US$57.5億 | -US$1.11億 | -2% | 6.66% | 45% | 96 | 14.58% | 0.4 |
|