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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 |
SC
401
Sasco Capital
Fairfield,
Connecticut
| US$61.4億 | +US$2.07億 | +3% | 7.38% | 15.5% | 55 | 7.27% | 0.7 |
|
| 402 |
GTP
402
Global Thematic Partners
New York
| US$61.4億 | -US$3.07億 | -5% | 1.52% | 47.4% | 76 | 18.42% | 0.6 |
|
| 403 |
403
Independent Franchise Partners
London,
United Kingdom
| US$61.3億 | -US$1.67億 | -3% | 0.47% | 46.2% | 21 | 4.76% | 0.8 |
|
| 404 |
404
Trian Fund Management
New York
| US$61億 | +US$1.66億 | +3% | 0.6% | 106% | 12 | 8.33% | 0.6 |
|
| 405 |
405
Brown Capital Management
Baltimore,
Maryland
| US$60.7億 | -US$3865萬 | -0.6% | 1.06% | 107% | 142 | 4.23% | 0.7 |
|
| 406 |
406
Shell Asset Management
The Hague,
Netherlands
| US$60.2億 | +US$1.42億 | +2% | 2.04% | – | 887 | 12.4% | 0.7 |
|
| 407 |
407
Duff & Phelps Investment Management
Chicago,
Illinois
| US$60.1億 | +US$2.81億 | +5% | 7.12% | 48% | 218 | 3.67% | 0.7 |
|
| 408 |
408
Jacobs Levy Equity Management
Florham Park,
New Jersey
| US$59.7億 | -US$6.88億 | -10% | 3.14% | 129% | 1,150 | 42.87% | 0.5 |
|
| 409 |
409
Levin Capital Strategies
New York
| US$59.7億 | -US$2.48億 | -4% | 1.38% | 91.9% | 386 | 32.9% | 0.5 |
|
| 410 |
410
Kohlberg Kravis Roberts & Co
New York
| US$59.6億 | +US$1788萬 | +0.3% | 7.27% | 314% | 176 | 51.14% | 0.2 |
|
| 411 |
411
Group One Trading
Chicago,
Illinois
| US$59.5億 | -US$6.8億 | -10% | 6.97% | 442% | 6,151 | 31.8% | 0.5 |
|
| 412 |
KI
412
Kalmar Investments
Greenville,
Delaware
| US$59.3億 | -US$5882萬 | -1% | 0.01% | 37.4% | 160 | 7.5% | 0.7 |
|
| 413 |
413
Alkeon Capital Management
New York
| US$59.3億 | -US$576萬 | -0.1% | 0.16% | 222% | 81 | 25.93% | 0.5 |
|
| 414 |
414
Numeric Investors
Boston,
Massachusetts
| US$58.8億 | -US$7675萬 | -1% | 5.01% | 71.8% | 1,015 | 50.25% | 0.4 |
|
| 415 |
415
Eton Park Capital Management
New York
| US$58.8億 | +US$5.16億 | +10% | 5.35% | 105% | 70 | 58.57% | 0.3 |
|
| 416 |
PCM
416
Pennant Capital Management
Summit,
New Jersey
| US$58.8億 | +US$3950萬 | +0.7% | 5.43% | 35.2% | 50 | 14% | 0.6 |
|
| 417 |
417
Commerce Bank
Kansas City,
Missouri
| US$58.7億 | +US$1.01億 | +2% | 1.62% | 91.6% | 805 | 7.33% | 0.7 |
|
| 418 |
418
Altrinsic Global Advisors
Stamford,
Connecticut
| US$58.2億 | +US$7181萬 | +1% | 2.64% | 45% | 97 | 13.4% | 0.6 |
|
| 419 |
419
Wilmington Trust
Wilmington,
Delaware
| US$58.1億 | -US$1.03億 | -2% | 1.19% | – | 739 | 11.1% | 0.7 |
|
| 420 |
420
Champlain Investment Partners
Burlington,
Vermont
| US$58.1億 | +US$1.4億 | +2% | 0.43% | 48.5% | 147 | 17.01% | 0.6 |
|
| 421 |
421
Sound Shore Management
Greenwich,
Connecticut
| US$58.1億 | -US$1.32億 | -2% | 3.8% | 93.5% | 59 | 8.47% | 0.7 |
|
| 422 |
422
Keeley Asset Management
Chicago,
Illinois
| US$58.1億 | -US$7312萬 | -1% | 1.38% | 32.2% | 445 | 15.73% | 0.6 |
|
| 423 |
423
Tran Capital Management
San Rafael,
California
| US$57.4億 | -US$964萬 | -0.2% | 0.3% | 173% | 114 | 12.28% | 0.6 |
|
| 424 |
424
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| US$57.2億 | -US$1.02億 | -2% | 3.34% | 45.5% | 55 | 5.45% | 0.7 |
|
| 425 |
425
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| US$57.2億 | -US$2.52億 | -4% | 2.21% | 50.2% | 303 | 8.58% | 0.7 |
|