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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 426 |
426
Boston Trust Walden
Boston,
Massachusetts
| US$65.9億 | -US$2.31億 | -3% | 0.84% | 70.2% | 396 | 6.57% | 3.2 |
|
| 427 |
427
Fjarde Ap-fonden
Stockholm,
Sweden
| US$65.5億 | -US$4919萬 | -0.7% | 0.24% | – | 637 | 1.57% | 4 |
|
| 428 |
428
C WorldWide Group
Copenhagen,
Denmark
| US$65.1億 | -US$4.04億 | -6% | 0.86% | 73.4% | 128 | 5.47% | 2.1 |
|
| 429 |
429
Santa Barbara Asset Management
Los Angeles,
California
| US$65.1億 | -US$1.03億 | -2% | 2.59% | 41.9% | 54 | 1.85% | 3.3 |
|
| 430 |
430
Marathon Asset Management (UK)
London,
United Kingdom
| US$64.7億 | -US$1929萬 | -0.3% | 1.91% | 94.3% | 104 | 5.77% | 2.8 |
|
| 431 |
431
Mutual of America Capital Management
New York
| US$64.7億 | -US$8990萬 | -1% | 0.07% | 134% | 1,230 | 4.15% | 3.8 |
|
| 432 |
432
Artemis Investment Management
Edinburgh,
United Kingdom
| US$64.6億 | +US$4.56億 | +8% | 1.88% | 279% | 255 | 25.88% | 1.3 |
|
| 433 |
433
Personal Capital Advisors
Redwood City,
California
| US$64.2億 | +US$5.6億 | +10% | 0.88% | 17.6% | 287 | 20.56% | 2 |
|
| 434 |
434
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| US$64.2億 | -US$2.13億 | -3% | 2.93% | 90.1% | 2,270 | 11.28% | 0.8 |
|
| 435 |
435
Duff & Phelps Investment Management
Chicago,
Illinois
| US$64.1億 | -US$5.85億 | -8% | 6.03% | 48% | 254 | 6.69% | 3.6 |
|
| 436 |
436
Centersquare Investment Management
Conshohocken,
Pennsylvania
| US$64億 | – | – | 8.01% | 37.1% | 108 | – | 0 |
|
| 437 |
GA
437
Greenhaven Associates
Purchase,
New York
| US$63.6億 | -US$2.7億 | -4% | 5.35% | 90.1% | 25 | 16% | 2.4 |
|
| 438 |
438
Paloma Partners
Greenwich,
Connecticut
| US$63.5億 | -US$10.8億 | -15% | 0.84% | 314% | 2,468 | 49.59% | 0.9 |
|
| 439 |
439
Oaktree Capital Management
Los Angeles,
California
| US$63億 | -US$7648萬 | -1% | 2.91% | 88% | 213 | 7.04% | 1.2 |
|
| 440 |
440
Cambiar Investors
Denver,
Colorado
| US$63億 | -US$8267萬 | -1% | 3.53% | 61.1% | 184 | 18.48% | 1.6 |
|
| 441 |
441
Squarepoint
New York
| US$63億 | +US$5.58億 | +10% | 0.72% | 88.4% | 2,519 | 54.07% | 0.5 |
|
| 442 |
442
SB Investment Advisers (UK)
London,
United Kingdom
| US$62.2億 | +US$10.2億 | +20% | 19.6% | 42.4% | 1 | 0% | 1 |
|
| 443 |
443
Highbridge Capital Management
New York
| US$61.9億 | +US$5.81億 | +10% | 0.8% | 55.8% | 2,016 | 64.83% | 0.4 |
|
| 444 |
444
NWQ Investment Management Company
Los Angeles,
California
| US$61.9億 | -US$15.2億 | -20% | 2% | 3.5% | 202 | 15.35% | 2.4 |
|
| 445 |
445
Sound Shore Management
Greenwich,
Connecticut
| US$61.8億 | -US$3.87億 | -6% | 0.69% | 93.5% | 37 | 8.11% | 2.5 |
|
| 446 |
446
Soros Fund Management
New York
| US$61.6億 | +US$17.8億 | +41% | 1% | 90.1% | 320 | 69.06% | 0.3 |
|
| 447 |
447
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| US$61.2億 | -US$1.03億 | -2% | 0.56% | 113% | 162 | 17.28% | 2.3 |
|
| 448 |
NC
448
Northern Cross
Boston,
Massachusetts
| US$60.9億 | -US$16.1億 | -21% | 1.63% | 89.2% | 14 | 0% | 2.4 |
|
| 449 |
449
Polar Asset Management Partners
Toronto,
Ontario, Canada
| US$60.6億 | -US$2.69億 | -4% | 0.03% | 102% | 442 | 43.67% | 0.7 |
|
| 450 |
450
Rockefeller Capital Management
New York
| US$60.5億 | – | – | 0.71% | 101% | 527 | – | 0 |
|