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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 501 |
501
Wellcome Trust
London,
United Kingdom
| US$49.4億 | +US$2.8億 | +6% | 2.13% | 59.7% | 28 | 7.14% | 1.7 |
|
| 502 |
502
Madison Investment Holdings
Madison,
Wisconsin
| US$49.4億 | -US$1.62億 | -3% | 1.25% | 48.7% | 243 | 11.11% | 1.5 |
|
| 503 |
503
O'Shaughnessy Asset Management
Stamford,
Connecticut
| US$49.3億 | -US$2.04億 | -4% | 0.09% | 131% | 1,187 | 31.42% | 0.9 |
|
| 504 |
504
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| US$49.2億 | -US$1.77億 | -3% | 0.36% | 132% | 668 | 11.53% | 1.8 |
|
| 505 |
505
Fairholme Capital Management
South Miami,
Florida
| US$49.2億 | -US$4.24億 | -8% | 2.32% | 36.2% | 18 | 16.67% | 1.6 |
|
| 506 |
506
Highland Capital Management (Texas)
Dallas,
Texas
| US$49.1億 | +US$4007萬 | +0.8% | 1.73% | – | 355 | 49.86% | 0.5 |
|
| 507 |
507
CI Global Investments
Oakland,
California
| US$49億 | +US$2.44億 | +5% | 1.45% | 43.5% | 181 | 34.25% | 1 |
|
| 508 |
508
Sustainable Growth Advisers
Stamford,
Connecticut
| US$49億 | +US$5.52億 | +13% | 0.08% | 55.6% | 46 | 13.04% | 1.3 |
|
| 509 |
509
TD Ameritrade Investment Management
Omaha,
Nebraska
| US$48.8億 | +US$2億 | +4% | 0.96% | 13.5% | 87 | 4.6% | 1.9 |
|
| 510 |
510
Altrinsic Global Advisors
Stamford,
Connecticut
| US$48.8億 | +US$2.76億 | +6% | 1.07% | 45% | 92 | 11.96% | 1.5 |
|
| 511 |
511
Rockefeller Financial Services
New York
| US$48.3億 | +US$1.97億 | +4% | 0.54% | 50.6% | 535 | 16.07% | 1.5 |
|
| 512 |
512
Longview Asset Management (Illinois)
Chicago,
Illinois
| US$48.1億 | +US$1.84億 | +4% | 4.05% | 65.3% | 2 | 0% | 2 |
|
| 513 |
513
Trilogy Global Advisors
Winter Park,
Florida
| US$48.1億 | +US$1.53億 | +3% | 0.68% | 42.3% | 91 | 14.29% | 1.3 |
|
| 514 |
514
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| US$48億 | -US$1.59億 | -3% | 1.26% | 153% | 695 | 18.13% | 0.4 |
|
| 515 |
515
AssetMark Inc
Concord,
California
| US$48億 | +US$1.09億 | +2% | 0.86% | 75.1% | 667 | 36.13% | 1 |
|
| 516 |
516
United States Steel & Carnegie Pension Fund
New York
| US$48億 | -US$1.31億 | -3% | 0.14% | 31.6% | 62 | 1.61% | 1.4 |
|
| 517 |
517
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| US$47.8億 | -US$5.92億 | -11% | 0.33% | 78.3% | 2,676 | 35.05% | 1.3 |
|
| 518 |
518
First Quadrant
Glendale,
California
| US$47.6億 | -US$4471萬 | -0.9% | 1.17% | 90.6% | 833 | 16.33% | 1.5 |
|
| 519 |
519
Piedmont Investment Advisors
Durham,
North Carolina
| US$47.3億 | +US$31億 | +190% | 1.39% | 35.4% | 464 | 42.89% | 0.9 |
|
| 520 |
SIM
520
Stelliam Investment Management
New York
| US$47.2億 | +US$2.8億 | +6% | 2.54% | 21.3% | 75 | 37.33% | 0.9 |
|
| 521 |
521
BB&T Securities
Richmond,
Virginia
| US$47.1億 | +US$1.48億 | +3% | 0.04% | 33.1% | 1,182 | 13.79% | 1.4 |
|
| 522 |
522
Oak Ridge Investments
Chicago,
Illinois
| US$47.1億 | +US$2.5億 | +6% | 3.42% | 208% | 156 | 12.82% | 1.4 |
|
| 523 |
523
GLG LLC
New York
| US$47億 | +US$11.9億 | +34% | 1.32% | 43.2% | 716 | 27.93% | 0.9 |
|
| 524 |
524
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| US$46.8億 | -US$3.11億 | -6% | 0.44% | 45.5% | 57 | 1.75% | 1.8 |
|
| 525 |
525
Apex Capital Management
Dayton,
Ohio
| US$46.8億 | +US$4.33億 | +10% | 6.68% | 80.6% | 268 | 11.57% | 1.3 |
|