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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
526
Lakewood Capital Management
New York
| US$44.2億 | +US$23.5億 | +114% | 10.5% | 45.4% | 44 | 25% | 1.2 |
|
| 527 |
527
Chickasaw Capital Management
Memphis,
Tennessee
| US$44.2億 | +US$3.54億 | +9% | 8.12% | 83.6% | 101 | 7.92% | 2.7 |
|
| 528 |
528
Appaloosa LP
Short Hills,
New Jersey
| US$44億 | +US$6.01億 | +16% | 7.07% | 293% | 50 | 42% | 0.3 |
|
| 529 |
529
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| US$43.7億 | +US$2074萬 | +0.5% | 2.61% | 43.6% | 670 | 12.39% | 2.5 |
|
| 530 |
AIM
530
Assured Investment Management
New York
| US$43.7億 | +US$4896萬 | +1% | 5.33% | 18.3% | 760 | 46.58% | 0.6 |
|
| 531 |
531
Scharf Investments
Los Gatos,
California
| US$43.1億 | -US$1.43億 | -3% | 3.25% | 55% | 57 | 31.58% | 1.8 |
|
| 532 |
532
CI Global Investments
Oakland,
California
| US$42.9億 | +US$1.82億 | +4% | 6.42% | 43.5% | 130 | 28.46% | 1.4 |
|
| 533 |
533
HL Financial Services
Louisville,
Kentucky
| US$42.9億 | +US$5705萬 | +1% | 2.51% | 42.6% | 705 | 16.03% | 2.2 |
|
| 534 |
PIM
534
Platinum Investment Management
Sydney Australia 2000,
Australia
| US$42.9億 | +US$2.47億 | +6% | 11.9% | 190% | 87 | 22.99% | 1.9 |
|
| 535 |
535
O'Shaughnessy Asset Management
Stamford,
Connecticut
| US$42.7億 | +US$4.1億 | +11% | 7.57% | 131% | 1,032 | 24.71% | 1.1 |
|
| 536 |
536
Tudor Investment Corp
Stamford,
Connecticut
| US$42.7億 | -US$4.53億 | -10% | 9.84% | 109% | 1,950 | 46.82% | 0.9 |
|
| 537 |
537
Synovus Financial
Columbus,
Georgia
| US$42.5億 | -US$7772萬 | -2% | 0.1% | 68.4% | 1,098 | 13.48% | 2.3 |
|
| 538 |
538
Wealthfront
Palo Alto,
California
| US$42.2億 | +US$5.92億 | +16% | 4.09% | 33.6% | 396 | 16.41% | 1.6 |
|
| 539 |
539
Disciplined Growth Investors
Minneapolis,
Minnesota
| US$42.1億 | +US$2.34億 | +6% | 11.2% | 186% | 91 | 8.79% | 2.7 |
|
| 540 |
540
Virtu KCG Holdings
New York
| US$42.1億 | -US$6.01億 | -13% | 5.21% | 12% | 3,922 | 47.91% | 0.7 |
|
| 541 |
541
Samlyn Capital
New York
| US$42億 | +US$1226萬 | +0.3% | 9.55% | 148% | 164 | 64.63% | 0.6 |
|
| 542 |
SAM
542
Sentinel Asset Management
Montpelier,
Vermont
| US$42億 | -US$3854萬 | -0.9% | 5.93% | 18.3% | 204 | 9.8% | 2.3 |
|
| 543 |
543
New South Capital Management
Memphis,
Tennessee
| US$41.7億 | +US$1.21億 | +3% | 4.32% | 106% | 69 | 5.8% | 2.7 |
|
| 544 |
544
Norinchukin Bank
Tokyo,
Japan
| US$41.6億 | +US$5506萬 | +1% | 3.61% | 93.3% | 527 | 2.85% | 2.7 |
|
| 545 |
545
Advisor Group
Phoenix,
Arizona
| US$41.6億 | +US$3.56億 | +9% | 3.22% | 39.5% | 4,889 | 10.15% | 0.2 |
|
| 546 |
546
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| US$41.6億 | +US$3.12億 | +8% | 6.96% | 153% | 702 | 13.53% | 1.2 |
|
| 547 |
547
Hudson Bay Capital Management
Stamford,
Connecticut
| US$41.5億 | +US$9.17億 | +28% | 11.8% | 132% | 576 | 64.93% | 0.2 |
|
| 548 |
TIAAOA
548
Teachers Insurance & Annuity Association of America
New York
| US$41.4億 | +US$18.8億 | +83% | 0.41% | – | 236 | 5.93% | 2.4 |
|
| 549 |
549
Mondrian Investment Partners
London,
United Kingdom
| US$40.9億 | -US$1.43億 | -3% | 3.71% | – | 144 | 10.42% | 1.9 |
|
| 550 |
CRC
550
Cedar Rock Capital
London,
United Kingdom
| US$40.8億 | -US$1.14億 | -3% | 3% | 90.7% | 6 | 0% | 3 |
|