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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 |
ROIC
526
Route One Investment Company
San Francisco,
California
| US$47.1億 | +US$12.5億 | +36% | 4.94% | 80.9% | 14 | 7.14% | 2.3 |
|
| 527 |
527
Luminus Management
Houston,
Texas
| US$47.1億 | +US$9.33億 | +25% | 4.91% | 8.7% | 201 | 60.2% | 0.6 |
|
| 528 |
528
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| US$46.8億 | +US$2.69億 | +6% | 8.94% | 25.5% | 6 | 50% | 1.4 |
|
| 529 |
529
Valmark Advisers
Akron,
Ohio
| US$46.6億 | +US$3.87億 | +9% | 3.3% | 43.2% | 191 | 59.16% | 1.2 |
|
| 530 |
FP
530
FPR Partners
San Francisco,
California
| US$46.6億 | +US$4296萬 | +0.9% | 0.88% | 33% | 19 | 5.26% | 2.8 |
|
| 531 |
531
Hudson Bay Capital Management
Stamford,
Connecticut
| US$46.5億 | +US$6.33億 | +16% | 5.92% | 132% | 613 | 61.66% | 0.4 |
|
| 532 |
532
Oxford Asset Management
Oxford,
United Kingdom
| US$46.4億 | -US$5.49億 | -11% | 6.67% | – | 2,053 | 49.34% | 0.5 |
|
| 533 |
533
Boston Advisors
Boston,
Massachusetts
| US$46.3億 | +US$2.17億 | +5% | 8.49% | 73.8% | 695 | 17.12% | 2.3 |
|
| 534 |
534
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| US$46.1億 | +US$3.59億 | +8% | 7% | 115% | 849 | 4.36% | 3.7 |
|
| 535 |
535
Comgest Global Investors
Paris,
France
| US$46億 | +US$3.02億 | +7% | 7.87% | 60.2% | 62 | 12.9% | 2 |
|
| 536 |
MCIM
536
Meadow Creek Investment Management
Atlanta,
Georgia
| US$46億 | +US$3.06億 | +7% | 8.14% | 53.3% | 1,343 | 5.06% | 0.9 |
|
| 537 |
537
Nicholas Company
Milwaukee,
Wisconsin
| US$46億 | +US$1.09億 | +2% | 6.08% | 65.7% | 221 | 8.14% | 2.5 |
|
| 538 |
538
Miller Howard Investments
Kingston,
New York
| US$46億 | -US$2.51億 | -5% | 3.1% | 73.4% | 197 | 15.23% | 2.6 |
|
| 539 |
539
Voloridge Investment Management
Jupiter,
Florida
| US$45.9億 | +US$1.1億 | +2% | 7.84% | 104% | 674 | 75.67% | 0.2 |
|
| 540 |
540
Zacks Investment Management
Chicago,
Illinois
| US$45.9億 | +US$3.16億 | +7% | 6.97% | 123% | 696 | 36.78% | 1.4 |
|
| 541 |
541
Shapiro Capital Management
Atlanta,
Georgia
| US$45.7億 | +US$1.69億 | +4% | 6.56% | 40.7% | 97 | 18.56% | 2 |
|
| 542 |
MC
542
Maplelane Capital
New York
| US$45.6億 | -US$5.24億 | -10% | 7.37% | 295% | 213 | 66.2% | 0.4 |
|
| 543 |
543
Handelsbanken Fonder
Stockholm,
Sweden
| US$45.6億 | +US$2.42億 | +6% | 6.2% | 138% | 224 | 25.45% | 1.2 |
|
| 544 |
544
Churchill Management
Los Angeles,
California
| US$45.6億 | +US$4.9億 | +12% | 6.86% | 84.4% | 139 | 25.9% | 1.3 |
|
| 545 |
545
Great Lakes Advisors
Chicago,
Illinois
| US$45.5億 | +US$2.97億 | +7% | 6.88% | 99.5% | 641 | 20.9% | 2.3 |
|
| 546 |
546
Segall Bryant & Hamill
Chicago,
Illinois
| US$45.4億 | +US$2.37億 | +6% | 7.32% | 115% | 607 | 13.34% | 3 |
|
| 547 |
547
Salient Capital Advisors
Houston,
Texas
| US$45.3億 | +US$284萬 | +0.1% | 1.37% | 57.3% | 60 | 18.33% | 3.3 |
|
| 548 |
548
Swan Global Investments
Durango,
Colorado
| US$45.3億 | +US$2.07億 | +5% | 5.49% | 62.5% | 25 | 12% | 2.6 |
|
| 549 |
549
South Dakota Investment Council
Sioux Falls,
South Dakota
| US$45.2億 | -US$4.17億 | -8% | 6.87% | 76.5% | 625 | 11.2% | 2.2 |
|
| 550 |
550
Bain Capital Investors
Boston,
Massachusetts
| US$45.1億 | -US$6.56億 | -13% | 7.11% | 91.1% | 10 | 20% | 3 |
|