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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
Veritable
Wilmington,
Delaware
| US$64.6億 | +US$3.69億 | +6% | 6.87% | 48.8% | 926 | 7.45% | 5.6 |
|
| 527 |
527
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| US$64.6億 | +US$16.2億 | +33% | 6.63% | 101% | 71 | 18.31% | 4.4 |
|
| 528 |
528
ValueAct Holdings
San Francisco,
California
| US$64.3億 | +US$2.9億 | +5% | 6.17% | 78.7% | 9 | 0% | 3.4 |
|
| 529 |
529
OMERS Administration Corp
Toronto,
Ontario, Canada
| US$64.3億 | -US$5978萬 | -0.9% | 5.11% | 106% | 314 | 28.34% | 2 |
|
| 530 |
530
Soros Fund Management
New York
| US$64.1億 | -US$7539萬 | -1% | 2.77% | 90.1% | 226 | 43.81% | 0.9 |
|
| 531 |
531
Stephens Investment Management Group
Houston,
Texas
| US$64.1億 | +US$4.33億 | +7% | 8.71% | 160% | 181 | 9.94% | 5 |
|
| 532 |
532
Savant Capital
Rockford,
Illinois
| US$63.9億 | +US$10.2億 | +19% | 4.04% | 61.2% | 813 | 13.78% | 3.4 |
|
| 533 |
533
General Atlantic
New York
| US$63.4億 | -US$22.6億 | -26% | 11% | 168% | 33 | 15.15% | 1.7 |
|
| 534 |
534
Cetera Advisors
Denver,
Colorado
| US$63.4億 | +US$3.39億 | +6% | 5.62% | 27.6% | 1,803 | 16.81% | 3.2 |
|
| 535 |
535
Welch & Forbes
Boston,
Massachusetts
| US$63.4億 | +US$4.34億 | +7% | 8.96% | 73.7% | 381 | 5.77% | 6.2 |
|
| 536 |
536
Ruane, Cunniff & Goldfarb
New York
| US$63.4億 | +US$2.19億 | +4% | 9.79% | 79.3% | 34 | 8.82% | 4.6 |
|
| 537 |
537
Longview Asset Management (Illinois)
Chicago,
Illinois
| US$63.4億 | -US$3.7億 | -6% | 5.5% | 65.3% | 2 | 0% | 10 |
|
| 538 |
538
Park Avenue Securities
New York
| US$63.2億 | +US$5億 | +9% | 4.88% | 77.7% | 757 | 13.34% | 2.6 |
|
| 539 |
539
Blue Trust Inc
Alpharetta,
Georgia
| US$63億 | +US$2.09億 | +3% | 3.02% | 53% | 2,684 | 26.75% | 0.8 |
|
| 540 |
540
Conestoga Capital Advisors
Wayne,
Pennsylvania
| US$63億 | +US$3.28億 | +5% | 7.89% | 47.8% | 131 | 5.34% | 5.8 |
|
| 541 |
541
Thompson Siegel & Walmsley
Richmond,
Virginia
| US$62.8億 | +US$9818萬 | +2% | 3.96% | 32.4% | 569 | 8.61% | 5.6 |
|
| 542 |
542
Wedge Capital Management
Charlotte,
North Carolina
| US$62.8億 | +US$3.53億 | +6% | 8.8% | 150% | 536 | 26.31% | 3 |
|
| 543 |
543
Mather Group
Chicago,
Illinois
| US$62.7億 | +US$6.43億 | +11% | 5.74% | 54.1% | 660 | 28.79% | 1.6 |
|
| 544 |
544
HB Wealth Management
Atlanta,
Georgia
| US$62.7億 | +US$5.01億 | +9% | 6.26% | 78.2% | 766 | 11.49% | 1.1 |
|
| 545 |
545
First Command Advisory Services
Fort Worth,
Texas
| US$62.3億 | +US$3.85億 | +7% | 8.45% | 65.8% | 187 | 81.82% | 0.8 |
|
| 546 |
546
Meitav Investment House
Bene-Beraq,
Israel
| US$62.3億 | +US$4.42億 | +8% | 7.25% | 131% | 548 | 38.5% | 1.7 |
|
| 547 |
547
Ceredex Value Advisors
Orlando,
Florida
| US$62.1億 | -US$2.17億 | -3% | 3.42% | 82.3% | 192 | 35.94% | 1.3 |
|
| 548 |
548
Douglas Lane & Associates
New York
| US$61.9億 | +US$1.8億 | +3% | 7.05% | 91.9% | 241 | 5.39% | 4.9 |
|
| 549 |
549
DSM Capital Partners
Palm Beach Gardens,
Florida
| US$61.8億 | +US$6896萬 | +1% | 11.5% | 148% | 59 | 6.78% | 2.8 |
|
| 550 |
550
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| US$61.8億 | +US$4.53億 | +8% | 11.1% | – | 167 | 6.59% | 3.4 |
|