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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
551
Fjarde Ap-fonden
Stockholm,
Sweden
| US$43.5億 | -US$2.65億 | -6% | 2.06% | – | 629 | 2.38% | 1.7 |
|
| 552 |
552
Sustainable Growth Advisers
Stamford,
Connecticut
| US$43.5億 | -US$8042萬 | -2% | 3.13% | 55.6% | 46 | 13.04% | 1.2 |
|
| 553 |
553
Clal Insurance
Tel-Aviv,
Israel
| US$43.4億 | +US$1.51億 | +4% | 4.2% | 202% | 142 | 23.94% | 0.2 |
|
| 554 |
554
PAR Capital Management
Boston,
Massachusetts
| US$43.4億 | +US$607萬 | +0.1% | 5.29% | 138% | 77 | 18.18% | 1 |
|
| 555 |
555
Hermes Investment Management
London Uk,
United Kingdom
| US$43.1億 | +US$4.24億 | +11% | 3.11% | 61.2% | 238 | 8.82% | 1.6 |
|
| 556 |
556
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| US$43.1億 | +US$5679萬 | +1% | 1.69% | 137% | 1,033 | 2.81% | 1.6 |
|
| 557 |
557
Honeywell International
Charlotte,
North Carolina
| US$42.5億 | -US$1.37億 | -3% | 0.35% | 39.4% | 209 | 27.75% | 1.1 |
|
| 558 |
558
Disciplined Growth Investors
Minneapolis,
Minnesota
| US$42.5億 | +US$3740萬 | +0.9% | 3.42% | 186% | 97 | 10.31% | 1.5 |
|
| 559 |
559
Apex Capital Management
Dayton,
Ohio
| US$42.4億 | +US$4.92億 | +13% | 9.07% | 80.6% | 270 | 15.93% | 1.2 |
|
| 560 |
560
James Investment Research
Alpha,
Ohio
| US$42.4億 | +US$5.75億 | +16% | 5.03% | 110% | 547 | 14.08% | 1.3 |
|
| 561 |
561
MSD Partners
New York
| US$42.3億 | +US$236萬 | +0.1% | 13.2% | 3.5% | 82 | 34.15% | 0.8 |
|
| 562 |
562
Ivory Investment Management
New York
| US$42.3億 | +US$11.2億 | +36% | 1.15% | 32.8% | 107 | 61.68% | 0.4 |
|
| 563 |
563
WBI Investments
Red Bank,
New Jersey
| US$42.3億 | +US$5.58億 | +15% | 1.1% | 97.3% | 303 | 68.65% | 0.2 |
|
| 564 |
564
Martingale Asset Management
Boston,
Massachusetts
| US$41.8億 | +US$5.75億 | +16% | 3.35% | 88.6% | 953 | 22.56% | 1.1 |
|
| 565 |
565
Congress Asset Management
Boston,
Massachusetts
| US$41.7億 | +US$2.44億 | +6% | 6% | 143% | 249 | 12.85% | 1.4 |
|
| 566 |
566
Castleark Management
Chicago,
Illinois
| US$41.5億 | +US$2.66億 | +7% | 9.86% | 248% | 413 | 31.96% | 0.9 |
|
| 567 |
567
Norinchukin Bank
Tokyo,
Japan
| US$41.3億 | +US$3538萬 | +0.9% | 0.92% | 93.3% | 537 | 4.84% | 1.5 |
|
| 568 |
568
Marathon Asset Management (UK)
London,
United Kingdom
| US$41.3億 | -US$2965萬 | -0.7% | 0.34% | 94.3% | 75 | 9.33% | 1.3 |
|
| 569 |
569
GMT Capital
Atlanta,
Georgia
| US$41.3億 | +US$5984萬 | +1% | 0.33% | 200% | 110 | 30.91% | 0.9 |
|
| 570 |
570
Meritage Group
San Francisco,
California
| US$41.2億 | -US$6.58億 | -14% | 6.27% | 22.1% | 35 | 34.29% | 0.9 |
|
| 571 |
571
Huntington National Bank
Columbus,
Ohio
| US$40.9億 | -US$9367萬 | -2% | 0.93% | 105% | 1,898 | 21.65% | 0.8 |
|
| 572 |
572
New England Asset Management
Farmington,
Connecticut
| US$40.8億 | +US$1566萬 | +0.4% | 0.66% | 55.6% | 189 | 33.33% | 1.1 |
|
| 573 |
573
DF Dent & Co
Baltimore,
Maryland
| US$40.5億 | -US$6172萬 | -1% | 1.87% | 47.1% | 173 | 8.67% | 1.5 |
|
| 574 |
574
Nippon Life Insurance
Tokyo,
Japan
| US$40.4億 | -US$3410萬 | -0.8% | 0.26% | 43.3% | 305 | 4.59% | 1.5 |
|
| 575 |
575
PDT Partners
New York
| US$40.3億 | +US$29.7億 | +282% | 5.4% | 211% | 1,519 | 71.76% | 0.3 |
|