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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
Honeywell International
Charlotte,
North Carolina
| US$39.7億 | +US$2.77億 | +8% | 5.79% | 39.4% | 210 | 13.81% | 1.3 |
|
| 552 |
552
Disciplined Growth Investors
Minneapolis,
Minnesota
| US$39.7億 | +US$6616萬 | +2% | 4.06% | 186% | 91 | 3.3% | 2.1 |
|
| 553 |
ID
553
Integral Derivatives
New York
| US$39.7億 | +US$3.24億 | +9% | 9.75% | 45.8% | 1,337 | 41.06% | 0.9 |
|
| 554 |
554
Anchor Capital Advisors
Boston,
Massachusetts
| US$39.5億 | +US$3573萬 | +0.9% | 5.12% | 64.3% | 317 | 18.93% | 1.9 |
|
| 555 |
555
Huntington National Bank
Columbus,
Ohio
| US$39.5億 | +US$1.34億 | +4% | 6.27% | 105% | 1,852 | 10.91% | 1.3 |
|
| 556 |
556
Norinchukin Bank
Tokyo,
Japan
| US$39.4億 | +US$1.08億 | +3% | 7.01% | 93.3% | 531 | 6.59% | 2.2 |
|
| 557 |
557
PointState Capital
New York
| US$39.3億 | +US$3.6億 | +10% | 5.56% | 158% | 121 | 55.37% | 0.7 |
|
| 558 |
PCM
558
Pennant Capital Management
Summit,
New Jersey
| US$39.3億 | -US$8億 | -17% | 3.25% | 35.2% | 39 | 10.26% | 1.4 |
|
| 559 |
559
Nippon Life Insurance
Tokyo,
Japan
| US$39.2億 | +US$1.36億 | +4% | 3.6% | 26% | 314 | 7.01% | 2 |
|
| 560 |
560
HL Financial Services
Louisville,
Kentucky
| US$39.1億 | +US$3.66億 | +10% | 6.58% | 42.6% | 685 | 14.45% | 1.8 |
|
| 561 |
561
Energy Income Partners
Westport,
Connecticut
| US$38.9億 | -US$4.57億 | -10% | 3.19% | 66.9% | 73 | 12.33% | 1.9 |
|
| 562 |
562
Valmark Advisers
Akron,
Ohio
| US$38.9億 | -US$2.42億 | -6% | 1.72% | 43.2% | 69 | 15.94% | 1.7 |
|
| 563 |
HCM
563
Holland Capital Management
Chicago,
Illinois
| US$38.9億 | +US$3837萬 | +1% | 7.82% | 46.6% | 75 | 9.33% | 2 |
|
| 564 |
564
GMT Capital
Atlanta,
Georgia
| US$38.8億 | -US$6420萬 | -2% | 7.01% | 200% | 144 | 34.72% | 1.2 |
|
| 565 |
565
New South Capital Management
Memphis,
Tennessee
| US$38.8億 | -US$8965萬 | -2% | 2.77% | 106% | 66 | 6.06% | 2.2 |
|
| 566 |
566
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| US$38.7億 | +US$3.29億 | +9% | 5.87% | 78.3% | 1,505 | 17.54% | 1.6 |
|
| 567 |
567
OMERS Administration Corp
Toronto,
Ontario, Canada
| US$38.7億 | +US$4.38億 | +13% | 6.87% | 106% | 618 | 59.39% | 0.4 |
|
| 568 |
568
Truist Financial
Charlotte,
North Carolina
| US$38.6億 | +US$813萬 | +0.2% | 5.23% | 78.7% | 849 | 11.54% | 1.9 |
|
| 569 |
569
Altrinsic Global Advisors
Stamford,
Connecticut
| US$38.5億 | -US$4.59億 | -11% | 5.67% | 45% | 90 | 11.11% | 1.8 |
|
| 570 |
570
Trilogy Global Advisors
Winter Park,
Florida
| US$38.4億 | +US$1.39億 | +4% | 7.56% | 42.3% | 87 | 17.24% | 1.5 |
|
| 571 |
571
Donald Smith & Co
New York
| US$38.4億 | +US$5.28億 | +16% | 2.39% | 152% | 78 | 16.67% | 1.7 |
|
| 572 |
572
Apollo Management Holdings
New York
| US$38.3億 | -US$2.49億 | -6% | 0.66% | 184% | 102 | 42.16% | 0.8 |
|
| 573 |
ABC
573
Anchor Bolt Capital
Chicago,
Illinois
| US$38.2億 | +US$8.16億 | +27% | 6.16% | 3.04% | 79 | 27.85% | 1.2 |
|
| 574 |
574
Cortland Advisers
Wilmington,
Delaware
| US$38.2億 | -US$1.94億 | -5% | 1.61% | 40.5% | 33 | 6.06% | 1.7 |
|
| 575 |
575
Fjarde Ap-fonden
Stockholm,
Sweden
| US$38.1億 | +US$2.14億 | +6% | 7.34% | – | 645 | 5.12% | 2.2 |
|