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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 576 |
576
Whittier Trust
South Pasadena,
California
| US$49.5億 | -US$9.8億 | -17% | 14.7% | 112% | 1,810 | 9.94% | 4.7 |
|
| 577 |
577
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| US$49.4億 | -US$7.85億 | -14% | 11.9% | 62.3% | 1,354 | 22.75% | 1.2 |
|
| 578 |
578
Bartlett & Co
Cincinnati,
Ohio
| US$49.4億 | -US$7.84億 | -14% | 11.9% | 30.8% | 1,354 | 22.75% | 2.1 |
|
| 579 |
579
Natixis Investment Managers International
Paris,
France
| US$49.1億 | -US$8.07億 | -14% | 14.2% | 34.7% | 515 | 17.67% | 0.8 |
|
| 580 |
580
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
| US$49億 | -US$4.21億 | -8% | 13.1% | 53.5% | 7 | 0% | 3.3 |
|
| 581 |
581
Phoenix Financial
Givatayim,
Israel
| US$48.9億 | -US$10.6億 | -18% | 17.7% | 144% | 445 | 24.72% | 1.1 |
|
| 582 |
582
HB Wealth Management
Atlanta,
Georgia
| US$48.8億 | -US$5.18億 | -10% | 13.3% | 78.2% | 637 | 17.27% | 0.4 |
|
| 583 |
583
Troy Asset Management
London,
United Kingdom
| US$48.7億 | -US$7.48億 | -13% | 15% | 53.9% | 37 | 2.7% | 3.7 |
|
| 584 |
584
Deerfield Management
New York
| US$48.5億 | +US$3.75億 | +8% | 2.77% | 277% | 140 | 20% | 1.1 |
|
| 585 |
585
Insight Holdings Group
New York
| US$48.3億 | -US$25.5億 | -35% | 30% | 111% | 24 | 16.67% | 0.8 |
|
| 586 |
586
Cerberus Capital Management
New York
| US$48.2億 | -US$14.8億 | -24% | 18.3% | 22.4% | 7 | 0% | 1 |
|
| 587 |
587
Zimmer Partners
New York
| US$48億 | -US$21.8億 | -31% | 14.8% | 67.7% | 135 | 53.33% | 0.7 |
|
| 588 |
588
Mondrian Investment Partners
London,
United Kingdom
| US$47.9億 | -US$8198萬 | -2% | 7.4% | – | 124 | 37.1% | 4.1 |
|
| 589 |
589
Wealthspire Advisors (New York)
New York
| US$47.8億 | +US$3.38億 | +8% | 13.8% | 59% | 529 | 25.14% | 1.5 |
|
| 590 |
590
Bain Capital Investors
Boston,
Massachusetts
| US$47.8億 | -US$21.3億 | -31% | 27.9% | 91.1% | 5 | 0% | 2 |
|
| 591 |
591
Horizon Kinetics Asset Management
New York
| US$47.8億 | -US$1.88億 | -4% | 2.11% | 192% | 356 | 8.71% | 2.6 |
|
| 592 |
592
Atria Investments
Charlotte,
North Carolina
| US$47.7億 | -US$9.43億 | -17% | 11.5% | 83.9% | 910 | 24.07% | 2.2 |
|
| 593 |
WPL
593
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| US$47.6億 | +US$781萬 | +0.2% | 20.4% | 98.4% | 10 | 10% | 2.2 |
|
| 594 |
594
Nan Shan Life Insurance
Taipei City,
Taiwan
| US$47.6億 | -US$9.45億 | -17% | 17.4% | 41% | 97 | 18.56% | 2.1 |
|
| 595 |
595
Folketrygdfondet
Oslo Norway,
Norway
| US$47.6億 | +US$45.9億 | +2,693% | 6.74% | 30.6% | 10 | 0% | 6.2 |
|
| 596 |
596
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| US$47.5億 | -US$13.6億 | -22% | 17.2% | 126% | 820 | 28.17% | 1.6 |
|
| 597 |
597
Fiduciary Trust
Boston,
Massachusetts
| US$47.5億 | -US$8.3億 | -15% | 13.7% | 76.6% | 690 | 13.19% | 4.9 |
|
| 598 |
598
Evercore Wealth Management
New York
| US$47.4億 | -US$9.12億 | -16% | 14.1% | 84.8% | 438 | 12.1% | 5.9 |
|
| 599 |
599
Southeastern Asset Management
Memphis,
Tennessee
| US$47.4億 | -US$9.16億 | -16% | 15.9% | 26.7% | 41 | 19.51% | 2.3 |
|
| 600 |
600
Beacon Pointe Advisors
Newport Beach,
California
| US$47.4億 | -US$25.6億 | -35% | 13.9% | 76.7% | 1,262 | 23.53% | 1.3 |
|