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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 601 |
601
DF Dent & Co
Baltimore,
Maryland
| US$34.4億 | -US$1.3億 | -4% | 0.54% | 47.1% | 174 | 10.34% | 2.2 |
|
| 602 |
602
Clal Insurance
Tel-Aviv,
Israel
| US$34.3億 | -US$3.09億 | -8% | 1.39% | 202% | 105 | 23.81% | 0.9 |
|
| 603 |
603
Whitebox Advisors
Minneapolis,
Minnesota
| US$34.3億 | -US$2.41億 | -7% | 0.55% | 24.2% | 174 | 56.32% | 1 |
|
| 604 |
CEP
604
Chicago Equity Partners
Chicago,
Illinois
| US$34.3億 | -US$3.37億 | -9% | 2.48% | 34.8% | 724 | 40.33% | 0.9 |
|
| 605 |
605
Hutchin Hill Capital
New York
| US$34.1億 | -US$6.07億 | -15% | 2.41% | 54.4% | 918 | 68.41% | 0.4 |
|
| 606 |
606
Stadion Money Management
Watkinsville,
Georgia
| US$34億 | +US$8.6億 | +34% | 1.3% | 55.3% | 118 | 22.03% | 1.7 |
|
| 607 |
607
Marsico Capital Management
Denver,
Colorado
| US$33.8億 | -US$22.8億 | -40% | 0.51% | 288% | 103 | 34.95% | 1.1 |
|
| 608 |
608
Cortland Advisers
Wilmington,
Delaware
| US$33.7億 | -US$4.5億 | -12% | 2.79% | 40.5% | 32 | 3.13% | 1.9 |
|
| 609 |
609
JFB Holdings Corp
Atlanta,
Georgia
| US$33.6億 | +US$770萬 | +0.2% | 1% | 22.9% | 46 | 17.39% | 2.1 |
|
| 610 |
610
Todd Asset Management
Louisville,
Kentucky
| US$33.6億 | +US$5797萬 | +2% | 0.54% | 120% | 240 | 20.83% | 1.6 |
|
| 611 |
611
Smith Group Asset Management
Dallas,
Texas
| US$33.5億 | -US$3692萬 | -1% | 0.84% | – | 569 | 37.61% | 1.2 |
|
| 612 |
612
Confluence Investment Management
St. Louis,
Missouri
| US$33.4億 | +US$2.83億 | +9% | 5.17% | 37.7% | 257 | 13.62% | 2.1 |
|
| 613 |
613
Dai-ichi Life Holdings
Tokyo,
Japan
| US$33.3億 | +US$1.31億 | +4% | 2.32% | – | 566 | 11.31% | 2.4 |
|
| 614 |
614
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| US$33.2億 | -US$1.06億 | -3% | 2.45% | – | 240 | 42.08% | 0.8 |
|
| 615 |
615
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| US$33.2億 | -US$10.2億 | -24% | 0.32% | 48.1% | 32 | 25% | 1.7 |
|
| 616 |
616
ClariVest Asset Management
San Diego,
California
| US$33億 | -US$2.36億 | -7% | 2.23% | 106% | 716 | 23.18% | 1.2 |
|
| 617 |
617
Tran Capital Management
San Rafael,
California
| US$33億 | -US$4.32億 | -12% | 3.14% | 173% | 112 | 66.96% | 1.7 |
|
| 618 |
618
Oppenheimer & Co
New York
| US$32.9億 | -US$6775萬 | -2% | 2.2% | 114% | 1,378 | 16.55% | 1.9 |
|
| 619 |
619
Hennessy Advisors Inc
Novato,
California
| US$32.9億 | +US$9598萬 | +3% | 9.07% | 206% | 356 | 42.7% | 1.4 |
|
| 620 |
620
Capstone Investment Advisors
New York
| US$32.8億 | -US$4.66億 | -12% | 1.83% | 44% | 861 | 74.1% | 0.2 |
|
| 621 |
621
Mason Street Advisors
Milwaukee,
Wisconsin
| US$32.8億 | +US$8294萬 | +3% | 2.48% | 32% | 1,542 | 3.24% | 2.5 |
|
| 622 |
622
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| US$32.7億 | +US$8525萬 | +3% | 0.66% | 109% | 1,057 | 18.54% | 1.3 |
|
| 623 |
623
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| US$32.6億 | -US$2.46億 | -7% | 0.44% | 174% | 132 | 23.48% | 0.2 |
|
| 624 |
624
PFM Health Sciences
San Francisco,
California
| US$32.4億 | -US$4877萬 | -1% | 5.07% | 241% | 101 | 49.5% | 0.5 |
|
| 625 |
625
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| US$32.4億 | +US$2.75億 | +9% | 2.32% | 129% | 728 | 6.04% | 2.4 |
|