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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
Axiom Investors
Greenwich,
Connecticut
| US$35億 | -US$6244萬 | -2% | 1.66% | 302% | 172 | 29.07% | 1.1 |
|
| 602 |
602
Williams Jones & Associates
New York
| US$35億 | +US$8447萬 | +2% | 2.54% | 72.1% | 434 | 16.59% | 2.2 |
|
| 603 |
603
Highline Capital Management
New York
| US$35億 | +US$5.57億 | +19% | 4.15% | 198% | 47 | 44.68% | 0.6 |
|
| 604 |
CAM
604
Capstone Asset Management
Houston,
Texas
| US$34.9億 | +US$1061萬 | +0.3% | 4.26% | 30% | 1,693 | 10.22% | 2.9 |
|
| 605 |
605
Zacks Investment Management
Chicago,
Illinois
| US$34.8億 | -US$5092萬 | -1% | 6.05% | 123% | 821 | 44.58% | 1.1 |
|
| 606 |
606
Folketrygdfondet
Oslo Norway,
Norway
| US$34.8億 | +US$8980萬 | +3% | 4.54% | 30.6% | 10 | 0% | 1.9 |
|
| 607 |
607
FDx Advisors
Chicago,
Illinois
| US$34.8億 | +US$10.7億 | +45% | 1.13% | 66.2% | 1,182 | 29.44% | 1.5 |
|
| 608 |
608
SRS Investment Management
New York
| US$34.6億 | -US$3.22億 | -8% | 9.56% | 166% | 24 | 50% | 0.8 |
|
| 609 |
609
Mondrian Investment Partners
London,
United Kingdom
| US$34.6億 | -US$6.25億 | -15% | 0.9% | – | 143 | 8.39% | 2.1 |
|
| 610 |
610
British Airways Pensions Investment Management
London,
United Kingdom
| US$34.6億 | +US$6589萬 | +2% | 5.99% | 95.1% | 132 | 24.24% | 1.1 |
|
| 611 |
611
Oppenheimer & Co
New York
| US$34.4億 | +US$513萬 | +0.1% | 3.54% | 114% | 1,403 | 18.39% | 2.2 |
|
| 612 |
612
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| US$34.2億 | -US$928萬 | -0.3% | 0.57% | 109% | 900 | 10% | 1.9 |
|
| 613 |
613
Smith Group Asset Management
Dallas,
Texas
| US$34.2億 | +US$600萬 | +0.2% | 2.93% | – | 516 | 25.78% | 1.4 |
|
| 614 |
614
Platinum Investment Management
Sydney Australia 2000,
Australia
| US$34億 | -US$8.89億 | -21% | 4.38% | 190% | 79 | 10.13% | 2.2 |
|
| 615 |
615
Starboard Value
New York
| US$33.9億 | -US$2.85億 | -8% | 0.65% | 56% | 30 | 43.33% | 1.1 |
|
| 616 |
616
Riverstone Holdings
New York
| US$33.9億 | +US$17.1億 | +101% | 15.8% | 89.8% | 9 | 33.33% | 2.2 |
|
| 617 |
617
Dai-ichi Life Insurance Company
Tokyo,
Japan
| US$33.8億 | – | – | 4.76% | 128% | 546 | – | 0 |
|
| 618 |
618
Hennessy Advisors Inc
Novato,
California
| US$33.7億 | -US$1.5億 | -4% | 6.89% | 206% | 327 | 28.13% | 1.9 |
|
| 619 |
619
PineBridge Investments
New York
| US$33.7億 | +US$11.1億 | +49% | 11.9% | 110% | 1,239 | 16.3% | 2.2 |
|
| 620 |
620
United States Steel & Carnegie Pension Fund
New York
| US$33.7億 | -US$1852萬 | -0.5% | 3.05% | 31.6% | 62 | 8.06% | 2.5 |
|
| 621 |
621
Personal Capital Advisors
Redwood City,
California
| US$33.6億 | +US$3.9億 | +13% | 1.23% | 17.6% | 198 | 20.71% | 1.9 |
|
| 622 |
VM
622
Valinor Management
New York
| US$33.5億 | +US$4.49億 | +15% | 4.71% | 12.8% | 40 | 40% | 1.4 |
|
| 623 |
623
Welch & Forbes
Boston,
Massachusetts
| US$33.4億 | +US$4.5億 | +16% | 3.18% | 73.7% | 361 | 21.05% | 2.4 |
|
| 624 |
624
NXG Investment Management
Dallas,
Texas
| US$33.4億 | +US$2.06億 | +7% | 5.49% | 136% | 178 | 39.33% | 1.4 |
|
| 625 |
625
Todd Asset Management
Louisville,
Kentucky
| US$33.3億 | +US$2353萬 | +0.7% | 6.81% | 120% | 232 | 22.84% | 1.8 |
|