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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 626 |
626
Xact Kapitalforvaltning
Stockholm,
Sweden
| US$34.9億 | +US$2億 | +6% | 5.25% | 34.2% | 639 | 2.66% | 1 |
|
| 627 |
627
Tesco Pension Investment
London,
United Kingdom
| US$34.8億 | +US$8920萬 | +3% | 4.12% | 2% | 31 | 3.23% | 0.9 |
|
| 628 |
628
John W. Bristol & Co
New York
| US$34.6億 | +US$5791萬 | +2% | 5.1% | 82.5% | 59 | 6.78% | 3.3 |
|
| 629 |
ROIC
629
Route One Investment Company
San Francisco,
California
| US$34.6億 | +US$8.78億 | +34% | 3.42% | 80.9% | 14 | 21.43% | 2.2 |
|
| 630 |
EP
630
Elkfork Partners
Portland,
Oregon
| US$34.5億 | +US$1.28億 | +4% | 5.1% | 52.4% | 1,034 | 5.9% | 0.7 |
|
| 631 |
631
BOK Financial
Tulsa,
Oklahoma
| US$34.4億 | +US$2.66億 | +8% | 4.35% | 91.8% | 1,177 | 29.23% | 2.1 |
|
| 632 |
632
Silver Lake Group
Menlo Park,
California
| US$34.3億 | -US$4304萬 | -1% | 9.75% | 82.8% | 10 | 10% | 1.8 |
|
| 633 |
633
MSD Partners
New York
| US$34.3億 | +US$18.2億 | +113% | 3.62% | 3.5% | 41 | 29.27% | 2.6 |
|
| 634 |
634
Kiltearn Partners
Edinburgh,
United Kingdom
| US$34.2億 | +US$3.11億 | +10% | 2.69% | 41% | 24 | 16.67% | 1.6 |
|
| 635 |
635
Caledonia Investments (Australia)
Sydney NSW,
Australia
| US$34.2億 | -US$2.24億 | -6% | 4.23% | 4.24% | 10 | 20% | 1.9 |
|
| 636 |
636
Whitebox Advisors
Minneapolis,
Minnesota
| US$34.2億 | +US$9.32億 | +38% | 7.04% | 24.2% | 109 | 32.11% | 0.7 |
|
| 637 |
637
Horizon Kinetics
New York
| US$34億 | +US$3.49億 | +11% | 11.4% | 65.6% | 518 | 7.34% | 3.2 |
|
| 638 |
638
Coronation Fund Managers
Cape Town,
South Africa
| US$33.5億 | +US$1.05億 | +3% | 7.41% | 47.5% | 85 | 20% | 0.9 |
|
| 639 |
639
Cincinnati Insurance
Fairfield,
Ohio
| US$33.5億 | +US$1.25億 | +4% | 3.19% | 60.1% | 73 | 6.85% | 3.3 |
|
| 640 |
AAM
640
Ardevora Asset Management
London,
United Kingdom
| US$33.4億 | +US$1.69億 | +5% | 8.9% | 39.4% | 122 | 39.34% | 0.9 |
|
| 641 |
641
Everett Harris & Co
Los Angeles,
California
| US$33.3億 | +US$1億 | +3% | 4.57% | 55.6% | 251 | 9.96% | 3.4 |
|
| 642 |
642
International Value Advisers
| US$33.3億 | +US$8983萬 | +3% | 6.69% | 9.63% | 32 | 6.25% | 3.1 |
|
| 643 |
643
Eagle Global Advisors
Houston,
Texas
| US$33.1億 | -US$1.83億 | -5% | 0.3% | 105% | 446 | 46.64% | 2.6 |
|
| 644 |
644
British Airways Pensions Investment Management
London,
United Kingdom
| US$33億 | -US$1.55億 | -4% | 7.11% | 95.1% | 126 | 24.6% | 1.3 |
|
| 645 |
SIM
645
Stelliam Investment Management
New York
| US$32.8億 | +US$1.84億 | +6% | 2.88% | 21.3% | 48 | 16.67% | 1.6 |
|
| 646 |
646
Impax Asset Management (UK)
London,
United Kingdom
| US$32.7億 | +US$2.87億 | +10% | 5.23% | 45.5% | 55 | 7.27% | 2.9 |
|
| 647 |
647
Fiduciary Trust
Boston,
Massachusetts
| US$32.5億 | -US$1218萬 | -0.4% | 3.66% | 76.6% | 536 | 20.9% | 3.1 |
|
| 648 |
648
Montag & Caldwell
Atlanta,
Georgia
| US$32.5億 | -US$1.43億 | -4% | 5.17% | 91.3% | 91 | 18.68% | 2.6 |
|
| 649 |
649
Hennessy Advisors Inc
Novato,
California
| US$32.3億 | -US$2602萬 | -0.8% | 5.59% | 206% | 296 | 7.43% | 2 |
|
| 650 |
650
Amalgamated Bank
New York
| US$32.1億 | +US$1.6億 | +5% | 4.93% | 132% | 1,634 | 5.94% | 2.4 |
|