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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
Nicholas Company
Milwaukee,
Wisconsin
| US$61.5億 | +US$1.35億 | +2% | 6.63% | 80.7% | 221 | 4.52% | 5.7 |
|
| 627 |
627
Advisors Capital Management
Ridgewood,
New Jersey
| US$61.5億 | +US$4.15億 | +7% | 8.16% | 98.4% | 520 | 12.88% | 3.3 |
|
| 628 |
628
Rubric Capital Management (New York)
New York
| US$61.4億 | +US$23.2億 | +61% | 23.1% | 251% | 77 | 27.27% | 1.7 |
|
| 629 |
629
LGT Group Foundation
Vaduz,
Liechtenstein
| US$61億 | -US$2.34億 | -4% | 5.58% | 107% | 300 | 15.33% | 1.9 |
|
| 630 |
630
Waverton Investment Management
London,
United Kingdom
| US$60.9億 | +US$7.83億 | +15% | 8.03% | 129% | 103 | 13.59% | 3.4 |
|
| 631 |
631
Howard Capital Management
Roswell,
Georgia
| US$60.9億 | +US$50.7億 | +499% | 4.26% | 144% | 397 | 80.1% | 0.3 |
|
| 632 |
632
Achmea Investment Management
Zeist,
Netherlands
| US$60.6億 | +US$4.76億 | +9% | 7.16% | 129% | 445 | 17.75% | 2.7 |
|
| 633 |
633
Forum Financial Management
Lombard,
Illinois
| US$60.1億 | +US$4.83億 | +9% | 7.12% | 56.7% | 788 | 11.68% | 1.9 |
|
| 634 |
634
Carmignac Gestion
Paris,
France
| US$59.9億 | +US$1.58億 | +3% | 4.29% | 95.9% | 191 | 25.13% | 2.2 |
|
| 635 |
635
Geneva Capital Management
Milwaukee,
Wisconsin
| US$59.9億 | +US$4.97億 | +9% | 10.1% | 58.1% | 133 | 4.51% | 5.6 |
|
| 636 |
636
Bradley Foster & Sargent
Hartford,
Connecticut
| US$59.8億 | +US$4.27億 | +8% | 7.94% | 83.7% | 469 | 7.89% | 6.2 |
|
| 637 |
637
Sculptor Capital
New York
| US$59.7億 | +US$6.71億 | +13% | 7.1% | 124% | 401 | 35.16% | 1 |
|
| 638 |
638
Vulcan Value Partners
Birmingham,
Alabama
| US$59.7億 | -US$10.8億 | -15% | 7.09% | 41.7% | 46 | 8.7% | 4 |
|
| 639 |
639
Cincinnati Insurance
Fairfield,
Ohio
| US$59.7億 | -US$8713萬 | -1% | 8.36% | 72% | 63 | 1.59% | 7.8 |
|
| 640 |
640
Meitav Investment House
Bene-Beraq,
Israel
| US$59.7億 | +US$3.52億 | +6% | 6.58% | 143% | 242 | 14.88% | 3 |
|
| 641 |
641
Two Sigma Securities
New York
| US$59.2億 | -US$23.6億 | -28% | 7.59% | 109% | 3,859 | 52.4% | 1.1 |
|
| 642 |
642
Clear Street Derivatives
New York
| US$59.2億 | -US$5.43億 | -8% | 0.29% | – | 147 | 24.49% | 0.4 |
|
| 643 |
643
Pinnacle Associates
New York
| US$58.8億 | -US$5.06億 | -8% | 5.04% | 149% | 857 | 11.79% | 6.1 |
|
| 644 |
644
TPG GP A
Fort Worth,
Texas
| US$58.7億 | -US$5.59億 | -9% | 17.8% | 101% | 39 | 23.08% | 1.5 |
|
| 645 |
645
Crawford Investment Counsel
Atlanta,
Georgia
| US$58.6億 | +US$6.09億 | +12% | 10.3% | 49.5% | 283 | 6.71% | 6.5 |
|
| 646 |
646
Ballentine Partners
Waltham,
Massachusetts
| US$58.5億 | +US$4.44億 | +8% | 6.76% | 85.6% | 889 | 20.13% | 3.4 |
|
| 647 |
647
Japan Post Holdings
Tokyo,
Japan
| US$58.5億 | +US$11.8億 | +25% | 25.2% | 45.6% | 1 | 0% | 4.8 |
|
| 648 |
648
HM Payson & Co
Portland,
Maine
| US$58.3億 | +US$3.27億 | +6% | 5.66% | 94.4% | 1,188 | 22.31% | 3.7 |
|
| 649 |
649
Resolution Capital
Sydney, NSW,
Australia
| US$58.3億 | +US$5.09億 | +10% | 15.5% | 59.8% | 45 | 17.78% | 2.6 |
|
| 650 |
650
Graham Capital Management
Rowayton,
Connecticut
| US$58.1億 | +US$12.1億 | +26% | 4.83% | 60.4% | 1,403 | 52.67% | 0.4 |
|