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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 51 |
51
AQR Capital Management
Greenwich,
Connecticut
| US$838億 | +US$82.2億 | +11% | 6.49% | 120% | 2,363 | 12.87% | 2.6 |
|
| 52 |
52
Capital International Investors
Los Angeles,
California
| US$835億 | +US$86億 | +11% | 5.12% | 138% | 261 | 13.41% | 2.8 |
|
| 53 |
53
OppenheimerFunds
New York
| US$814億 | +US$3.79億 | +0.5% | 5.5% | 72.1% | 1,924 | 7.74% | 2 |
|
| 54 |
54
Boston Partners
Boston,
Massachusetts
| US$809億 | +US$22.9億 | +3% | 4.83% | 108% | 808 | 15.84% | 2.3 |
|
| 55 |
55
Neuberger Berman Group
New York
| US$799億 | +US$20.8億 | +3% | 4.71% | 113% | 1,705 | 13.67% | 2.7 |
|
| 56 |
56
Baillie Gifford & Co
Edinburgh,
United Kingdom
| US$790億 | +US$46.5億 | +6% | 13.4% | 124% | 209 | 9.09% | 2.6 |
|
| 57 |
57
New York State Common Retirement Fund
Albany,
New York
| US$782億 | +US$23.9億 | +3% | 5.04% | 133% | 3,211 | 4.39% | 3 |
|
| 58 |
58
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| US$747億 | +US$21.1億 | +3% | 3.27% | 105% | 115 | 2.61% | 3.5 |
|
| 59 |
59
Teachers Advisors
New York
| US$740億 | +US$26.3億 | +4% | 5.48% | 67.2% | 3,163 | 3.19% | 3.4 |
|
| 60 |
60
Fisher Asset Management
Camas,
Washington
| US$713億 | +US$49.8億 | +8% | 4.82% | 114% | 922 | 21.58% | 2.5 |
|
| 61 |
61
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| US$709億 | +US$27億 | +4% | 5.27% | 137% | 928 | 6.68% | 3.3 |
|
| 62 |
62
Prudential Financial
Newark,
New Jersey
| US$696億 | +US$24.1億 | +4% | 5.24% | 117% | 2,431 | 8.06% | 3.2 |
|
| 63 |
63
California Public Employees Retirement System
Sacramento,
California
| US$673億 | +US$48.3億 | +8% | 5.31% | 121% | 3,426 | 3.74% | 3.7 |
|
| 64 |
64
TD Asset Management
Toronto,
Ontario, Canada
| US$667億 | +US$32.5億 | +5% | 6.23% | 120% | 1,375 | 8.95% | 3 |
|
| 65 |
65
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| US$664億 | +US$5.57億 | +0.8% | 3.08% | 99.2% | 457 | 10.5% | 1.8 |
|
| 66 |
66
Millennium Management
New York
| US$656億 | +US$95.8億 | +17% | 6.92% | 127% | 4,198 | 36.47% | 1.2 |
|
| 67 |
67
D.E. Shaw & Co
New York
| US$651億 | +US$46.3億 | +8% | 6.95% | 175% | 3,794 | 22.11% | 2 |
|
| 68 |
68
HSBC Holdings
London,
United Kingdom
| US$624億 | +US$80.4億 | +15% | 6.99% | 127% | 2,381 | 13.27% | 2.4 |
|
| 69 |
69
APG Asset Management
Amsterdam,
Netherlands
| US$607億 | +US$56.7億 | +10% | 4.42% | 115% | 835 | 23.11% | 3 |
|
| 70 |
70
Parallax Volatility Advisers
San Francisco,
California
| US$606億 | +US$90.6億 | +18% | 6.63% | 169% | 4,056 | 38.91% | 1.9 |
|
| 71 |
71
LSV Asset Management
Chicago,
Illinois
| US$606億 | +US$44.8億 | +8% | 5.41% | 99.4% | 1,047 | 7.93% | 2.7 |
|
| 72 |
72
Harris Associates
Chicago,
Illinois
| US$593億 | +US$37億 | +7% | 6.86% | 51.6% | 130 | 12.31% | 2.8 |
|
| 73 |
73
Russell Investments Group
London,
United Kingdom
| US$585億 | +US$22.2億 | +4% | 5.54% | 124% | 3,131 | 12.04% | 0.7 |
|
| 74 |
74
Schroder Investment Management Group
London,
United Kingdom
| US$576億 | +US$20.9億 | +4% | 7.34% | 122% | 1,427 | 18.22% | 2.2 |
|
| 75 |
75
Macquarie Group
Sydney, NSW 2000,
Australia
| US$557億 | +US$10.5億 | +2% | 6.26% | 109% | 2,191 | 33.09% | 2.1 |
|