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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
LPL Financial
San Diego,
California
| US$1400億 | +US$115億 | +9% | 5.25% | 70% | 4,765 | 9.76% | 4.7 |
|
| 52 |
52
American Century Companies
Kansas City,
Missouri
| US$1326億 | +US$57億 | +4% | 8.86% | 130% | 2,884 | 10.82% | 3 |
|
| 53 |
53
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| US$1284億 | -US$58.3億 | -4% | 9.59% | 137% | 1,181 | 7.03% | 5.9 |
|
| 54 |
54
Jennison Associates
New York
| US$1219億 | +US$129億 | +12% | 17.2% | 189% | 644 | 22.2% | 3.1 |
|
| 55 |
55
Simplex Trading
Chicago,
Illinois
| US$1216億 | +US$78.4億 | +7% | 6.46% | 183% | 10,535 | 28.37% | 2.5 |
|
| 56 |
56
Raymond James & Associates
St Petersburg,
Florida
| US$1214億 | +US$62.9億 | +5% | 6.29% | 40% | 4,045 | 9.79% | 5.3 |
|
| 57 |
57
Primecap Management
Pasadena,
California
| US$1197億 | +US$50億 | +4% | 10.6% | 234% | 335 | 3.28% | 6 |
|
| 58 |
58
Baillie Gifford & Co
Edinburgh,
United Kingdom
| US$1176億 | +US$68.1億 | +6% | 13.3% | 124% | 461 | 37.09% | 4.2 |
|
| 59 |
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| US$1174億 | +US$33.8億 | +3% | 12% | 106% | 4,933 | 8.64% | 5.8 |
|
| 60 |
60
California Public Employees Retirement System
Sacramento,
California
| US$1165億 | +US$38億 | +3% | 8.29% | 121% | 1,218 | 0.9% | 8 |
|
| 61 |
61
Neuberger Berman Group
New York
| US$1118億 | +US$40億 | +4% | 7.04% | 113% | 1,927 | 12.2% | 5 |
|
| 62 |
62
ClearBridge Investments
New York
| US$1108億 | +US$61.6億 | +6% | 9.89% | 102% | 735 | 8.84% | 5.7 |
|
| 63 |
63
IMC Chicago
Chicago,
Illinois
| US$1087億 | +US$234億 | +27% | 8.35% | 250% | 1,437 | 22.48% | 2.1 |
|
| 64 |
64
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| US$1018億 | +US$51.9億 | +5% | 7.03% | 105% | 135 | 2.22% | 6.9 |
|
| 65 |
65
Credit Suisse
Zurich,
Switzerland
| US$1012億 | +US$20.1億 | +2% | 8.53% | 49.4% | 3,342 | 8.08% | 6.4 |
|
| 66 |
66
HSBC Holdings
London,
United Kingdom
| US$982億 | +US$148億 | +18% | 8.94% | 127% | 2,878 | 20.08% | 4.4 |
|
| 67 |
67
D.E. Shaw & Co
New York
| US$979億 | +US$44.9億 | +5% | 11.5% | 175% | 4,841 | 22.85% | 2.8 |
|
| 68 |
68
VOYA Investment Management
Atlanta,
Georgia
| US$966億 | +US$31.3億 | +3% | 10.5% | 172% | 3,080 | 11.79% | 6 |
|
| 69 |
69
Victory Capital Management
San Antonio,
Texas
| US$909億 | +US$18.9億 | +2% | 6.09% | 100% | 2,663 | 8.52% | 4.6 |
|
| 70 |
70
RhumbLine Advisers
Boston,
Massachusetts
| US$893億 | +US$82.3億 | +10% | 9.66% | 132% | 4,460 | 34.24% | 4.6 |
|
| 71 |
71
Fidelity International
Hamilton,
Bermuda
| US$890億 | +US$18.2億 | +2% | 5.36% | 93.5% | 875 | 15.54% | 3.6 |
|
| 72 |
72
First Trust Advisors
Wheaton,
Illinois
| US$879億 | +US$13.5億 | +2% | 5.37% | 118% | 2,488 | 11.29% | 5.2 |
|
| 73 |
73
TD Asset Management
Toronto,
Ontario, Canada
| US$878億 | +US$49.5億 | +6% | 8.52% | 120% | 1,504 | 11.37% | 5.4 |
|
| 74 |
74
Macquarie Group
Sydney, NSW 2000,
Australia
| US$875億 | +US$32.8億 | +4% | 7.06% | 109% | 1,763 | 9.47% | 6 |
|
| 75 |
75
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
| US$843億 | +US$42.8億 | +5% | 7.81% | – | 2,069 | 9.91% | 1.3 |
|