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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
IMC Chicago
Chicago,
Illinois
| US$1628億 | +US$139億 | +9% | 43.8% | 250% | 2,554 | 38.57% | 1.5 |
|
| 52 |
52
American Century Companies
Kansas City,
Missouri
| US$1591億 | +US$137億 | +9% | 12.4% | 143% | 2,999 | 6.57% | 3.4 |
|
| 53 |
53
Citigroup
New York
| US$1523億 | +US$103億 | +7% | 11.6% | 156% | 5,965 | 11.1% | 6 |
|
| 54 |
54
Jennison Associates
New York
| US$1496億 | +US$154億 | +11% | 18.2% | 189% | 652 | 22.85% | 3.2 |
|
| 55 |
55
HSBC Holdings
London,
United Kingdom
| US$1477億 | +US$330億 | +29% | 12.4% | 127% | 3,303 | 26.43% | 3.9 |
|
| 56 |
56
Raymond James & Associates
St Petersburg,
Florida
| US$1475億 | +US$137億 | +10% | 9.95% | 40% | 4,104 | 11.18% | 5.6 |
|
| 57 |
57
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| US$1457億 | +US$104億 | +8% | 12.3% | 156% | 1,169 | 8.38% | 6.4 |
|
| 58 |
58
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| US$1439億 | +US$165億 | +13% | 15.2% | 104% | 4,893 | 9.79% | 6.2 |
|
| 59 |
59
Swiss National Bank
Zurich,
Switzerland
| US$1427億 | +US$63.9億 | +5% | 13.1% | 153% | 2,559 | 3.09% | 7.5 |
|
| 60 |
60
California Public Employees Retirement System
Sacramento,
California
| US$1422億 | +US$105億 | +8% | 12.7% | 121% | 1,206 | 4.64% | 8.6 |
|
| 61 |
61
Primecap Management
Pasadena,
California
| US$1341億 | +US$77.6億 | +6% | 11.6% | 225% | 340 | 3.24% | 6.3 |
|
| 62 |
62
Baillie Gifford & Co
Edinburgh,
United Kingdom
| US$1286億 | +US$23.7億 | +2% | 13.8% | 150% | 303 | 9.24% | 4.5 |
|
| 63 |
63
ClearBridge Investments
New York
| US$1261億 | +US$99.1億 | +9% | 11.7% | 113% | 786 | 10.18% | 5.4 |
|
| 64 |
64
Neuberger Berman Group
New York
| US$1210億 | -US$1084億 | -47% | 11% | 124% | 1,962 | 11.67% | 5.3 |
|
| 65 |
65
D.E. Shaw & Co
New York
| US$1169億 | +US$24.2億 | +2% | 11.7% | 175% | 4,923 | 26.18% | 2.8 |
|
| 66 |
66
BNP Paribas Financial Markets
Paris,
France
| US$1139億 | +US$258億 | +29% | 10% | 160% | 4,321 | 13.45% | 5.7 |
|
| 67 |
67
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| US$1111億 | +US$71億 | +7% | 11.2% | 107% | 123 | 0.81% | 7.8 |
|
| 68 |
68
Arrowstreet Capital
Boston,
Massachusetts
| US$1081億 | +US$128億 | +13% | 14.5% | 193% | 1,809 | 34% | 1.2 |
|
| 69 |
69
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| US$1079億 | -US$596億 | -36% | 9.64% | 103% | 3,038 | 6.02% | 6.5 |
|
| 70 |
70
TD Asset Management
Toronto,
Ontario, Canada
| US$1075億 | +US$57.9億 | +6% | 11% | 135% | 1,462 | 10.6% | 5.8 |
|
| 71 |
71
Credit Suisse
Zurich,
Switzerland
| US$1045億 | +US$6.99億 | +0.7% | 11.6% | 49.4% | 3,078 | 5.78% | 7.1 |
|
| 72 |
72
RhumbLine Advisers
Boston,
Massachusetts
| US$1041億 | +US$87.2億 | +9% | 12.7% | 147% | 4,372 | 3.04% | 5.3 |
|
| 73 |
73
Victory Capital Management
San Antonio,
Texas
| US$1024億 | +US$73.7億 | +8% | 10.2% | 110% | 2,624 | 9.3% | 5 |
|
| 74 |
74
VOYA Investment Management
Atlanta,
Georgia
| US$1020億 | +US$48.9億 | +5% | 11.6% | 188% | 2,932 | 6.34% | 6.7 |
|
| 75 |
75
Fidelity International
Hamilton,
Bermuda
| US$1009億 | +US$56.8億 | +6% | 7.85% | 107% | 910 | 16.81% | 3.7 |
|