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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
926
Check Capital Management
Costa Mesa,
California
| US$19.5億 | +US$5641萬 | +3% | 2.54% | 66.6% | 50 | 6% | 3.1 |
|
| 927 |
927
Montag & Caldwell
Atlanta,
Georgia
| US$19.4億 | +US$2667萬 | +1% | 6.02% | 91.3% | 80 | 12.5% | 3.3 |
|
| 928 |
928
Adelante Capital Management
Alameda,
California
| US$19.4億 | -US$9805萬 | -5% | 1.76% | 43.2% | 40 | 15% | 3 |
|
| 929 |
929
Sigma Planning Corp
Ann Arbor,
Michigan
| US$19.4億 | +US$1.8億 | +10% | 3.67% | 97.5% | 1,072 | 20.06% | 2.3 |
|
| 930 |
930
Thoma Bravo
Chicago,
Illinois
| US$19.4億 | -US$3.5億 | -15% | 6.12% | 27.2% | 2 | 0% | 0.5 |
|
| 931 |
931
Klingenstein Fields & Co
New York
| US$19.3億 | +US$6542萬 | +4% | 4.91% | 93.4% | 203 | 9.36% | 4.4 |
|
| 932 |
932
Alleghany Corporation
New York
| US$19.2億 | -US$1.85億 | -9% | 7.19% | 33.7% | 20 | 10% | 3.2 |
|
| 933 |
933
Kite Lake Capital Management (UK)
London,
United Kingdom
| US$19.2億 | +US$3.66億 | +24% | 8.95% | 337% | 17 | 58.82% | 0.3 |
|
| 934 |
934
Clifford Swan Investment Counsel
Pasadena,
California
| US$19億 | +US$3507萬 | +2% | 2.28% | 73.2% | 324 | 6.79% | 4.2 |
|
| 935 |
935
Omni Partners
London,
United Kingdom
| US$19億 | +US$9.9億 | +110% | 19.4% | 412% | 45 | 68.89% | 0.2 |
|
| 936 |
936
Seven Eight Capital
New York
| US$19億 | +US$205萬 | +0.1% | 2.65% | 13.6% | 811 | 65.97% | 0.3 |
|
| 937 |
937
Investor AB
Stockholm,
Sweden
| US$18.9億 | +US$1.65億 | +10% | 9.55% | 86.6% | 6 | 50% | 2.4 |
|
| 938 |
RIM
938
Redpoint Investment Management
Sydney, NSW,
Australia
| US$18.9億 | -US$9749萬 | -5% | 3.93% | 35.9% | 617 | 9.4% | 1.2 |
|
| 939 |
939
ACR Alpine Capital Research
St. Louis,
Missouri
| US$18.9億 | -US$4991萬 | -3% | 3.77% | 58.1% | 31 | 6.45% | 3.4 |
|
| 940 |
940
Homrich & Berg
Atlanta,
Georgia
| US$18.9億 | -US$3138萬 | -2% | 3.62% | 38.3% | 351 | 11.4% | 2.9 |
|
| 941 |
941
Adams Diversified Equity Fund
Baltimore,
Maryland
| US$18.8億 | +US$6643萬 | +4% | 5.17% | 165% | 229 | 8.3% | 1.9 |
|
| 942 |
942
Erste Asset Management
Vienna,
Austria
| US$18.8億 | +US$9609萬 | +5% | 5.25% | 143% | 447 | 9.84% | 0.5 |
|
| 943 |
943
Credit Agricole
Montrouge Cedex,
France
| US$18.8億 | +US$5154萬 | +3% | 6.41% | – | 536 | 18.47% | 2.4 |
|
| 944 |
BWA
944
Brave Warrior Advisors
New York
| US$18.8億 | -US$1.1億 | -6% | 1.71% | 63.5% | 21 | 14.29% | 2.3 |
|
| 945 |
945
American National Insurance
Galveston,
Texas
| US$18.8億 | -US$2768萬 | -1% | 4.72% | 97.8% | 337 | 3.56% | 4.5 |
|
| 946 |
946
R.H. Bluestein & Co
Birmingham,
Michigan
| US$18.7億 | +US$4247萬 | +2% | 4.8% | 69% | 337 | 18.69% | 3.2 |
|
| 947 |
947
Boston Advisors
Boston,
Massachusetts
| US$18.7億 | -US$8510萬 | -4% | 4.74% | 73.8% | 694 | 17.72% | 2.8 |
|
| 948 |
948
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| US$18.7億 | +US$1.56億 | +9% | 2.64% | 126% | 554 | 39.17% | 1.4 |
|
| 949 |
949
RTW Investments
New York
| US$18.7億 | +US$4.07億 | +28% | 14.1% | 467% | 58 | 24.14% | 1.3 |
|
| 950 |
950
First Hawaiian Bank
Honolulu,
Hawaii
| US$18.7億 | +US$931萬 | +0.5% | 3.77% | 72.7% | 1,737 | 56.13% | 1.2 |
|