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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 76 |
76
Victory Capital Management
San Antonio,
Texas
| US$1038億 | +US$40.6億 | +4% | 8.32% | 100% | 2,552 | 5.88% | 5.3 |
|
| 77 |
77
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| US$1037億 | +US$156億 | +18% | 6.74% | 133% | 556 | 9.89% | 6.7 |
|
| 78 |
78
DZ Bank
Frankfurt Am Main,
Germany
| US$1020億 | +US$44.5億 | +5% | 8.99% | 182% | 1,070 | 14.02% | 3.4 |
|
| 79 |
79
Creative Planning
Overland Park,
Kansas
| US$1010億 | +US$73.4億 | +8% | 6.57% | 69.2% | 3,356 | 13.97% | 4.1 |
|
| 80 |
80
Schroder Investment Management Group
London,
United Kingdom
| US$976億 | +US$69億 | +8% | 6.67% | 122% | 1,284 | 14.25% | 4.8 |
|
| 81 |
81
Jones Financial Companies
Des Peres,
Missouri
| US$975億 | +US$110億 | +13% | 6.28% | 54.1% | 3,138 | 26.48% | 1.1 |
|
| 82 |
82
VOYA Investment Management
Atlanta,
Georgia
| US$967億 | -US$49.1億 | -5% | 6.26% | 172% | 2,878 | 4.45% | 6.9 |
|
| 83 |
83
Stifel Financial
St. Louis,
Missouri
| US$954億 | +US$64.9億 | +7% | 7.16% | 81% | 3,504 | 8.08% | 5.5 |
|
| 84 |
84
Wolverine Trading
Chicago,
Illinois
| US$948億 | -US$1.85億 | -0.2% | 6.47% | 144% | 5,564 | 36.93% | 1.4 |
|
| 85 |
85
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| US$936億 | +US$115億 | +14% | 7.21% | 115% | 1,605 | 2.8% | 5.2 |
|
| 86 |
86
Macquarie Group
Sydney, NSW 2000,
Australia
| US$926億 | +US$54.5億 | +6% | 8.47% | 109% | 1,982 | 21.19% | 6.4 |
|
| 87 |
87
Pictet Asset Management
Carouge,
Switzerland
| US$909億 | +US$36.1億 | +4% | 7% | 129% | 2,068 | 7.06% | 0.9 |
|
| 88 |
88
Nordea Investment Management
Stockholm,
Sweden
| US$880億 | +US$28億 | +3% | 6.98% | 108% | 932 | 6.55% | 6.6 |
|
| 89 |
89
National Bank of Canada
Montreal,
Quebec, Canada
| US$874億 | +US$140億 | +19% | 6.94% | 121% | 3,113 | 25.76% | 1.9 |
|
| 90 |
90
Lilly Endowment
Indiananapolis,
Indiana
| US$858億 | -US$23.1億 | -3% | 2.15% | 115% | 1 | 0% | 11.3 |
|
| 91 |
91
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| US$857億 | +US$41.7億 | +5% | 7.19% | 134% | 3,113 | 2.06% | 7.4 |
|
| 92 |
92
Boston Partners
Boston,
Massachusetts
| US$847億 | +US$42.3億 | +5% | 8.27% | 108% | 769 | 17.3% | 3.5 |
|
| 93 |
93
Marshall Wace
London,
United Kingdom
| US$821億 | +US$72.1億 | +10% | 8.2% | 142% | 3,101 | 41.12% | 0.9 |
|
| 94 |
94
VanEck Associates
New York
| US$801億 | +US$97.1億 | +14% | 5.66% | 266% | 1,430 | 8.04% | 4.9 |
|
| 95 |
95
Brown Advisory
Baltimore,
Maryland
| US$796億 | +US$31.4億 | +4% | 6.05% | 84.9% | 1,306 | 9.95% | 5.5 |
|
| 96 |
96
Swedbank
Stockholm,
Sweden
| US$785億 | +US$37億 | +5% | 5.67% | 163% | 711 | 5.34% | 3.4 |
|
| 97 |
97
US Bancorp
Minneapolis,
Minnesota
| US$779億 | +US$45.2億 | +6% | 6.55% | 76.8% | 4,239 | 9.53% | 6.6 |
|
| 98 |
98
SEI Investments
Oaks,
Pennsylvania
| US$770億 | +US$64.2億 | +9% | 7.69% | 103% | 2,825 | 11.4% | 5.3 |
|
| 99 |
99
Harris Associates
Chicago,
Illinois
| US$766億 | +US$175億 | +30% | 6.42% | 51.6% | 151 | 15.23% | 4.9 |
|
| 100 |
100
Loomis, Sayles & Company
Boston,
Massachusetts
| US$762億 | +US$36億 | +5% | 7.25% | 107% | 781 | 20.36% | 3.6 |
|