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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 201 |
201
Capital Guardian Trust
Los Angeles,
California
| US$152億 | +US$7.03億 | +5% | 9.46% | 65% | 633 | 20.38% | 0.4 |
|
| 202 |
202
First Manhattan
New York
| US$151億 | +US$8.09億 | +6% | 7.64% | 83.9% | 1,478 | 7.51% | 0.5 |
|
| 203 |
203
Columbus Circle Investors
| US$146億 | +US$5.29億 | +4% | 12.3% | 366% | 388 | 45.1% | 0.3 |
|
| 204 |
204
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| US$146億 | +US$7.95億 | +6% | 8.79% | – | 1,288 | 12.5% | 0.4 |
|
| 205 |
205
Carlyle Group
Washington,
District of Columbia
| US$146億 | +US$19億 | +15% | 8.59% | 22.9% | 29 | 13.79% | 0.4 |
|
| 206 |
206
Orbis Holdings
Hamilton,
Bermuda
| US$145億 | +US$11.6億 | +9% | 8.72% | – | 85 | 27.06% | 0.3 |
|
| 207 |
207
Perkins Investment Management
Chicago,
Illinois
| US$144億 | -US$1.1億 | -0.8% | 8.35% | 37.1% | 289 | 18.34% | 0.4 |
|
| 208 |
208
PEAK6 Group
Chicago,
Illinois
| US$144億 | -US$2.56億 | -2% | 13.1% | 39.9% | 6,122 | 39.15% | 0.4 |
|
| 209 |
209
Ninety One (UK)
London,
United Kingdom
| US$143億 | +US$7.4億 | +5% | 11.5% | 104% | 229 | 11.79% | 0.5 |
|
| 210 |
210
Metropolitan Life Insurance Company (MetLife)
New York
| US$142億 | +US$11.3億 | +9% | 9.99% | 50.8% | 2,831 | 5.79% | 0.5 |
|
| 211 |
211
AMP Capital Investors
Sydney,
Australia
| US$142億 | +US$11.9億 | +9% | 8.44% | 89.7% | 1,326 | 18.17% | 0.4 |
|
| 212 |
212
Victory Capital Management
San Antonio,
Texas
| US$142億 | +US$2.42億 | +2% | 8.85% | 100% | 1,617 | 46.88% | 0.2 |
|
| 213 |
213
Marsico Capital Management
Denver,
Colorado
| US$141億 | +US$5.82億 | +4% | 12.4% | 288% | 119 | 31.09% | 0.4 |
|
| 214 |
214
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| US$140億 | +US$7.26億 | +5% | 10.3% | 113% | 322 | 29.19% | 0.4 |
|
| 215 |
215
Glenview Capital Management
New York
| US$140億 | +US$20.9億 | +18% | 10.5% | 94.3% | 79 | 32.91% | 0.4 |
|
| 216 |
216
Bessemer Group
Woodbridge,
New Jersey
| US$140億 | +US$16.3億 | +13% | 9.59% | 127% | 1,448 | 20.51% | 0.4 |
|
| 217 |
217
Tortoise Capital Advisors
Overland Park,
Kansas
| US$138億 | +US$10.3億 | +8% | 6.8% | 102% | 112 | 16.96% | 0.4 |
|
| 218 |
218
Munder Capital Management
Birmingham,
Michigan
| US$137億 | +US$12.2億 | +10% | 10.6% | – | 701 | 15.69% | 0.4 |
|
| 219 |
219
Chevy Chase Trust
Bethesda,
Maryland
| US$137億 | +US$14.3億 | +12% | 10.4% | 130% | 673 | 7.13% | 0.5 |
|
| 220 |
220
Systematic Financial Management
Teaneck,
New Jersey
| US$136億 | +US$10.2億 | +8% | 11.9% | 120% | 759 | 30.43% | 0.4 |
|
| 221 |
221
Mitsubishi UFJ Financial Group
Tokyo,
Japan
| US$135億 | +US$19.1億 | +16% | 16.4% | 130% | 1 | 0% | 0.5 |
|
| 222 |
222
Frontier Capital Management
Boston,
Massachusetts
| US$135億 | +US$5.08億 | +4% | 10.5% | 184% | 335 | 12.24% | 0.5 |
|
| 223 |
223
Discovery Capital Management
South Norwalk,
Connecticut
| US$135億 | +US$21億 | +18% | 15.2% | 871% | 165 | 45.45% | 0.3 |
|
| 224 |
224
Carmignac Gestion
Paris,
France
| US$134億 | +US$1.83億 | +1% | 10.7% | 85.1% | 29 | 31.03% | 0.4 |
|
| 225 |
225
Montag & Caldwell
Atlanta,
Georgia
| US$134億 | +US$9861萬 | +0.7% | 12.4% | 91.3% | 102 | 10.78% | 0.5 |
|