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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
Retirement Systems of Alabama
Montgomery,
Alabama
| US$229億 | +US$14.4億 | +7% | 10% | 125% | 953 | 3.78% | 7.2 |
|
| 202 |
202
Pzena Investment Management
New York
| US$226億 | +US$24.7億 | +12% | 16.8% | 62.4% | 200 | 22.5% | 3.9 |
|
| 203 |
203
Impax Asset Management Group
London,
United Kingdom
| US$224億 | +US$29億 | +15% | 11.3% | 69.9% | 407 | 11.3% | 2.5 |
|
| 204 |
204
Royal London Asset Management
United Kingdom
| US$223億 | +US$25.6億 | +13% | 10% | 126% | 690 | 5.8% | 5.3 |
|
| 205 |
205
STRS Ohio
Columbus,
Ohio
| US$221億 | +US$11.6億 | +6% | 9.84% | 147% | 2,132 | 13.32% | 4 |
|
| 206 |
206
Diamond Hill Capital Management
Columbus,
Ohio
| US$220億 | +US$11.5億 | +6% | 11.3% | 51% | 173 | 4.05% | 3.8 |
|
| 207 |
207
Fundsmith LLP
London,
United Kingdom
| US$219億 | +US$8.29億 | +4% | 13.8% | 53.2% | 46 | 17.39% | 4 |
|
| 208 |
208
Icahn Carl
Sunny Isles Beach,
Florida
| US$218億 | +US$5.27億 | +2% | 3.75% | 36.9% | 17 | 5.88% | 4.3 |
|
| 209 |
209
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| US$214億 | +US$7.9億 | +4% | 8.81% | 117% | 1,703 | 8.28% | 5.5 |
|
| 210 |
210
Laurion Capital Management
New York
| US$214億 | +US$44.4億 | +26% | 2.87% | 180% | 573 | 46.95% | 0.8 |
|
| 211 |
211
Calamos Advisors
Naperville,
Illinois
| US$213億 | -US$5.47億 | -3% | 5.88% | 98% | 1,618 | 44.56% | 2.1 |
|
| 212 |
212
Eagle Capital Management (New York)
New York
| US$211億 | -US$8.55億 | -4% | 7.13% | 84.9% | 46 | 6.52% | 6 |
|
| 213 |
213
Fifth Third Bancorp
Cincinnati,
Ohio
| US$208億 | +US$16.7億 | +9% | 9.82% | 115% | 2,819 | 11.32% | 4.8 |
|
| 214 |
214
Wealthfront Advisers
Palo Alto,
California
| US$206億 | +US$18.3億 | +10% | 9.08% | 69.6% | 811 | 10.23% | 2.5 |
|
| 215 |
215
KBC Group
Brussels,
Belgium
| US$206億 | +US$13.7億 | +7% | 9.93% | 156% | 1,585 | 7% | 4.3 |
|
| 216 |
216
Los Angeles Capital Management
Los Angeles,
California
| US$206億 | +US$13.1億 | +7% | 9.53% | 195% | 1,324 | 19.34% | 3 |
|
| 217 |
217
Personal Capital Advisors
Redwood City,
California
| US$206億 | +US$20.9億 | +11% | 8.26% | 17.6% | 508 | 14.57% | 3.7 |
|
| 218 |
218
Asset Management One
Tokyo,
Japan
| US$205億 | +US$8.65億 | +4% | 9.32% | 130% | 1,063 | 10.72% | 6.4 |
|
| 219 |
219
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| US$204億 | -US$9474萬 | -0.5% | 8.78% | 118% | 1,880 | 45.69% | 1 |
|
| 220 |
220
KeyBank National Association
Cleveland,
Ohio
| US$204億 | +US$11.7億 | +6% | 8.97% | 96.6% | 1,106 | 10.76% | 5.5 |
|
| 221 |
221
Aviva
London,
United Kingdom
| US$203億 | +US$29.8億 | +17% | 8.99% | 123% | 1,047 | 9.26% | 5.4 |
|
| 222 |
222
Acadian Asset Management
Boston,
Massachusetts
| US$203億 | +US$20.2億 | +11% | 12% | 203% | 1,976 | 24.95% | 2.5 |
|
| 223 |
223
M&G Investment Management
London,
United Kingdom
| US$202億 | +US$29.3億 | +17% | 14.8% | 59.6% | 473 | 20.08% | 1.9 |
|
| 224 |
224
Viking Global Investors
Stamford,
Connecticut
| US$200億 | -US$16.8億 | -8% | 14.4% | 97.1% | 101 | 37.62% | 1.5 |
|
| 225 |
225
Mercer Global Advisors
Denver,
Colorado
| US$200億 | +US$31.2億 | +19% | 8.47% | 67% | 2,032 | 15.5% | 2.1 |
|