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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Peconic Partners
New York
| US$4.61億 | +US$1.59億 | +53% | 2.27% | 300% | 56 | 64.29% | 1 |
|
| 1877 |
1877
HMI Capital Management
San Francisco,
California
| US$4.6億 | +US$5536萬 | +14% | 4.19% | 5.95% | 9 | 33.33% | 1.3 |
|
| 1878 |
1878
Fukoku Mutual Life Insurance
Tokyo,
Japan
| US$4.59億 | -US$1.3億 | -22% | 4% | 103% | 323 | 10.22% | 2.4 |
|
| 1879 |
1879
Dudley & Shanley
Palm Beach,
Florida
| US$4.58億 | +US$589萬 | +1% | 0.78% | 67.9% | 32 | 18.75% | 1.8 |
|
| 1880 |
1880
Aureus Asset Management
Boston,
Massachusetts
| US$4.58億 | +US$1236萬 | +3% | 1.51% | 93.9% | 157 | 40.13% | 1.6 |
|
| 1881 |
1881
Denali Advisors
San Diego,
California
| US$4.57億 | +US$1008萬 | +2% | 3.57% | 106% | 330 | 28.79% | 1.2 |
|
| 1882 |
1882
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$4.57億 | +US$450萬 | +1% | 1.85% | 68% | 128 | 13.28% | 2.1 |
|
| 1883 |
1883
CPWM LLC
Seattle,
Washington
| US$4.57億 | -US$4612萬 | -9% | 1.32% | 36.6% | 302 | 13.91% | 1.4 |
|
| 1884 |
1884
Gratus Capital
Atlanta,
Georgia
| US$4.56億 | +US$1644萬 | +4% | 5.34% | 51.4% | 102 | 37.25% | 0.9 |
|
| 1885 |
1885
Regis Management Company
Menlo Park,
California
| US$4.56億 | +US$1524萬 | +3% | 1.8% | 5.33% | 103 | 37.86% | 1.4 |
|
| 1886 |
1886
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$4.56億 | +US$1357萬 | +3% | 3.51% | 48.1% | 39 | 15.38% | 2.2 |
|
| 1887 |
1887
Pacific Grove Capital
San Francisco,
California
| US$4.56億 | +US$1.82億 | +67% | 1.8% | 9.9% | 65 | 56.92% | 0.1 |
|
| 1888 |
1888
Clear Harbor Asset Management
Stamford,
Connecticut
| US$4.55億 | +US$1461萬 | +3% | 3.82% | 98.6% | 302 | 25.83% | 1.7 |
|
| 1889 |
PFMOSF
1889
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$4.55億 | -US$2622萬 | -5% | 1.56% | 209% | 62 | 69.35% | 0.5 |
|
| 1890 |
NC
1890
Nokomis Capital
Dallas,
Texas
| US$4.54億 | +US$4332萬 | +11% | 6.21% | 145% | 52 | 32.69% | 1.2 |
|
| 1891 |
1891
SFMG Wealth Advisors
Plano,
Texas
| US$4.54億 | +US$1508萬 | +3% | 5.75% | 76.1% | 123 | 30.08% | 1.6 |
|
| 1892 |
1892
Sarissa Capital Management
Greenwich,
Connecticut
| US$4.54億 | -US$6054萬 | -12% | 12.1% | 80% | 18 | 16.67% | 1.2 |
|
| 1893 |
1893
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| US$4.54億 | -US$2.03億 | -31% | 0.04% | 70.9% | 212 | 47.17% | 1 |
|
| 1894 |
1894
ArcLight Capital Partners
Boston,
Massachusetts
| US$4.54億 | -US$964萬 | -2% | 6.67% | 50% | 3 | 0% | 0.9 |
|
| 1895 |
NAM
1895
Nichols Asset Management
Sudbury,
Massachusetts
| US$4.54億 | -US$555萬 | -1% | 0.46% | 43.8% | 122 | 15.57% | 2 |
|
| 1896 |
CC
1896
Cornerstone Capital
Palo Alto,
California
| US$4.53億 | +US$1099萬 | +2% | 3.11% | 91.2% | 78 | 10.26% | 2.1 |
|
| 1897 |
1897
Opus Capital Group
Cincinnati,
Ohio
| US$4.53億 | -US$1.39億 | -23% | 3.47% | 49.7% | 275 | 38.91% | 1.4 |
|
| 1898 |
JBFJ
1898
James B. Fleming Jr
| US$4.53億 | -US$4346萬 | -9% | 8.84% | – | 1 | 0% | 1.3 |
|
| 1899 |
LM
1899
Lasry Marc
| US$4.53億 | -US$1.7億 | -27% | 9.3% | 14.8% | 19 | 5.26% | 2 |
|
| 1900 |
1900
Joel Isaacson & Co
New York
| US$4.53億 | +US$4569萬 | +11% | 3.93% | 72.5% | 851 | 15.98% | 1.7 |
|