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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Accuvest Global Advisors
Provo,
Utah
| US$4.67億 | +US$1.63億 | +54% | 0.09% | 130% | 111 | 63.06% | 0.5 |
|
| 1902 |
1902
ProVise Management Group
Clearwater,
Florida
| US$4.66億 | +US$570萬 | +1% | 4.11% | 66.8% | 329 | 19.15% | 1.2 |
|
| 1903 |
1903
Woodford Investment Management
London,
United Kingdom
| US$4.66億 | – | – | 11.2% | 27.1% | 4 | – | 0 |
|
| 1904 |
1904
Planning Alternatives
Birmingham,
Michigan
| US$4.66億 | +US$5917萬 | +15% | 2.35% | 69.6% | 50 | 12% | 1.1 |
|
| 1905 |
1905
Steinberg Global Asset Management
Boca Raton,
Florida
| US$4.64億 | +US$2614萬 | +6% | 3.66% | 32.8% | 209 | 22.49% | 1.2 |
|
| 1906 |
1906
Investment Centers of America
Bismarck,
North Dakota
| US$4.63億 | -US$1.01億 | -18% | 3% | 23.2% | 462 | 21% | 1 |
|
| 1907 |
1907
Paradice Investment Management
Denver,
Colorado
| US$4.62億 | +US$7804萬 | +20% | 7.95% | 72.2% | 29 | 13.79% | 0.9 |
|
| 1908 |
1908
White Mountains Insurance Group
Hanover,
New Hampshire
| US$4.62億 | -US$561萬 | -1% | 1.2% | 105% | 1 | 0% | 1.5 |
|
| 1909 |
1909
Bulldog Investors
Saddle Brook,
New Jersey
| US$4.62億 | -US$1701萬 | -4% | 0.38% | 22.5% | 97 | 42.27% | 0.8 |
|
| 1910 |
1910
Bank of Kentucky
Crestview Hills,,
Kentucky
| US$4.62億 | +US$869萬 | +2% | 4.4% | – | 297 | 6.4% | 1.3 |
|
| 1911 |
1911
Central Securities
New York
| US$4.62億 | +US$260萬 | +0.6% | 3.58% | 90.2% | 38 | 15.79% | 1.2 |
|
| 1912 |
1912
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$4.62億 | +US$2500萬 | +6% | 7.01% | 70% | 41 | 12.2% | 1.3 |
|
| 1913 |
1913
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| US$4.62億 | -US$610萬 | -1% | 1.13% | 45.9% | 81 | 14.81% | 1.1 |
|
| 1914 |
1914
Peconic Partners
New York
| US$4.6億 | -US$2.67億 | -37% | 3.24% | 300% | 57 | 49.12% | 1 |
|
| 1915 |
AAM
1915
Ardevora Asset Management
London,
United Kingdom
| US$4.6億 | – | – | 8.44% | 39.4% | 74 | – | 0 |
|
| 1916 |
1916
Bernzott Capital Advisors
Camarillo,
California
| US$4.6億 | +US$3444萬 | +8% | 7.4% | 46.6% | 54 | 5.56% | 1.1 |
|
| 1917 |
1917
Provident Investment Management
Novi,
Michigan
| US$4.59億 | +US$3002萬 | +7% | 9.61% | 90.8% | 55 | 9.09% | 1.3 |
|
| 1918 |
MPAM
1918
Monarch Partners Asset Management
Boston,
Massachusetts
| US$4.59億 | +US$7909萬 | +21% | 11% | 136% | 166 | 43.37% | 0.6 |
|
| 1919 |
MHP
1919
Manatuck Hill Partners
Westport,
Connecticut
| US$4.58億 | +US$2273萬 | +5% | 13.5% | 556% | 124 | 52.42% | 0.7 |
|
| 1920 |
1920
L. Roy Papp & Associates
Phoenix,
Arizona
| US$4.58億 | +US$2591萬 | +6% | 7.01% | 80.1% | 146 | 8.9% | 1.3 |
|
| 1921 |
1921
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| US$4.57億 | -US$9.6億 | -68% | 4.44% | 79.7% | 203 | 88.18% | 0.1 |
|
| 1922 |
1922
Segantii Capital Management
Hong Kong
| US$4.57億 | -US$1.43億 | -24% | 4.62% | 33.1% | 24 | 37.5% | 0.5 |
|
| 1923 |
1923
Jay A. Fishman Ltd
Troy,
Michigan
| US$4.57億 | +US$313萬 | +0.7% | 2.94% | 105% | 94 | 8.51% | 1.3 |
|
| 1924 |
1924
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$4.57億 | +US$2948萬 | +7% | 5.14% | 68% | 140 | 10.71% | 1.3 |
|
| 1925 |
1925
Penn Davis McFarland
Dallas,
Texas
| US$4.56億 | -US$357萬 | -0.8% | 3.65% | 100% | 31 | 3.23% | 1.3 |
|