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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
Rockland Trust
Hanover,
Massachusetts
| US$4.73億 | -US$1246萬 | -3% | 0.1% | 61.5% | 153 | 15.69% | 1.3 |
|
| 1902 |
1902
Penn Davis McFarland
Dallas,
Texas
| US$4.73億 | +US$1655萬 | +4% | 0.53% | 100% | 34 | 8.82% | 1.4 |
|
| 1903 |
1903
Spirit of America Management Corp
Syosset,
New York
| US$4.73億 | +US$7924萬 | +20% | 0.68% | 113% | 366 | 16.67% | 0.9 |
|
| 1904 |
1904
ProVise Management Group
Clearwater,
Florida
| US$4.72億 | +US$620萬 | +1% | 1.22% | 66.8% | 318 | 12.58% | 1.3 |
|
| 1905 |
1905
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$4.72億 | +US$2677萬 | +6% | 4.26% | 96% | 117 | 21.37% | 1.1 |
|
| 1906 |
1906
White Mountains Insurance Group
Hanover,
New Hampshire
| US$4.7億 | +US$822萬 | +2% | 1.78% | 105% | 1 | 0% | 1.8 |
|
| 1907 |
1907
Callan Capital
La Jolla,
California
| US$4.7億 | +US$2933萬 | +7% | 11.9% | 20.1% | 76 | 14.47% | 1.2 |
|
| 1908 |
1908
Zuckerman Investment Group
Chicago,
Illinois
| US$4.7億 | -US$342萬 | -0.7% | 1.86% | 111% | 67 | 32.84% | 1.1 |
|
| 1909 |
1909
Efficient Advisors
Mason,
Ohio
| US$4.7億 | +US$3264萬 | +7% | 2.4% | 30.6% | 32 | 9.38% | 1.3 |
|
| 1910 |
1910
Needham Investment Management
New York
| US$4.7億 | -US$562萬 | -1% | 4.87% | 424% | 124 | 17.74% | 1.4 |
|
| 1911 |
1911
MPM Asset Management
Boston,
Massachusetts
| US$4.69億 | +US$1865萬 | +4% | 6.66% | 5.89% | 15 | 0% | 1.2 |
|
| 1912 |
1912
Broadmark Asset Management
San Francisco,
California
| US$4.68億 | -US$2.2億 | -32% | 3.07% | 39.6% | 4 | 75% | 0.4 |
|
| 1913 |
JDR
1913
Jay D. Rosenbaum
| US$4.67億 | +US$1530萬 | +3% | 3.37% | 12.9% | 45 | 15.56% | 0.2 |
|
| 1914 |
ASA
1914
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$4.66億 | -US$8632萬 | -16% | 1.17% | 51.2% | 42 | 7.14% | 1.5 |
|
| 1915 |
1915
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| US$4.66億 | +US$3484萬 | +8% | 2.38% | 58.1% | 905 | 17.68% | 1.2 |
|
| 1916 |
1916
Princeton Alpha Management
Princeton Junction,
New Jersey
| US$4.66億 | +US$1.11億 | +31% | 1.04% | 9.26% | 1,032 | 71.8% | 0.2 |
|
| 1917 |
JMH
1917
J.M. Hartwell
New York
| US$4.65億 | +US$3693萬 | +9% | 7.5% | 72.2% | 109 | 19.27% | 1.2 |
|
| 1918 |
AH
1918
Allen Holding
New York
| US$4.65億 | -US$561萬 | -1% | 0.74% | 135% | 11 | 0% | 1.6 |
|
| 1919 |
1919
Main Street Research
Lakeville,
Connecticut
| US$4.65億 | -US$203萬 | -0.4% | 2.94% | 232% | 140 | 9.29% | 1.4 |
|
| 1920 |
CCC
1920
Chelsea Counsel Company
Los Angeles,
California
| US$4.64億 | -US$2141萬 | -4% | 0.62% | 106% | 148 | 12.16% | 1.3 |
|
| 1921 |
1921
Parus Finance (UK)
London,
United Kingdom
| US$4.64億 | -US$2716萬 | -6% | 4.91% | 199% | 23 | 21.74% | 1.5 |
|
| 1922 |
DMK
1922
David M. Knott
| US$4.64億 | +US$4012萬 | +9% | 15.3% | 81% | 89 | 22.47% | 1.1 |
|
| 1923 |
1923
Sensato Investors
San Francisco,
California
| US$4.64億 | +US$1.26億 | +37% | 3.53% | 75.8% | 71 | 57.75% | 0.1 |
|
| 1924 |
1924
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$4.64億 | -US$1385萬 | -3% | 2.83% | 60% | 41 | 4.88% | 1.5 |
|
| 1925 |
1925
Connors Investor Services
Wyomissing,
Pennsylvania
| US$4.64億 | +US$2466萬 | +6% | 1.17% | 125% | 181 | 19.89% | 1.3 |
|