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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
GAM Systematic
Cambridge,
United Kingdom
| US$4.32億 | -US$3.58億 | -45% | 4.5% | 67.3% | 670 | 54.33% | 0.3 |
|
| 1902 |
1902
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| US$4.32億 | +US$3.31億 | +327% | 5.94% | 119% | 161 | 55.28% | 0.6 |
|
| 1903 |
1903
ProVise Management Group
Clearwater,
Florida
| US$4.31億 | -US$3856萬 | -8% | 6.02% | 66.8% | 312 | 17.31% | 1.7 |
|
| 1904 |
1904
Cortland Associates
St Louis,
Missouri
| US$4.31億 | -US$4353萬 | -9% | 4.71% | 57.1% | 48 | 22.92% | 1.6 |
|
| 1905 |
1905
Kelly Lawrence W & Associates
Pasadens,
California
| US$4.31億 | -US$7124萬 | -14% | 9.05% | 123% | 155 | 10.97% | 1.3 |
|
| 1906 |
1906
TMFS Holdings
Overland Park,
Kansas
| US$4.3億 | – | – | 8.45% | – | 5 | – | 0 |
|
| 1907 |
1907
SeaBridge Investment Advisors
Summit,
New Jersey
| US$4.3億 | -US$5894萬 | -12% | 9.89% | 128% | 243 | 14.4% | 1.5 |
|
| 1908 |
1908
Bank Hapoalim BM
Tel Aviv,
Israel
| US$4.3億 | -US$8043萬 | -16% | 7.69% | 76.6% | 182 | 23.08% | 1.3 |
|
| 1909 |
1909
Cooper Investors
Melbourne, Victoria,
Australia
| US$4.3億 | -US$2871萬 | -6% | 5.26% | 57.5% | 31 | 16.13% | 1.4 |
|
| 1910 |
1910
RIT Capital Partners
London,
United Kingdom
| US$4.28億 | -US$54.7萬 | -0.1% | 14.4% | 71.4% | 14 | 35.71% | 0.4 |
|
| 1911 |
1911
Auxier Asset Management
Aurora,
Oregon
| US$4.28億 | -US$5218萬 | -11% | 5.71% | 71.7% | 146 | 8.22% | 2 |
|
| 1912 |
1912
Main Street Research
Lakeville,
Connecticut
| US$4.26億 | -US$6198萬 | -13% | 3.91% | 232% | 148 | 30.41% | 1.7 |
|
| 1913 |
1913
Ashford Capital Management
Wilmington,
Delaware
| US$4.26億 | -US$2685萬 | -6% | 6.92% | 150% | 125 | 15.2% | 1.7 |
|
| 1914 |
1914
De Burlo Group
Boston,
Massachusetts
| US$4.26億 | -US$5174萬 | -11% | 4.81% | 147% | 112 | 18.75% | 1.5 |
|
| 1915 |
1915
Zuckerman Investment Group
Chicago,
Illinois
| US$4.26億 | -US$2142萬 | -5% | 9.21% | 111% | 53 | 32.08% | 1.2 |
|
| 1916 |
1916
Halsey Associates
New Haven,
Connecticut
| US$4.26億 | -US$2216萬 | -5% | 5.75% | 63.8% | 110 | 10.91% | 1.9 |
|
| 1917 |
1917
Contravisory Investment Management
Norwell,
Massachusetts
| US$4.25億 | -US$3419萬 | -7% | 5.29% | 135% | 202 | 37.13% | 0.8 |
|
| 1918 |
CA
1918
Cornerstone Advisors
Asheville,
North Carolina
| US$4.25億 | -US$2313萬 | -5% | 9.07% | 108% | 263 | 29.66% | 1.3 |
|
| 1919 |
1919
Park Presidio Capital
San Francisco,
California
| US$4.24億 | +US$4565萬 | +12% | 3.78% | 94.1% | 16 | 25% | 0.5 |
|
| 1920 |
1920
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$4.24億 | -US$3304萬 | -7% | 3.84% | 68% | 128 | 11.72% | 1.8 |
|
| 1921 |
1921
Empirical Wealth Management
Seattle,
Washington
| US$4.24億 | -US$664萬 | -2% | 3.65% | 78.8% | 120 | 12.5% | 1.7 |
|
| 1922 |
1922
YHB Investment Advisors
West Hartford,
Connecticut
| US$4.23億 | -US$3507萬 | -8% | 5.61% | 96.2% | 175 | 12% | 1.8 |
|
| 1923 |
PAI
1923
ProQuest Associates IV
Naples,
Florida
| US$4.23億 | -US$6438萬 | -13% | 11.9% | 113% | 6 | 0% | 0.7 |
|
| 1924 |
1924
Cisco Systems
San Jose,
California
| US$4.22億 | -US$3655萬 | -8% | 7.92% | 210% | 2 | 0% | 1.8 |
|
| 1925 |
1925
Tygh Capital Management
Portland,
Oregon
| US$4.22億 | -US$1.36億 | -24% | 9.16% | 251% | 125 | 44.8% | 0.8 |
|