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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 |
JDR
1901
Jay D. Rosenbaum
| US$4.53億 | +US$9524萬 | +27% | 26% | 12.9% | 45 | 17.78% | 1 |
|
| 1902 |
1902
Planning Alternatives
Birmingham,
Michigan
| US$4.53億 | +US$2249萬 | +5% | 1.12% | 69.6% | 56 | 12.5% | 2 |
|
| 1903 |
1903
Harvey Investment Company
Louisville,
Kentucky
| US$4.5億 | +US$1298萬 | +3% | 3.9% | 56.4% | 80 | 7.5% | 2.5 |
|
| 1904 |
1904
Moneta Group Investment Advisors
St Louis,
Missouri
| US$4.5億 | +US$4327萬 | +11% | 1.62% | 64% | 176 | 28.41% | 1.3 |
|
| 1905 |
NAM
1905
Netols Asset Management
Mequon,
Wisconsin
| US$4.5億 | -US$259萬 | -0.6% | 3.19% | 41.7% | 72 | 8.33% | 2.1 |
|
| 1906 |
1906
Checchi Capital Advisers
Beverly Hills,
California
| US$4.5億 | +US$5353萬 | +14% | 2.73% | 68% | 1,659 | 78.42% | 0.4 |
|
| 1907 |
1907
Prospera Financial Services
Dallas,
Texas
| US$4.49億 | -US$669萬 | -1% | 2.28% | 97.4% | 382 | 33.25% | 1.3 |
|
| 1908 |
1908
Randolph Company
Cincinnati,
Ohio
| US$4.49億 | +US$5589萬 | +14% | 2.26% | 120% | 42 | 45.24% | 1.1 |
|
| 1909 |
1909
Mizuho Securities USA
New York
| US$4.48億 | -US$3.59億 | -44% | 3.22% | 99% | 209 | 76.08% | 0.3 |
|
| 1910 |
1910
Raytheon Master Pension Trust
Waltham,
Massachusetts
| US$4.48億 | -US$1.1億 | -20% | 0.75% | 36.3% | 13 | 38.46% | 0.8 |
|
| 1911 |
1911
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$4.47億 | -US$4984萬 | -10% | 0.69% | 207% | 139 | 23.02% | 2.1 |
|
| 1912 |
1912
Winslow Asset Management
Beachwood,
Ohio
| US$4.47億 | -US$5864萬 | -12% | 3.7% | 89.9% | 94 | 7.45% | 2.4 |
|
| 1913 |
1913
Pacific Global Investment Management
Glendale,
California
| US$4.46億 | +US$507萬 | +1% | 2.85% | 48% | 222 | 10.36% | 2.2 |
|
| 1914 |
1914
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$4.45億 | +US$3464萬 | +8% | 5.76% | 34.2% | 44 | 2.27% | 2.3 |
|
| 1915 |
1915
Halsey Associates
New Haven,
Connecticut
| US$4.45億 | +US$1260萬 | +3% | 2.83% | 63.8% | 109 | 11.93% | 2.2 |
|
| 1916 |
1916
Richard C. Young & Co
Newport,
Rhode Island
| US$4.44億 | +US$497萬 | +1% | 4.35% | 137% | 79 | 18.99% | 1.7 |
|
| 1917 |
1917
Howe & Rusling
Rochester,
New York
| US$4.44億 | +US$790萬 | +2% | 1.84% | 82% | 1,114 | 15.71% | 1.6 |
|
| 1918 |
1918
Vicus Capital
State College,
Pennsylvania
| US$4.43億 | +US$4973萬 | +13% | 1.36% | 59.6% | 225 | 22.22% | 1.5 |
|
| 1919 |
1919
ACG Wealth
Atlanta,
Georgia
| US$4.43億 | -US$428萬 | -1% | 1.08% | 45.5% | 250 | 20.4% | 1.5 |
|
| 1920 |
1920
Meiji Yasuda Asset Management
Tokyo,
Japan
| US$4.42億 | +US$39.5萬 | +0.1% | 1.7% | 93.9% | 382 | 20.94% | 1.8 |
|
| 1921 |
1921
GHP Investment Advisors
Denver,
Colorado
| US$4.42億 | +US$2768萬 | +7% | 2.97% | 81.4% | 296 | 10.81% | 2.2 |
|
| 1922 |
GWI
1922
Grace & White Inc
Ny,
New York
| US$4.41億 | +US$1062萬 | +2% | 4.96% | 61.5% | 145 | 5.52% | 2.4 |
|
| 1923 |
1923
Pacer Advisors
Malvern,
Pennsylvania
| US$4.41億 | +US$1505萬 | +4% | 1.55% | 58.4% | 893 | 14.56% | 0.4 |
|
| 1924 |
CL
1924
Croft-Leominster
Baltimore,
Maryland
| US$4.41億 | -US$2382萬 | -5% | 0.72% | 38% | 199 | 29.65% | 1.6 |
|
| 1925 |
1925
Strategy Asset Managers
Pasadena,
California
| US$4.4億 | +US$31.5萬 | +0.1% | 1.42% | 115% | 166 | 36.14% | 1.6 |
|