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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
FNY Partners Fund
New York
| US$6.02億 | +US$1390萬 | +2% | 3.34% | – | 779 | 73.94% | 0.3 |
|
| 1902 |
1902
Efficient Advisors
Mason,
Ohio
| US$6億 | +US$1837萬 | +3% | 2.57% | 30.6% | 45 | 0% | 3.2 |
|
| 1903 |
1903
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$5.99億 | +US$3465萬 | +6% | 7.02% | 115% | 469 | 2.13% | 3.6 |
|
| 1904 |
1904
Financial Architects (New Jersey)
Marlton,
New Jersey
| US$5.99億 | +US$3733萬 | +7% | 5.95% | 31.3% | 1,696 | 21.76% | 1.5 |
|
| 1905 |
1905
RTW Investments
New York
| US$5.99億 | +US$2491萬 | +4% | 4.78% | 467% | 34 | 26.47% | 1.3 |
|
| 1906 |
1906
Greenwich Wealth Management
Greenwich,
Connecticut
| US$5.98億 | +US$1702萬 | +3% | 8.02% | 198% | 198 | 9.09% | 2.7 |
|
| 1907 |
1907
Algebris (UK)
London,
United Kingdom
| US$5.98億 | -US$1.35億 | -18% | 6.35% | 24.5% | 75 | 52% | 0.3 |
|
| 1908 |
1908
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$5.98億 | +US$2757萬 | +5% | 5.07% | 34% | 100 | 8% | 3 |
|
| 1909 |
1909
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$5.96億 | +US$2255萬 | +4% | 5.55% | 68% | 114 | 11.4% | 3.2 |
|
| 1910 |
1910
Middleton & Co
Boston,
Massachusetts
| US$5.96億 | +US$4236萬 | +8% | 7.64% | 69.7% | 170 | 8.82% | 3.1 |
|
| 1911 |
1911
BB&T Investment Services
Charlotte,
North Carolina
| US$5.95億 | +US$9383萬 | +19% | 4.59% | – | 1,532 | 19.06% | 0.7 |
|
| 1912 |
1912
Sector Gamma AS
Oslo,
Norway
| US$5.95億 | -US$6114萬 | -9% | 0.77% | 35.3% | 38 | 31.58% | 1.6 |
|
| 1913 |
DP
1913
DSAM Partners
London,
United Kingdom
| US$5.95億 | -US$1.24億 | -17% | 13.9% | 343% | 74 | 67.57% | 0.3 |
|
| 1914 |
1914
Gillson Capital
Chicago,
Illinois
| US$5.94億 | +US$8496萬 | +17% | 9.32% | 84.9% | 57 | 59.65% | 0.3 |
|
| 1915 |
1915
Abner Herrman & Brock
Jersey City,
New Jersey
| US$5.94億 | +US$2959萬 | +5% | 7.36% | 156% | 140 | 12.86% | 2.6 |
|
| 1916 |
1916
Godsey & Gibb Inc
Richmond,
Virginia
| US$5.94億 | +US$904萬 | +2% | 7.14% | 87.5% | 56 | 3.57% | 3.6 |
|
| 1917 |
1917
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$5.94億 | +US$3787萬 | +7% | 7.87% | 70% | 54 | 5.56% | 3.2 |
|
| 1918 |
1918
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$5.93億 | +US$3438萬 | +6% | 8.77% | 116% | 132 | 5.3% | 2.3 |
|
| 1919 |
1919
Falcon Point Capital
San Francisco,
California
| US$5.93億 | -US$9553萬 | -14% | 1.75% | 119% | 128 | 14.84% | 1.7 |
|
| 1920 |
1920
Electron Capital Partners
New York
| US$5.93億 | +US$5575萬 | +10% | 7.35% | 333% | 32 | 40.63% | 0.8 |
|
| 1921 |
1921
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$5.93億 | +US$3819萬 | +7% | 4.83% | 64.6% | 409 | 13.45% | 2.7 |
|
| 1922 |
1922
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$5.92億 | +US$6779萬 | +13% | 6.3% | 97.9% | 26 | 11.54% | 2.7 |
|
| 1923 |
1923
Doyle Wealth Management
St. Petersburg,
Florida
| US$5.92億 | +US$2064萬 | +4% | 5.76% | 32.3% | 172 | 13.37% | 0.6 |
|
| 1924 |
1924
North Point Portfolio Managers
Orange Village,
Ohio
| US$5.91億 | -US$122萬 | -0.2% | 6.54% | 72.8% | 89 | 8.99% | 3.1 |
|
| 1925 |
1925
S&T Bank
Indiana,
Pennsylvania
| US$5.9億 | +US$3000萬 | +5% | 6.72% | 193% | 96 | 8.33% | 2.9 |
|