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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
a16z Perennial Management
Menlo Park,
California
| US$11億 | +US$674萬 | +0.6% | 6.89% | – | 53 | 33.96% | 0.4 |
|
| 1902 |
1902
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| US$11億 | -US$1.73億 | -14% | 0.06% | 70.5% | 131 | 17.56% | 2.8 |
|
| 1903 |
1903
NBC Securities
Birmingham,
Alabama
| US$11億 | +US$3360萬 | +3% | 1.48% | 93.1% | 2,256 | 11.84% | 0.7 |
|
| 1904 |
1904
Beese Fulmer Investment Management
Canton,
Ohio
| US$11億 | +US$3587萬 | +3% | 2.99% | 124% | 233 | 7.73% | 6.5 |
|
| 1905 |
1905
SP Asset Management
Cupertino,
California
| US$11億 | +US$2380萬 | +2% | 3.48% | 92.4% | 134 | 11.19% | 3.6 |
|
| 1906 |
1906
Provident Investment Management
Novi,
Michigan
| US$11億 | -US$3566萬 | -3% | 1.73% | 90.8% | 77 | 6.49% | 4.3 |
|
| 1907 |
1907
First Trust Capital Management
Chicago,
Illinois
| US$11億 | -US$8007萬 | -7% | 6.61% | 214% | 145 | 48.97% | 0.7 |
|
| 1908 |
1908
Howe & Rusling
Rochester,
New York
| US$11億 | +US$5275萬 | +5% | 3.13% | 82% | 403 | 14.89% | 4.5 |
|
| 1909 |
1909
Stephens Group Asset Management
Little Rock,
Arkansas
| US$11億 | +US$163萬 | +0.1% | 0.53% | 51.4% | 27 | 0% | 4.6 |
|
| 1910 |
1910
Boundary Creek Advisors
New York
| US$10.9億 | -US$5.63億 | -34% | 8.58% | 15% | 42 | 57.14% | 0.8 |
|
| 1911 |
1911
L1 Capital
Melbourne VIC 3000,
Australia
| US$10.9億 | -US$1.09億 | -9% | 0.43% | 127% | 14 | 64.29% | 1.3 |
|
| 1912 |
1912
Parcion Private Wealth
Bellevue,
Washington
| US$10.9億 | -US$4203萬 | -4% | 0.23% | 103% | 204 | 10.29% | 2.8 |
|
| 1913 |
1913
Triasima Portfolio Management
Montreal,
Quebec, Canada
| US$10.9億 | -US$9717萬 | -8% | 3.87% | 224% | 156 | 22.44% | 1.3 |
|
| 1914 |
1914
Neumeier Poma Investment Counsel
Carmel,
California
| US$10.9億 | +US$189萬 | +0.2% | 4.1% | 229% | 45 | 15.56% | 3.4 |
|
| 1915 |
1915
Weatherly Asset Management
Del Mar,
California
| US$10.9億 | +US$5816萬 | +6% | 7.87% | 116% | 176 | 6.82% | 7.6 |
|
| 1916 |
1916
Sepio Capital
Salt Lake City,
Utah
| US$10.9億 | -US$7499萬 | -6% | 0.52% | 92% | 290 | 6.9% | 3.6 |
|
| 1917 |
1917
Washington Trust Advisors
Wellesley,
Massachusetts
| US$10.9億 | -US$284萬 | -0.3% | 3.28% | 106% | 689 | 8.56% | 2.1 |
|
| 1918 |
1918
Syon Capital
San Francisco,
California
| US$10.9億 | +US$2994萬 | +3% | 2.74% | 74% | 466 | 7.51% | 0.7 |
|
| 1919 |
1919
Providence Equity Partners
Providence,
Rhode Island
| US$10.8億 | -US$4.74億 | -30% | 26.1% | 12.4% | 3 | 0% | 2.8 |
|
| 1920 |
1920
Helikon Investments
London,
United Kingdom
| US$10.8億 | -US$7447萬 | -6% | 4.17% | 282% | 19 | 15.79% | 1.2 |
|
| 1921 |
MIM
1921
Marco Investment Management
Atlanta,
Georgia
| US$10.8億 | +US$2359萬 | +2% | 3.21% | 127% | 214 | 4.67% | 7 |
|
| 1922 |
1922
AlphaStar Capital Management
Cornelius,
North Carolina
| US$10.8億 | +US$1.08億 | +11% | 2.5% | 69.5% | 329 | 19.15% | 2.2 |
|
| 1923 |
1923
Fifth Third Securities
Cincinnati,
Ohio
| US$10.8億 | +US$5214萬 | +5% | 1.39% | 62.7% | 287 | 23.34% | 1.5 |
|
| 1924 |
1924
Vivo Capital
Palo Alto,
California
| US$10.8億 | -US$1.9億 | -15% | 2.85% | 7,491% | 46 | 17.39% | 2.1 |
|
| 1925 |
1925
Koss-Olinger Consulting
Gainesville,
Florida
| US$10.8億 | +US$8.98億 | +486% | 0.68% | 57.9% | 294 | 93.54% | 0.2 |
|