我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Kelly Lawrence W & Associates
Pasadens,
California
| US$4.63億 | -US$1644萬 | -3% | 3.69% | 123% | 140 | 11.43% | 1 |
|
| 1927 |
1927
Randolph Company
Cincinnati,
Ohio
| US$4.61億 | -US$5640萬 | -11% | 0.99% | 127% | 51 | 47.06% | 0.7 |
|
| 1928 |
AAM
1928
AO Asset Management
New York
| US$4.6億 | +US$8124萬 | +21% | 15.5% | 127% | 40 | 67.5% | 0.1 |
|
| 1929 |
1929
Sylebra Capital (HK)
Hong Kong
| US$4.59億 | +US$1.76億 | +62% | 20.9% | 16.6% | 16 | 62.5% | 0.1 |
|
| 1930 |
1930
Deltec Asset Management
New York
| US$4.59億 | +US$319萬 | +0.7% | 3.96% | 127% | 166 | 28.31% | 1 |
|
| 1931 |
1931
Halsey Associates
New Haven,
Connecticut
| US$4.58億 | +US$356萬 | +0.8% | 3.85% | 63.8% | 107 | 5.61% | 1.6 |
|
| 1932 |
1932
Richard C. Young & Co
Newport,
Rhode Island
| US$4.58億 | -US$1512萬 | -3% | 0.71% | 152% | 80 | 22.5% | 1.3 |
|
| 1933 |
1933
Strategy Asset Managers
Pasadena,
California
| US$4.58億 | -US$1768萬 | -4% | 1.78% | 115% | 165 | 37.58% | 1.1 |
|
| 1934 |
1934
Arosa Capital Management
Miami Beach,
Florida
| US$4.58億 | +US$1.58億 | +53% | 4.26% | 536% | 54 | 51.85% | 0.2 |
|
| 1935 |
1935
Middleton & Co
Boston,
Massachusetts
| US$4.58億 | +US$1075萬 | +2% | 2.28% | 81.8% | 159 | 4.4% | 1.4 |
|
| 1936 |
1936
Segantii Capital Management
Hong Kong
| US$4.57億 | US$0 | 0% | 3.77% | 33.1% | 20 | 0% | 0.7 |
|
| 1937 |
QCMC
1937
Quantum Capital Management (California)
San Francisco,
California
| US$4.57億 | +US$1794萬 | +4% | 5.07% | 53.7% | 196 | 21.94% | 1.2 |
|
| 1938 |
OFM
1938
Okumus Fund Management
Grand Cayman,
Cayman Islands
| US$4.57億 | -US$2285萬 | -5% | 9.11% | 8.26% | 18 | 66.67% | 0.3 |
|
| 1939 |
1939
Giverny Capital
Montreal,
Quebec, Canada
| US$4.57億 | – | – | 3.04% | 69.2% | 23 | – | 0 |
|
| 1940 |
1940
Neumeier Poma Investment Counsel
Carmel,
California
| US$4.57億 | +US$3396萬 | +8% | 14.3% | 229% | 45 | 20% | 1.2 |
|
| 1941 |
1941
L. Roy Papp & Associates
Phoenix,
Arizona
| US$4.56億 | -US$157萬 | -0.3% | 1.83% | 80.1% | 146 | 2.74% | 1.5 |
|
| 1942 |
1942
Foster & Motley
Cincinnati,
Ohio
| US$4.55億 | +US$1396萬 | +3% | 0.66% | 68.8% | 185 | 11.89% | 1.3 |
|
| 1943 |
MFM
1943
Marianas Fund Management
New York
| US$4.55億 | +US$1.05億 | +30% | 4.48% | 26% | 33 | 57.58% | 0.2 |
|
| 1944 |
OCMI
1944
Oaktop Capital Management II
Chatham,
New Jersey
| US$4.55億 | +US$318萬 | +0.7% | 0.62% | 451% | 20 | 5% | 1.6 |
|
| 1945 |
BPM
1945
Bowling Portfolio Management
Cincinnati,
Ohio
| US$4.55億 | -US$4019萬 | -8% | 3.03% | 45.7% | 146 | 6.85% | 1.1 |
|
| 1946 |
1946
First Niagara Bank
Lockport,
New York
| US$4.55億 | -US$1353萬 | -3% | 0.96% | 38.1% | 252 | 9.92% | 1.5 |
|
| 1947 |
1947
300 North Capital
Pasadena,
California
| US$4.55億 | +US$2020萬 | +5% | 9.3% | – | 137 | 27.01% | 0.9 |
|
| 1948 |
1948
Evergreen Capital Management
Bellevue,
Washington
| US$4.54億 | -US$5409萬 | -11% | 1.12% | 82.9% | 114 | 22.81% | 1.3 |
|
| 1949 |
CA
1949
Continental Advisors
Park City,
Utah
| US$4.53億 | -US$4179萬 | -8% | 0.92% | 73.6% | 175 | 31.43% | 0.9 |
|
| 1950 |
DLG
1950
Daniel L. Goodwin
| US$4.53億 | -US$1.08億 | -19% | 2.06% | 72.6% | 158 | 36.08% | 1 |
|