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全球頂尖投資人與避險基金的最新股票投資組合

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)
Middleton & Co
1926
Middleton & Co
Massachusetts
US$4.22億 -US$3972萬 -9% 6.15% 81.8% 158 11.39% 1.9
John G. Ullman & Associates
1927
John G. Ullman & Associates
New York
US$4.21億 -US$1.1億 -21% 8.14% 156% 151 24.5% 1.7
Permian Investment Partners
1928
Permian Investment Partners
Texas
US$4.21億 -US$7342萬 -15% 7.32% 78.6% 21 52.38% 0.5
Efficient Market Advisors
1929
Efficient Market Advisors
California
US$4.21億 -US$1071萬 -2% 7.01% 5.97% 198 32.83% 1.4
Integre Asset Management
1930
Integre Asset Management
New York
US$4.21億 -US$5637萬 -12% 8.68% 74.1% 179 34.64% 1.2
CCC
1931
Chelsea Counsel Company
California
US$4.2億 -US$2677萬 -6% 8.68% 106% 170 11.18% 1.5
Altarock Partners
1932
Altarock Partners
Florida
US$4.2億 +US$1.06億 +34% 5.19% 58.1% 8 12.5% 0.6
Capital Investment Services of America
1933
Capital Investment Services of America
Wisconsin
US$4.18億 -US$1939萬 -4% 2.86% 50.7% 64 12.5% 1.8
PT Asset Management
1934
PT Asset Management
Illinois
US$4.18億 +US$6552萬 +19% 8.71% 7.94% 289 49.83% 0.4
Patriot Financial Partners
1935
Patriot Financial Partners
Pennsylvania
US$4.18億 -US$1015萬 -2% 0.68% 16.6% 19 31.58% 1.5
Bragg Financial Advisors
1936
Bragg Financial Advisors
North Carolina
US$4.18億 -US$1903萬 -4% 5.54% 101% 236 7.63% 2.1
Norris Perne & French
1937
Norris Perne & French
Michigan
US$4.18億 -US$1.05億 -20% 6.08% 91.1% 163 12.88% 1.8
BTR Capital Management
1938
BTR Capital Management
California
US$4.18億 -US$711萬 -2% 8.96% 35% 180 22.22% 1.5
Randolph Company
1939
Randolph Company
Ohio
US$4.18億 -US$2501萬 -6% 5.05% 127% 61 54.1% 1
Jay A. Fishman Ltd
1940
Jay A. Fishman Ltd
Michigan
US$4.17億 -US$6397萬 -13% 9.58% 105% 99 13.13% 1.8
Strategy Asset Managers
1941
Strategy Asset Managers
California
US$4.17億 -US$3168萬 -7% 5.85% 115% 158 32.28% 1.5
Calamos Wealth Management
1942
Calamos Wealth Management
Illinois
US$4.17億 -US$675萬 -2% 4.74% 102% 278 23.38% 0.9
B. Riley Wealth Advisors
1943
B. Riley Wealth Advisors
Florida
US$4.16億 +US$1381萬 +3% 6.68% 118% 642 29.28% 1.3
Alphabet Inc
1944
Alphabet Inc
California
US$4.16億 -US$6619萬 -14% 13.7% 327% 5 0% 1
First Fiduciary Investment Counsel
1945
First Fiduciary Investment Counsel
Ohio
US$4.16億 -US$4611萬 -10% 6.51% 48.1% 45 24.44% 1.8
BTC Capital Management
1946
BTC Capital Management
Iowa
US$4.15億 -US$1491萬 -3% 8.4% – 190 28.95% 0.7
MIG Capital
1947
MIG Capital
California
US$4.15億 -US$1.15億 -22% 4.45% 118% 39 43.59% 1
Aegon USA Investment Management
1948
Aegon USA Investment Management
Iowa
US$4.15億 -US$130億 -97% 5.57% 39.9% 57 54.39% 1.4
Harvey Investment Company
1949
Harvey Investment Company
Kentucky
US$4.15億 -US$1569萬 -4% 3.25% 56.4% 87 12.64% 2.1
PGCM
1950
Prescott Group Capital Management
Oklahoma
US$4.15億 -US$8797萬 -18% 13.5% 148% 199 25.63% 1.4