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