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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
Richard C. Young & Co
Newport,
Rhode Island
| US$5.06億 | +US$3131萬 | +7% | 4.3% | 137% | 67 | 10.45% | 2.5 |
|
| 1927 |
1927
Regal Partners
Sydney, NSW,
Australia
| US$5.06億 | +US$1.09億 | +28% | 6.51% | 146% | 12 | 16.67% | 1.6 |
|
| 1928 |
1928
Cadinha & Co
Honolulu,
Hawaii
| US$5.05億 | -US$7650萬 | -13% | 6.12% | 132% | 130 | 15.38% | 2.4 |
|
| 1929 |
1929
McGowan Group Asset Management
Dallas,
Texas
| US$5.05億 | +US$2193萬 | +5% | 3.36% | 69.8% | 89 | 10.11% | 1.8 |
|
| 1930 |
1930
Moneta Group Investment Advisors
St Louis,
Missouri
| US$5.04億 | +US$1652萬 | +3% | 5.65% | 64.3% | 179 | 17.32% | 2 |
|
| 1931 |
1931
King Street Capital Management
New York
| US$5.04億 | +US$8842萬 | +21% | 6.39% | 140% | 15 | 40% | 0.2 |
|
| 1932 |
1932
Bardin Hill Management Partners
New York
| US$5.04億 | +US$8433萬 | +20% | 14.1% | 214% | 39 | 66.67% | 0.2 |
|
| 1933 |
1933
Pacific Global Investment Management
Glendale,
California
| US$5.04億 | +US$1178萬 | +2% | 3.99% | 48% | 222 | 7.66% | 2.8 |
|
| 1934 |
1934
Great Point Partners
Greenwich,
Connecticut
| US$5.04億 | +US$1675萬 | +3% | 20.4% | 710% | 52 | 61.54% | 0.7 |
|
| 1935 |
1935
Hillsdale Investment Management
Toronto,
Ontario, Canada
| US$5.03億 | +US$2311萬 | +5% | 10% | 271% | 582 | 36.94% | 1.3 |
|
| 1936 |
1936
Parallel Advisors
San Francisco,
California
| US$5.03億 | +US$7720萬 | +18% | 6.23% | 109% | 2,188 | 23.58% | 0.2 |
|
| 1937 |
1WCM
1937
12 West Capital Management
New York
| US$5.03億 | -US$5980萬 | -11% | 12.7% | 169% | 19 | 21.05% | 1.5 |
|
| 1938 |
1938
Thomasville National Bank
Thomasville,
Georgia
| US$5.03億 | – | – | 5% | – | 234 | – | 0.8 |
|
| 1939 |
1939
Abner Herrman & Brock
Jersey City,
New Jersey
| US$5.03億 | +US$2700萬 | +6% | 5.1% | 156% | 131 | 6.87% | 2.2 |
|
| 1940 |
1940
Mount Lucas Management
Newtown,
Pennsylvania
| US$5.02億 | -US$2508萬 | -5% | 5.53% | 109% | 173 | 35.26% | 0.6 |
|
| 1941 |
1941
CCM Investment Advisers
Columbia,
South Carolina
| US$5.02億 | +US$2764萬 | +6% | 6.67% | 170% | 98 | 10.2% | 2.4 |
|
| 1942 |
1942
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$5.01億 | +US$940萬 | +2% | 5.76% | 118% | 589 | 20.88% | 1.9 |
|
| 1943 |
REMS
1943
Real Estate Management Services
| US$5.01億 | -US$584萬 | -1% | 3.46% | 67.2% | 40 | 25% | 2 |
|
| 1944 |
1944
Partners Capital Investment Group
Boston,
Massachusetts
| US$5.01億 | +US$6574萬 | +15% | 8.84% | 47.5% | 75 | 13.33% | 1 |
|
| 1945 |
1945
Howe & Rusling
Rochester,
New York
| US$5億 | +US$4389萬 | +10% | 7.96% | 82% | 1,120 | 16.16% | 2.1 |
|
| 1946 |
1946
Stieven Capital Advisors
St. Louis,
Missouri
| US$4.98億 | -US$990萬 | -2% | 0.3% | 117% | 74 | 24.32% | 2.2 |
|
| 1947 |
1947
Woodstock Corp
Boston,
Massachusetts
| US$4.96億 | +US$285萬 | +0.6% | 5.1% | 115% | 166 | 6.63% | 2.9 |
|
| 1948 |
1948
Amtrust Financial Services
New York
| US$4.96億 | +US$2227萬 | +5% | 1.67% | 61.9% | 118 | 38.98% | 0.2 |
|
| 1949 |
1949
Northstar Investment Advisors
Denver,
Colorado
| US$4.95億 | +US$4833萬 | +11% | 3.63% | 85.8% | 119 | 9.24% | 2.3 |
|
| 1950 |
1950
Clear Harbor Asset Management
Stamford,
Connecticut
| US$4.95億 | +US$2052萬 | +4% | 5.29% | 98.6% | 278 | 18.35% | 2.2 |
|