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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
O'Shares Investment Advisers
Boston,
Massachusetts
| US$6.25億 | +US$3573萬 | +6% | 2.7% | 71.8% | 344 | 3.78% | 0.5 |
|
| 1927 |
CMG
1927
Cavalry Management Group
San Francisco,
California
| US$6.24億 | +US$2.84億 | +84% | 6.2% | 59.6% | 31 | 61.29% | 0.4 |
|
| 1928 |
1928
Dynamic Advisor Solutions
Phoenix,
Arizona
| US$6.23億 | +US$9251萬 | +17% | 2.95% | 70.9% | 559 | 29.34% | 1.6 |
|
| 1929 |
1929
GenTrust
Miami,
Florida
| US$6.22億 | +US$1004萬 | +2% | 2.08% | 53% | 101 | 15.84% | 1.6 |
|
| 1930 |
CPP
1930
Crow Point Partners
Boston,
Massachusetts
| US$6.22億 | +US$3199萬 | +5% | 4.31% | 56.9% | 135 | 22.22% | 1.7 |
|
| 1931 |
1931
Sector Gamma AS
Oslo,
Norway
| US$6.22億 | -US$143萬 | -0.2% | 1.07% | 35.3% | 37 | 18.92% | 1.8 |
|
| 1932 |
1932
First Reserve GP XI
Stamford,
Connecticut
| US$6.22億 | +US$1009萬 | +2% | 1.65% | 26.4% | 1 | 0% | 5.5 |
|
| 1933 |
1933
Blackhill Capital
Morristown,
New Jersey
| US$6.21億 | +US$3832萬 | +7% | 8.79% | 212% | 69 | 2.9% | 4.7 |
|
| 1934 |
1934
BRR OpCo
Columbus,
Ohio
| US$6.2億 | +US$3660萬 | +6% | 3.45% | 23.6% | 212 | 28.3% | 2.1 |
|
| 1935 |
1935
Jacobs & Co
San Francisco,
California
| US$6.2億 | +US$3241萬 | +6% | 3.49% | 105% | 140 | 7.86% | 4.1 |
|
| 1936 |
1936
Dubuque Bank & Trust
Dubuque,
Iowa
| US$6.2億 | -US$33.3萬 | -0.1% | 4.01% | 24% | 698 | 76.65% | 3.9 |
|
| 1937 |
1937
Capstone Financial Advisors
Downers Grove,
Illinois
| US$6.18億 | +US$3302萬 | +6% | 3.67% | 54.5% | 101 | 9.9% | 2.6 |
|
| 1938 |
1938
BTC Capital Management
Des Moines,
Iowa
| US$6.18億 | -US$868萬 | -1% | 3.96% | – | 198 | 11.11% | 2.1 |
|
| 1939 |
MGM
1939
Miura Global Management
New York
| US$6.18億 | +US$3397萬 | +6% | 13.2% | 375% | 32 | 59.38% | 0.4 |
|
| 1940 |
1940
Olstein Capital Management
Purchase,
New York
| US$6.17億 | +US$1128萬 | +2% | 4.27% | 16.6% | 116 | 9.48% | 3.1 |
|
| 1941 |
1941
Bell Asset Management
Melbourne,
Australia
| US$6.17億 | +US$3496萬 | +6% | 5.25% | 45.3% | 63 | 3.17% | 1.3 |
|
| 1942 |
VS
1942
VK Services
Menlo Park,
California
| US$6.17億 | +US$6877萬 | +13% | 12.6% | 1,605% | 1 | 0% | 0.5 |
|
| 1943 |
1943
Guinness Asset Management
London,
United Kingdom
| US$6.16億 | +US$2877萬 | +5% | 3.22% | 73.9% | 110 | 10.91% | 3.3 |
|
| 1944 |
1944
Astor Investment Management
Chicago,
Illinois
| US$6.16億 | +US$1079萬 | +2% | 2.17% | 23.3% | 61 | 22.95% | 1.6 |
|
| 1945 |
1945
Washington Trust Bank
Spokane,
Washington
| US$6.15億 | -US$1256萬 | -2% | 4.43% | 80.5% | 603 | 68.49% | 4.7 |
|
| 1946 |
1946
Gratus Capital
Atlanta,
Georgia
| US$6.13億 | +US$1670萬 | +3% | 3.61% | 51.4% | 182 | 8.79% | 2.6 |
|
| 1947 |
1947
Indus Capital Partners
New York
| US$6.12億 | -US$1.54億 | -20% | 2.57% | 117% | 45 | 42.22% | 1.2 |
|
| 1948 |
1948
Ironvine Capital Partners
Omaha,
Nebraska
| US$6.12億 | +US$8256萬 | +16% | 7.19% | 58.8% | 62 | 6.45% | 1.3 |
|
| 1949 |
BPM
1949
Bowling Portfolio Management
Cincinnati,
Ohio
| US$6.11億 | -US$1847萬 | -3% | 2.82% | 45.7% | 440 | 49.77% | 1.8 |
|
| 1950 |
1950
Garde Capital
Seattle,
Washington
| US$6.11億 | +US$3186萬 | +6% | 2.68% | 57.6% | 150 | 13.33% | 3 |
|