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
Munro Partners
Melbourne,
Australia
| US$6.06億 | +US$2271萬 | +4% | 1.67% | 339% | 34 | 35.29% | 0.6 |
|
| 1927 |
1927
Front Barnett Associates
Chicago,
Illinois
| US$6.04億 | +US$819萬 | +1% | 2.13% | 40.5% | 122 | 5.74% | 5 |
|
| 1928 |
1928
Navellier & Associates
Reno,
Nevada
| US$6.04億 | -US$4269萬 | -7% | 0.59% | 361% | 309 | 24.92% | 1.4 |
|
| 1929 |
1929
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| US$6.04億 | -US$4128萬 | -6% | 1.44% | 26.9% | 142 | 30.28% | 1 |
|
| 1930 |
1930
Harvey Investment Company
Louisville,
Kentucky
| US$6.04億 | +US$998萬 | +2% | 1.27% | 56.4% | 89 | 7.87% | 4.4 |
|
| 1931 |
AA
1931
Ancient Art
Austin,
Texas
| US$6.03億 | -US$2742萬 | -4% | 1.93% | 168% | 19 | 21.05% | 1.6 |
|
| 1932 |
1932
Endurance Wealth Management
Providence,
Rhode Island
| US$6.03億 | -US$3330萬 | -5% | 1.02% | 59% | 557 | 15.62% | 3.5 |
|
| 1933 |
1933
Modera Wealth Management
Westwood,
New Jersey
| US$6.02億 | +US$5404萬 | +10% | 0.14% | 75.5% | 150 | 8% | 3.4 |
|
| 1934 |
1934
First Nebraska Trust
Lincoln,
Nebraska
| US$6.01億 | +US$2907萬 | +5% | 5.29% | 76.9% | 148 | 2.7% | 4.1 |
|
| 1935 |
1935
W.R. Berkley Corp
Greenwich,
Connecticut
| US$6.01億 | +US$1764萬 | +3% | 1.53% | 38.7% | 142 | 46.48% | 0.6 |
|
| 1936 |
1936
One Capital Management
Westlake Village,
California
| US$6億 | +US$1283萬 | +2% | 0.22% | 50.5% | 177 | 4.52% | 3.5 |
|
| 1937 |
1937
Tokio Marine Asset Management
Tokyo,
Japan
| US$6億 | +US$2774萬 | +5% | 1.14% | 142% | 248 | 20.56% | 3.2 |
|
| 1938 |
1938
Indus Capital Partners
New York
| US$6億 | -US$1209萬 | -2% | 2.67% | 117% | 45 | 37.78% | 1.2 |
|
| 1939 |
1939
Lenox Wealth Advisors
New York
| US$6億 | +US$2709萬 | +5% | 0.4% | 35.7% | 670 | 40.75% | 1.1 |
|
| 1940 |
1940
Northstar Investment Advisors
Denver,
Colorado
| US$6億 | +US$5840萬 | +11% | 2.86% | 85.8% | 149 | 30.87% | 3 |
|
| 1941 |
1941
Kelly Lawrence W & Associates
Pasadens,
California
| US$6億 | +US$1363萬 | +2% | 2.25% | 123% | 138 | 5.8% | 3.9 |
|
| 1942 |
1942
Estabrook Capital Management
New York
| US$6億 | -US$1107萬 | -2% | 1.14% | 87.2% | 348 | 10.92% | 4.8 |
|
| 1943 |
1943
Thomasville National Bank
Thomasville,
Georgia
| US$6億 | +US$2221萬 | +4% | 2.49% | – | 207 | 10.14% | 2.9 |
|
| 1944 |
1944
Discovery Capital Management
South Norwalk,
Connecticut
| US$5.98億 | -US$4.5億 | -43% | 0.59% | 871% | 53 | 77.36% | 0.3 |
|
| 1945 |
BPM
1945
Bowling Portfolio Management
Cincinnati,
Ohio
| US$5.97億 | -US$1435萬 | -2% | 1.57% | 45.7% | 405 | 42.72% | 1.8 |
|
| 1946 |
1946
Barton Investment Management
West Conshohocken,
Pennsylvania
| US$5.97億 | -US$7248萬 | -11% | 8.59% | 124% | 40 | 5% | 5.4 |
|
| 1947 |
1947
Summit Creek Advisors
Minneapolis,
Minnesota
| US$5.96億 | +US$52.5萬 | +0.1% | 4.6% | 84.6% | 69 | 23.19% | 2 |
|
| 1948 |
1948
KG Funds Management
New York
| US$5.95億 | +US$6546萬 | +12% | 0.75% | 45.8% | 8 | 0% | 2.2 |
|
| 1949 |
1949
Mendon Capital Advisors
Key Largo,
Florida
| US$5.93億 | -US$4510萬 | -7% | 0.96% | – | 84 | 35.71% | 2.1 |
|
| 1950 |
1950
Sector Gamma AS
Oslo,
Norway
| US$5.92億 | -US$3027萬 | -5% | 2.29% | 61.8% | 37 | 16.22% | 2 |
|