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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
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$9.11億 | +US$4347萬 | +5% | 5.56% | 62.7% | 318 | 12.89% | 2.1 |
|
| 1927 |
CM
1927
Conifer Management
New York
| US$9.11億 | +US$7804萬 | +9% | 10.8% | 22.7% | 11 | 9.09% | 2.3 |
|
| 1928 |
1928
Grassi Investment Management
Santa Clara,
California
| US$9.09億 | +US$1.03億 | +13% | 16.3% | 170% | 129 | 5.43% | 5.6 |
|
| 1929 |
1929
Ascent Group
Virginia Beach,
Virginia
| US$9.08億 | -US$3221萬 | -3% | 5.56% | 91.7% | 509 | 19.45% | 1.2 |
|
| 1930 |
1930
Gladstone Capital Management
London,
United Kingdom
| US$9.07億 | +US$1.21億 | +15% | 22.1% | 304% | 23 | 60.87% | 1.1 |
|
| 1931 |
1931
EverSource Wealth Advisors
Birmingham,
Alabama
| US$9.07億 | +US$1.04億 | +13% | 5.42% | 89.7% | 2,650 | 16.08% | 1 |
|
| 1932 |
1932
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$9.05億 | +US$8415萬 | +10% | 11.5% | 70% | 59 | 3.39% | 6.8 |
|
| 1933 |
1933
Exor N.V.
Amsterdam,
Netherlands
| US$9.05億 | +US$6億 | +197% | 0.51% | 8.34% | 2 | 50% | 0.3 |
|
| 1934 |
1934
Bridgeworth
Birmingham,
Alabama
| US$9.05億 | +US$1.12億 | +14% | 4.93% | 19.3% | 176 | 9.09% | 3 |
|
| 1935 |
1935
Daido Life Insurance Company
Osaka,
Japan
| US$9.04億 | -US$9832萬 | -10% | 7.79% | 68.7% | 11 | 0% | 5.1 |
|
| 1936 |
1936
Callan Capital
La Jolla,
California
| US$9.04億 | +US$4028萬 | +5% | 4.96% | 20.1% | 194 | 10.31% | 2.7 |
|
| 1937 |
1937
BBR Partners
New York
| US$9.04億 | +US$3595萬 | +4% | 5.96% | 63.4% | 175 | 14.86% | 2.9 |
|
| 1938 |
1938
Lansdowne Partners (UK)
London,
United Kingdom
| US$9.02億 | +US$2.54億 | +39% | 12.6% | 293% | 24 | 33.33% | 1.9 |
|
| 1939 |
1939
Trinity Street Asset Management
London,
United Kingdom
| US$9.02億 | +US$901萬 | +1% | 8.04% | 76.9% | 22 | 4.55% | 2.3 |
|
| 1940 |
1940
Unison Advisors
Washington,
District of Columbia
| US$9.01億 | +US$59.5萬 | +0.1% | 2.52% | 57.8% | 206 | 26.7% | 2.6 |
|
| 1941 |
1941
Maple-Brown Abbott
Barangaroo,
Australia
| US$9億 | +US$2096萬 | +2% | 5.91% | 7.92% | 15 | 0% | 5.4 |
|
| 1942 |
1942
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$9億 | +US$7515萬 | +9% | 5.95% | 78.2% | 173 | 13.87% | 2.6 |
|
| 1943 |
1943
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$9億 | +US$4861萬 | +6% | 8.45% | 80% | 940 | 6.06% | 1.6 |
|
| 1944 |
1944
Soleus Capital Management
Greenwich,
Connecticut
| US$9億 | -US$6615萬 | -7% | 11.2% | 508% | 115 | 45.22% | 0.6 |
|
| 1945 |
1945
American Assets Investment Management
San Diego,
California
| US$8.99億 | +US$3186萬 | +4% | 3.64% | 520% | 176 | 3.41% | 4.8 |
|
| 1946 |
1946
First Trust Direct Indexing
Boston,
Massachusetts
| US$8.98億 | +US$5575萬 | +7% | 8.96% | 69% | 751 | 12.65% | 1.8 |
|
| 1947 |
1947
SP Asset Management
Cupertino,
California
| US$8.96億 | +US$8089萬 | +10% | 11.8% | 92.4% | 118 | 7.63% | 3.3 |
|
| 1948 |
1948
Globeflex Capital
San Diego,
California
| US$8.96億 | +US$7699萬 | +9% | 11% | 186% | 526 | 22.05% | 2.1 |
|
| 1949 |
1949
Jacobi Capital Management
Pittston,
Pennsylvania
| US$8.94億 | +US$5129萬 | +6% | 6.11% | 76.6% | 451 | 9.53% | 4.7 |
|
| 1950 |
1950
Stack Financial Management
Whitefish,
Montana
| US$8.94億 | +US$7163萬 | +9% | 4.54% | 70% | 40 | 12.5% | 5 |
|