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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
Deer Management Company
Larchmont,
New York
| US$12.6億 | +US$1.76億 | +16% | 33.8% | 154% | 9 | 0% | 2.9 |
|
| 1927 |
1927
Grassi Investment Management
Santa Clara,
California
| US$12.6億 | +US$1.76億 | +16% | 21.8% | 170% | 129 | 6.2% | 6.7 |
|
| 1928 |
1928
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$12.6億 | +US$7667萬 | +7% | 14.1% | 116% | 111 | 9.91% | 6.1 |
|
| 1929 |
1929
Needham Investment Management
New York
| US$12.5億 | +US$1.87億 | +18% | 32% | 424% | 155 | 6.45% | 4.8 |
|
| 1930 |
1930
Hilton Capital Management
Garden City,
New York
| US$12.5億 | +US$7637萬 | +6% | 6.53% | 58.2% | 182 | 18.68% | 2.3 |
|
| 1931 |
1931
Freedom Investment Management
Hartford,
Connecticut
| US$12.5億 | +US$6171萬 | +5% | 10.9% | 68.5% | 792 | 14.39% | 3.5 |
|
| 1932 |
1932
First American Trust
Santa Ana,
California
| US$12.5億 | +US$1.65億 | +15% | 10.3% | 84.6% | 261 | 14.18% | 3.7 |
|
| 1933 |
1933
Tradition Wealth Management
Edina,
Minnesota
| US$12.5億 | +US$1.16億 | +10% | 9.56% | 69.6% | 476 | 11.13% | 2.8 |
|
| 1934 |
1934
Clean Energy Transition
London,
United Kingdom
| US$12.5億 | +US$4.41億 | +55% | 15.2% | 129% | 19 | 42.11% | 1 |
|
| 1935 |
1935
Hardy Reed
Tupelo,
Mississippi
| US$12.5億 | +US$1.14億 | +10% | 9.84% | 77.5% | 257 | 12.06% | 2.1 |
|
| 1936 |
1936
Narwhal Capital Management
Marietta,
Georgia
| US$12.5億 | +US$1.23億 | +11% | 12.4% | 109% | 172 | 12.21% | 5.7 |
|
| 1937 |
1937
Shufro Rose & Co
New York
| US$12.4億 | -US$2204萬 | -2% | 5.11% | 68.1% | 314 | 1.27% | 5.3 |
|
| 1938 |
1938
American Assets Investment Management
San Diego,
California
| US$12.4億 | +US$1.01億 | +9% | 9.83% | 520% | 147 | 3.4% | 7 |
|
| 1939 |
1939
M.D. Sass LLC
New York
| US$12.4億 | +US$1.06億 | +9% | 12.5% | 80.1% | 40 | 32.5% | 1.8 |
|
| 1940 |
1940
Technology Crossover Management IX
Menlo Park,
California
| US$12.4億 | +US$9257萬 | +8% | 20.5% | 6.24% | 6 | 0% | 5.7 |
|
| 1941 |
1941
Taconic Capital Advisors
New York
| US$12.4億 | -US$1.73億 | -12% | 14.1% | 273% | 91 | 46.15% | 1.2 |
|
| 1942 |
F1I
1942
Fund 1 Investments
Rincon,
Puerto Rico
| US$12.4億 | -US$10億 | -45% | 13.9% | 128% | 94 | 71.28% | 0.7 |
|
| 1943 |
IAIM
1943
International Assets Investment Management
Orlando,
Florida
| US$12.4億 | +US$9798萬 | +9% | 12.1% | 101% | 905 | 22.65% | 1.9 |
|
| 1944 |
1944
Cypress Funds
Los Angeles,
California
| US$12.4億 | +US$1.45億 | +13% | 19.8% | 100% | 16 | 0% | 3.5 |
|
| 1945 |
1945
Waterloo Capital
Austin,
Texas
| US$12.4億 | +US$1.63億 | +15% | 9.27% | 79.8% | 492 | 28.05% | 1.5 |
|
| 1946 |
1946
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| US$12.4億 | +US$3.08億 | +33% | 15.8% | 45.5% | 44 | 29.55% | 4.9 |
|
| 1947 |
1947
Recurrent Investment Advisors
Houston,
Texas
| US$12.4億 | +US$5552萬 | +5% | 1.97% | 99.7% | 67 | 7.46% | 3.3 |
|
| 1948 |
1948
1607 Capital Partners
Richmond,
Virginia
| US$12.3億 | -US$781萬 | -0.6% | 4.88% | 28.5% | 125 | 7.2% | 4.7 |
|
| 1949 |
1949
Washington Trust Advisors
Wellesley,
Massachusetts
| US$12.3億 | +US$1.05億 | +9% | 12.6% | 106% | 656 | 5.64% | 2.8 |
|
| 1950 |
1950
Silver Oak Securities
Jackson,
Tennessee
| US$12.3億 | +US$1.41億 | +13% | 8.72% | 73.4% | 733 | 15.55% | 1.5 |
|