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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Neville Rodie & Shaw
New York
| US$15.5億 | +US$1.69億 | +12% | 22.4% | 125% | 254 | 7.48% | 8.5 |
|
| 1952 |
1952
Cumberland Partners
Toronto,
Ontario, Canada
| US$15.4億 | +US$2.27億 | +17% | 15.1% | 101% | 173 | 20.81% | 2.7 |
|
| 1953 |
1953
Bank of Finland
Helsinki,
Finland
| US$15.4億 | +US$1.77億 | +13% | 12.5% | 66.7% | 4 | 0% | 4.1 |
|
| 1954 |
1954
Landscape Capital Management
Englewood,
New Jersey
| US$15.4億 | -US$3477萬 | -2% | 17.5% | 92.5% | 970 | 63.09% | 0.5 |
|
| 1955 |
1955
Smith, Moore & Co
Clayton,
Missouri
| US$15.4億 | +US$1.65億 | +12% | 12.6% | 67% | 608 | 11.84% | 4.4 |
|
| 1956 |
1956
Abundance Wealth Counselors
State College,
Pennsylvania
| US$15.4億 | +US$8.43億 | +121% | 22.8% | 94.7% | 338 | 33.43% | 1.2 |
|
| 1957 |
1957
Flagship Pioneering
Cambridge,
Massachusetts
| US$15.4億 | +US$3.78億 | +33% | 33.2% | 13.3% | 5 | 0% | 5.7 |
|
| 1958 |
SPC
1958
Stony Point Capital
New York
| US$15.4億 | +US$2.96億 | +24% | 45.5% | 208% | 35 | 22.86% | 1.8 |
|
| 1959 |
1959
Kanawha Capital Management
Richmond,
Virginia
| US$15.4億 | +US$1.17億 | +8% | 11.1% | 62.5% | 232 | 6.47% | 7.9 |
|
| 1960 |
1960
Hollencrest Capital Management
Newport Beach,
California
| US$15.4億 | -US$11.7億 | -43% | 14.5% | 85.6% | 1,399 | 24.8% | 3.2 |
|
| 1961 |
1961
UNICOM Systems
Las Vegas,
Nevada
| US$15.3億 | +US$5.57億 | +57% | 77.8% | – | 39 | 17.95% | 0.7 |
|
| 1962 |
1962
Callodine Capital Management
Boston,
Massachusetts
| US$15.3億 | +US$1.02億 | +7% | 11.3% | 53.8% | 70 | 30% | 1.5 |
|
| 1963 |
1963
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$15.3億 | +US$1.03億 | +7% | 10.7% | 42.8% | 44 | 18.18% | 4.3 |
|
| 1964 |
1964
M.D. Sass LLC
New York
| US$15.3億 | +US$2.11億 | +16% | 26.8% | 80.1% | 46 | 36.96% | 1.7 |
|
| 1965 |
1965
Baldwin Wealth Partners
Marion,
Massachusetts
| US$15.3億 | +US$1.53億 | +11% | 15.2% | 94.5% | 244 | 13.11% | 6.3 |
|
| 1966 |
1966
Kontiki Capital Management (HK)
Hong Kong
| US$15.2億 | +US$9878萬 | +7% | 0.74% | 90.6% | 7 | 0% | 2.8 |
|
| 1967 |
1967
Mangrove Partners
Greenwich,
Connecticut
| US$15.2億 | +US$2.87億 | +23% | 8.88% | 185% | 626 | 63.74% | 0.3 |
|
| 1968 |
1968
Atika Capital Management
New York
| US$15.2億 | +US$7.25億 | +91% | 67.3% | 811% | 104 | 64.42% | 0.6 |
|
| 1969 |
1969
Adelante Capital Management
Alameda,
California
| US$15.2億 | +US$5854萬 | +4% | 11.6% | 43.2% | 47 | 21.28% | 4.7 |
|
| 1970 |
MIM
1970
Marco Investment Management
Atlanta,
Georgia
| US$15.2億 | +US$1.95億 | +15% | 26.3% | 127% | 250 | 9.2% | 7.2 |
|
| 1971 |
1971
RVW Wealth
Los Angeles,
California
| US$15.2億 | +US$2.35億 | +18% | 15.3% | 65.8% | 187 | 8.02% | 3.5 |
|
| 1972 |
1972
Algebris (UK)
London,
United Kingdom
| US$15.2億 | +US$1.36億 | +10% | 6.52% | 24.5% | 93 | 46.24% | 0.6 |
|
| 1973 |
1973
Wellspring Financial Advisors
Cleveland,
Ohio
| US$15.2億 | +US$1.85億 | +14% | 17% | 77.2% | 315 | 20.32% | 1.9 |
|
| 1974 |
1974
Styrax Capital
New York
| US$15.2億 | +US$8493萬 | +6% | 33.4% | 310% | 23 | 47.83% | 1.1 |
|
| 1975 |
1975
DLD Asset Management
New York
| US$15.1億 | +US$4.14億 | +38% | 2.44% | 10.3% | 542 | 51.11% | 0.3 |
|