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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
Obermeyer Wealth Partners
Aspen,
Colorado
| US$3.92億 | +US$3545萬 | +10% | 9.03% | 91.3% | 66 | 16.67% | 0.4 |
|
| 1952 |
1952
ACG Wealth
Atlanta,
Georgia
| US$3.91億 | +US$1.49億 | +62% | 11.6% | 45.5% | 186 | 55.38% | 0.2 |
|
| 1953 |
1953
Partners Group Holding
Baar-Zug,
Switzerland
| US$3.9億 | +US$3002萬 | +8% | 5.03% | 23.3% | 56 | 41.07% | 0.4 |
|
| 1954 |
1954
Toscafund Asset Management
London,
United Kingdom
| US$3.89億 | +US$1.66億 | +74% | 17.1% | 80.9% | 19 | 47.37% | 0.3 |
|
| 1955 |
1955
Myriad Asset Management
North Point,
Hong Kong
| US$3.87億 | +US$2.74億 | +243% | 16% | 149% | 36 | 47.22% | 0.1 |
|
| 1956 |
1956
ProVise Management Group
Clearwater,
Florida
| US$3.87億 | +US$3440萬 | +10% | 7.65% | 74.6% | 324 | 16.67% | 0.4 |
|
| 1957 |
1957
Tompkins Financial
Ithaca,
New York
| US$3.86億 | +US$2835萬 | +8% | 7.43% | 84.4% | 568 | 24.12% | 0.4 |
|
| 1958 |
CC
1958
ClearArc Capital
Cincinnati,
Ohio
| US$3.86億 | +US$2830萬 | +8% | 11% | 63.4% | 399 | 12.28% | 0.5 |
|
| 1959 |
1959
EP Wealth Advisors
Torrance,
California
| US$3.86億 | +US$6730萬 | +21% | 9.98% | – | 129 | 21.71% | 0.4 |
|
| 1960 |
JEW
1960
Jamison Eaton & Wood
Bedminster,
New Jersey
| US$3.85億 | +US$2222萬 | +6% | 10.1% | – | 257 | 56.03% | 0.5 |
|
| 1961 |
1961
Professional Advisory Services
Vero Beach,
Florida
| US$3.85億 | +US$3019萬 | +9% | 9.44% | 69.3% | 50 | 14% | 0.4 |
|
| 1962 |
1962
Foundation Asset Management
White Plains,
New York
| US$3.84億 | +US$2254萬 | +6% | 17.8% | 126% | 29 | 51.72% | 0.3 |
|
| 1963 |
1963
Bank of Kentucky
Crestview Hills,,
Kentucky
| US$3.84億 | +US$3566萬 | +10% | 9.51% | – | 294 | 7.82% | 0.5 |
|
| 1964 |
1964
FrontFour Capital Group
Greenwich,
Connecticut
| US$3.84億 | -US$2.37億 | -38% | 9.56% | 8.55% | 60 | 65% | 0.2 |
|
| 1965 |
GMCM
1965
Gruber & McBaine Capital Management
San Francisco,
California
| US$3.83億 | +US$5099萬 | +15% | 14.4% | – | 192 | 34.38% | 0.3 |
|
| 1966 |
1966
Old Mutual Customised Solutions
Pinelands,
South Africa
| US$3.83億 | +US$2850萬 | +8% | 10.1% | 49.7% | 785 | 3.06% | 0.5 |
|
| 1967 |
1967
Cabot Wealth Management
Salem,
Massachusetts
| US$3.82億 | +US$4850萬 | +15% | 7.29% | 75.9% | 165 | 19.39% | 0.4 |
|
| 1968 |
1968
Itau USA Asset Management
New York
| US$3.82億 | -US$770萬 | -2% | 1.28% | 15.8% | 129 | 10.85% | 0.4 |
|
| 1969 |
MRCM
1969
M&R Capital Management
Summit,
New Jersey
| US$3.82億 | +US$2585萬 | +7% | 9.34% | 52.6% | 214 | 13.08% | 0.4 |
|
| 1970 |
1970
Middleton & Co
Boston,
Massachusetts
| US$3.82億 | +US$175萬 | +0.5% | 10.7% | 81.8% | 152 | 19.74% | 0.4 |
|
| 1971 |
1971
LBMC Investment Advisors
Brentwood,
Tennessee
| US$3.82億 | +US$4325萬 | +13% | 7.04% | 52.8% | 55 | 16.36% | 0.4 |
|
| 1972 |
1972
Jacobs Asset Management
New York
| US$3.82億 | +US$1200萬 | +3% | 13.5% | 114% | 49 | 20.41% | 0.4 |
|
| 1973 |
1973
Petrus Trust Company
Dallas,
Texas
| US$3.81億 | +US$255萬 | +0.7% | 7.66% | 36.9% | 47 | 6.38% | 0.5 |
|
| 1974 |
1974
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| US$3.81億 | -US$7125萬 | -16% | 4.23% | 88.9% | 185 | 83.78% | 0.1 |
|
| 1975 |
1975
White Mountains Insurance Group
Hanover,
New Hampshire
| US$3.81億 | +US$2292萬 | +6% | 6.41% | 105% | 2 | 0% | 0.5 |
|