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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
Provident Investment Management
Novi,
Michigan
| US$4.23億 | +US$1996萬 | +5% | 6.79% | 69.5% | 54 | 12.96% | 0.8 |
|
| 1952 |
1952
Sector Gamma AS
Oslo,
Norway
| US$4.23億 | +US$568萬 | +1% | 3.9% | 35.3% | 37 | 32.43% | 0.6 |
|
| 1953 |
1953
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$4.22億 | +US$3632萬 | +9% | 4.79% | 66.7% | 147 | 8.84% | 0.9 |
|
| 1954 |
BPM
1954
Bowling Portfolio Management
Cincinnati,
Ohio
| US$4.22億 | +US$286萬 | +0.7% | 5.19% | 45.7% | 140 | 45.71% | 0.7 |
|
| 1955 |
1955
Reilly Financial Advisors
La Mesa,
California
| US$4.22億 | +US$224萬 | +0.5% | 4.64% | 99% | 942 | 27.92% | 0.7 |
|
| 1956 |
1956
Foxhaven Asset Management
Charlottesville,
Virginia
| US$4.21億 | +US$5406萬 | +15% | 6.81% | 88.2% | 29 | 37.93% | 0.3 |
|
| 1957 |
PCM
1957
Panning Capital Management
New York
| US$4.21億 | +US$1.77億 | +73% | 17.4% | 349% | 16 | 56.25% | 0.4 |
|
| 1958 |
1958
Intrepid Capital Management
Jacksonville Beach,
Florida
| US$4.21億 | -US$5027萬 | -11% | 0.49% | 70.2% | 45 | 15.56% | 0.7 |
|
| 1959 |
1959
McDaniel Terry & Co
Austin,
Texas
| US$4.2億 | +US$2636萬 | +7% | 6.81% | 57.9% | 50 | 8% | 0.9 |
|
| 1960 |
1960
Neumeier Poma Investment Counsel
Carmel,
California
| US$4.19億 | -US$2076萬 | -5% | 2.71% | 229% | 40 | 7.5% | 0.9 |
|
| 1961 |
1961
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$4.19億 | +US$1517萬 | +4% | 4.23% | 70% | 39 | 0% | 0.9 |
|
| 1962 |
T
1962
Tahithromos
New York
| US$4.19億 | +US$333萬 | +0.8% | 2.4% | 16.4% | 49 | 38.78% | 0.6 |
|
| 1963 |
1963
Connors Investor Services
Wyomissing,
Pennsylvania
| US$4.19億 | +US$594萬 | +1% | 3.88% | 125% | 156 | 12.82% | 0.9 |
|
| 1964 |
1964
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$4.19億 | +US$4880萬 | +13% | 4.1% | 64.6% | 353 | 16.15% | 0.8 |
|
| 1965 |
1965
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$4.18億 | +US$1773萬 | +4% | 4.15% | 34% | 91 | 9.89% | 0.9 |
|
| 1966 |
1966
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| US$4.17億 | +US$1813萬 | +5% | 8.2% | 307% | 180 | 54.44% | 0.4 |
|
| 1967 |
1967
Bragg Financial Advisors
Charlotte,
North Carolina
| US$4.17億 | +US$810萬 | +2% | 3.87% | 101% | 232 | 1.72% | 0.9 |
|
| 1968 |
1968
Davidson & Garrard
Lynchburg,
Virginia
| US$4.17億 | +US$1447萬 | +4% | 4.22% | 25.2% | 196 | 8.67% | 0.9 |
|
| 1969 |
1969
Oceanic Investment Management
Douglas,
Isle Of Man
| US$4.16億 | +US$1.32億 | +47% | 7.73% | – | 25 | 64% | 0.3 |
|
| 1970 |
1970
Highmount Capital
New York
| US$4.16億 | -US$1367萬 | -3% | 4.47% | – | 149 | 8.05% | 0.9 |
|
| 1971 |
1971
RBF Capital
San Francisco,
California
| US$4.16億 | +US$623萬 | +2% | 2.46% | 147% | 300 | 10.33% | 0.9 |
|
| 1972 |
1972
Brookmont Capital Management
Dallas,
Texas
| US$4.15億 | +US$5109萬 | +14% | 3.38% | 36.6% | 43 | 0% | 1 |
|
| 1973 |
1973
Strategic Investment Management
Arlington,
Virginia
| US$4.15億 | -US$2.31億 | -36% | 5.2% | 53.4% | 131 | 67.18% | 0.2 |
|
| 1974 |
GIM
1974
Greylin Investment Management
Orange,
Virginia
| US$4.15億 | +US$214萬 | +0.5% | 0.8% | 52.1% | 75 | 20% | 0.7 |
|
| 1975 |
1975
YHB Investment Advisors
West Hartford,
Connecticut
| US$4.14億 | +US$2083萬 | +5% | 4.75% | 96.2% | 158 | 8.86% | 0.9 |
|