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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
Cisco Systems
San Jose,
California
| US$4.62億 | +US$2528萬 | +6% | 5.96% | 210% | 4 | 0% | 1.8 |
|
| 1952 |
1952
CapWealth Advisors
Franklin,
Tennessee
| US$4.62億 | +US$4622萬 | +11% | 7% | 152% | 338 | 73.67% | 2.5 |
|
| 1953 |
1953
Jacobs & Co
San Francisco,
California
| US$4.61億 | +US$1257萬 | +3% | 1.46% | 105% | 122 | 3.28% | 2.9 |
|
| 1954 |
1954
Auxier Asset Management
Aurora,
Oregon
| US$4.6億 | +US$1292萬 | +3% | 3.97% | 71.7% | 156 | 5.77% | 2.9 |
|
| 1955 |
1955
Summit Securities Group
New York
| US$4.6億 | +US$1.63億 | +55% | 3.84% | 136% | 337 | 78.04% | 0.1 |
|
| 1956 |
1956
Overbrook Management Corp
New York
| US$4.6億 | +US$2562萬 | +6% | 8.33% | 157% | 82 | 8.54% | 2.3 |
|
| 1957 |
1957
Sageworth Trust
Lancaster,
Pennsylvania
| US$4.59億 | +US$2167萬 | +5% | 0.38% | 64.5% | 66 | 48.48% | 1.5 |
|
| 1958 |
1958
Invesco Private Capital
New York
| US$4.59億 | +US$7578萬 | +20% | 20.7% | 41.9% | 6 | 16.67% | 2.6 |
|
| 1959 |
NC
1959
Nokomis Capital
Dallas,
Texas
| US$4.58億 | -US$982萬 | -2% | 15.7% | 145% | 54 | 37.04% | 1.4 |
|
| 1960 |
TAM
1960
Telemark Asset Management
Boston,
Massachusetts
| US$4.58億 | -US$2382萬 | -5% | 6.03% | 329% | 59 | 62.71% | 0.6 |
|
| 1961 |
1961
Perigon Wealth Management
San Francisco,
California
| US$4.58億 | +US$6862萬 | +18% | 1.32% | 93.8% | 787 | 32.66% | 0.7 |
|
| 1962 |
1962
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| US$4.58億 | +US$4530萬 | +11% | 0.02% | 4.8% | 27 | 0% | 1.2 |
|
| 1963 |
OCMI
1963
Oaktop Capital Management II
Chatham,
New Jersey
| US$4.58億 | +US$2961萬 | +7% | 8.68% | 451% | 22 | 13.64% | 2.4 |
|
| 1964 |
MGM
1964
Miura Global Management
New York
| US$4.58億 | -US$4.55億 | -50% | 0.54% | 375% | 27 | 44.44% | 1.2 |
|
| 1965 |
1965
Strategy Asset Managers
Pasadena,
California
| US$4.57億 | +US$1104萬 | +2% | 4.04% | 115% | 151 | 35.1% | 2.1 |
|
| 1966 |
1966
MCF Advisors
Covington,
Kentucky
| US$4.57億 | +US$3472萬 | +8% | 1.87% | 50.2% | 489 | 15.75% | 2.3 |
|
| 1967 |
1967
Community Bank
Dewitt,
New York
| US$4.56億 | +US$1777萬 | +4% | 2.9% | 73.5% | 496 | 10.48% | 1.5 |
|
| 1968 |
AH
1968
Allen Holding
New York
| US$4.56億 | +US$260萬 | +0.6% | 2.51% | 135% | 7 | 0% | 3.5 |
|
| 1969 |
1969
Howe & Rusling
Rochester,
New York
| US$4.56億 | -US$840萬 | -2% | 2% | 82% | 1,119 | 12.96% | 1.9 |
|
| 1970 |
1970
Harvest Fund Management
Beijing,
China
| US$4.55億 | – | – | 4.26% | 327% | 212 | – | 0 |
|
| 1971 |
1971
Pictet North America Advisors
Geneva 73,
Switzerland
| US$4.55億 | +US$3512萬 | +8% | 2.65% | 67.7% | 109 | 18.35% | 1.1 |
|
| 1972 |
AAM
1972
Autus Asset Management
Scottsdale,
Arizona
| US$4.54億 | +US$793萬 | +2% | 0.53% | 26.3% | 153 | 3.92% | 2.6 |
|
| 1973 |
VCM
1973
V3 Capital Management
Dallas,
Texas
| US$4.53億 | +US$3780萬 | +9% | 6.09% | 20.5% | 21 | 61.9% | 0.4 |
|
| 1974 |
LCM
1974
Lomas Capital Management
New York
| US$4.52億 | +US$466萬 | +1% | 7.63% | 66.3% | 46 | 60.87% | 0.5 |
|
| 1975 |
1975
Bienville Capital Management
New York
| US$4.52億 | +US$5645萬 | +14% | 0.93% | 36.3% | 169 | 22.49% | 0.9 |
|