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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
Keel Point
Huntsville,
Alabama
| US$4.95億 | +US$4986萬 | +11% | 5.4% | 76.4% | 177 | 14.69% | 1.2 |
|
| 1952 |
1952
Yale University
New Haven,
Connecticut
| US$4.95億 | -US$9584萬 | -16% | 8.74% | 33.7% | 12 | 66.67% | 0.5 |
|
| 1953 |
1953
Cortland Associates
St Louis,
Missouri
| US$4.94億 | +US$182萬 | +0.4% | 8.09% | 57.1% | 54 | 3.7% | 2.3 |
|
| 1954 |
1954
SFMG Wealth Advisors
Plano,
Texas
| US$4.94億 | +US$2483萬 | +5% | 4.6% | 76.1% | 124 | 12.1% | 2 |
|
| 1955 |
1955
Omni Partners
London,
United Kingdom
| US$4.94億 | +US$4672萬 | +10% | 14.5% | 412% | 32 | 71.88% | 0.2 |
|
| 1956 |
1956
Crescent Park Management
East Palo Alto,
California
| US$4.93億 | +US$5077萬 | +11% | 12.5% | 87% | 28 | 25% | 0.9 |
|
| 1957 |
1957
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$4.91億 | +US$5207萬 | +12% | 5.01% | 86% | 347 | 20.17% | 2.1 |
|
| 1958 |
1958
Doyle Wealth Management
St. Petersburg,
Florida
| US$4.91億 | – | – | 2.6% | 32.3% | 134 | – | 0 |
|
| 1959 |
1959
American Assets Investment Management
San Diego,
California
| US$4.91億 | +US$1778萬 | +4% | 2.73% | 507% | 157 | 12.74% | 2.2 |
|
| 1960 |
1960
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| US$4.9億 | +US$3236萬 | +7% | 0% | 4.8% | 28 | 7.14% | 1.3 |
|
| 1961 |
1961
Alpha Cubed Investments
Irvine,
California
| US$4.89億 | +US$7264萬 | +17% | 6.22% | 126% | 215 | 25.12% | 1.5 |
|
| 1962 |
1962
Zeke Capital Advisors
Berwyn,
Pennsylvania
| US$4.89億 | +US$1.2億 | +32% | 5.5% | 41% | 281 | 35.94% | 0.3 |
|
| 1963 |
1963
Deltec Asset Management
New York
| US$4.89億 | +US$6121萬 | +14% | 6.69% | 128% | 197 | 31.47% | 1.4 |
|
| 1964 |
1964
Sageworth Trust
Lancaster,
Pennsylvania
| US$4.89億 | +US$2980萬 | +6% | 6.82% | 64.5% | 86 | 33.72% | 1.2 |
|
| 1965 |
1965
CapWealth Advisors
Franklin,
Tennessee
| US$4.88億 | +US$2621萬 | +6% | 5.5% | 152% | 105 | 14.29% | 2.6 |
|
| 1966 |
1966
Winslow Asset Management
Beachwood,
Ohio
| US$4.88億 | +US$1177萬 | +2% | 7.09% | 89.9% | 96 | 5.21% | 3.1 |
|
| 1967 |
1967
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$4.88億 | +US$752萬 | +2% | 5.24% | 106% | 183 | 19.67% | 2.2 |
|
| 1968 |
1968
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| US$4.87億 | +US$1.9億 | +64% | 11.5% | 602% | 24 | 29.17% | 0.6 |
|
| 1969 |
1969
Jacobs & Co
San Francisco,
California
| US$4.87億 | +US$2559萬 | +6% | 5.36% | 105% | 123 | 3.25% | 3.2 |
|
| 1970 |
GA
1970
GFS Advisors
Houston,
Texas
| US$4.86億 | +US$1182萬 | +2% | 7.84% | 97.9% | 153 | 18.3% | 2.1 |
|
| 1971 |
1971
First Interstate Bank
Billings,
Montana
| US$4.84億 | -US$2350萬 | -5% | 3.24% | 48.2% | 778 | 16.45% | 1.5 |
|
| 1972 |
1972
Armistice Capital
New York
| US$4.84億 | +US$6156萬 | +15% | 4.97% | 79.7% | 66 | 56.06% | 0.5 |
|
| 1973 |
1973
Kelly Lawrence W & Associates
Pasadens,
California
| US$4.84億 | +US$3340萬 | +7% | 7.69% | 123% | 242 | 38.43% | 1.5 |
|
| 1974 |
1974
John G. Ullman & Associates
Corning,
New York
| US$4.84億 | +US$634萬 | +1% | 5.24% | 156% | 129 | 16.28% | 2.4 |
|
| 1975 |
1975
Harvey Investment Company
Louisville,
Kentucky
| US$4.83億 | +US$850萬 | +2% | 5.83% | 56.4% | 82 | 3.66% | 3.2 |
|