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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
Annex Advisory Services
Brookfield,
Wisconsin
| US$5.87億 | +US$3696萬 | +7% | 3.38% | 85.8% | 135 | 8.89% | 2.7 |
|
| 1952 |
1952
KLS Professional Advisors Group
New York
| US$5.87億 | -US$3195萬 | -5% | 3.02% | 38% | 29 | 27.59% | 0.9 |
|
| 1953 |
1953
Trinity Street Asset Management
London,
United Kingdom
| US$5.87億 | +US$5144萬 | +10% | 2.01% | 76.9% | 18 | 22.22% | 1.6 |
|
| 1954 |
1954
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$5.86億 | -US$1654萬 | -3% | 0.42% | 70% | 54 | 5.56% | 3.5 |
|
| 1955 |
WDA
1955
Wendell David Associates
Portsmouth,
New Hampshire
| US$5.86億 | +US$3070萬 | +6% | 5.16% | 46% | 153 | 2.61% | 4.1 |
|
| 1956 |
1956
MAK Capital One
New York
| US$5.86億 | +US$5.06億 | +635% | 52.7% | 200% | 4 | 25% | 1.4 |
|
| 1957 |
1957
ORIX Corp
Tokyo,
Japan
| US$5.84億 | -US$3505萬 | -6% | 5.66% | 11.7% | 1 | 0% | 0.5 |
|
| 1958 |
1958
Middleton & Co
Boston,
Massachusetts
| US$5.84億 | +US$2571萬 | +5% | 4.84% | 69.7% | 152 | 3.95% | 3.6 |
|
| 1959 |
1959
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$5.84億 | +US$2625萬 | +5% | 3.06% | 106% | 185 | 7.57% | 2.9 |
|
| 1960 |
1960
Jag Capital Management
St Louis,
Missouri
| US$5.83億 | +US$4198萬 | +8% | 11% | 230% | 111 | 21.62% | 2.6 |
|
| 1961 |
1961
Thomasville National Bank
Thomasville,
Georgia
| US$5.81億 | +US$1809萬 | +3% | 2.96% | – | 200 | 7% | 2 |
|
| 1962 |
1962
Ensemble Capital Management
San Francisco,
California
| US$5.8億 | +US$4522萬 | +8% | 5.44% | 36.2% | 38 | 31.58% | 2.8 |
|
| 1963 |
1963
North Point Portfolio Managers
Orange Village,
Ohio
| US$5.79億 | -US$391萬 | -0.7% | 2.38% | 72.8% | 85 | 10.59% | 3.4 |
|
| 1964 |
1964
Sound Point Capital Management
New York
| US$5.79億 | +US$2681萬 | +5% | 15.1% | 61.5% | 37 | 35.14% | 0.8 |
|
| 1965 |
1965
Godsey & Gibb Inc
Richmond,
Virginia
| US$5.78億 | +US$1069萬 | +2% | 3.45% | 87.5% | 74 | 18.92% | 3.2 |
|
| 1966 |
1966
Garde Capital
Seattle,
Washington
| US$5.78億 | +US$2715萬 | +5% | 1.12% | 57.6% | 174 | 7.47% | 2.1 |
|
| 1967 |
1967
Citizens Business Bank
Ontario,
California
| US$5.77億 | +US$696萬 | +1% | 2.14% | 108% | 280 | 7.5% | 3.2 |
|
| 1968 |
1968
Brown Advisory Securities
Baltimore,
Maryland
| US$5.77億 | +US$3926萬 | +7% | 4.65% | 51.2% | 435 | 12.18% | 2.7 |
|
| 1969 |
MG
1969
Mitchell Group
Houston,
Texas
| US$5.77億 | +US$5943萬 | +11% | 15.7% | 0.96% | 34 | 23.53% | 2.7 |
|
| 1970 |
1970
IberiaBank
Lafayette,
Louisiana
| US$5.77億 | +US$7425萬 | +15% | 2.44% | 39.6% | 222 | 11.71% | 2.3 |
|
| 1971 |
LCM
1971
Lomas Capital Management
New York
| US$5.76億 | -US$4094萬 | -7% | 6.38% | 66.3% | 36 | 52.78% | 0.9 |
|
| 1972 |
1972
Hunting Hill Global Capital
New York
| US$5.76億 | -US$3259萬 | -5% | 0.69% | 132% | 34 | 58.82% | 0.5 |
|
| 1973 |
1973
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$5.76億 | -US$382萬 | -0.7% | 2.52% | 97.9% | 26 | 3.85% | 3.1 |
|
| 1974 |
1974
Wintrust Investments
Chicago,
Illinois
| US$5.76億 | +US$1.82億 | +46% | 1.38% | 27.5% | 365 | 35.07% | 1 |
|
| 1975 |
1975
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$5.75億 | +US$3152萬 | +6% | 2.35% | 86% | 410 | 14.15% | 2.5 |
|