我們已在上線!
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
Granite Point Capital Management
Boston,
Massachusetts
| US$6.41億 | +US$148萬 | +0.2% | 28.6% | 125% | 104 | 50.96% | 0.8 |
|
| 1952 |
1952
Stieven Capital Advisors
St. Louis,
Missouri
| US$6.4億 | +US$9024萬 | +16% | 11.9% | 117% | 59 | 15.25% | 2.8 |
|
| 1953 |
1953
Cantor Fitzgerald Investment Advisors
New York
| US$6.4億 | +US$2623萬 | +4% | 5.32% | 73.4% | 58 | 13.79% | 1.9 |
|
| 1954 |
1954
Modera Wealth Management
Westwood,
New Jersey
| US$6.4億 | +US$3801萬 | +6% | 5.42% | 75.5% | 148 | 2.7% | 3.6 |
|
| 1955 |
1955
Summit Creek Advisors
Minneapolis,
Minnesota
| US$6.4億 | +US$4356萬 | +7% | 10.8% | 84.6% | 70 | 10% | 2.1 |
|
| 1956 |
1956
Endeavour Capital Advisors
Greenwich,
Connecticut
| US$6.39億 | -US$72.8萬 | -0.1% | 10.3% | 76.7% | 60 | 28.33% | 1.7 |
|
| 1957 |
1957
Dean Investment Associates
Beavercreek,
Ohio
| US$6.39億 | -US$4199萬 | -6% | 5.28% | 63.5% | 232 | 18.1% | 2.6 |
|
| 1958 |
SFG
1958
Sather Financial Group
Victoria,
Texas
| US$6.38億 | +US$8797萬 | +16% | 7.97% | 82.3% | 86 | 32.56% | 2.3 |
|
| 1959 |
1959
Kelly Lawrence W & Associates
Pasadens,
California
| US$6.38億 | +US$3836萬 | +6% | 9.39% | 123% | 137 | 5.84% | 4.1 |
|
| 1960 |
KL
1960
KGH Ltd
Nassau,
Bahamas
| US$6.38億 | +US$8310萬 | +15% | 12.3% | 139% | 53 | 58.49% | 1.1 |
|
| 1961 |
1961
Investure LLC
Charlottesville,
Virginia
| US$6.37億 | +US$3.33億 | +109% | 8.85% | 65.9% | 15 | 20% | 1.5 |
|
| 1962 |
1962
Bangor Savings Bank
Bangor,
Maine
| US$6.37億 | +US$4915萬 | +8% | 5.69% | 54.6% | 190 | 10.53% | 3.8 |
|
| 1963 |
1963
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$6.36億 | -US$2275萬 | -3% | 5.35% | 62.7% | 178 | 11.24% | 0.7 |
|
| 1964 |
1964
Arden Trust
Wilmington,
Delaware
| US$6.36億 | +US$2291萬 | +4% | 7.61% | 22.5% | 374 | 11.76% | 3.6 |
|
| 1965 |
1965
Northstar Investment Advisors
Denver,
Colorado
| US$6.36億 | +US$3552萬 | +6% | 6.18% | 85.8% | 142 | 7.75% | 3 |
|
| 1966 |
1966
NBT Bank
Norwich,
New York
| US$6.35億 | +US$6422萬 | +11% | 8.28% | 77% | 224 | 16.52% | 4.3 |
|
| 1967 |
1967
Main Street Research
Lakeville,
Connecticut
| US$6.34億 | +US$1.01億 | +19% | 9.7% | 232% | 110 | 18.18% | 3.3 |
|
| 1968 |
1968
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$6.33億 | +US$7010萬 | +12% | 7.14% | 80.2% | 163 | 12.27% | 4.4 |
|
| 1969 |
AL
1969
Arnhold LLC
New York
| US$6.33億 | +US$4444萬 | +8% | 7.84% | 164% | 136 | 13.24% | 1.5 |
|
| 1970 |
1970
Point Break Capital Management
Miami,
Florida
| US$6.33億 | +US$3.65億 | +136% | 38% | – | 21 | 57.14% | 0.3 |
|
| 1971 |
1971
SKBA Capital Management
San Francisco,
California
| US$6.33億 | +US$382萬 | +0.6% | 7.64% | 55.7% | 75 | 9.33% | 3.3 |
|
| 1972 |
1972
Barometer Capital Management
Toronto,
Ontario, Canada
| US$6.33億 | -US$2.96億 | -32% | 13.1% | 339% | 193 | 64.77% | 0.5 |
|
| 1973 |
1973
First Business Financial Services
Madison,
Wisconsin
| US$6.32億 | +US$4688萬 | +8% | 6.81% | 80.9% | 141 | 28.37% | 2.1 |
|
| 1974 |
1974
Bleichroeder LP
New York
| US$6.32億 | – | – | 44% | 202% | 44 | – | 0 |
|
| 1975 |
1975
Clarius Group LLC
Seattle,
Washington
| US$6.31億 | +US$8632萬 | +16% | 10% | 92.1% | 309 | 14.24% | 1.2 |
|