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
Vestor Capital
Chicago,
Illinois
| US$9.5億 | +US$7730萬 | +9% | 9.28% | 188% | 224 | 10.71% | 2.5 |
|
| 1952 |
SFG
1952
Sather Financial Group
Victoria,
Texas
| US$9.5億 | +US$9335萬 | +11% | 10% | 70% | 52 | 9.62% | 3.1 |
|
| 1953 |
1953
TrustCore Financial Services
Brentwood,
Tennessee
| US$9.5億 | +US$8821萬 | +10% | 6.96% | 28.3% | 1,140 | 22.98% | 1.6 |
|
| 1954 |
1954
Bloom Tree Partners
New York
| US$9.5億 | -US$2.71億 | -22% | 6.95% | 20.4% | 266 | 76.69% | 0.2 |
|
| 1955 |
1955
Crescent Grove Advisors
Lake Forest,
Illinois
| US$9.5億 | +US$9757萬 | +11% | 5.37% | 64.1% | 271 | 25.83% | 1.7 |
|
| 1956 |
1956
Dymon Asia Capital (Singapore)
Singapore
| US$9.5億 | -US$4.97億 | -34% | 6.08% | 268% | 157 | 72.61% | 0.2 |
|
| 1957 |
1957
First Interstate Bank
Billings,
Montana
| US$9.5億 | – | – | 4.76% | 49.7% | 110 | – | 4.5 |
|
| 1958 |
CWM
1958
Cornerstone Wealth Management
St. Peters,
Missouri
| US$9.5億 | +US$1.05億 | +12% | 6.26% | 69.8% | 501 | 14.57% | 2.4 |
|
| 1959 |
1959
Adell Harriman & Carpenter
Houston,
Texas
| US$9.5億 | +US$1.26億 | +15% | 10.9% | 176% | 177 | 11.3% | 4 |
|
| 1960 |
1960
Keeley-Teton Advisors
Chicago,
Illinois
| US$9.49億 | -US$477萬 | -0.5% | 4.04% | 28.6% | 333 | 28.83% | 2.3 |
|
| 1961 |
1961
Amica Mutual Insurance
Providence,
Rhode Island
| US$9.48億 | +US$7110萬 | +8% | 10.2% | 80.4% | 158 | 36.71% | 4.1 |
|
| 1962 |
1962
Petrus Trust Company
Dallas,
Texas
| US$9.47億 | -US$9624萬 | -9% | 9.22% | 36.9% | 93 | 48.39% | 2.3 |
|
| 1963 |
1963
Hilton Capital Management
Garden City,
New York
| US$9.46億 | +US$2233萬 | +2% | 6.6% | 58.2% | 157 | 34.39% | 1.3 |
|
| 1964 |
SCM
1964
Soros Capital Management
New York
| US$9.46億 | +US$3.26億 | +53% | 11.9% | 732% | 85 | 50.59% | 0.5 |
|
| 1965 |
MAM
1965
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$9.46億 | +US$9027萬 | +11% | 10.8% | 54.9% | 147 | 8.16% | 3.5 |
|
| 1966 |
1966
Thomasville National Bank
Thomasville,
Georgia
| US$9.44億 | +US$4.07億 | +76% | 7.12% | – | 234 | 28.63% | 3.7 |
|
| 1967 |
1967
Independent Financial Group
San Diego,
California
| US$9.43億 | +US$1.7億 | +22% | 10.3% | 149% | 748 | 21.52% | 0.8 |
|
| 1968 |
1968
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$9.43億 | +US$918萬 | +1% | 9.01% | 115% | 495 | 2.22% | 5.4 |
|
| 1969 |
1969
Charles-Lim Capital
Central,
Hong Kong
| US$9.42億 | +US$6717萬 | +8% | 17.6% | 4.44% | 9 | 55.56% | 1.7 |
|
| 1970 |
1970
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$9.4億 | +US$3.19億 | +51% | 7.75% | 130% | 55 | 58.18% | 0.2 |
|
| 1971 |
1971
Harvest Fund Management
Beijing,
China
| US$9.39億 | -US$9245萬 | -9% | 1.56% | 327% | 863 | 18.66% | 0.9 |
|
| 1972 |
1972
Salesforce Inc
San Francisco,
California
| US$9.34億 | -US$7.07億 | -43% | 4.75% | 33.9% | 4 | 50% | 0.4 |
|
| 1973 |
OCM
1973
Opti Capital Management
New York
| US$9.33億 | +US$1.14億 | +14% | 0% | 0.01% | 38 | 10.53% | 0.4 |
|
| 1974 |
1974
Flagship Harbor Advisors
Boston,
Massachusetts
| US$9.32億 | +US$5143萬 | +6% | 7.39% | 75.7% | 700 | 19.57% | 2.7 |
|
| 1975 |
1975
Icon Wealth Partners
Houston,
Texas
| US$9.32億 | +US$1.34億 | +17% | 7.33% | – | 355 | 8.45% | 1.5 |
|