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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
Blue Chip Partners
Farmington Hills,
Michigan
| US$7.84億 | -US$2003萬 | -2% | 10.7% | 81.2% | 184 | 19.57% | 4.1 |
|
| 1952 |
1952
SP Asset Management
Cupertino,
California
| US$7.84億 | -US$1.45億 | -16% | 15.1% | 92.4% | 127 | 12.6% | 2.7 |
|
| 1953 |
1953
Girard Partners
King Of Prussia,
Pennsylvania
| US$7.84億 | -US$1.3億 | -14% | 13.5% | 25.7% | 255 | 17.65% | 4.6 |
|
| 1954 |
1954
Twin Capital Management
Mcmurray,
Pennsylvania
| US$7.83億 | -US$1.45億 | -16% | 13.9% | 132% | 314 | 21.02% | 3.1 |
|
| 1955 |
1955
Portfolio Solutions
Royal Oak,
Michigan
| US$7.83億 | +US$14.4萬 | +0% | 13.2% | 11.6% | 57 | 19.3% | 3 |
|
| 1956 |
1956
Jetstream Capital
Brentwood,
Tennessee
| US$7.83億 | +US$3.8億 | +94% | 31.8% | – | 24 | 50% | 0.3 |
|
| 1957 |
1957
Technology Crossover Management VIII
Menlo Park,
California
| US$7.83億 | -US$4.76億 | -38% | 35.1% | 77.9% | 9 | 0% | 2.1 |
|
| 1958 |
1958
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| US$7.82億 | -US$1.21億 | -13% | 11.6% | 26.9% | 147 | 31.29% | 1.2 |
|
| 1959 |
1959
Fund Evaluation Group
Cincinnati,
Ohio
| US$7.82億 | -US$6.61億 | -46% | 13.7% | 51.6% | 42 | 52.38% | 2.7 |
|
| 1960 |
1960
Beese Fulmer Investment Management
Canton,
Ohio
| US$7.82億 | -US$1.41億 | -15% | 12.9% | 124% | 240 | 10% | 5.1 |
|
| 1961 |
1961
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$7.82億 | -US$9292萬 | -11% | 10.4% | 62.2% | 356 | 15.73% | 2.2 |
|
| 1962 |
1962
NewSquare Capital
Newtown Square,
Pennsylvania
| US$7.81億 | -US$1.62億 | -17% | 8.8% | 76.5% | 436 | 12.84% | 2.8 |
|
| 1963 |
1963
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| US$7.81億 | -US$1.74億 | -18% | 13.2% | 96.6% | 166 | 12.05% | 0.2 |
|
| 1964 |
1964
Middleton & Co
Boston,
Massachusetts
| US$7.8億 | -US$1.56億 | -17% | 14% | 81.8% | 164 | 9.15% | 6 |
|
| 1965 |
CC
1965
Cornerstone Capital
Palo Alto,
California
| US$7.8億 | -US$1.11億 | -12% | 10.8% | 91.2% | 95 | 10.53% | 5 |
|
| 1966 |
1966
Tiger Pacific Capital
New York
| US$7.8億 | +US$2.05億 | +36% | 15.1% | 84.5% | 16 | 18.75% | 1.3 |
|
| 1967 |
1967
Graypoint LLC
Albany,
New York
| US$7.8億 | -US$2.32億 | -23% | 14.8% | 72.8% | 329 | 14.29% | 1.6 |
|
| 1968 |
1968
Washington Trust Bank
Spokane,
Washington
| US$7.79億 | -US$8576萬 | -10% | 14.5% | 80.5% | 244 | 17.62% | 4.7 |
|
| 1969 |
1969
Palisade Asset Management
Minneapolis,
Minnesota
| US$7.78億 | -US$9354萬 | -11% | 10.4% | 61.8% | 183 | 3.83% | 6.3 |
|
| 1970 |
1970
Discovery Capital Management
South Norwalk,
Connecticut
| US$7.76億 | -US$3.89億 | -33% | 13.1% | 871% | 96 | 63.54% | 0.5 |
|
| 1971 |
1971
PSG Equity
Boston,
Massachusetts
| US$7.76億 | -US$3.52億 | -31% | 31.5% | 13.7% | 2 | 50% | 0.3 |
|
| 1972 |
1972
Empowered Funds
Havertown,
Pennsylvania
| US$7.76億 | -US$1.39億 | -15% | 9.55% | 127% | 349 | 54.15% | 0.5 |
|
| 1973 |
1973
EQT Fund Management
Luxembourg
| US$7.75億 | – | – | 0.29% | – | 2 | – | 0 |
|
| 1974 |
1974
Main Street Financial Solutions
Newtown,
Pennsylvania
| US$7.74億 | +US$9173萬 | +13% | 12% | 75.4% | 506 | 23.52% | 1.1 |
|
| 1975 |
1975
Gabelli & Co Investment Advisers
Rye,
New York
| US$7.74億 | +US$579萬 | +0.8% | 0.19% | 248% | 566 | 22.44% | 1.1 |
|