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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
Howe & Rusling
Rochester,
New York
| US$8.94億 | +US$5436萬 | +6% | 5.63% | 82% | 350 | 18.57% | 4.4 |
|
| 1952 |
1952
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$8.93億 | +US$3669萬 | +4% | 4.1% | 62.2% | 254 | 6.69% | 3.3 |
|
| 1953 |
1953
Permian Investment Partners
Dallas,
Texas
| US$8.92億 | +US$1.32億 | +17% | 10.9% | 78.6% | 20 | 40% | 1.3 |
|
| 1954 |
1954
Freedom Investment Management
Hartford,
Connecticut
| US$8.91億 | +US$641萬 | +0.7% | 4.4% | 68.5% | 799 | 25.28% | 3.3 |
|
| 1955 |
1955
E-L Financial Corp
Toronto,
Ontario, Canada
| US$8.91億 | +US$4999萬 | +6% | 8.3% | 68.6% | 1 | 0% | 6.5 |
|
| 1956 |
1956
Commodore Capital
New York
| US$8.9億 | +US$2.33億 | +35% | 36.3% | 2,121% | 34 | 29.41% | 1 |
|
| 1957 |
1957
Petrus Trust Company
Dallas,
Texas
| US$8.9億 | +US$6478萬 | +8% | 4.11% | 36.9% | 776 | 59.66% | 0.4 |
|
| 1958 |
MAM
1958
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$8.89億 | +US$7435萬 | +9% | 13.7% | 54.9% | 161 | 13.66% | 3.9 |
|
| 1959 |
1959
Good Life Advisors
Reading,
Pennsylvania
| US$8.89億 | +US$1.06億 | +14% | 5.75% | 60% | 441 | 16.55% | 3 |
|
| 1960 |
1960
Primavera Capital Management
George Town,
Cayman Islands
| US$8.88億 | -US$1.37億 | -13% | 1.11% | 1.21% | 4 | 0% | 4.1 |
|
| 1961 |
1961
AlphaStar Capital Management
Cornelius,
North Carolina
| US$8.86億 | -US$2.91億 | -25% | 5.68% | 69.5% | 307 | 32.9% | 2.2 |
|
| 1962 |
1962
Front Barnett Associates
Chicago,
Illinois
| US$8.86億 | +US$3566萬 | +4% | 7.6% | 40.5% | 123 | 7.32% | 6.8 |
|
| 1963 |
1963
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$8.86億 | +US$6291萬 | +8% | 8.98% | 109% | 160 | 4.38% | 4.8 |
|
| 1964 |
WDA
1964
Wendell David Associates
Portsmouth,
New Hampshire
| US$8.85億 | +US$4193萬 | +5% | 6.46% | 46% | 148 | 2.03% | 7.5 |
|
| 1965 |
1965
Amica Mutual Insurance
Providence,
Rhode Island
| US$8.84億 | -US$1232萬 | -1% | 7.57% | 80.4% | 106 | 15.09% | 4.8 |
|
| 1966 |
1966
Connors Investor Services
Wyomissing,
Pennsylvania
| US$8.84億 | +US$3269萬 | +4% | 9.69% | 125% | 166 | 8.43% | 4.6 |
|
| 1967 |
1967
Applied Finance Capital Management
San Juan,
Puerto Rico
| US$8.83億 | +US$7858萬 | +10% | 5.68% | 90.4% | 79 | 16.46% | 0.4 |
|
| 1968 |
AL
1968
Arnhold LLC
New York
| US$8.82億 | +US$203萬 | +0.2% | 5.05% | 156% | 133 | 9.02% | 3.3 |
|
| 1969 |
1969
Bangor Savings Bank
Bangor,
Maine
| US$8.82億 | +US$3539萬 | +4% | 3.81% | 54.6% | 562 | 8.54% | 2.7 |
|
| 1970 |
1970
Advance Capital Management
Southfield,
Michigan
| US$8.82億 | +US$3.2億 | +57% | 5.66% | 54.4% | 128 | 24.22% | 1 |
|
| 1971 |
1971
Berger Financial Group
Plymouth,
Minnesota
| US$8.82億 | +US$5063萬 | +6% | 4.82% | 59.9% | 291 | 8.93% | 1.5 |
|
| 1972 |
1972
Godsey & Gibb Inc
Richmond,
Virginia
| US$8.81億 | +US$2792萬 | +3% | 3.52% | 87.5% | 389 | 19.28% | 0.4 |
|
| 1973 |
1973
Levin Capital Strategies
New York
| US$8.81億 | +US$7417萬 | +9% | 7.15% | 88.6% | 310 | 34.52% | 3.1 |
|
| 1974 |
VS
1974
VK Services
Menlo Park,
California
| US$8.8億 | +US$2.04億 | +30% | 36.4% | 1,605% | 10 | 0% | 1.4 |
|
| 1975 |
1975
Blue Chip Partners
Farmington Hills,
Michigan
| US$8.8億 | +US$3688萬 | +4% | 3.73% | 81.2% | 189 | 10.05% | 4.1 |
|