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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| US$15.1億 | +US$1.29億 | +9% | 32.7% | 2,136% | 13 | 15.38% | 2.3 |
|
| 1977 |
1977
Arete Wealth Advisors
Chicago,
Illinois
| US$15.1億 | +US$1.78億 | +13% | 18% | 85.3% | 376 | 25.8% | 3 |
|
| 1978 |
1978
Hodges Capital Management
Dallas,
Texas
| US$15.1億 | +US$3.02億 | +25% | 42.2% | 200% | 242 | 23.55% | 3.1 |
|
| 1979 |
1979
NBT Bank
Norwich,
New York
| US$15.1億 | -US$1673萬 | -1% | 11.6% | 68.2% | 1,208 | 23.18% | 3 |
|
| 1980 |
1980
Alaska Permanent Fund
Juneau,
Alaska
| US$15.1億 | -US$6174萬 | -4% | 12.6% | 69.2% | 14 | 50% | 2.4 |
|
| 1981 |
1981
Rush Island Management
New York
| US$15.1億 | +US$1830萬 | +1% | 13.3% | 15.5% | 30 | 53.33% | 0.9 |
|
| 1982 |
1982
Tensor Edge Capital
Weston,
Massachusetts
| US$15.1億 | +US$9.25億 | +159% | 135% | – | 21 | 33.33% | 0.3 |
|
| 1983 |
1983
Hikari Tsushin Inc
Tokyo,
Japan
| US$15.1億 | +US$5583萬 | +4% | 6.12% | 59.5% | 78 | 2.56% | 5.6 |
|
| 1984 |
1984
Perennial Investment Advisors
Los Angeles,
California
| US$15.1億 | +US$2.5億 | +20% | 17.8% | 84.3% | 606 | 19.14% | 2.4 |
|
| 1985 |
1985
Fusion Family Wealth
Woodbury,
New York
| US$15.1億 | +US$1.66億 | +12% | 13.9% | 58.2% | 50 | 6% | 5.4 |
|
| 1986 |
1986
Bank Hapoalim BM
Tel Aviv,
Israel
| US$15億 | +US$8.53億 | +131% | 18.3% | 76.6% | 124 | 12.9% | 5.1 |
|
| 1987 |
1987
Emerald Investment Advisers
Leola,
Pennsylvania
| US$15億 | +US$3.92億 | +35% | 33.2% | – | 290 | 21.03% | 0.2 |
|
| 1988 |
1988
CFS Investment Advisory Services
Totowa,
New Jersey
| US$15億 | +US$4734萬 | +3% | 11.6% | 54.1% | 368 | 7.07% | 2.1 |
|
| 1989 |
AO
1989
Advisor OS
Chicago,
Illinois
| US$15億 | +US$1.17億 | +8% | 12.4% | 61.2% | 630 | 15.56% | 1.9 |
|
| 1990 |
1990
Mill Capital Management
Concord,
North Carolina
| US$15億 | +US$1.83億 | +14% | 29.1% | 104% | 136 | 10.29% | 3.6 |
|
| 1991 |
1991
Nexpoint Asset Management
Dallas,
Texas
| US$15億 | +US$628萬 | +0.4% | 22.1% | 253% | 114 | 65.79% | 1.3 |
|
| 1992 |
1992
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| US$15億 | +US$1.88億 | +14% | 24.6% | 94.2% | 164 | 6.1% | 7 |
|
| 1993 |
1993
Ethos Financial Group
King Of Prussia,
Pennsylvania
| US$15億 | +US$1.27億 | +9% | 11.4% | 63% | 710 | 32.82% | 1.3 |
|
| 1994 |
1994
Johns Hopkins University
Baltimore,
Maryland
| US$15億 | +US$1.16億 | +8% | 7.57% | 30.6% | 18 | 27.78% | 1.5 |
|
| 1995 |
NEWAS
1995
N.E.W. Advisory Services
De Pere,
Wisconsin
| US$15億 | +US$1.58億 | +12% | 11.2% | 51.1% | 1,026 | 15.4% | 1.5 |
|
| 1996 |
SL
1996
SWF LLC
Omaha,
Nebraska
| US$14.9億 | +US$3.48億 | +30% | 13.5% | 87.4% | 15 | 33.33% | 1.3 |
|
| 1997 |
1997
Tandem Investment Advisors
Charleston,
South Carolina
| US$14.9億 | -US$5.47億 | -27% | 2.06% | 10.4% | 87 | 28.74% | 4.9 |
|
| 1998 |
1998
ProVise Management Group
Clearwater,
Florida
| US$14.9億 | +US$1.01億 | +7% | 10.9% | 66.8% | 286 | 10.14% | 6.9 |
|
| 1999 |
1999
Mosaic Family Wealth Partners
St. Louis,
Missouri
| US$14.9億 | +US$5.14億 | +53% | 14.8% | 67.5% | 434 | 34.79% | 1.5 |
|
| 2000 |
2000
Levin Capital Strategies
New York
| US$14.9億 | +US$1.72億 | +13% | 12.7% | 88.6% | 301 | 35.88% | 3.5 |
|