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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
Davidson & Garrard
Lynchburg,
Virginia
| US$4.11億 | -US$517萬 | -1% | 0.41% | 25.2% | 191 | 8.38% | 1.1 |
|
| 1977 |
1977
Dean Investment Associates
Beavercreek,
Ohio
| US$4.11億 | -US$2261萬 | -5% | 1.18% | 63.5% | 244 | 19.26% | 0.9 |
|
| 1978 |
ECM
1978
Empire Capital Management
Westport,
Connecticut
| US$4.1億 | -US$1.49億 | -27% | 5.4% | 17.2% | 87 | 83.91% | 0.1 |
|
| 1979 |
1979
Tensile Capital Management
Larkspur,
California
| US$4.09億 | +US$1443萬 | +4% | 2.2% | 47.7% | 20 | 20% | 0.6 |
|
| 1980 |
1980
E. Ohman J:or Asset Management
Stockholm,
Sweden
| US$4.09億 | +US$186萬 | +0.5% | 2.15% | 132% | 516 | 1.74% | 1.2 |
|
| 1981 |
AL
1981
Agran Libbie
Santa Monica,
California
| US$4.09億 | +US$1748萬 | +4% | 1.5% | 27.5% | 128 | 14.84% | 1 |
|
| 1982 |
1982
Novare Capital Management
Charlotte,
North Carolina
| US$4.09億 | -US$215萬 | -0.5% | 1.13% | 76.5% | 128 | 10.16% | 1.1 |
|
| 1983 |
1983
Longfellow Investment Management
Boston,
Massachusetts
| US$4.07億 | -US$1.25億 | -23% | 6.77% | 45.9% | 74 | 52.7% | 0.5 |
|
| 1984 |
1984
Obermeyer Wealth Partners
Aspen,
Colorado
| US$4.07億 | -US$406萬 | -1% | 1.13% | 91.3% | 69 | 11.59% | 0.9 |
|
| 1985 |
1985
Planning Alternatives
Birmingham,
Michigan
| US$4.07億 | +US$215萬 | +0.5% | 1.62% | 69.6% | 48 | 4.17% | 0.9 |
|
| 1986 |
1986
Neumeier Poma Investment Counsel
Carmel,
California
| US$4.06億 | -US$1349萬 | -3% | 1.33% | 229% | 42 | 14.29% | 1 |
|
| 1987 |
MTIP
1987
Magee Thomson Investment Partners
San Diego,
California
| US$4.06億 | -US$349萬 | -0.9% | 7% | 94.3% | 171 | 27.49% | 0.7 |
|
| 1988 |
1988
Petrus Trust Company
Dallas,
Texas
| US$4.06億 | +US$3100萬 | +8% | 1.75% | 36.9% | 56 | 23.21% | 0.9 |
|
| 1989 |
PWM
1989
Patriot Wealth Management
Houston,
Texas
| US$4.05億 | +US$984萬 | +2% | 0.14% | 24.3% | 65 | 15.38% | 1 |
|
| 1990 |
MG
1990
MDE Group
Morristown,
New Jersey
| US$4.04億 | -US$3070萬 | -7% | 0.22% | – | 69 | 18.84% | 1.2 |
|
| 1991 |
1991
Arrowgrass Capital Partners
London,
United Kingdom
| US$4.03億 | -US$6321萬 | -14% | 1.33% | – | 16 | 62.5% | 0.5 |
|
| 1992 |
OCMI
1992
Oaktop Capital Management II
Chatham,
New Jersey
| US$4.03億 | -US$3141萬 | -7% | 3.92% | 451% | 23 | 17.39% | 1.1 |
|
| 1993 |
1993
Highmount Capital
New York
| US$4.01億 | -US$1519萬 | -4% | 1.06% | – | 146 | 7.53% | 1.1 |
|
| 1994 |
1994
Benjamin F. Edwards & Company
St. Louis,
Missouri
| US$4.01億 | +US$729萬 | +2% | 1.23% | 19.7% | 1,031 | 13.58% | 1 |
|
| 1995 |
ABI
1995
Adamant Biomedical Investments
Zurich,
Switzerland
| US$4.01億 | – | – | 5.6% | – | 96 | – | 0 |
|
| 1996 |
1996
Bainco International Investors
Boston,
Massachusetts
| US$4.01億 | -US$20.7萬 | -0.1% | 0.31% | 69.4% | 91 | 6.59% | 1 |
|
| 1997 |
1997
Quantitative Advantage
Minnetonka,
Minnesota
| US$4億 | -US$2960萬 | -7% | 0.37% | 45.9% | 60 | 51.67% | 0.4 |
|
| 1998 |
OH
1998
Overlook Holdings
Tortola,
British Virgin Islands
| US$3.99億 | -US$6740萬 | -14% | 2.39% | – | 3 | 33.33% | 1.3 |
|
| 1999 |
1999
Aureus Asset Management
Boston,
Massachusetts
| US$3.99億 | -US$150萬 | -0.4% | 0.26% | 93.9% | 148 | 20.27% | 0.9 |
|
| 2000 |
KCP
2000
KDI Capital Partners
Raleigh,
North Carolina
| US$3.98億 | +US$1136萬 | +3% | 1.74% | 77.1% | 43 | 20.93% | 1 |
|