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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
Brighton Jones LLC
Seattle,
Washington
| US$4.42億 | +US$549萬 | +1% | 2.9% | 97.9% | 205 | 10.73% | 1.4 |
|
| 1977 |
1977
Jacobs Asset Management
New York
| US$4.42億 | -US$736萬 | -2% | 2.25% | 114% | 46 | 17.39% | 1.1 |
|
| 1978 |
1978
Planning Alternatives
Birmingham,
Michigan
| US$4.41億 | -US$2505萬 | -5% | 1.8% | 69.6% | 50 | 18% | 1.3 |
|
| 1979 |
1979
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$4.41億 | +US$632萬 | +1% | 1.96% | 64.6% | 368 | 17.39% | 1.3 |
|
| 1980 |
GPCM
1980
Greenbrier Partners Capital Management
Dallas,
Texas
| US$4.4億 | +US$2768萬 | +7% | 6.2% | 96.1% | 21 | 9.52% | 1.7 |
|
| 1981 |
IMOV
1981
Investment Management of Virginia
Richmond,
Virginia
| US$4.4億 | -US$4016萬 | -8% | 0.75% | 93.4% | 162 | 12.35% | 1.5 |
|
| 1982 |
KFS
1982
Kurt F. Somerville
| US$4.4億 | +US$3788萬 | +9% | 0.27% | 92.9% | 134 | 5.22% | 1.3 |
|
| 1983 |
MCG
1983
Meru Capital Group
New York
| US$4.39億 | +US$1.3億 | +42% | 12% | – | 73 | 47.95% | 0.5 |
|
| 1984 |
1984
Davidson & Garrard
Lynchburg,
Virginia
| US$4.39億 | +US$718萬 | +2% | 1.19% | 25.2% | 197 | 5.08% | 1.5 |
|
| 1985 |
SCM
1985
Symons Capital Management
Pittsburgh,
Pennsylvania
| US$4.39億 | +US$1764萬 | +4% | 1.7% | 25.4% | 92 | 33.7% | 0.9 |
|
| 1986 |
AFS
1986
Aft Forsyth & Sober
Valrico,
Florida
| US$4.39億 | -US$1205萬 | -3% | 2.2% | 94.6% | 42 | 0% | 1.5 |
|
| 1987 |
PCM
1987
Prime Capital Management
Hong Kong
| US$4.39億 | +US$2608萬 | +6% | 1.63% | 579% | 12 | 8.33% | 0.9 |
|
| 1988 |
1988
Cypress Capital Group
Palm Beach,
Florida
| US$4.38億 | +US$698萬 | +2% | 1.55% | 97.8% | 224 | 13.39% | 1.4 |
|
| 1989 |
1989
Encompass Capital Advisors
New York
| US$4.38億 | +US$1.13億 | +35% | 10.5% | 364% | 43 | 83.72% | 0.1 |
|
| 1990 |
1990
Bridges Investment Counsel
Omaha,
Nebraska
| US$4.38億 | +US$83萬 | +0.2% | 0.93% | 33.7% | 160 | 4.38% | 1.6 |
|
| 1991 |
JC
1991
Joho Capital
New York
| US$4.38億 | -US$8377萬 | -16% | 10.6% | 80.2% | 10 | 20% | 1.5 |
|
| 1992 |
SCI
1992
Seneca Capital Investments
New York
| US$4.37億 | +US$7504萬 | +21% | 6.14% | – | 60 | 51.67% | 0.5 |
|
| 1993 |
DAM
1993
Davis Asset Management
Sausalito,
California
| US$4.37億 | +US$3401萬 | +8% | 2.87% | 97.3% | 29 | 13.79% | 1 |
|
| 1994 |
1994
Majedie Asset Management
London,
United Kingdom
| US$4.37億 | -US$7131萬 | -14% | 0.26% | 126% | 72 | 20.83% | 0.6 |
|
| 1995 |
1995
Denali Advisors
San Diego,
California
| US$4.37億 | +US$8271萬 | +23% | 3.33% | 106% | 298 | 25.84% | 0.9 |
|
| 1996 |
1996
Burnham Asset Management
New York
| US$4.36億 | -US$458萬 | -1% | 3.9% | 39.5% | 241 | 5.81% | 1.6 |
|
| 1997 |
1997
Catawba Capital Management
Roanoke,
Virginia
| US$4.35億 | +US$221萬 | +0.5% | 0.89% | 33.1% | 263 | 11.79% | 1.5 |
|
| 1998 |
1998
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$4.35億 | +US$431萬 | +1% | 2.78% | 50.7% | 64 | 10.94% | 1.5 |
|
| 1999 |
1999
Delphi Financial Group
Wilmington,
Delaware
| US$4.35億 | +US$5573萬 | +15% | 1.6% | 66.3% | 20 | 20% | 1 |
|
| 2000 |
2000
Aureus Asset Management
Boston,
Massachusetts
| US$4.35億 | +US$2363萬 | +6% | 5.16% | 93.9% | 166 | 29.52% | 1 |
|