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
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| US$4.41億 | +US$4945萬 | +13% | 1.51% | – | 145 | 85.52% | 0.3 |
|
| 1977 |
1977
Petrus Trust Company
Dallas,
Texas
| US$4.4億 | +US$1062萬 | +2% | 2.04% | 36.9% | 116 | 54.31% | 0.8 |
|
| 1978 |
AA
1978
Ancient Art
Austin,
Texas
| US$4.4億 | +US$8670萬 | +25% | 9.62% | 168% | 22 | 45.45% | 0.9 |
|
| 1979 |
1979
L. Roy Papp & Associates
Phoenix,
Arizona
| US$4.4億 | -US$1649萬 | -4% | 1.07% | 80.1% | 152 | 11.18% | 1.7 |
|
| 1980 |
1980
Aristotle Capital Boston
Boston,
Massachusetts
| US$4.39億 | +US$1.18億 | +37% | 1.97% | 72.2% | 106 | 4.72% | 0.5 |
|
| 1981 |
1981
Deccan Value Investors
Greenwich,
Connecticut
| US$4.39億 | +US$3780萬 | +9% | 8% | 66.5% | 6 | 0% | 0.8 |
|
| 1982 |
1982
CNA Financial
Chicago,
Illinois
| US$4.39億 | +US$956萬 | +2% | 0.12% | 48.6% | 200 | 9.5% | 1.5 |
|
| 1983 |
FIM
1983
FourPoints Investment Managers
Paris,
France
| US$4.38億 | -US$4088萬 | -9% | 1.58% | – | 77 | 7.79% | 1.7 |
|
| 1984 |
1984
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$4.38億 | -US$262萬 | -0.6% | 0.5% | 64.6% | 363 | 12.67% | 1.5 |
|
| 1985 |
1985
Hellman Jordan Management Company
Quincy,
Massachusetts
| US$4.38億 | -US$1.11億 | -20% | 2.01% | 203% | 59 | 40.68% | 0.6 |
|
| 1986 |
1986
Brighton Jones LLC
Seattle,
Washington
| US$4.38億 | -US$445萬 | -1% | 0.83% | 97.9% | 197 | 8.12% | 1.6 |
|
| 1987 |
1987
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$4.38億 | +US$248萬 | +0.6% | 0.53% | 50.7% | 62 | 8.06% | 1.7 |
|
| 1988 |
1988
Bragg Financial Advisors
Charlotte,
North Carolina
| US$4.37億 | +US$301萬 | +0.7% | 0.71% | 101% | 236 | 4.66% | 1.8 |
|
| 1989 |
1989
Silver Rock Financial
Los Angeles,
California
| US$4.37億 | +US$6337萬 | +17% | 1.57% | 2.58% | 52 | 38.46% | 0.8 |
|
| 1990 |
1990
Parus Finance (UK)
London,
United Kingdom
| US$4.36億 | -US$2787萬 | -6% | 4.6% | 199% | 20 | 20% | 1.7 |
|
| 1991 |
AFS
1991
Aft Forsyth & Sober
Valrico,
Florida
| US$4.36億 | -US$256萬 | -0.6% | 0.81% | 94.6% | 43 | 2.33% | 1.7 |
|
| 1992 |
1992
KPCB DGF Associates
Menlo Park,
California
| US$4.35億 | -US$1.42億 | -25% | 5.1% | – | 4 | 0% | 1.1 |
|
| 1993 |
1993
Signet Financial Management
Parsippany,
New Jersey
| US$4.35億 | +US$7367萬 | +20% | 0.37% | 65.2% | 209 | 26.32% | 0.4 |
|
| 1994 |
1994
Ironwood Investment Management
Boston,
Massachusetts
| US$4.35億 | -US$1.05億 | -20% | 2.16% | 164% | 166 | 9.04% | 1.7 |
|
| 1995 |
1995
Sarissa Capital Management
Greenwich,
Connecticut
| US$4.35億 | -US$3951萬 | -8% | 0.97% | 80% | 17 | 5.88% | 1 |
|
| 1996 |
1996
Cypress Capital Group
Palm Beach,
Florida
| US$4.34億 | -US$414萬 | -0.9% | 0.28% | 97.8% | 212 | 9.91% | 1.6 |
|
| 1997 |
CC
1997
Cornerstone Capital
Palo Alto,
California
| US$4.34億 | +US$5009萬 | +13% | 2.49% | 91.2% | 85 | 27.06% | 1.5 |
|
| 1998 |
IMOV
1998
Investment Management of Virginia
Richmond,
Virginia
| US$4.34億 | -US$597萬 | -1% | 1.37% | 93.4% | 161 | 11.8% | 1.6 |
|
| 1999 |
ACM
1999
Acertus Capital Management
Morristown,
New Jersey
| US$4.34億 | +US$2.53億 | +139% | 0.28% | 23.5% | 5 | 40% | 0.9 |
|
| 2000 |
2000
NBW Capital
Boston,
Massachusetts
| US$4.34億 | -US$1213萬 | -3% | 0.06% | 86% | 81 | 14.81% | 1.4 |
|