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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
Norwest Venture Partners X
Palo Alto,
California
| US$4.06億 | -US$4.7億 | -54% | 13.8% | 11.3% | 3 | 33.33% | 0.8 |
|
| 1977 |
1977
Three Peaks Capital Management
Castle Rock,
Colorado
| US$4.06億 | +US$2610萬 | +7% | 5.13% | 84.5% | 72 | 12.5% | 1.2 |
|
| 1978 |
1978
Cypress Capital Group
Palm Beach,
Florida
| US$4.06億 | -US$2876萬 | -7% | 4.27% | 97.8% | 203 | 7.39% | 1.9 |
|
| 1979 |
1979
Sarissa Capital Management
Greenwich,
Connecticut
| US$4.05億 | -US$2967萬 | -7% | 12.5% | 80% | 18 | 11.11% | 1.1 |
|
| 1980 |
1980
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| US$4.05億 | -US$1396萬 | -3% | 10.4% | 79.4% | 36 | 2.78% | 0.7 |
|
| 1981 |
1981
L. Roy Papp & Associates
Phoenix,
Arizona
| US$4.04億 | -US$3532萬 | -8% | 5.93% | 80.1% | 153 | 17.65% | 1.9 |
|
| 1982 |
1982
Richard C. Young & Co
Newport,
Rhode Island
| US$4.04億 | -US$3941萬 | -9% | 6.93% | 137% | 76 | 10.53% | 1.6 |
|
| 1983 |
AAM
1983
AO Asset Management
New York
| US$4.04億 | -US$8728萬 | -18% | 4.48% | 127% | 31 | 54.84% | 0.5 |
|
| 1984 |
1984
Deltec Asset Management
New York
| US$4.04億 | -US$5121萬 | -11% | 14.2% | 128% | 201 | 39.8% | 1 |
|
| 1985 |
1985
Hellman Jordan Management Company
Quincy,
Massachusetts
| US$4.04億 | -US$3428萬 | -8% | 10.6% | 205% | 57 | 42.11% | 0.6 |
|
| 1986 |
1986
CNA Financial
Chicago,
Illinois
| US$4.03億 | -US$3543萬 | -8% | 12.9% | 48.6% | 198 | 9.09% | 1.6 |
|
| 1987 |
1987
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$4.03億 | +US$3710萬 | +10% | 7.19% | 68.7% | 210 | 37.14% | 1.4 |
|
| 1988 |
1988
Braver Wealth Management
Needham,
Massachusetts
| US$4.03億 | -US$827萬 | -2% | 8.16% | 20.4% | 98 | 40.82% | 1.2 |
|
| 1989 |
SCP
1989
Scoria Capital Partners
Stamford,
Connecticut
| US$4.03億 | -US$1.45億 | -26% | 6.77% | – | 203 | 75.37% | 0.2 |
|
| 1990 |
1990
Howe & Rusling
Rochester,
New York
| US$4.03億 | -US$5588萬 | -12% | 7.07% | 82% | 1,135 | 12.33% | 1.3 |
|
| 1991 |
1991
Aureus Asset Management
Boston,
Massachusetts
| US$4.02億 | -US$7362萬 | -15% | 6.11% | 93.9% | 182 | 21.43% | 1.3 |
|
| 1992 |
1992
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$4.02億 | -US$1387萬 | -3% | 4.14% | 34.2% | 44 | 13.64% | 1.9 |
|
| 1993 |
AFS
1993
Aft Forsyth & Sober
Valrico,
Florida
| US$4.01億 | -US$3473萬 | -8% | 7.84% | 94.6% | 43 | 0% | 2 |
|
| 1994 |
CC
1994
Cornerstone Capital
Palo Alto,
California
| US$4.01億 | -US$3272萬 | -8% | 6.73% | 91.2% | 83 | 12.05% | 1.7 |
|
| 1995 |
PCM
1995
Proxima Capital Management
New York
| US$4.01億 | -US$2.99億 | -43% | 21.4% | 20.7% | 50 | 32% | 0.8 |
|
| 1996 |
1996
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$4.01億 | -US$4900萬 | -11% | 11.2% | 106% | 232 | 34.48% | 1 |
|
| 1997 |
1997
Squarepoint
New York
| US$4.01億 | +US$9258萬 | +30% | 11.2% | 77.6% | 713 | 84.01% | 0.1 |
|
| 1998 |
SC
1998
Seawolf Capital
New York
| US$4億 | -US$6926萬 | -15% | 8.64% | 25.7% | 63 | 57.14% | 0.7 |
|
| 1999 |
1999
Simmons First Trust
Pine Bluff,
Arkansas
| US$3.99億 | -US$950萬 | -2% | 3.85% | – | 172 | 6.98% | 1.5 |
|
| 2000 |
2000
Needham Investment Management
New York
| US$3.99億 | -US$6200萬 | -13% | 11.3% | 424% | 113 | 11.5% | 1.7 |
|