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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
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| US$4.26億 | +US$2.08億 | +95% | 2.15% | 40% | 75 | 70.67% | 0.4 |
|
| 1977 |
1977
3I Investments
London Swie 5jd,
United Kingdom
| US$4.26億 | -US$565萬 | -1% | 1.31% | 64.3% | 1 | 0% | 2.3 |
|
| 1978 |
1978
Lebenthal Holdings
New York
| US$4.26億 | -US$857萬 | -2% | 7.12% | – | 333 | 23.42% | 0.8 |
|
| 1979 |
1979
ARS Investment Partners
New York
| US$4.26億 | -US$1056萬 | -2% | 8.01% | 260% | 89 | 10.11% | 1.6 |
|
| 1980 |
1980
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$4.26億 | +US$2262萬 | +6% | 5.2% | 68.7% | 199 | 15.58% | 1.6 |
|
| 1981 |
1981
Pacer Advisors
Malvern,
Pennsylvania
| US$4.26億 | +US$3.85億 | +936% | 7.3% | 58.4% | 854 | 88.29% | 0.2 |
|
| 1982 |
1982
Ashford Capital Management
Wilmington,
Delaware
| US$4.25億 | -US$84.5萬 | -0.2% | 8.64% | 150% | 123 | 21.95% | 1.7 |
|
| 1983 |
1983
De Burlo Group
Boston,
Massachusetts
| US$4.25億 | -US$104萬 | -0.2% | 8.98% | 147% | 111 | 18.92% | 1.6 |
|
| 1984 |
1984
Wexford Capital
West Palm Beach,
Florida
| US$4.25億 | -US$9212萬 | -18% | 4.78% | 128% | 106 | 65.09% | 0.4 |
|
| 1985 |
1985
Choreo LLC
Rockford,
Illinois
| US$4.24億 | +US$4265萬 | +11% | 5.03% | 74.7% | 169 | 14.79% | 1.4 |
|
| 1986 |
ASA
1986
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$4.24億 | +US$1121萬 | +3% | 5.82% | 51.2% | 44 | 11.36% | 2 |
|
| 1987 |
1987
Rail-Splitter Capital Management
Chicago,
Illinois
| US$4.23億 | +US$6155萬 | +17% | 9.59% | 64.1% | 50 | 38% | 0.7 |
|
| 1988 |
1988
Zuckerman Investment Group
Chicago,
Illinois
| US$4.23億 | -US$236萬 | -0.6% | 6% | 111% | 49 | 12.24% | 1.3 |
|
| 1989 |
1989
Cobiz Wealth
Denver,
Colorado
| US$4.23億 | +US$1147萬 | +3% | 5.94% | 54% | 150 | 13.33% | 1.8 |
|
| 1990 |
1990
Tiptree Advisors
New York
| US$4.23億 | -US$2.26億 | -35% | 2.51% | – | 54 | 44.44% | 0.9 |
|
| 1991 |
1991
Greylock XIII
Menlo Park,
California
| US$4.22億 | – | – | 2.97% | – | 2 | – | 0 |
|
| 1992 |
1992
Cadinha & Co
Honolulu,
Hawaii
| US$4.22億 | +US$970萬 | +2% | 6.05% | 132% | 114 | 14.04% | 1.9 |
|
| 1993 |
JCM
1993
JS Capital Management
New York
| US$4.21億 | -US$1.79億 | -30% | 9.03% | 52.4% | 64 | 28.13% | 1.1 |
|
| 1994 |
1994
Providence Equity Partners
Providence,
Rhode Island
| US$4.21億 | +US$1008萬 | +2% | 1.59% | 12.4% | 4 | 25% | 1.9 |
|
| 1995 |
1995
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$4.21億 | +US$1418萬 | +3% | 6.21% | 70.6% | 314 | 56.05% | 0.6 |
|
| 1996 |
FPCM
1996
Financial Partners Capital Management
New York
| US$4.2億 | +US$2187萬 | +5% | 6.91% | 34.2% | 130 | 19.23% | 1.7 |
|
| 1997 |
1997
Goldentree Asset Management
New York
| US$4.19億 | -US$1.92億 | -31% | 0.93% | 27.7% | 25 | 36% | 1 |
|
| 1998 |
1998
Professional Advisory Services
Vero Beach,
Florida
| US$4.19億 | +US$2065萬 | +5% | 5.88% | 69.3% | 61 | 14.75% | 1.7 |
|
| 1999 |
1999
Integre Asset Management
New York
| US$4.18億 | -US$240萬 | -0.6% | 7.11% | 74.1% | 180 | 35.56% | 1.3 |
|
| 2000 |
2000
Silverback Asset Management
Chapel Hill,
North Carolina
| US$4.18億 | -US$5.41億 | -56% | 5.7% | 92.1% | 49 | 22.45% | 0.7 |
|