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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
Asset Advisors Corp
Augusta,
Georgia
| US$5.75億 | -US$1969萬 | -3% | 2.29% | 41.4% | 176 | 13.64% | 3.6 |
|
| 1977 |
1977
First Merchants Corp
Muncie,
Indiana
| US$5.75億 | -US$2102萬 | -4% | 3.51% | 55.6% | 214 | 9.81% | 2.9 |
|
| 1978 |
1978
Summit Equities
Parsippany,
New Jersey
| US$5.75億 | -US$68.1萬 | -0.1% | 1.71% | 40.7% | 41 | 12.2% | 1.9 |
|
| 1979 |
1979
AIP LLC
New York
| US$5.75億 | -US$1.27億 | -18% | 18.1% | 54.9% | 1 | 0% | 0.5 |
|
| 1980 |
1980
Corient Capital Partners
Newport Beach,
California
| US$5.73億 | +US$3100萬 | +6% | 2.3% | 39.2% | 267 | 9.36% | 1.5 |
|
| 1981 |
1981
Bain Capital Credit
Boston,
Massachusetts
| US$5.73億 | +US$5.07億 | +764% | 50.8% | 14.4% | 19 | 63.16% | 0.6 |
|
| 1982 |
1982
American Assets Investment Management
San Diego,
California
| US$5.72億 | +US$4593萬 | +9% | 5.04% | 507% | 180 | 7.22% | 2.8 |
|
| 1983 |
CLCM
1983
Crawford Lake Capital Management
Lakewood,
New Jersey
| US$5.72億 | +US$1.03億 | +22% | 14% | 571% | 133 | 88.72% | 0.1 |
|
| 1984 |
1984
Capital International
Los Angeles,
California
| US$5.72億 | +US$1361萬 | +2% | 4.95% | 147% | 181 | 7.73% | 2.1 |
|
| 1985 |
AAM
1985
Autus Asset Management
Scottsdale,
Arizona
| US$5.71億 | +US$1805萬 | +3% | 3.41% | 26.3% | 157 | 7.01% | 3.5 |
|
| 1986 |
1986
Evensky & Katz
Coral Gables,
Florida
| US$5.71億 | -US$897萬 | -2% | 3% | 57.1% | 66 | 9.09% | 3.2 |
|
| 1987 |
1987
Cetera Investment Advisers
Schaumburg,
Illinois
| US$5.69億 | +US$3494萬 | +7% | 2.63% | 73.4% | 450 | 20% | 1.5 |
|
| 1988 |
AL
1988
Arnhold LLC
New York
| US$5.68億 | +US$3889萬 | +7% | 0.82% | 156% | 157 | 20.38% | 0.2 |
|
| 1989 |
1989
Park Avenue Securities
New York
| US$5.68億 | +US$1.17億 | +26% | 0.34% | 71% | 203 | 19.7% | 0.7 |
|
| 1990 |
1990
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$5.67億 | +US$1091萬 | +2% | 5.16% | 36.9% | 231 | 22.08% | 2.1 |
|
| 1991 |
1991
Signet Financial Management
Parsippany,
New Jersey
| US$5.67億 | +US$1100萬 | +2% | 0.86% | 65.2% | 1,189 | 34.99% | 0.6 |
|
| 1992 |
1992
Greenwich Wealth Management
Greenwich,
Connecticut
| US$5.65億 | -US$7014萬 | -11% | 0.3% | 198% | 191 | 14.66% | 3.1 |
|
| 1993 |
1993
Mariner Independent Advisor Network
Overland Park,
Kansas
| US$5.65億 | -US$10.6億 | -65% | 2.06% | 39.5% | 345 | 64.35% | 0.9 |
|
| 1994 |
1994
Planning Alternatives
Birmingham,
Michigan
| US$5.62億 | +US$1230萬 | +2% | 0.91% | 69.6% | 51 | 29.41% | 3.1 |
|
| 1995 |
1995
Blackhill Capital
Morristown,
New Jersey
| US$5.62億 | +US$2554萬 | +5% | 8.46% | 212% | 76 | 5.26% | 4 |
|
| 1996 |
1996
Acuta Capital Partners
Redwood City,
California
| US$5.62億 | -US$5052萬 | -8% | 24.8% | 7,269% | 88 | 67.05% | 0.7 |
|
| 1997 |
1997
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$5.6億 | -US$132萬 | -0.2% | 3.65% | 127% | 543 | 21.55% | 2.7 |
|
| 1998 |
1998
Financial Architects (New Jersey)
Marlton,
New Jersey
| US$5.6億 | +US$4779萬 | +9% | 1.25% | 31.3% | 1,619 | 28.6% | 1.8 |
|
| 1999 |
1999
White Mountains Advisors
Guilford,
Connecticut
| US$5.59億 | -US$3331萬 | -6% | 3.07% | 33.4% | 3 | 0% | 3.3 |
|
| 2000 |
2000
NBT Bank
Norwich,
New York
| US$5.59億 | -US$5236萬 | -9% | 2.54% | 77% | 197 | 9.64% | 4.3 |
|