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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
Bowie Capital Management
Richardson,
Texas
| US$5.85億 | +US$2.18億 | +59% | 5.38% | 31.6% | 38 | 23.68% | 1.1 |
|
| 1977 |
1977
Planning Alternatives
Birmingham,
Michigan
| US$5.85億 | +US$2278萬 | +4% | 4.61% | 69.6% | 52 | 7.69% | 3.4 |
|
| 1978 |
1978
PM Capital
Sydney,
Australia
| US$5.84億 | +US$3374萬 | +6% | 2.91% | 105% | 25 | 12% | 3 |
|
| 1979 |
1979
Arosa Capital Management
Miami Beach,
Florida
| US$5.84億 | -US$1.81億 | -24% | 1.89% | 536% | 91 | 56.04% | 0.5 |
|
| 1980 |
NM
1980
Newtyn Management
New York
| US$5.84億 | +US$4978萬 | +9% | 2.58% | 52% | 33 | 48.48% | 0.8 |
|
| 1981 |
1981
Efficient Advisors
Mason,
Ohio
| US$5.84億 | -US$386萬 | -0.7% | 1.2% | 30.6% | 53 | 15.09% | 3.9 |
|
| 1982 |
EA
1982
Echinus Advisors
New York
| US$5.83億 | +US$1.23億 | +27% | 1.69% | 91.4% | 10 | 30% | 1.3 |
|
| 1983 |
1983
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$5.82億 | +US$6732萬 | +13% | 3.6% | 56.1% | 107 | 24.3% | 0.4 |
|
| 1984 |
1984
Harvest Fund Management
Beijing,
China
| US$5.82億 | -US$4671萬 | -7% | 3.52% | 327% | 495 | 53.74% | 0.5 |
|
| 1985 |
CPP
1985
Crow Point Partners
Boston,
Massachusetts
| US$5.82億 | +US$4573萬 | +9% | 5.39% | 56.9% | 170 | 36.47% | 1.1 |
|
| 1986 |
MCTIC
1986
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$5.81億 | +US$3672萬 | +7% | 10.3% | 38.8% | 97 | 2.06% | 3.9 |
|
| 1987 |
AL
1987
Arnhold LLC
New York
| US$5.81億 | +US$1257萬 | +2% | 0.12% | 156% | 149 | 14.09% | 0.4 |
|
| 1988 |
1988
Old Mission Capital
Chicago,
Illinois
| US$5.8億 | -US$3.32億 | -36% | 0.67% | 55.3% | 418 | 74.64% | 0.3 |
|
| 1989 |
1989
Sensato Investors
San Francisco,
California
| US$5.79億 | -US$7031萬 | -11% | 4.67% | 75.8% | 132 | 63.64% | 0.5 |
|
| 1990 |
1990
Pekin Hardy Strauss
Chicago,
Illinois
| US$5.79億 | +US$5219萬 | +10% | 3.72% | 102% | 208 | 9.62% | 3.1 |
|
| 1991 |
1991
Harvey Investment Company
Louisville,
Kentucky
| US$5.77億 | +US$3578萬 | +7% | 11.1% | 56.4% | 85 | 3.53% | 4 |
|
| 1992 |
1992
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$5.77億 | +US$4370萬 | +8% | 10.3% | 89.9% | 48 | 4.17% | 0.3 |
|
| 1993 |
1993
Transform Wealth
Greenwood Village,
Colorado
| US$5.77億 | +US$2369萬 | +4% | 7.37% | 48.4% | 222 | 16.22% | 1.1 |
|
| 1994 |
1994
Ninepoint Partners
Toronto,
Ontario, Canada
| US$5.76億 | -US$4.12億 | -42% | 4.27% | 82.6% | 95 | 41.05% | 0.6 |
|
| 1995 |
JMH
1995
J.M. Hartwell
New York
| US$5.75億 | +US$2252萬 | +4% | 5.95% | 72.2% | 89 | 14.61% | 2.9 |
|
| 1996 |
OIM
1996
Opus Investment Management
Worcester,
Massachusetts
| US$5.75億 | +US$2309萬 | +4% | 4.53% | 52.8% | 94 | 9.57% | 3.5 |
|
| 1997 |
1997
BTR Capital Management
Oakland,
California
| US$5.75億 | +US$5576萬 | +11% | 9.13% | 35% | 173 | 17.34% | 3.4 |
|
| 1998 |
1998
Greenwich Wealth Management
Greenwich,
Connecticut
| US$5.73億 | +US$869萬 | +2% | 2.02% | 198% | 198 | 16.16% | 3 |
|
| 1999 |
1999
Mount Yale Investment Advisors
Denver,
Colorado
| US$5.73億 | +US$4428萬 | +8% | 7.46% | 81.9% | 1,050 | 19.14% | 0.4 |
|
| 2000 |
2000
MCF Advisors
Covington,
Kentucky
| US$5.72億 | +US$5239萬 | +10% | 3.85% | 50.2% | 518 | 21.62% | 2.7 |
|