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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
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$5.8億 | +US$1706萬 | +3% | 2.24% | 80.1% | 988 | 12.04% | 0.9 |
|
| 1977 |
1977
Sectoral Asset Management
Montreal,
Quebec, Canada
| US$5.8億 | -US$2.57億 | -31% | 13.3% | 168% | 94 | 35.11% | 1.8 |
|
| 1978 |
1978
TRUE Private Wealth Advisors
Salem,
Oregon
| US$5.79億 | -US$797萬 | -1% | 1.19% | 89.2% | 825 | 74.79% | 2.2 |
|
| 1979 |
PAM
1979
Private Asset Management
San Diego,
California
| US$5.78億 | -US$928萬 | -2% | 1.67% | 38.2% | 142 | 7.75% | 4.1 |
|
| 1980 |
VDBMI
1980
Van Den Berg Management I
Austin,
Texas
| US$5.78億 | -US$9285萬 | -14% | 7.49% | 187% | 69 | 26.09% | 3.2 |
|
| 1981 |
OCM
1981
Opti Capital Management
New York
| US$5.78億 | -US$8609萬 | -13% | 0% | 0.01% | 29 | 0% | 0.3 |
|
| 1982 |
1982
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$5.78億 | +US$282萬 | +0.5% | 1.52% | 80.4% | 38 | 2.63% | 2.7 |
|
| 1983 |
1983
Bardin Hill Management Partners
New York
| US$5.77億 | -US$1.47億 | -20% | 2.71% | 214% | 46 | 58.7% | 0.4 |
|
| 1984 |
SRFM
1984
Shannon River Fund Management
New York
| US$5.76億 | -US$5360萬 | -9% | 4.24% | 554% | 35 | 42.86% | 1.1 |
|
| 1985 |
1985
Private Capital Management (Florida)
Naples,
Florida
| US$5.75億 | -US$9873萬 | -15% | 4.3% | 118% | 57 | 36.84% | 2.9 |
|
| 1986 |
OIM
1986
Opus Investment Management
Worcester,
Massachusetts
| US$5.75億 | +US$4397萬 | +8% | 2.94% | 52.8% | 107 | 15.89% | 3.4 |
|
| 1987 |
1987
Woodstock Corp
Boston,
Massachusetts
| US$5.74億 | +US$118萬 | +0.2% | 2.52% | 115% | 166 | 5.42% | 4.8 |
|
| 1988 |
1988
Resource Management
Metairie,
Louisiana
| US$5.73億 | -US$376萬 | -0.7% | 0.04% | 82.7% | 150 | 10% | 1.4 |
|
| 1989 |
1989
B. Riley Wealth Management
Memphis,
Tennessee
| US$5.73億 | -US$7756萬 | -12% | 0.98% | 32.2% | 450 | 24.89% | 1.4 |
|
| 1990 |
1990
Brouwer & Janachowski
Mill Valley,
California
| US$5.73億 | -US$751萬 | -1% | 0.93% | 41.8% | 49 | 4.08% | 3.7 |
|
| 1991 |
1991
Callahan Advisors
Houston,
Texas
| US$5.73億 | +US$1529萬 | +3% | 2.38% | 87.7% | 139 | 5.04% | 4 |
|
| 1992 |
1992
Stewart & Patten Company
Lafayette,
California
| US$5.72億 | +US$1551萬 | +3% | 2.98% | 27.5% | 102 | 8.82% | 4.5 |
|
| 1993 |
1993
Cevian Capital II
St. Helier,
Jersey
| US$5.72億 | +US$2929萬 | +5% | 6.55% | 105% | 2 | 0% | 1.3 |
|
| 1994 |
1994
Fiduciary Group
Savannah,
Georgia
| US$5.72億 | +US$1489萬 | +3% | 1.75% | 67.1% | 198 | 7.58% | 3.4 |
|
| 1995 |
1995
NBT Bank
Norwich,
New York
| US$5.71億 | +US$1232萬 | +2% | 1.38% | 77% | 199 | 11.06% | 4.8 |
|
| 1996 |
1996
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$5.71億 | +US$7424萬 | +15% | 2.16% | 115% | 446 | 6.95% | 4.5 |
|
| 1997 |
1997
Avior Wealth Management
Omaha,
Nebraska
| US$5.71億 | +US$1322萬 | +2% | 1.13% | 71.4% | 926 | 15.87% | 2.2 |
|
| 1998 |
1998
Howe & Rusling
Rochester,
New York
| US$5.71億 | -US$819萬 | -1% | 0.76% | 82% | 895 | 14.86% | 3 |
|
| 1999 |
1999
Biglari Capital Corp
San Antonio,
Texas
| US$5.7億 | -US$1.77億 | -24% | 1.07% | 72.7% | 12 | 8.33% | 2.8 |
|
| 2000 |
DTL
2000
Dynamic Technology Lab
Singapore
| US$5.69億 | -US$2467萬 | -4% | 2.28% | 30.8% | 1,458 | 74.97% | 0.2 |
|