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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
Certuity
North Palm Beach,
Florida
| US$8.8億 | +US$2.03億 | +30% | 8.69% | 190% | 274 | 20.44% | 1.8 |
|
| 1977 |
1977
Essex Financial Services
Essex,
Connecticut
| US$8.79億 | -US$7045萬 | -7% | 6.48% | 87.7% | 507 | 11.24% | 4 |
|
| 1978 |
1978
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$8.79億 | +US$1233萬 | +1% | 9.91% | 60.6% | 68 | 19.12% | 1.3 |
|
| 1979 |
1979
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$8.79億 | +US$1099萬 | +1% | 2.55% | 26.1% | 170 | 12.94% | 6 |
|
| 1980 |
1980
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$8.79億 | +US$5419萬 | +7% | 4.29% | 58% | 477 | 3.14% | 1.5 |
|
| 1981 |
1981
StrategIQ Financial Group
Merrillville,
Indiana
| US$8.76億 | +US$1002萬 | +1% | 4.19% | 12.6% | 309 | 10.03% | 3.8 |
|
| 1982 |
1982
Leo Brokerage
Hurst,
Texas
| US$8.76億 | +US$2.06億 | +31% | 6.71% | – | 319 | 11.6% | 1.2 |
|
| 1983 |
1983
59 North Capital Management
Houston,
Texas
| US$8.76億 | +US$1.93億 | +28% | 13.9% | 81.4% | 13 | 7.69% | 1.1 |
|
| 1984 |
1984
Ally Invest Advisors
Charlotte,
North Carolina
| US$8.76億 | +US$2892萬 | +3% | 3% | 41.1% | 52 | 7.69% | 1.7 |
|
| 1985 |
1985
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$8.75億 | +US$5175萬 | +6% | 1.85% | 48.3% | 39 | 12.82% | 2.1 |
|
| 1986 |
SHIM
1986
Spruce House Investment Management
New York
| US$8.75億 | +US$3.64億 | +71% | 87.4% | 863% | 6 | 16.67% | 5.1 |
|
| 1987 |
1987
HSG Holding
Na,
Hong Kong
| US$8.74億 | -US$7755萬 | -8% | 11.3% | 2.94% | 21 | 14.29% | 3.4 |
|
| 1988 |
1988
North Peak Capital Management
New York
| US$8.72億 | +US$9196萬 | +12% | 0.74% | 301% | 7 | 42.86% | 1.3 |
|
| 1989 |
1989
BDO Wealth Advisors
Jacksonville,
Florida
| US$8.72億 | +US$5647萬 | +7% | 5.04% | 38.3% | 1,086 | 12.43% | 3.3 |
|
| 1990 |
1990
Lincluden Management
Mississauga,
Ontario, Canada
| US$8.68億 | -US$1216萬 | -1% | 1.78% | 56.6% | 76 | 3.95% | 5.5 |
|
| 1991 |
1991
One River Asset Management
Stamford,
Connecticut
| US$8.68億 | -US$14.2億 | -62% | 10.7% | 27% | 336 | 21.13% | 0.4 |
|
| 1992 |
1992
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| US$8.67億 | +US$7304萬 | +9% | 8.69% | – | 658 | 9.42% | 1.1 |
|
| 1993 |
1993
HITE Hedge Asset Management
Braintree,
Massachusetts
| US$8.66億 | -US$4.71億 | -35% | 0.51% | 54.4% | 115 | 40.87% | 1 |
|
| 1994 |
1994
Stokes Family Office
New Orleans,
Louisiana
| US$8.65億 | +US$6283萬 | +8% | 5.8% | 68.1% | 340 | 14.41% | 1.8 |
|
| 1995 |
1995
Jag Capital Management
St Louis,
Missouri
| US$8.65億 | +US$9169萬 | +12% | 16.1% | 230% | 199 | 20.1% | 3.2 |
|
| 1996 |
CC
1996
Cornerstone Capital
Palo Alto,
California
| US$8.65億 | +US$3601萬 | +4% | 7.1% | 91.2% | 94 | 10.64% | 5.5 |
|
| 1997 |
1997
XML Financial
Bethesda,
Maryland
| US$8.64億 | +US$4322萬 | +5% | 4.07% | 69.5% | 355 | 9.86% | 2 |
|
| 1998 |
1998
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$8.64億 | +US$2494萬 | +3% | 5.43% | 58.6% | 106 | 8.49% | 0.5 |
|
| 1999 |
1999
Palisade Asset Management
Minneapolis,
Minnesota
| US$8.62億 | +US$4611萬 | +6% | 4.73% | 61.8% | 184 | 5.98% | 6.7 |
|
| 2000 |
2000
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$8.61億 | +US$3406萬 | +4% | 6.56% | 97.1% | 564 | 9.93% | 2.6 |
|