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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
Rhenman & Partners Asset Management
Stockholm,
Sweden
| US$10.4億 | -US$1351萬 | -1% | 2.78% | 131% | 98 | 19.39% | 2.7 |
|
| 1977 |
1977
Ally Invest Advisors
Charlotte,
North Carolina
| US$10.4億 | +US$3283萬 | +3% | 0.29% | 41.1% | 66 | 9.09% | 2.1 |
|
| 1978 |
1978
BDF Gestion
Paris,
France
| US$10.4億 | – | – | 7.12% | – | 154 | – | 0 |
|
| 1979 |
1979
Maren Capital
Chicago,
Illinois
| US$10.4億 | +US$37.2萬 | +0% | 5.15% | – | 28 | 10.71% | 0.5 |
|
| 1980 |
1980
TritonPoint Wealth
Chevy Chase,
Maryland
| US$10.4億 | +US$8212萬 | +9% | 3.52% | 92.7% | 341 | 17.6% | 0.4 |
|
| 1981 |
1981
Penobscot Investment Management
Boston,
Massachusetts
| US$10.4億 | +US$9106萬 | +10% | 5.21% | 114% | 312 | 7.05% | 5.3 |
|
| 1982 |
1982
RKL Wealth Management
Lancaster,
Pennsylvania
| US$10.4億 | +US$2823萬 | +3% | 2.54% | 76.8% | 161 | 11.8% | 5.4 |
|
| 1983 |
1983
Gillson Capital
Chicago,
Illinois
| US$10.4億 | -US$1641萬 | -2% | 0.71% | 84.9% | 74 | 55.41% | 0.3 |
|
| 1984 |
1984
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$10.4億 | -US$205萬 | -0.2% | 3.19% | 50.7% | 77 | 3.9% | 6.7 |
|
| 1985 |
8KM
1985
8 Knots Management
Dallas,
Texas
| US$10.4億 | US$0 | 0% | 2.75% | – | 18 | 0% | 0.4 |
|
| 1986 |
1986
Tradition Wealth Management
Edina,
Minnesota
| US$10.3億 | +US$4703萬 | +5% | 2.06% | 69.6% | 419 | 10.02% | 2.6 |
|
| 1987 |
1987
AIP LLC
New York
| US$10.3億 | -US$4518萬 | -4% | 0.74% | 54.9% | 6 | 33.33% | 1.8 |
|
| 1988 |
1988
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$10.3億 | -US$470萬 | -0.5% | 1.97% | – | 203 | 12.81% | 6.5 |
|
| 1989 |
KNB
1989
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| US$10.3億 | +US$1.6億 | +18% | 3.53% | 73.6% | 31 | 54.84% | 0.4 |
|
| 1990 |
1990
Ledyard National Bank
| US$10.3億 | -US$343萬 | -0.3% | 2.4% | 80.7% | 222 | 9.01% | 6.9 |
|
| 1991 |
1991
Avenir Corporation
Alexandria,
Virginia
| US$10.3億 | -US$1.39億 | -12% | 0.75% | 34.4% | 68 | 4.41% | 6 |
|
| 1992 |
WAM
1992
WT Asset Management
Hong Kong
| US$10.3億 | +US$3381萬 | +3% | 12.4% | 2,788% | 40 | 60% | 0.5 |
|
| 1993 |
1993
FJ Investments
Salt Lake City,
Utah
| US$10.3億 | -US$1.2億 | -10% | 5.34% | – | 5 | 20% | 0.5 |
|
| 1994 |
1994
Arax Advisory Partners
Denver,
Colorado
| US$10.3億 | +US$7743萬 | +8% | 0.61% | 64.7% | 2,587 | 51.06% | 1.7 |
|
| 1995 |
1995
Rational Advisors
Huntington,
New York
| US$10.3億 | -US$5322萬 | -5% | 1.58% | 37.7% | 234 | 30.34% | 1.5 |
|
| 1996 |
1996
Arrow Financial
Glens Falls,
New York
| US$10.3億 | +US$1778萬 | +2% | 2.42% | 71.1% | 346 | 6.36% | 7.2 |
|
| 1997 |
1997
MSD Partners
New York
| US$10.2億 | -US$2.26億 | -18% | 17.9% | 3.5% | 19 | 10.53% | 3.2 |
|
| 1998 |
1998
HITE Hedge Asset Management
Braintree,
Massachusetts
| US$10.2億 | +US$2379萬 | +2% | 4.7% | 54.4% | 122 | 50% | 0.9 |
|
| 1999 |
1999
Atika Capital Management
New York
| US$10.2億 | +US$540萬 | +0.5% | 9.1% | 811% | 122 | 53.28% | 0.8 |
|
| 2000 |
2000
Troluce Capital Advisors
Dorado,
Puerto Rico
| US$10.2億 | +US$1.93億 | +23% | 1.06% | 61.1% | 120 | 71.67% | 0.2 |
|