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全球頂尖投資人與避險基金的最新股票投資組合

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)
Algebris (UK)
1976
Algebris (UK)
United Kingdom
US$15.2億 +US$1.36億 +10% 6.52% 24.5% 93 46.24% 0.6
Wellspring Financial Advisors
1977
Wellspring Financial Advisors
Ohio
US$15.2億 +US$1.85億 +14% 17% 77.2% 315 20.32% 1.9
Styrax Capital
1978
Styrax Capital
New York
US$15.2億 +US$8493萬 +6% 33.4% 310% 23 47.83% 1.1
DLD Asset Management
1979
DLD Asset Management
New York
US$15.1億 +US$4.14億 +38% 2.44% 10.3% 542 51.11% 0.3
Fairmount Funds Management
1980
Fairmount Funds Management
Pennsylvania
US$15.1億 +US$1.29億 +9% 32.7% 2,136% 13 15.38% 2.3
Arete Wealth Advisors
1981
Arete Wealth Advisors
Illinois
US$15.1億 +US$1.78億 +13% 18% 85.3% 376 25.8% 3
Hodges Capital Management
1982
Hodges Capital Management
Texas
US$15.1億 +US$3.02億 +25% 42.2% 200% 242 23.55% 3.1
NBT Bank
1983
NBT Bank
New York
US$15.1億 -US$1673萬 -1% 11.6% 77% 1,208 23.18% 3
Alaska Permanent Fund
1984
Alaska Permanent Fund
Alaska
US$15.1億 -US$6174萬 -4% 12.6% 69.2% 14 50% 2.4
Rush Island Management
1985
Rush Island Management
New York
US$15.1億 +US$1830萬 +1% 13.3% 15.5% 30 53.33% 0.9
Tensor Edge Capital
1986
Tensor Edge Capital
Massachusetts
US$15.1億 +US$9.25億 +159% 135% – 21 33.33% 0.3
Hikari Tsushin Inc
1987
Hikari Tsushin Inc
Japan
US$15.1億 +US$5583萬 +4% 6.12% 59.5% 78 2.56% 5.6
Perennial Investment Advisors
1988
Perennial Investment Advisors
California
US$15.1億 +US$2.5億 +20% 17.8% 84.3% 606 19.14% 2.4
Fusion Family Wealth
1989
Fusion Family Wealth
New York
US$15.1億 +US$1.66億 +12% 13.9% 58.2% 50 6% 5.4
Bank Hapoalim BM
1990
Bank Hapoalim BM
Israel
US$15億 +US$8.53億 +131% 18.3% 76.6% 124 12.9% 5.1
Emerald Investment Advisers
1991
Emerald Investment Advisers
Pennsylvania
US$15億 +US$3.92億 +35% 33.2% – 290 21.03% 0.2
CFS Investment Advisory Services
1992
CFS Investment Advisory Services
New Jersey
US$15億 +US$4734萬 +3% 11.6% 59.7% 368 7.07% 2.1
Advisor OS
1993
Advisor OS
Illinois
US$15億 +US$1.17億 +8% 12.4% 61.2% 630 15.56% 1.9
Mill Capital Management
1994
Mill Capital Management
North Carolina
US$15億 +US$1.83億 +14% 29.1% 119% 136 10.29% 3.6
Nexpoint Asset Management
1995
Nexpoint Asset Management
Texas
US$15億 +US$628萬 +0.4% 22.1% 253% 114 65.79% 1.3
Schaper Benz & Wise Investment Counsel
1996
Schaper Benz & Wise Investment Counsel
Wisconsin
US$15億 +US$1.88億 +14% 24.6% 94.2% 164 6.1% 7
Ethos Financial Group
1997
Ethos Financial Group
Pennsylvania
US$15億 +US$1.27億 +9% 11.4% 63% 710 32.82% 1.3
Johns Hopkins University
1998
Johns Hopkins University
Maryland
US$15億 +US$1.16億 +8% 7.57% 30.6% 18 27.78% 1.5
NEWAS
1999
N.E.W. Advisory Services
Wisconsin
US$15億 +US$1.58億 +12% 11.2% 51.1% 1,026 15.4% 1.5
SL
2000
SWF LLC
Nebraska
US$14.9億 +US$3.48億 +30% 13.5% 87.4% 15 33.33% 1.3