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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
Evergreen Capital Management
Bellevue,
Washington
| US$4.18億 | +US$3226萬 | +8% | 1.8% | 82.9% | 96 | 17.71% | 1.7 |
|
| 2002 |
2002
Evensky & Katz
Coral Gables,
Florida
| US$4.18億 | +US$5382萬 | +15% | 3.6% | 61.1% | 48 | 0% | 2.1 |
|
| 2003 |
2003
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$4.17億 | +US$2871萬 | +7% | 6.12% | 28.2% | 123 | 13.82% | 0.9 |
|
| 2004 |
2004
Laird Norton Wetherby Wealth Management
San Francisco,
California
| US$4.17億 | +US$2679萬 | +7% | 7.03% | – | 491 | 12.83% | 2 |
|
| 2005 |
DLG
2005
Daniel L. Goodwin
| US$4.17億 | +US$4592萬 | +12% | 12.5% | 72.6% | 123 | 15.45% | 1.6 |
|
| 2006 |
2006
Essex Financial Services
Essex,
Connecticut
| US$4.16億 | +US$3158萬 | +8% | 6.86% | 87.7% | 342 | 11.7% | 1.8 |
|
| 2007 |
2007
William Harris Investors
Chicago,
Illinois
| US$4.16億 | +US$6270萬 | +18% | 1.09% | 3.28% | 98 | 15.31% | 1.7 |
|
| 2008 |
TAM
2008
Taylor Asset Management
Toronto,
Ontario, Canada
| US$4.16億 | -US$5749萬 | -12% | 1.13% | 12.9% | 38 | 31.58% | 1 |
|
| 2009 |
GPCM
2009
Greenbrier Partners Capital Management
Dallas,
Texas
| US$4.15億 | +US$4034萬 | +11% | 8.88% | 96.1% | 17 | 5.88% | 2.2 |
|
| 2010 |
2010
Cypress Capital Group
Palm Beach,
Florida
| US$4.15億 | +US$925萬 | +2% | 6.01% | 97.8% | 199 | 13.57% | 2.1 |
|
| 2011 |
2011
MIG Capital
Newport Beach,
California
| US$4.14億 | -US$77.2萬 | -0.2% | 6.09% | 118% | 38 | 36.84% | 1 |
|
| 2012 |
2012
Hellman Jordan Management Company
Quincy,
Massachusetts
| US$4.14億 | +US$1037萬 | +3% | 8.54% | 205% | 62 | 51.61% | 0.7 |
|
| 2013 |
2013
GHP Investment Advisors
Denver,
Colorado
| US$4.14億 | +US$2691萬 | +7% | 4.84% | 81.4% | 288 | 9.38% | 2.1 |
|
| 2014 |
2014
SeaTown Holdings
Singapore
| US$4.14億 | -US$1億 | -20% | 13.8% | 220% | 26 | 30.77% | 0.5 |
|
| 2015 |
2015
Community Bank
Dewitt,
New York
| US$4.13億 | +US$2679萬 | +7% | 4.2% | 73.5% | 478 | 23.01% | 0.7 |
|
| 2016 |
2016
Sageworth Trust
Lancaster,
Pennsylvania
| US$4.13億 | +US$6571萬 | +19% | 3.95% | 72% | 41 | 21.95% | 1.5 |
|
| 2017 |
2017
Central Securities
New York
| US$4.13億 | +US$3222萬 | +8% | 6.95% | 90.2% | 33 | 9.09% | 1.7 |
|
| 2018 |
2018
Segantii Capital Management
Hong Kong
| US$4.13億 | -US$2434萬 | -6% | 3.73% | 33.1% | 137 | 89.78% | 0.3 |
|
| 2019 |
2019
CapWealth Advisors
Franklin,
Tennessee
| US$4.13億 | +US$1367萬 | +3% | 7.24% | 152% | 300 | 6.33% | 1.2 |
|
| 2020 |
NC
2020
Nokomis Capital
Dallas,
Texas
| US$4.11億 | +US$6210萬 | +18% | 0.97% | 145% | 54 | 35.19% | 1.1 |
|
| 2021 |
2021
Empirical Wealth Management
Seattle,
Washington
| US$4.11億 | -US$1261萬 | -3% | 0.62% | 87.1% | 118 | 16.95% | 1.9 |
|
| 2022 |
2022
Jay A. Fishman Ltd
Troy,
Michigan
| US$4.11億 | -US$629萬 | -2% | 4.5% | 119% | 96 | 10.42% | 2 |
|
| 2023 |
2023
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$4.11億 | +US$884萬 | +2% | 3.5% | 34.2% | 44 | 6.82% | 2.1 |
|
| 2024 |
AFS
2024
Aft Forsyth & Sober
Valrico,
Florida
| US$4.1億 | +US$811萬 | +2% | 4.2% | 94.6% | 44 | 2.27% | 2.2 |
|
| 2025 |
2025
Condor Capital Management
Martinsville,
New Jersey
| US$4.09億 | +US$2635萬 | +7% | 5.09% | 58.2% | 202 | 14.36% | 1.9 |
|