我們已在上線! 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

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