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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
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$4.44億 | +US$1929萬 | +5% | 1.75% | 66.7% | 150 | 6.67% | 2.6 |
|
| 2002 |
2002
Washington Trust Bank
Spokane,
Washington
| US$4.44億 | +US$2785萬 | +7% | 6.1% | 80.5% | 1,177 | 16.06% | 1.5 |
|
| 2003 |
2003
CPWM LLC
Seattle,
Washington
| US$4.43億 | -US$1093萬 | -2% | 3.34% | 36.6% | 296 | 20.95% | 2 |
|
| 2004 |
2004
3EDGE Asset Management
Naples,
Florida
| US$4.43億 | – | – | 2.14% | 44.1% | 21 | – | 0 |
|
| 2005 |
2005
Middleton & Co
Boston,
Massachusetts
| US$4.43億 | -US$328萬 | -0.7% | 2.22% | 69.7% | 161 | 6.83% | 2.6 |
|
| 2006 |
PFMOSF
2006
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$4.43億 | -US$972萬 | -2% | 26.7% | 209% | 48 | 70.83% | 0.6 |
|
| 2007 |
2007
Western Asset Management Company
Pasadena,
California
| US$4.42億 | -US$9023萬 | -17% | 0.69% | 2.29% | 28 | 14.29% | 1.1 |
|
| 2008 |
2008
Crescent Park Management
East Palo Alto,
California
| US$4.42億 | -US$1.3億 | -23% | 5.94% | 87% | 31 | 38.71% | 0.8 |
|
| 2009 |
2009
Windham Capital Management
Boston,
Massachusetts
| US$4.41億 | -US$1088萬 | -2% | 1.59% | 8.3% | 31 | 25.81% | 1.6 |
|
| 2010 |
2010
L & S Advisors
Los Angeles,
California
| US$4.41億 | +US$7872萬 | +22% | 8.6% | 231% | 193 | 49.74% | 0.5 |
|
| 2011 |
NAP
2011
New Amsterdam Partners
New York
| US$4.4億 | +US$485萬 | +1% | 11.2% | 73.9% | 142 | 32.39% | 1 |
|
| 2012 |
2012
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$4.39億 | +US$248萬 | +0.6% | 3.47% | 86% | 316 | 12.66% | 2.2 |
|
| 2013 |
2013
Boothbay Fund Management
New York
| US$4.39億 | -US$2195萬 | -5% | 3.67% | 328% | 1,083 | 68.05% | 0.3 |
|
| 2014 |
2014
Essex Woodlands Management
The Woodlands,
Texas
| US$4.38億 | -US$4213萬 | -9% | 5.81% | 55% | 10 | 0% | 2.4 |
|
| 2015 |
2015
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| US$4.38億 | +US$4953萬 | +13% | 3.17% | 70.9% | 179 | 33.52% | 1.3 |
|
| 2016 |
PCM
2016
Piermont Capital Management
St. Louis,
Missouri
| US$4.38億 | +US$1524萬 | +4% | 11.4% | 33.2% | 292 | 32.19% | 0.7 |
|
| 2017 |
2017
Fidelity National Financial
Jacksonville,
Florida
| US$4.38億 | +US$549萬 | +1% | 4.74% | 2.54% | 25 | 16% | 1.8 |
|
| 2018 |
2018
XL Group Investments
Hamilton,
Bermuda
| US$4.37億 | – | – | 1.41% | – | 26 | – | 0 |
|
| 2019 |
2019
L. Roy Papp & Associates
Phoenix,
Arizona
| US$4.37億 | +US$548萬 | +1% | 1.22% | 80.1% | 158 | 10.13% | 2.6 |
|
| 2020 |
2020
Connable Office Inc
Kalamazoo,
Michigan
| US$4.36億 | +US$1625萬 | +4% | 4.58% | 68.3% | 224 | 12.95% | 1.9 |
|
| 2021 |
2021
Partners Capital Investment Group
Boston,
Massachusetts
| US$4.35億 | +US$2731萬 | +7% | 1.85% | 47.5% | 81 | 16.05% | 0.8 |
|
| 2022 |
2022
SeaTown Holdings
Singapore
| US$4.35億 | -US$9355萬 | -18% | 1.08% | 220% | 55 | 78.18% | 0.2 |
|
| 2023 |
2023
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$4.34億 | +US$1.97億 | +83% | 0.15% | 65.6% | 86 | 26.74% | 0.7 |
|
| 2024 |
2024
Simplicity Solutions
Minneapolis,
Minnesota
| US$4.33億 | +US$2.28億 | +111% | 0.78% | 37.1% | 372 | 42.2% | 0.6 |
|
| 2025 |
2025
Brandywine Managers
Hockessin,
Delaware
| US$4.33億 | -US$1403萬 | -3% | 5.42% | 96.3% | 21 | 85.71% | 0.3 |
|