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
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
Pure Financial Advisors
San Diego,
California
| US$4.93億 | +US$3577萬 | +8% | 9.8% | 47.2% | 153 | 15.03% | 0.2 |
|
| 2002 |
2002
YCG LLC
Austin,
Texas
| US$4.93億 | -US$1028萬 | -2% | 10.5% | 29.4% | 37 | 2.7% | 3.7 |
|
| 2003 |
2003
One Capital Management
Westlake Village,
California
| US$4.93億 | -US$6031萬 | -11% | 10.2% | 56.5% | 185 | 16.22% | 3 |
|
| 2004 |
2004
Mount Yale Investment Advisors
Denver,
Colorado
| US$4.92億 | -US$8025萬 | -14% | 14.3% | 92.1% | 960 | 69.48% | 0.7 |
|
| 2005 |
2005
First Nebraska Trust
Lincoln,
Nebraska
| US$4.92億 | -US$9837萬 | -17% | 11% | 76.9% | 145 | 10.34% | 3.8 |
|
| 2006 |
2006
Ironvine Capital Partners
Omaha,
Nebraska
| US$4.91億 | +US$174萬 | +0.4% | 11.5% | 58.8% | 62 | 8.06% | 0.9 |
|
| 2007 |
2007
Jag Capital Management
St Louis,
Missouri
| US$4.91億 | -US$1.2億 | -20% | 9.67% | 269% | 111 | 26.13% | 2.7 |
|
| 2008 |
2008
Barometer Capital Management
Toronto,
Ontario, Canada
| US$4.91億 | -US$7.96億 | -62% | 4.99% | 354% | 194 | 74.74% | 0.4 |
|
| 2009 |
2009
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| US$4.9億 | -US$2.19億 | -31% | 13.3% | 119% | 166 | 24.1% | 2.5 |
|
| 2010 |
2010
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$4.9億 | -US$1.04億 | -18% | 9.83% | 101% | 130 | 10% | 3.8 |
|
| 2011 |
2011
Legato Capital Management
San Francisco,
California
| US$4.89億 | -US$2548萬 | -5% | 1.25% | 252% | 179 | 35.2% | 0.8 |
|
| 2012 |
2012
Guinness Asset Management
London,
United Kingdom
| US$4.89億 | -US$6376萬 | -12% | 13.9% | 83.6% | 106 | 7.55% | 3.2 |
|
| 2013 |
2013
HoyleCohen
San Diego,
California
| US$4.89億 | -US$4090萬 | -8% | 12.4% | 46.1% | 176 | 13.07% | 0.9 |
|
| 2014 |
2014
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$4.89億 | -US$4620萬 | -9% | 7.87% | 60% | 53 | 22.64% | 3 |
|
| 2015 |
3C
2015
361 Capital
Denver,
Colorado
| US$4.89億 | +US$2866萬 | +6% | 14% | 118% | 460 | 65.22% | 0.3 |
|
| 2016 |
2016
Freshford Capital Management
Rye Brook,
New York
| US$4.89億 | -US$1.35億 | -22% | 18.2% | 97.3% | 26 | 46.15% | 1.1 |
|
| 2017 |
BCM
2017
Bayesian Capital Management
Brooklyn,
New York
| US$4.88億 | -US$1.22億 | -20% | 13.5% | 107% | 885 | 64.52% | 0.2 |
|
| 2018 |
2018
Stearns Financial Services Group
Greensboro,
North Carolina
| US$4.88億 | +US$4434萬 | +10% | 9.25% | 26.1% | 191 | 17.8% | 3.1 |
|
| 2019 |
2019
Basso Capital Management
Stamford,
Connecticut
| US$4.88億 | +US$3629萬 | +8% | 0.46% | 89% | 215 | 38.6% | 0.5 |
|
| 2020 |
2020
Gratus Capital
Atlanta,
Georgia
| US$4.87億 | -US$2.42億 | -33% | 11% | 51.4% | 194 | 18.04% | 2.3 |
|
| 2021 |
2021
Thomasville National Bank
Thomasville,
Georgia
| US$4.87億 | -US$1.36億 | -22% | 8.79% | – | 198 | 9.6% | 2.5 |
|
| 2022 |
2022
Stewart & Patten Company
Lafayette,
California
| US$4.87億 | -US$5898萬 | -11% | 10.1% | 27.5% | 94 | 7.45% | 4.5 |
|
| 2023 |
TAM
2023
Telemark Asset Management
Boston,
Massachusetts
| US$4.87億 | -US$3.16億 | -39% | 11.4% | 406% | 45 | 60% | 1.2 |
|
| 2024 |
2024
Bangor Savings Bank
Bangor,
Maine
| US$4.86億 | -US$5331萬 | -10% | 9.5% | 54.6% | 168 | 7.74% | 3.6 |
|
| 2025 |
2025
Transform Wealth
Greenwood Village,
Colorado
| US$4.86億 | -US$9048萬 | -16% | 12.8% | 48.4% | 210 | 20.95% | 1.3 |
|