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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)
W.R. Berkley Corp
2001
W.R. Berkley Corp
Connecticut
US$5.84億 +US$1.11億 +23% 6% 38.7% 146 58.9% 0.4
CWA Asset Management Group
2002
CWA Asset Management Group
Florida
US$5.84億 +US$6526萬 +13% 4.43% – 251 18.33% 1.7
Adams Natural Resources Fund
2003
Adams Natural Resources Fund
Maryland
US$5.83億 -US$670萬 -1% 0.34% 50.6% 63 9.52% 2.5
Munro Partners
2004
Munro Partners
Australia
US$5.83億 -US$8674萬 -13% 6% 350% 36 33.33% 0.5
Salesforce Inc
2005
Salesforce Inc
California
US$5.82億 +US$1.39億 +31% 20.8% 33.9% 6 33.33% 0.8
Ally Financial
2006
Ally Financial
Michigan
US$5.82億 +US$5728萬 +11% 1.25% 9.35% 115 22.61% 1.8
Randolph Company
2007
Randolph Company
Ohio
US$5.82億 +US$7152萬 +14% 5.95% 127% 52 36.54% 1.1
Trek Financial
2008
Trek Financial
Arizona
US$5.81億 +US$2697萬 +5% 3.36% 152% 144 27.08% 0.3
Greenwich Wealth Management
2009
Greenwich Wealth Management
Connecticut
US$5.81億 +US$1471萬 +3% 2.43% 198% 213 18.78% 3.2
Brouwer & Janachowski
2010
Brouwer & Janachowski
California
US$5.81億 +US$1904萬 +3% 3.03% 41.8% 50 4% 3.4
Bank Pictet & Cie (Europe)
2011
Bank Pictet & Cie (Europe)
Germany
US$5.8億 -US$505萬 -0.9% 4.09% 119% 175 20% 2.2
Marble Harbor Investment Counsel
2012
Marble Harbor Investment Counsel
Massachusetts
US$5.79億 +US$1670萬 +3% 3.09% 66.7% 153 7.19% 4.4
Howe & Rusling
2013
Howe & Rusling
New York
US$5.79億 +US$124萬 +0.2% 1.8% 82% 911 19.43% 2.9
Jefferies Financial Group
2014
Jefferies Financial Group
New York
US$5.78億 -US$4.25億 -42% 4.4% 135% 51 82.35% 0.8
Thomasville National Bank
2015
Thomasville National Bank
Georgia
US$5.77億 +US$3537萬 +7% 4.89% – 198 8.08% 2.8
Resource Management
2016
Resource Management
Louisiana
US$5.77億 +US$2116萬 +4% 2.4% 82.7% 148 12.84% 1.2
HoyleCohen
2017
HoyleCohen
California
US$5.76億 +US$902萬 +2% 3.76% 46.1% 186 5.91% 1.2
CCMD
2018
Cypress Capital Management (Delaware)
Delaware
US$5.76億 +US$3488萬 +6% 2.09% 25.6% 162 8.02% 2.4
First Business Financial Services
2019
First Business Financial Services
Wisconsin
US$5.76億 +US$1462萬 +3% 3.25% 80.9% 120 15% 2.1
Global Alpha Capital Management
2020
Global Alpha Capital Management
Quebec, Canada
US$5.75億 +US$5092萬 +10% 6.63% 80.4% 40 12.5% 2.5
NFAM
2021
North Fourth Asset Management
New Jersey
US$5.74億 +US$1.21億 +27% 7.85% 104% 90 83.33% 0.1
Lenox Wealth Advisors
2022
Lenox Wealth Advisors
New York
US$5.73億 +US$4018萬 +8% 2.25% 35.7% 687 48.03% 1.5
Woodstock Corp
2023
Woodstock Corp
Massachusetts
US$5.73億 +US$1461萬 +3% 4.34% 115% 164 1.83% 4.6
Efficient Advisors
2024
Efficient Advisors
Ohio
US$5.73億 +US$63.9萬 +0.1% 1.13% 30.6% 50 2% 4.2
Tokio Marine Asset Management
2025
Tokio Marine Asset Management
Japan
US$5.72億 +US$3360萬 +6% 7.56% 142% 246 26.42% 3.1