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