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
Caxton Associates (New York)
New York
| US$9.12億 | -US$1.91億 | -17% | 5.98% | 73.9% | 671 | 69.75% | 0.1 |
|
| 2002 |
2002
Capital Asset Advisory Services
Williamston,
Michigan
| US$9.12億 | +US$2.41億 | +36% | 5.98% | 56.8% | 772 | 15.41% | 1.2 |
|
| 2003 |
C
2003
Chescapmanager
Baltimore,
Maryland
| US$9.11億 | -US$2651萬 | -3% | 1.42% | 202% | 90 | 44.44% | 0.9 |
|
| 2004 |
2004
Mudrick Capital Management
New York
| US$9.11億 | +US$2867萬 | +3% | 31.3% | 212% | 14 | 42.86% | 0.7 |
|
| 2005 |
2005
Simcoe Capital Management
New York
| US$9.1億 | +US$1.25億 | +16% | 16.1% | 48.7% | 18 | 44.44% | 0.9 |
|
| 2006 |
2006
SP Asset Management
Cupertino,
California
| US$9.1億 | +US$1.05億 | +13% | 10.9% | 112% | 121 | 11.57% | 1.8 |
|
| 2007 |
MFP
2007
Michael F. Price
| US$9.1億 | +US$7546萬 | +9% | 4.45% | 42.6% | 151 | 14.57% | 2.7 |
|
| 2008 |
2008
BRR OpCo
Columbus,
Ohio
| US$9.09億 | +US$7465萬 | +9% | 7.38% | 23.6% | 240 | 12.5% | 2.8 |
|
| 2009 |
2009
Forward Management
San Francisco,
California
| US$9.08億 | +US$4.13億 | +84% | 4.53% | 36.9% | 29 | 51.72% | 2.6 |
|
| 2010 |
2010
Trigran Investments
Northbrook,
Illinois
| US$9.07億 | +US$9764萬 | +12% | 5.51% | 30.2% | 21 | 14.29% | 2.9 |
|
| 2011 |
2011
Greenvale Capital
London,
United Kingdom
| US$9.07億 | -US$1205萬 | -1% | 10.4% | 101% | 18 | 55.56% | 0.8 |
|
| 2012 |
2012
Condor Capital Management
Martinsville,
New Jersey
| US$9.06億 | +US$6319萬 | +8% | 6.25% | 64.8% | 340 | 25% | 2.7 |
|
| 2013 |
2013
Cornercap Investment Counsel
Atlanta,
Georgia
| US$9.05億 | +US$1076萬 | +1% | 4.84% | 55.4% | 631 | 31.22% | 1 |
|
| 2014 |
2014
B. Riley Wealth Management
Memphis,
Tennessee
| US$9.04億 | +US$4824萬 | +6% | 7.86% | 32.2% | 486 | 24.28% | 1.6 |
|
| 2015 |
2015
Asset Advisors Investment Management
Augusta,
Georgia
| US$9.04億 | +US$4777萬 | +6% | 7.3% | 67.5% | 94 | 3.19% | 2.4 |
|
| 2016 |
2016
BDO Wealth Advisors
Jacksonville,
Florida
| US$9.03億 | +US$5473萬 | +6% | 5.08% | 38.3% | 1,247 | 13.23% | 1.6 |
|
| 2017 |
2017
Endurance Wealth Management
Providence,
Rhode Island
| US$9.02億 | +US$5197萬 | +6% | 6.42% | 59% | 667 | 5.1% | 4 |
|
| 2018 |
2018
Gratus Capital
Atlanta,
Georgia
| US$9.01億 | +US$6901萬 | +8% | 8.05% | 51.4% | 191 | 8.38% | 3.3 |
|
| 2019 |
2019
Blue Whale Capital
London,
United Kingdom
| US$9.01億 | +US$1.43億 | +19% | 15.8% | 409% | 19 | 10.53% | 1.2 |
|
| 2020 |
2020
SFMG Wealth Advisors
Plano,
Texas
| US$9億 | +US$3782萬 | +4% | 6.32% | 76.1% | 279 | 19% | 2.2 |
|
| 2021 |
2021
Dubuque Bank & Trust
Dubuque,
Iowa
| US$9億 | +US$2167萬 | +2% | 5.34% | 24% | 292 | 13.36% | 3.2 |
|
| 2022 |
HI
2022
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| US$8.99億 | +US$7876萬 | +10% | 6.3% | 37.9% | 131 | 10.69% | 2.7 |
|
| 2023 |
2023
IFG Advisory
Atlanta,
Georgia
| US$8.99億 | +US$9636萬 | +12% | 5.62% | 76.3% | 525 | 20.57% | 1.9 |
|
| 2024 |
2024
Cardan Capital Partners
Denver,
Colorado
| US$8.99億 | +US$6599萬 | +8% | 8.99% | 64% | 288 | 30.56% | 1.7 |
|
| 2025 |
2025
Keel Point
Huntsville,
Alabama
| US$8.98億 | -US$1.28億 | -12% | 7.05% | 76.4% | 315 | 22.22% | 1.9 |
|