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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
Neumeier Poma Investment Counsel
Carmel,
California
| US$14.6億 | +US$2.47億 | +20% | 26.7% | 229% | 43 | 6.98% | 4 |
|
| 2027 |
2027
Harvey Partners
Tarrytown,
New York
| US$14.6億 | +US$2.04億 | +16% | 34.1% | 174% | 53 | 20.75% | 2.3 |
|
| 2028 |
2028
CapWealth Advisors
Franklin,
Tennessee
| US$14.6億 | +US$1.1億 | +8% | 12.1% | 152% | 126 | 12.7% | 5.3 |
|
| 2029 |
FC
2029
FORA Capital
Miami,
Florida
| US$14.6億 | +US$9180萬 | +7% | 29.1% | 162% | 583 | 69.98% | 0.2 |
|
| 2030 |
2030
Penobscot Investment Management
Boston,
Massachusetts
| US$14.6億 | +US$1.77億 | +14% | 18.3% | 103% | 328 | 9.15% | 6.2 |
|
| 2031 |
2031
Chai Trust Company
Chicago,
Illinois
| US$14.5億 | +US$2.73億 | +23% | 14.1% | 12.7% | 12 | 8.33% | 5.5 |
|
| 2032 |
2032
Verity & Verity
Beaufort,
South Carolina
| US$14.5億 | +US$1.11億 | +8% | 15.5% | 76.4% | 143 | 6.99% | 5.2 |
|
| 2033 |
2033
SHP Wealth Management
Plymouth,
Massachusetts
| US$14.5億 | +US$1.28億 | +10% | 13.5% | – | 2,100 | 19.19% | 0.4 |
|
| 2034 |
2034
Danmarks Nationalbank
Copenhagen O,
| US$14.5億 | +US$2.49億 | +21% | 15% | – | 1 | 0% | 0.5 |
|
| 2035 |
2035
Baring Fintech Manager Holding
Castel,
Guernsey
| US$14.5億 | +US$1.13億 | +8% | 17% | – | 1 | 0% | 1.5 |
|
| 2036 |
2036
Narwhal Capital Management
Marietta,
Georgia
| US$14.5億 | +US$9275萬 | +7% | 12.9% | 93.8% | 177 | 15.82% | 6.4 |
|
| 2037 |
2037
Nilsine Partners
Greenwood Village,
Colorado
| US$14.5億 | +US$1.67億 | +13% | 26.9% | 117% | 450 | 12% | 1.9 |
|
| 2038 |
2038
Weitz Investment Management
Omaha,
Nebraska
| US$14.4億 | +US$1168萬 | +0.8% | 8.79% | 36.1% | 52 | 9.62% | 6.1 |
|
| 2039 |
SS
2039
STG Securities
New York
| US$14.4億 | – | – | 18.5% | – | 501 | – | 0 |
|
| 2040 |
2040
Fort Point Capital Partners
San Francisco,
California
| US$14.4億 | +US$6.16億 | +75% | 12% | 62.2% | 262 | 17.18% | 3.9 |
|
| 2041 |
2041
One Day In July LLC
Burlington,
Vermont
| US$14.4億 | +US$1.89億 | +15% | 11.3% | 43.1% | 174 | 16.09% | 3.2 |
|
| 2042 |
2042
Inspire Advisors
Meridian,
Idaho
| US$14.4億 | +US$2.1億 | +17% | 14.6% | 60.2% | 825 | 31.52% | 1.2 |
|
| 2043 |
2043
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$14.4億 | +US$1.5億 | +12% | 16% | 80% | 830 | 15.9% | 3.5 |
|
| 2044 |
2044
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| US$14.4億 | -US$1.16億 | -7% | 21.8% | 79.2% | 38 | 31.58% | 2.9 |
|
| 2045 |
2045
Clean Energy Transition
London,
United Kingdom
| US$14.4億 | -US$1.01億 | -7% | 21.6% | 129% | 17 | 29.41% | 1.5 |
|
| 2046 |
2046
Soma Equity Partners
San Francisco,
California
| US$14.4億 | +US$7951萬 | +6% | 35.6% | 151% | 30 | 53.33% | 1 |
|
| 2047 |
UA
2047
Unison Advisors
Washington,
District of Columbia
| US$14.3億 | +US$1.16億 | +9% | 9.18% | 54.6% | 185 | 11.89% | 3.6 |
|
| 2048 |
2048
Harbor Investment Advisory
Lutherville,
Maryland
| US$14.3億 | +US$1.63億 | +13% | 15% | 97.5% | 1,388 | 16.35% | 3.8 |
|
| 2049 |
2049
Value Partners Investments
Winnipeg,
Manitoba, Canada
| US$14.3億 | +US$1.21億 | +9% | 9.35% | 33.9% | 110 | 10% | 2.8 |
|
| 2050 |
2050
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$14.3億 | +US$1.88億 | +15% | 26.5% | 87.2% | 141 | 8.51% | 6.6 |
|