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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
BTR Capital Management
Oakland,
California
| US$4.25億 | +US$1228萬 | +3% | 0.68% | 35% | 163 | 10.43% | 1.5 |
|
| 2027 |
PAM
2027
Premier Asset Management
Chicago,
Illinois
| US$4.25億 | -US$665萬 | -2% | 1.24% | 104% | 100 | 11% | 1.3 |
|
| 2028 |
2028
CapWealth Advisors
Franklin,
Tennessee
| US$4.24億 | -US$122萬 | -0.3% | 2.08% | 152% | 345 | 16.52% | 0.7 |
|
| 2029 |
2029
Calamos Wealth Management
Naperville,
Illinois
| US$4.23億 | +US$2322萬 | +6% | 0.86% | 102% | 247 | 25.1% | 0.9 |
|
| 2030 |
MRCM
2030
M&R Capital Management
Summit,
New Jersey
| US$4.23億 | +US$1.5萬 | +0% | 0.14% | 52.6% | 216 | 6.48% | 1.7 |
|
| 2031 |
2031
Crescent Park Management
East Palo Alto,
California
| US$4.23億 | +US$1.14億 | +37% | 4.94% | 87% | 17 | 47.06% | 0.3 |
|
| 2032 |
2032
Old Mutual Customised Solutions
Pinelands,
South Africa
| US$4.22億 | +US$894萬 | +2% | 1.29% | 49.7% | 739 | 4.6% | 1.8 |
|
| 2033 |
2033
Community Bank
Dewitt,
New York
| US$4.22億 | -US$732萬 | -2% | 0.83% | 73.5% | 382 | 7.33% | 0.5 |
|
| 2034 |
2034
Prospera Financial Services
Dallas,
Texas
| US$4.2億 | -US$2877萬 | -6% | 0.46% | 97.4% | 353 | 23.51% | 1.2 |
|
| 2035 |
2035
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| US$4.2億 | +US$556萬 | +1% | 2.14% | 26.9% | 178 | 16.29% | 1.3 |
|
| 2036 |
2036
Catawba Capital Management
Roanoke,
Virginia
| US$4.19億 | -US$1609萬 | -4% | 1.8% | 33.1% | 255 | 6.67% | 1.7 |
|
| 2037 |
2037
FJ Capital Management
Mclean,
Virginia
| US$4.19億 | +US$6300萬 | +18% | 5.33% | 97.9% | 94 | 15.96% | 1 |
|
| 2038 |
2038
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| US$4.19億 | +US$1385萬 | +3% | 0% | 79.4% | 36 | 13.89% | 0.4 |
|
| 2039 |
2039
CPWM LLC
Seattle,
Washington
| US$4.18億 | +US$6185萬 | +17% | 0.82% | 36.6% | 228 | 32.02% | 1.1 |
|
| 2040 |
2040
Jacobs Asset Management
New York
| US$4.18億 | -US$2386萬 | -5% | 1.43% | 114% | 46 | 21.74% | 1.2 |
|
| 2041 |
2041
Professional Advisory Services
Vero Beach,
Florida
| US$4.17億 | +US$97萬 | +0.2% | 1.22% | 69.3% | 59 | 6.78% | 1.4 |
|
| 2042 |
NM
2042
Newtyn Management
New York
| US$4.17億 | +US$1528萬 | +4% | 1.32% | 52% | 16 | 18.75% | 1.1 |
|
| 2043 |
2043
Condor Capital Management
Martinsville,
New Jersey
| US$4.17億 | -US$471萬 | -1% | 0.8% | 58.2% | 200 | 5.5% | 1.4 |
|
| 2044 |
2044
Destrier Capital Management
New York
| US$4.16億 | +US$2751萬 | +7% | 4.61% | 5.28% | 28 | 42.86% | 0.5 |
|
| 2045 |
2045
Laird Norton Wetherby Wealth Management
San Francisco,
California
| US$4.16億 | +US$521萬 | +1% | 0.98% | – | 521 | 14.2% | 1.5 |
|
| 2046 |
2046
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$4.16億 | -US$1042萬 | -2% | 1.95% | 34.2% | 42 | 9.52% | 1.8 |
|
| 2047 |
SCA
2047
Strategic Capital Alternatives
Gig Harbor,
United States
| US$4.16億 | +US$1472萬 | +4% | 0.11% | – | 468 | 39.74% | 0.2 |
|
| 2048 |
2048
Bangor Savings Bank
Bangor,
Maine
| US$4.15億 | -US$50.6萬 | -0.1% | 0.95% | 54.6% | 156 | 12.82% | 1.5 |
|
| 2049 |
MC
2049
MSF Capital
New York
| US$4.15億 | +US$1450萬 | +4% | 1.73% | – | 47 | 12.77% | 1.5 |
|
| 2050 |
2050
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$4.13億 | -US$3978萬 | -9% | 2.08% | 70% | 39 | 0% | 1.8 |
|