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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 |
GIM
2026
Greylin Investment Management
Orange,
Virginia
| US$4.02億 | +US$1858萬 | +5% | 5.42% | 52.1% | 74 | 12.16% | 1.9 |
|
| 2027 |
2027
CNA Financial
Chicago,
Illinois
| US$4.02億 | +US$3019萬 | +8% | 1.63% | 48.6% | 195 | 11.28% | 2.1 |
|
| 2028 |
2028
Mangrove Partners
Greenwich,
Connecticut
| US$4.01億 | -US$8497萬 | -17% | 1.68% | 185% | 39 | 35.9% | 1.5 |
|
| 2029 |
2029
Emery Howard Portfolio Management
Burlingame,
California
| US$4.01億 | +US$613萬 | +2% | 1.7% | 66.5% | 31 | 3.23% | 2.6 |
|
| 2030 |
ZBI
2030
Ziff Brothers Investments
New York
| US$4.01億 | -US$2552萬 | -6% | 11% | – | 20 | 50% | 0.6 |
|
| 2031 |
2031
Caspian Capital
New York
| US$4.01億 | +US$3.22億 | +406% | 8.2% | – | 13 | 46.15% | 0.6 |
|
| 2032 |
MAM
2032
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$4億 | -US$2799萬 | -7% | 2.61% | 54.9% | 145 | 11.03% | 1.2 |
|
| 2033 |
AL
2033
Agran Libbie
Santa Monica,
California
| US$4億 | +US$987萬 | +3% | 3.13% | 27.5% | 126 | 5.56% | 2.4 |
|
| 2034 |
2034
FundX Investment Group
San Francisco,
California
| US$4億 | -US$144萬 | -0.4% | 4.99% | 94.6% | 40 | 60% | 0.2 |
|
| 2035 |
SRFM
2035
Shannon River Fund Management
New York
| US$4億 | +US$732萬 | +2% | 2.07% | 554% | 40 | 42.5% | 1 |
|
| 2036 |
2036
MSD Capital
New York
| US$4億 | -US$1.37億 | -26% | 9.29% | 11.5% | 8 | 12.5% | 2.4 |
|
| 2037 |
2037
First Reserve GP XI
Stamford,
Connecticut
| US$4億 | +US$1.02億 | +34% | 57.1% | 26.4% | 2 | 0% | 2.5 |
|
| 2038 |
2038
Alambic Investment Management
Belvedere,
California
| US$3.99億 | +US$8974萬 | +29% | 3.59% | 47.6% | 639 | 41.47% | 0.3 |
|
| 2039 |
2039
Partners Group Holding
Baar-Zug,
Switzerland
| US$3.99億 | -US$7105萬 | -15% | 7.42% | 23.3% | 42 | 9.52% | 2 |
|
| 2040 |
2040
William Harris Investors
Chicago,
Illinois
| US$3.99億 | -US$30.7萬 | -0.1% | 1.93% | 3.28% | 102 | 11.76% | 1.9 |
|
| 2041 |
2041
Parthenon LLC
Louisville,
Kentucky
| US$3.99億 | +US$912萬 | +2% | 3.3% | 80.8% | 110 | 2.73% | 2.5 |
|
| 2042 |
2042
Crestwood Capital Management
New York
| US$3.98億 | -US$1.08億 | -21% | 4.32% | 203% | 36 | 27.78% | 1 |
|
| 2043 |
2043
SNS Financial Group
Minneapolis,
Minnesota
| US$3.98億 | +US$530萬 | +1% | 1.85% | 54.2% | 138 | 23.19% | 1.4 |
|
| 2044 |
2044
Deltec Asset Management
New York
| US$3.98億 | -US$43.1萬 | -0.1% | 1.83% | 128% | 165 | 22.42% | 1.4 |
|
| 2045 |
2045
Old Mutual Customised Solutions
Pinelands,
South Africa
| US$3.97億 | +US$1124萬 | +3% | 4.28% | 49.7% | 739 | 5.82% | 2.6 |
|
| 2046 |
2046
Cobiz Wealth
Denver,
Colorado
| US$3.97億 | -US$1046萬 | -3% | 2.26% | 54% | 147 | 12.24% | 2.2 |
|
| 2047 |
2047
Essex Woodlands Management
The Woodlands,
Texas
| US$3.97億 | +US$1477萬 | +4% | 6.82% | 55% | 10 | 10% | 1.9 |
|
| 2048 |
HAM
2048
Hillcrest Asset Management
Plano,
Texas
| US$3.97億 | -US$167萬 | -0.4% | 4.39% | 97.2% | 53 | 13.21% | 1.2 |
|
| 2049 |
VCM
2049
V3 Capital Management
Dallas,
Texas
| US$3.97億 | +US$1985萬 | +5% | 6.48% | 20.5% | 21 | 66.67% | 0.6 |
|
| 2050 |
2050
SeaBridge Investment Advisors
Summit,
New Jersey
| US$3.96億 | -US$1542萬 | -4% | 0.04% | 128% | 280 | 21.43% | 1.7 |
|