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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
Patriot Financial Partners
Radnor,
Pennsylvania
| US$4.17億 | +US$4202萬 | +11% | 7.49% | 16.6% | 17 | 23.53% | 2 |
|
| 2027 |
2027
Private Wealth Partners
Mill Valley,
California
| US$4.16億 | +US$33.2萬 | +0.1% | 4.69% | 112% | 130 | 10.77% | 2.3 |
|
| 2028 |
2028
Foundation Capital
Palo Alto,
California
| US$4.16億 | +US$417萬 | +1% | 18.3% | – | 8 | 12.5% | 1.8 |
|
| 2029 |
2029
CapWealth Advisors
Franklin,
Tennessee
| US$4.16億 | +US$675萬 | +2% | 3.95% | 152% | 350 | 20% | 1.5 |
|
| 2030 |
2030
Washington Trust Bank
Spokane,
Washington
| US$4.16億 | +US$2945萬 | +8% | 6.49% | 80.5% | 1,250 | 44.48% | 1.2 |
|
| 2031 |
VCM
2031
V3 Capital Management
Dallas,
Texas
| US$4.15億 | +US$1820萬 | +5% | 1.43% | 20.5% | 19 | 63.16% | 0.5 |
|
| 2032 |
2032
First Reserve GP XI
Stamford,
Connecticut
| US$4.15億 | +US$1530萬 | +4% | 4% | 26.4% | 2 | 0% | 2.8 |
|
| 2033 |
2033
Cobiz Wealth
Denver,
Colorado
| US$4.15億 | +US$1770萬 | +4% | 4.86% | 54% | 142 | 10.56% | 2.4 |
|
| 2034 |
MFM
2034
Marianas Fund Management
New York
| US$4.15億 | -US$6877萬 | -14% | 0.56% | 26% | 29 | 62.07% | 0.4 |
|
| 2035 |
2035
YHB Investment Advisors
West Hartford,
Connecticut
| US$4.14億 | -US$4054萬 | -9% | 2.81% | 96.2% | 176 | 11.93% | 2.4 |
|
| 2036 |
PC
2036
Perry Capital
New York
| US$4.14億 | -US$10.2億 | -71% | 14.3% | 7.3% | 11 | 72.73% | 1.3 |
|
| 2037 |
2037
Mission Wealth Management
Santa Barbara,
California
| US$4.14億 | +US$3730萬 | +10% | 3.77% | 92.1% | 176 | 14.77% | 0.9 |
|
| 2038 |
GA
2038
GRS Advisors
Chicago,
Illinois
| US$4.13億 | +US$5511萬 | +15% | 1.86% | 54.3% | 30 | 40% | 0.6 |
|
| 2039 |
2039
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| US$4.13億 | +US$152萬 | +0.4% | 0% | 4.8% | 30 | 13.33% | 1 |
|
| 2040 |
2040
Stieven Capital Advisors
St. Louis,
Missouri
| US$4.11億 | +US$5213萬 | +15% | 10.7% | 117% | 75 | 21.33% | 1.9 |
|
| 2041 |
2041
Private Trust Company
Cleveland,
Ohio
| US$4.1億 | +US$2586萬 | +7% | 2% | 87.7% | 336 | 12.8% | 2.2 |
|
| 2042 |
2042
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$4.1億 | +US$1.39億 | +51% | 1.14% | 76.8% | 176 | 39.77% | 1.9 |
|
| 2043 |
2043
First Business Financial Services
Madison,
Wisconsin
| US$4.09億 | +US$2032萬 | +5% | 3.13% | 74% | 81 | 27.16% | 1.4 |
|
| 2044 |
SCM
2044
Symons Capital Management
Pittsburgh,
Pennsylvania
| US$4.08億 | -US$2181萬 | -5% | 3.86% | 25.4% | 68 | 23.53% | 1.5 |
|
| 2045 |
2045
Partners Group Holding
Baar-Zug,
Switzerland
| US$4.08億 | +US$886萬 | +2% | 4.25% | 23.3% | 43 | 25.58% | 2.1 |
|
| 2046 |
IMOV
2046
Investment Management of Virginia
Richmond,
Virginia
| US$4.08億 | +US$1656萬 | +4% | 8.67% | 93.4% | 150 | 10% | 2.4 |
|
| 2047 |
2047
Partners Capital Investment Group
Boston,
Massachusetts
| US$4.08億 | +US$4906萬 | +14% | 7.81% | 47.5% | 75 | 6.67% | 0.6 |
|
| 2048 |
MAM
2048
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$4.06億 | +US$591萬 | +1% | 5.99% | 54.9% | 142 | 9.15% | 1.4 |
|
| 2049 |
2049
Tyrus Capital S.A.M.
Monaco
| US$4.06億 | -US$9060萬 | -18% | 9.48% | – | 34 | 64.71% | 0.2 |
|
| 2050 |
2050
Jay A. Fishman Ltd
Troy,
Michigan
| US$4.06億 | +US$1100萬 | +3% | 9.32% | 105% | 88 | 7.95% | 2.5 |
|