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 |
WEC
2026
White Elm Capital
Greenwich,
Connecticut
| US$5.05億 | -US$2079萬 | -4% | 5.91% | 103% | 29 | 10.34% | 2 |
|
| 2027 |
2027
Sound Point Capital Management
New York
| US$5.05億 | +US$1649萬 | +3% | 9.55% | 61.5% | 35 | 22.86% | 0.9 |
|
| 2028 |
2028
Clear Harbor Asset Management
Stamford,
Connecticut
| US$5.04億 | -US$1872萬 | -4% | 3.26% | 98.6% | 271 | 15.5% | 2.4 |
|
| 2029 |
2029
First Business Financial Services
Madison,
Wisconsin
| US$5.03億 | +US$1560萬 | +3% | 3.67% | 74% | 89 | 24.72% | 1.7 |
|
| 2030 |
2030
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$5.03億 | +US$112萬 | +0.2% | 3.68% | 86% | 376 | 16.76% | 2.3 |
|
| 2031 |
2031
Estate Counselors
Thiensville,
Wisconsin
| US$5.02億 | +US$6111萬 | +14% | 3.45% | 60% | 61 | 8.2% | 2.1 |
|
| 2032 |
2032
BB&T Investment Services
Charlotte,
North Carolina
| US$5.01億 | +US$1.03億 | +26% | 3.33% | – | 1,387 | 20.69% | 0.5 |
|
| 2033 |
2033
Matrix VIII US Management
Cambridge,
Massachusetts
| US$5.01億 | +US$5994萬 | +14% | 13.6% | – | 1 | 0% | 1.3 |
|
| 2034 |
KFS
2034
Kurt F. Somerville
| US$5.01億 | +US$1133萬 | +2% | 4.78% | 92.9% | 111 | 11.71% | 3.3 |
|
| 2035 |
2035
Cardan Capital Partners
Denver,
Colorado
| US$5.01億 | -US$1242萬 | -2% | 2.91% | 64% | 127 | 9.45% | 1.2 |
|
| 2036 |
2036
American Assets Investment Management
San Diego,
California
| US$5.01億 | +US$1714萬 | +4% | 3.07% | 507% | 160 | 9.38% | 2.6 |
|
| 2037 |
2037
Tygh Capital Management
Portland,
Oregon
| US$5億 | +US$5939萬 | +13% | 9.1% | 251% | 102 | 28.43% | 0.9 |
|
| 2038 |
2038
CNO Financial Group
Carmel,
Indiana
| US$5億 | +US$1.13億 | +29% | 0.67% | – | 22 | 27.27% | 1.5 |
|
| 2039 |
LCM
2039
Lomas Capital Management
New York
| US$5億 | +US$3545萬 | +8% | 8.68% | 66.3% | 38 | 47.37% | 0.7 |
|
| 2040 |
2040
Tufton Capital Management
Hunt Valley,
Maryland
| US$5億 | +US$717萬 | +1% | 3.79% | 96.1% | 139 | 12.95% | 2.7 |
|
| 2041 |
2041
Motley Fool Asset Management
Alexandria,
Virginia
| US$4.99億 | +US$1640萬 | +3% | 5.89% | 117% | 69 | 8.7% | 2.3 |
|
| 2042 |
SC
2042
Selz Capital
New York
| US$4.98億 | +US$1.44億 | +41% | 5.8% | 10.2% | 67 | 41.79% | 1.5 |
|
| 2043 |
2043
Institutional & Family Asset Management
Fort Collins,
Colorado
| US$4.98億 | +US$8923萬 | +22% | 2.48% | 19% | 177 | 28.81% | 1.1 |
|
| 2044 |
2044
Condor Capital Management
Martinsville,
New Jersey
| US$4.98億 | +US$2297萬 | +5% | 4.43% | 58.2% | 180 | 3.89% | 3 |
|
| 2045 |
2045
Private Wealth Partners
Mill Valley,
California
| US$4.97億 | +US$3687萬 | +8% | 5.69% | 112% | 130 | 19.23% | 2.6 |
|
| 2046 |
2046
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$4.97億 | +US$3206萬 | +7% | 6.49% | 58.7% | 32 | 6.25% | 2.8 |
|
| 2047 |
GPCM
2047
Greenbrier Partners Capital Management
Dallas,
Texas
| US$4.96億 | +US$2144萬 | +5% | 5.32% | 96.1% | 16 | 0% | 3.5 |
|
| 2048 |
2048
BW Gestao de Investimentos
Sao Paulo,
Brazil
| US$4.96億 | +US$1.24億 | +33% | 3.86% | 95.1% | 103 | 37.86% | 1.1 |
|
| 2049 |
2049
Charles-Lim Capital
Central,
Hong Kong
| US$4.95億 | +US$9623萬 | +24% | 12.4% | 4.44% | 7 | 28.57% | 1.6 |
|
| 2050 |
2050
Vivo Capital
Palo Alto,
California
| US$4.95億 | +US$9774萬 | +25% | 18.2% | 7,491% | 33 | 33.33% | 0.9 |
|