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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
Nottingham Advisors
Amherst,
New York
| US$8.96億 | +US$615萬 | +0.7% | 4.62% | 47.6% | 159 | 16.35% | 2.9 |
|
| 2027 |
2027
Roundview Capital
Princeton,
New Jersey
| US$8.96億 | +US$1.02億 | +13% | 7.16% | 77.7% | 283 | 8.48% | 3.8 |
|
| 2028 |
2028
Novare Capital Management
Charlotte,
North Carolina
| US$8.95億 | +US$6395萬 | +8% | 6.27% | 76.5% | 168 | 14.88% | 3.4 |
|
| 2029 |
2029
Origin Asset Management
London,
United Kingdom
| US$8.95億 | -US$8287萬 | -8% | 2.64% | 59.3% | 145 | 29.66% | 1.3 |
|
| 2030 |
2030
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| US$8.94億 | +US$3217萬 | +4% | 8.59% | 26.9% | 154 | 25.97% | 1 |
|
| 2031 |
WDA
2031
Wendell David Associates
Portsmouth,
New Hampshire
| US$8.93億 | +US$6243萬 | +8% | 7.13% | 58.7% | 155 | 4.52% | 5.7 |
|
| 2032 |
2032
Sixth Street Partners
Dallas,
Texas
| US$8.93億 | -US$4479萬 | -5% | 1.59% | 5.31% | 9 | 22.22% | 0.8 |
|
| 2033 |
2033
Morningstar Investment Management
Chicago,
Illinois
| US$8.93億 | -US$1.04億 | -10% | 5% | 48.2% | 45 | 44.44% | 1 |
|
| 2034 |
2034
Hodges Capital Management
Dallas,
Texas
| US$8.92億 | +US$1.69億 | +23% | 10.5% | 200% | 252 | 21.43% | 2.6 |
|
| 2035 |
2035
Incline Global Management
New York
| US$8.92億 | +US$3.97億 | +80% | 6.23% | 40.1% | 28 | 42.86% | 0.9 |
|
| 2036 |
2036
York Capital Management Global Advisors
New York
| US$8.92億 | +US$1.96億 | +28% | 13% | 74.1% | 76 | 60.53% | 0.4 |
|
| 2037 |
2037
Dow Chemical Company
Midland,
Michigan
| US$8.91億 | +US$4.75億 | +114% | 3.77% | 29.4% | 11 | 54.55% | 1.2 |
|
| 2038 |
2038
First Command Bank
Fort Worth,
Texas
| US$8.91億 | +US$4.28億 | +92% | 6.48% | 34.1% | 465 | 10.97% | 2.6 |
|
| 2039 |
2039
First Command Financial Services
Fort Worth,
Texas
| US$8.91億 | +US$4.28億 | +92% | 6.48% | 34.4% | 465 | 10.97% | 2.6 |
|
| 2040 |
2040
Bangor Savings Bank
Bangor,
Maine
| US$8.91億 | +US$6171萬 | +7% | 4.63% | 54.6% | 196 | 4.59% | 4.5 |
|
| 2041 |
2041
Connectus Wealth
Cincinnati,
Ohio
| US$8.91億 | +US$5609萬 | +7% | 10% | 37.8% | 35 | 11.43% | 0.2 |
|
| 2042 |
2042
Kore Private Wealth
New York
| US$8.9億 | +US$1.49億 | +20% | 8.06% | 35.9% | 441 | 19.73% | 1.3 |
|
| 2043 |
2043
Donor Advised Charitable Giving
San Francisco,
California
| US$8.89億 | -US$8343萬 | -9% | 25.2% | 418% | 116 | 4.31% | 1.3 |
|
| 2044 |
2044
GSA Capital Partners
London,
United Kingdom
| US$8.89億 | +US$2.86億 | +47% | 7.17% | 94.7% | 1,751 | 66.76% | 0.3 |
|
| 2045 |
2045
Hilltop Holdings
Dallas,
Texas
| US$8.88億 | +US$1.13億 | +15% | 6.99% | 96.7% | 598 | 20.4% | 2.4 |
|
| 2046 |
2046
Archon Capital Management
Seattle,
Washington
| US$8.87億 | +US$1.92億 | +28% | 8.05% | 222% | 43 | 37.21% | 1.1 |
|
| 2047 |
2047
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$8.86億 | +US$1495萬 | +2% | 5.91% | 58.6% | 82 | 7.32% | 2.9 |
|
| 2048 |
2048
Bank Hapoalim BM
Tel Aviv,
Israel
| US$8.84億 | +US$9640萬 | +12% | 7.58% | 76.6% | 249 | 11.65% | 2.3 |
|
| 2049 |
2049
Beese Fulmer Investment Management
Canton,
Ohio
| US$8.84億 | +US$5131萬 | +6% | 7.1% | 124% | 240 | 10.42% | 4.2 |
|
| 2050 |
2050
Omega Fund Management
Boston,
Massachusetts
| US$8.84億 | -US$1.74億 | -16% | 7.74% | 106% | 24 | 4.17% | 2.1 |
|