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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$3.95億 | -US$5214萬 | -12% | 2.31% | 207% | 133 | 21.8% | 2.2 |
|
| 2052 |
2052
Dragoneer Investment Group
San Francisco,
California
| US$3.95億 | +US$7715萬 | +24% | 6.69% | 77.3% | 19 | 42.11% | 0.6 |
|
| 2053 |
2053
Jay A. Fishman Ltd
Troy,
Michigan
| US$3.95億 | +US$1015萬 | +3% | 0.61% | 105% | 91 | 10.99% | 2.3 |
|
| 2054 |
CC
2054
Carbonado Capital
New York
| US$3.93億 | +US$560萬 | +1% | 7.22% | 62.2% | 12 | 8.33% | 0.4 |
|
| 2055 |
ASA
2055
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$3.92億 | +US$542萬 | +1% | 1.13% | 51.2% | 41 | 12.2% | 2.4 |
|
| 2056 |
JMH
2056
J.M. Hartwell
New York
| US$3.92億 | -US$2195萬 | -5% | 3.86% | 72.2% | 89 | 21.35% | 2.1 |
|
| 2057 |
IMOV
2057
Investment Management of Virginia
Richmond,
Virginia
| US$3.91億 | +US$1022萬 | +3% | 1.08% | 93.4% | 151 | 10.6% | 2.3 |
|
| 2058 |
BC
2058
Bruce & Co
Chicago,
Illinois
| US$3.91億 | +US$3253萬 | +9% | 7.01% | 94.5% | 50 | 8% | 2.3 |
|
| 2059 |
2059
Kings Point Capital Management
Great Neck,
New York
| US$3.91億 | -US$204萬 | -0.5% | 4.14% | 80.1% | 343 | 13.41% | 2 |
|
| 2060 |
2060
Academy Capital Management
Waco,
Texas
| US$3.89億 | -US$2343萬 | -6% | 0.55% | 71.2% | 45 | 11.11% | 1.8 |
|
| 2061 |
2061
Bulldog Investors
Saddle Brook,
New Jersey
| US$3.89億 | -US$3816萬 | -9% | 3.6% | 22.5% | 103 | 28.16% | 1 |
|
| 2062 |
2062
Randolph Company
Cincinnati,
Ohio
| US$3.89億 | -US$5980萬 | -13% | 1.62% | 120% | 36 | 27.78% | 1.3 |
|
| 2063 |
2063
First Business Financial Services
Madison,
Wisconsin
| US$3.89億 | +US$2171萬 | +6% | 1.34% | 74% | 82 | 26.83% | 1.3 |
|
| 2064 |
2064
Delphi Financial Group
Wilmington,
Delaware
| US$3.88億 | +US$5273萬 | +16% | 8.63% | 66.3% | 25 | 24% | 1.5 |
|
| 2065 |
PAM
2065
Premier Asset Management
Chicago,
Illinois
| US$3.87億 | -US$37萬 | -0.1% | 2.44% | 104% | 104 | 25% | 1.7 |
|
| 2066 |
CCM
2066
Cupps Capital Management
Chicago,
Illinois
| US$3.87億 | -US$1.37億 | -26% | 10.4% | 213% | 237 | 43.46% | 0.9 |
|
| 2067 |
2067
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$3.87億 | +US$665萬 | +2% | 1.88% | 42.8% | 24 | 16.67% | 1.8 |
|
| 2068 |
PCM
2068
Piermont Capital Management
St. Louis,
Missouri
| US$3.86億 | +US$7298萬 | +23% | 3.64% | 33.2% | 318 | 52.2% | 0.6 |
|
| 2069 |
2069
Washington Trust Bank
Spokane,
Washington
| US$3.86億 | -US$69.5萬 | -0.2% | 0.39% | 80.5% | 903 | 22.59% | 1.5 |
|
| 2070 |
2070
KLS Professional Advisors Group
New York
| US$3.86億 | +US$777萬 | +2% | 2.58% | 38% | 3 | 0% | 2.2 |
|
| 2071 |
2071
Fidelity National Financial
Jacksonville,
Florida
| US$3.86億 | +US$7155萬 | +23% | 8.81% | 2.54% | 24 | 16.67% | 1.6 |
|
| 2072 |
2072
Symetra Life Insurance
Bellevue,
Washington
| US$3.85億 | +US$1132萬 | +3% | 2.64% | – | 3 | 0% | 0.5 |
|
| 2073 |
2073
Yale University
New Haven,
Connecticut
| US$3.85億 | +US$2984萬 | +8% | 2.21% | 33.7% | 11 | 81.82% | 0.2 |
|
| 2074 |
2074
Sphera Funds Management
Tel Aviv,
Israel
| US$3.85億 | -US$7619萬 | -17% | 0.93% | 245% | 124 | 54.84% | 0.7 |
|
| 2075 |
2075
Private Trust Company
Cleveland,
Ohio
| US$3.84億 | +US$1525萬 | +4% | 3.88% | 87.7% | 326 | 10.74% | 2.1 |
|