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近三年业绩最牛的35位基金经理,第一名你绝对猜不到~
雪球·2025-03-03 07:25

Core Viewpoint - The article presents a ranking of the top 35 fund managers based on their performance over the last three years, highlighting the significance of long-term performance in evaluating fund managers [1][2]. Group 1: Performance Rankings - The top fund manager, 冷文鹏, achieved a total return of 104.70% since taking over a fund in July 2024, benefiting from favorable market conditions [4][6]. - The second-ranked fund manager, 缪玮彬, has maintained a consistent performance with a maximum drawdown of around -20% and an annualized return of 24% over the past three years [6][7]. - The third-ranked fund manager, 白冰洋, has shown solid performance since joining 富国基金, managing a fund that covers various sectors including internet and semiconductor [11]. Group 2: Fund Management Strategies - 冷文鹏's fund is closely tied to the performance of the 北交所, indicating that his success is partly due to market timing and conditions [4][5]. - 缪玮彬's strategy involves maintaining a low portfolio concentration, with no single industry exceeding 10% of holdings, which helps in controlling risk [6][7]. - 白冰洋's fund management reflects a diversified approach across multiple sectors, although her performance this year has not been exceptional [11][12]. Group 3: Fund Manager Profiles - The article notes that 闫思倩 ranks 35th, with her performance significantly boosted by investments in the AI sector [22]. - 鲍无可 is recognized for managing multiple funds with a total scale of 177.83 billion, focusing on a value investment style [19][20]. - 朱红裕, a veteran in the industry, manages two funds with a combined scale of 50 billion, showing a diversified investment strategy across various sectors [16][17].