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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Goodnow Investment Group
Darien,
Connecticut
| US$8.41億 | +US$3.15億 | +60% | 92.7% | 131% | 28 | 17.86% | 2.7 |
|
| 1602 |
1602
Banc Funds Company
Chicago,
Illinois
| US$8.4億 | +US$10.1萬 | +0% | 7.55% | 69% | 213 | 11.74% | 4 |
|
| 1603 |
1603
SpiderRock Advisors
Wilimington,
Delaware
| US$8.39億 | +US$7.5億 | +840% | – | – | 169 | 0% | 0.9 |
|
| 1604 |
1604
Checchi Capital Advisers
Beverly Hills,
California
| US$8.37億 | -US$2.08億 | -20% | 16.7% | 68% | 472 | 19.28% | 3.7 |
|
| 1605 |
1605
Holowesko Partners
Nassau,
Bahamas
| US$8.36億 | -US$7776萬 | -9% | 12.7% | 51.1% | 31 | 22.58% | 2.1 |
|
| 1606 |
1606
Mogy Joel R Investment Counsel
Beverly Hills,
California
| US$8.36億 | +US$1.32億 | +19% | 23.2% | 121% | 109 | 10.09% | 5.9 |
|
| 1607 |
1607
Appleton Partners
Boston,
Massachusetts
| US$8.35億 | +US$1.13億 | +16% | 21.1% | 110% | 277 | 14.08% | 3.8 |
|
| 1608 |
1608
Teachers Insurance & Annuity Association of America
New York
| US$8.33億 | +US$1.11億 | +15% | 13.7% | – | 165 | 7.88% | 4.1 |
|
| 1609 |
1609
Wellesley Asset Management
Portsmouth,
New Hampshire
| US$8.32億 | -US$1726萬 | -2% | 1.31% | 0% | 40 | 0% | 1.4 |
|
| 1610 |
1610
Bloom Tree Partners
New York
| US$8.32億 | +US$1.3億 | +19% | 27% | 20.4% | 36 | 66.67% | 0.7 |
|
| 1611 |
1611
Rothschild Investment LLC
Chicago,
Illinois
| US$8.31億 | +US$6510萬 | +8% | 19.3% | 99.4% | 465 | 14.41% | 3.7 |
|
| 1612 |
1612
Community Trust & Investment
Versailles,
Kentucky
| US$8.31億 | +US$1.22億 | +17% | 18.3% | 123% | 66 | 12.12% | 3.1 |
|
| 1613 |
1613
P. Schoenfeld Asset Management (PSAM)
New York
| US$8.26億 | -US$1.04億 | -11% | 145% | 367% | 93 | 65.59% | 0.2 |
|
| 1614 |
SGCIA
1614
Smith Graham & Co Investment Advisors
Houston,
Texas
| US$8.25億 | +US$1.84億 | +29% | 30.9% | 56.9% | 135 | 3.7% | 5.2 |
|
| 1615 |
CIA
1615
CSat Investment Advisory
Detroit,
Michigan
| US$8.25億 | +US$3.54億 | +75% | 22.7% | 87.4% | 1,199 | 18.85% | 1.4 |
|
| 1616 |
1616
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$8.23億 | +US$1.53億 | +23% | 18.4% | 76% | 172 | 16.28% | 2.1 |
|
| 1617 |
1617
Valley Forge Capital Management
Miami,
Florida
| US$8.23億 | +US$3.51億 | +74% | 30.1% | 49% | 10 | 10% | 2.7 |
|
| 1618 |
1618
Vigilant Capital Management
Portland,
Maine
| US$8.22億 | +US$1.37億 | +20% | 21.5% | 48.8% | 363 | 25.9% | 3.2 |
|
| 1619 |
1619
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| US$8.22億 | +US$9817萬 | +14% | 16.6% | 64.4% | 103 | 14.56% | 4.6 |
|
| 1620 |
1620
Norris Perne & French
Grand Rapids,
Michigan
| US$8.22億 | +US$1.55億 | +23% | 20.2% | 91.1% | 141 | 21.99% | 3.6 |
|
| 1621 |
1621
Wealthcare Capital Management
Richmond,
Virginia
| US$8.22億 | +US$7868萬 | +11% | 12.2% | 46.2% | 279 | 81.36% | 5 |
|
| 1622 |
1622
Amica Mutual Insurance
Providence,
Rhode Island
| US$8.22億 | +US$9852萬 | +14% | 21.9% | 80.4% | 222 | 15.77% | 3.3 |
|
| 1623 |
1623
CCMP Capital
New York
| US$8.2億 | +US$1.45億 | +21% | 21.5% | 12.3% | 1 | 0% | 2.8 |
|
| 1624 |
1624
Lone Star Global Acquisitions
Hamilton,
Bermuda
| US$8.2億 | +US$3.15億 | +62% | 73.1% | 380% | 2 | 0% | 3.4 |
|
| 1625 |
1625
Corient Capital Partners
Newport Beach,
California
| US$8.2億 | +US$1.86億 | +29% | 21.5% | 39.2% | 526 | 29.28% | 1.7 |
|