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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Pier Capital
Stamford,
Connecticut
| US$5.85億 | +US$2萬 | +0% | 7.34% | 236% | 135 | 37.04% | 0.7 |
|
| 1927 |
PAM
1927
Private Asset Management
San Diego,
California
| US$5.85億 | -US$4375萬 | -7% | 0.66% | 38.2% | 144 | 12.5% | 3.7 |
|
| 1928 |
1928
Three Peaks Capital Management
Castle Rock,
Colorado
| US$5.84億 | -US$8752萬 | -13% | 3.02% | 84.5% | 138 | 60.14% | 1 |
|
| 1929 |
1929
Knighthead Capital Management
New York
| US$5.84億 | -US$1.18億 | -17% | 4.37% | 74.1% | 14 | 42.86% | 1.5 |
|
| 1930 |
1930
Nottingham Advisors
Amherst,
New York
| US$5.84億 | -US$1.5億 | -20% | 0.83% | 47.6% | 110 | 26.36% | 2.8 |
|
| 1931 |
1931
Rheos Capital Works
Tokyo,
Japan
| US$5.83億 | +US$4.52億 | +344% | 12.2% | 248% | 8 | 75% | 0.1 |
|
| 1932 |
1932
North Point Portfolio Managers
Orange Village,
Ohio
| US$5.83億 | -US$797萬 | -1% | 0.38% | 72.8% | 90 | 14.44% | 3.4 |
|
| 1933 |
1933
Chicago Partners Investment Group
Chicago,
Illinois
| US$5.83億 | -US$2832萬 | -5% | 4.05% | 81.4% | 967 | 13.24% | 1.2 |
|
| 1934 |
1934
McGowan Group Asset Management
Dallas,
Texas
| US$5.83億 | -US$3794萬 | -6% | 6.25% | 69.8% | 104 | 9.62% | 1.9 |
|
| 1935 |
1935
Twin Securities
New York
| US$5.83億 | -US$9713萬 | -14% | 5.09% | 506% | 22 | 50% | 0.5 |
|
| 1936 |
1936
TRUE Private Wealth Advisors
Salem,
Oregon
| US$5.82億 | +US$541萬 | +0.9% | 0.22% | 89.2% | 236 | 11.44% | 1.2 |
|
| 1937 |
LM
1937
Lasry Marc
| US$5.82億 | +US$6107萬 | +12% | 0.87% | 14.8% | 13 | 15.38% | 1.2 |
|
| 1938 |
1938
Sofinnova Investments
Menlo Park,
California
| US$5.82億 | – | – | 35.6% | 450% | 54 | – | 0 |
|
| 1939 |
AAM
1939
AO Asset Management
New York
| US$5.82億 | +US$1.98億 | +52% | 14.1% | 127% | 41 | 48.78% | 0.6 |
|
| 1940 |
1940
Hengistbury Investment Partners
London,
United Kingdom
| US$5.8億 | +US$1.35億 | +30% | 3.22% | 108% | 5 | 40% | 1.5 |
|
| 1941 |
1941
Evensky & Katz
Coral Gables,
Florida
| US$5.8億 | -US$2885萬 | -5% | 1.6% | 61.1% | 64 | 21.88% | 3.2 |
|
| 1942 |
1942
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$5.8億 | -US$1266萬 | -2% | 4.94% | 113% | 25 | 0% | 3 |
|
| 1943 |
PFMOSF
1943
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$5.79億 | -US$9843萬 | -15% | 0.37% | 209% | 56 | 57.14% | 0.7 |
|
| 1944 |
1944
AdvicePeriod
Los Angeles,
California
| US$5.78億 | +US$5250萬 | +10% | 1.25% | 31.5% | 70 | 5.71% | 0.2 |
|
| 1945 |
1945
Vicus Capital
State College,
Pennsylvania
| US$5.78億 | +US$484萬 | +0.8% | 1.25% | 67% | 246 | 13.82% | 2.4 |
|
| 1946 |
1946
Osborn Williams & Donohoe
Cincinnati,
Ohio
| US$5.78億 | -US$565萬 | -1% | 1.36% | 23.7% | 240 | 9.17% | 3.4 |
|
| 1947 |
1947
GenTrust
Miami,
Florida
| US$5.78億 | +US$1942萬 | +3% | 1.2% | 58.9% | 88 | 6.82% | 1.1 |
|
| 1948 |
1948
LBMC Investment Advisors
Brentwood,
Tennessee
| US$5.78億 | -US$3549萬 | -6% | 1.49% | 52.8% | 90 | 8.89% | 3 |
|
| 1949 |
1949
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$5.77億 | -US$1952萬 | -3% | 0.46% | 76% | 112 | 11.61% | 3.2 |
|
| 1950 |
1950
Summit Equities
Parsippany,
New Jersey
| US$5.75億 | -US$1136萬 | -2% | 1.42% | 40.7% | 42 | 23.81% | 1.9 |
|