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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Central Securities
New York
| US$9.44億 | -US$2711萬 | -3% | 0.03% | 101% | 34 | 11.76% | 5.4 |
|
| 1952 |
1952
Northcape Capital
Sydney,
Australia
| US$9.43億 | -US$1846萬 | -2% | 2.85% | – | 26 | 7.69% | 2.4 |
|
| 1953 |
1953
Ironvine Capital Partners
Omaha,
Nebraska
| US$9.42億 | +US$2871萬 | +3% | 2.68% | 58.8% | 55 | 1.82% | 2.8 |
|
| 1954 |
1954
MHR Fund Management
New York
| US$9.41億 | -US$1.62億 | -15% | 12.1% | 332% | 36 | 22.22% | 1.5 |
|
| 1955 |
1955
Crescent Grove Advisors
Lake Forest,
Illinois
| US$9.41億 | -US$978萬 | -1% | 3.52% | 64.1% | 298 | 22.15% | 1.8 |
|
| 1956 |
1956
Carlson Capital Management
Northfield,
Minnesota
| US$9.4億 | +US$2.31億 | +33% | 0.86% | 9.85% | 170 | 9.41% | 3.4 |
|
| 1957 |
1957
Jaffetilchin Investment Partners
Tampa,
Florida
| US$9.4億 | -US$5.08億 | -35% | 0.34% | 88.1% | 414 | 23.19% | 1.5 |
|
| 1958 |
CWM
1958
Cornerstone Wealth Management
St. Peters,
Missouri
| US$9.4億 | -US$1016萬 | -1% | 0.42% | 77.5% | 498 | 13.86% | 2.7 |
|
| 1959 |
1959
Condor Capital Management
Martinsville,
New Jersey
| US$9.39億 | +US$3347萬 | +4% | 0.71% | 64.8% | 355 | 14.93% | 2.7 |
|
| 1960 |
1960
Forward Management
San Francisco,
California
| US$9.36億 | +US$2852萬 | +3% | 0.11% | 36.9% | 28 | 50% | 2 |
|
| 1961 |
1961
Accenture
Dublin,
Ireland
| US$9.36億 | +US$1942萬 | +2% | 1.7% | – | 2 | 50% | 0.4 |
|
| 1962 |
NTCM
1962
Nine Ten Capital Management
Chicago,
Illinois
| US$9.35億 | +US$528萬 | +0.6% | 5.85% | 150% | 11 | 9.09% | 2.6 |
|
| 1963 |
1963
Alpine Woods Capital Investors
Purchase,
New York
| US$9.35億 | -US$3021萬 | -3% | 1.91% | 105% | 236 | 11.44% | 3.6 |
|
| 1964 |
1964
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| US$9.35億 | -US$2.16億 | -19% | 1.2% | 25.1% | 7 | 14.29% | 4.2 |
|
| 1965 |
1965
Middleton & Co
Boston,
Massachusetts
| US$9.34億 | +US$1161萬 | +1% | 1.72% | 81.8% | 164 | 9.15% | 5.3 |
|
| 1966 |
1966
Lake Street Advisors Group
Portsmouth,
New Hampshire
| US$9.34億 | -US$4.2億 | -31% | 1.51% | 16% | 442 | 73.98% | 1.3 |
|
| 1967 |
1967
Oldfield Partners
London,
United Kingdom
| US$9.34億 | -US$4574萬 | -5% | 2.86% | 98% | 22 | 0% | 5.1 |
|
| 1968 |
1968
Cassaday & Co
Mclean,
Virginia
| US$9.33億 | +US$5920萬 | +7% | 0.04% | 62.7% | 35 | 0% | 4.9 |
|
| 1969 |
1969
Gratus Capital
Atlanta,
Georgia
| US$9.31億 | +US$3008萬 | +3% | 0.89% | 51.4% | 195 | 8.21% | 3.4 |
|
| 1970 |
1970
Bowie Capital Management
Richardson,
Texas
| US$9.31億 | +US$1.29億 | +16% | 2.18% | 32.5% | 45 | 24.44% | 2.1 |
|
| 1971 |
1971
Flagship Harbor Advisors
Boston,
Massachusetts
| US$9.31億 | -US$152萬 | -0.2% | 1.63% | 75.7% | 633 | 1.58% | 3 |
|
| 1972 |
1972
Main Management
San Francisco,
California
| US$9.3億 | -US$124萬 | -0.1% | 1.71% | 64.1% | 138 | 5.8% | 2.9 |
|
| 1973 |
1973
Great Mountain Partners
New Haven,
Connecticut
| US$9.29億 | -US$3.39億 | -27% | 26.7% | 98.7% | 1 | 0% | 1.3 |
|
| 1974 |
1974
IFG Advisory
Atlanta,
Georgia
| US$9.28億 | +US$2895萬 | +3% | 1% | 76.3% | 492 | 6.91% | 2.1 |
|
| 1975 |
1975
Mark Asset Management
New York
| US$9.27億 | +US$1.14億 | +14% | 6.75% | 325% | 60 | 35% | 1.9 |
|