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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
Goodnow Investment Group
Darien,
Connecticut
| US$9.46億 | -US$2.37億 | -20% | 18.1% | 131% | 22 | 13.64% | 3.5 |
|
| 1952 |
1952
American Assets Investment Management
San Diego,
California
| US$9.45億 | +US$1663萬 | +2% | 2.49% | 520% | 182 | 6.59% | 3.7 |
|
| 1953 |
1953
Baldwin Wealth Partners
Marion,
Massachusetts
| US$9.44億 | -US$5619萬 | -6% | 5.15% | 94.5% | 707 | 14.99% | 3.7 |
|
| 1954 |
1954
Van Hulzen Asset Management
El Dorado Hills,
California
| US$9.43億 | +US$2853萬 | +3% | 2.79% | 86.3% | 331 | 15.11% | 2.5 |
|
| 1955 |
1955
NewSquare Capital
Newtown Square,
Pennsylvania
| US$9.43億 | -US$89.8萬 | -0.1% | 0.96% | 82.5% | 485 | 37.11% | 2.7 |
|
| 1956 |
SIMS
1956
SPT Invest Management Sarl
Contern,
Luxembourg
| US$9.43億 | -US$6956萬 | -7% | 6.66% | – | 2 | 0% | 1.1 |
|
| 1957 |
1957
Vitruvian Partners
London,
United Kingdom
| US$9.42億 | -US$9.8億 | -51% | 35.4% | 96.9% | 8 | 0% | 1 |
|
| 1958 |
1958
Central Securities
New York
| US$9.42億 | -US$6521萬 | -6% | 0.78% | 101% | 32 | 6.25% | 5.5 |
|
| 1959 |
1959
BRR OpCo
Columbus,
Ohio
| US$9.41億 | +US$1756萬 | +2% | 2.98% | 23.6% | 232 | 15.52% | 3.5 |
|
| 1960 |
1960
Capital Asset Advisory Services
Williamston,
Michigan
| US$9.4億 | -US$236萬 | -0.3% | 3.76% | 56.8% | 648 | 20.52% | 1.9 |
|
| 1961 |
1961
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$9.4億 | -US$4932萬 | -5% | 4.73% | 68.6% | 187 | 4.81% | 6.1 |
|
| 1962 |
1962
Atalaya Capital Management
New York
| US$9.4億 | -US$8012萬 | -8% | 2.87% | 7.46% | 444 | 12.61% | 0.6 |
|
| 1963 |
1963
Charles-Lim Capital
Central,
Hong Kong
| US$9.39億 | -US$3.59億 | -28% | 27.4% | 4.44% | 11 | 45.45% | 1.6 |
|
| 1964 |
1964
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$9.39億 | -US$1692萬 | -2% | 4.02% | 28.2% | 164 | 9.76% | 4 |
|
| 1965 |
1965
TCV Trust & Wealth Management
Richmond,
Virginia
| US$9.38億 | -US$6525萬 | -7% | 4.95% | 75.3% | 232 | 22.41% | 5 |
|
| 1966 |
1966
Novare Capital Management
Charlotte,
North Carolina
| US$9.38億 | -US$4827萬 | -5% | 4.32% | 87.5% | 186 | 19.89% | 3.4 |
|
| 1967 |
1967
Middleton & Co
Boston,
Massachusetts
| US$9.37億 | -US$8949萬 | -9% | 6.82% | 81.8% | 168 | 8.33% | 5.5 |
|
| 1968 |
1968
BDO Wealth Advisors
Jacksonville,
Florida
| US$9.37億 | -US$834萬 | -0.9% | 4.28% | 38.3% | 1,172 | 8.79% | 2.2 |
|
| 1969 |
1969
Invenomic Capital Management
Boston,
Massachusetts
| US$9.37億 | +US$4.69億 | +100% | 5.45% | 6.61% | 195 | 48.21% | 0.6 |
|
| 1970 |
1970
Hilton Capital Management
Garden City,
New York
| US$9.35億 | -US$1.52億 | -14% | 3.12% | 59.4% | 148 | 29.05% | 1.7 |
|
| 1971 |
1971
BerganKDV Wealth Management
Bloomington,
Minnesota
| US$9.35億 | -US$2252萬 | -2% | 4.34% | 27.9% | 1,137 | 12.66% | 2.7 |
|
| 1972 |
1972
WFM Asia
Road Town, Tortola,
British Virgin Islands
| US$9.35億 | -US$1.95億 | -17% | 30% | 89.9% | 10 | 20% | 1.9 |
|
| 1973 |
1973
EJF Capital
Arlington,
Virginia
| US$9.35億 | -US$1.88億 | -17% | 1.89% | 127% | 308 | 67.86% | 1.4 |
|
| 1974 |
1974
Himension Capital (Singapore)
Singapore
| US$9.34億 | -US$3.73億 | -29% | 29.3% | 492% | 16 | 25% | 0.8 |
|
| 1975 |
VC
1975
Vision Capital
Toronto,
Ontario, Canada
| US$9.34億 | +US$4.79億 | +105% | 8.34% | 19.8% | 18 | 55.56% | 0.7 |
|