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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
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$13.1億 | +US$2億 | +18% | 11.6% | 116% | 483 | 23.19% | 2.2 |
|
| 1952 |
1952
Nicholas Investment Partners
Rancho Santa Fe,
California
| US$13.1億 | +US$1.85億 | +16% | 23.9% | 397% | 244 | 26.23% | 1.4 |
|
| 1953 |
1953
a16z Perennial Management
Menlo Park,
California
| US$13.1億 | +US$153萬 | +0.1% | 8.68% | – | 170 | 86.47% | 0.2 |
|
| 1954 |
1954
Governors Lane
New York
| US$13.1億 | +US$2億 | +18% | 9.71% | 133% | 180 | 56.67% | 0.3 |
|
| 1955 |
1955
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$13.1億 | +US$1423萬 | +1% | 6.22% | 87.2% | 130 | 6.15% | 6.6 |
|
| 1956 |
1956
Smith, Moore & Co
Clayton,
Missouri
| US$13.1億 | +US$1.14億 | +10% | 8.01% | 67% | 549 | 11.48% | 4.5 |
|
| 1957 |
MIM
1957
Marco Investment Management
Atlanta,
Georgia
| US$13.1億 | +US$1.07億 | +9% | 10.2% | 131% | 229 | 6.99% | 7.4 |
|
| 1958 |
1958
Cardiff Park Advisors
Carlsbad,
California
| US$13億 | +US$1.44億 | +12% | 9.09% | 99.7% | 395 | 14.18% | 2.7 |
|
| 1959 |
1959
Recurrent Investment Advisors
Houston,
Texas
| US$13億 | +US$6828萬 | +6% | 5.83% | 99.7% | 65 | 3.08% | 3.5 |
|
| 1960 |
1960
Keywise Capital Management (HK)
Hong Kong
| US$13億 | +US$1.15億 | +10% | 25.7% | 684% | 29 | 62.07% | 1.1 |
|
| 1961 |
1961
Penn Capital Management
Philadelphia,
Pennsylvania
| US$13億 | +US$1.45億 | +13% | 17.5% | 170% | 196 | 33.16% | 1.4 |
|
| 1962 |
1962
PFM Health Sciences
San Francisco,
California
| US$13億 | +US$1.26億 | +11% | 12.5% | 241% | 85 | 48.24% | 1.3 |
|
| 1963 |
1963
NBC Securities
Birmingham,
Alabama
| US$13億 | +US$7493萬 | +6% | 8.5% | 93.1% | 2,901 | 20.3% | 0.9 |
|
| 1964 |
1964
Penobscot Investment Management
Boston,
Massachusetts
| US$13億 | +US$1.29億 | +11% | 9.21% | 114% | 323 | 6.19% | 5.8 |
|
| 1965 |
1965
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$13億 | +US$8802萬 | +7% | 7.15% | 90.7% | 746 | 15.01% | 3.5 |
|
| 1966 |
1966
Bouchey Financial Group
Troy,
New York
| US$13億 | +US$9466萬 | +8% | 7.1% | 66.7% | 157 | 12.74% | 3.9 |
|
| 1967 |
1967
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$13億 | +US$1.38億 | +12% | 11.3% | 117% | 194 | 14.43% | 5 |
|
| 1968 |
1968
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$13億 | +US$3.66億 | +39% | 9.11% | 85.4% | 2,832 | 7.91% | 4.2 |
|
| 1969 |
1969
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| US$12.9億 | +US$4.48億 | +53% | 75.2% | 1,119% | 61 | 32.79% | 1.4 |
|
| 1970 |
1970
Heck Capital Advisors
Rhinelander,
Wisconsin
| US$12.9億 | +US$1.3億 | +11% | 7.04% | 67% | 200 | 13.5% | 3.2 |
|
| 1971 |
OHIF
1971
Oriental Harbor Investment Fund
Hong Kong
| US$12.9億 | +US$1.65億 | +15% | 22.5% | – | 18 | 33.33% | 0.5 |
|
| 1972 |
1972
Verus Capital Partners
Scottsdale,
Arizona
| US$12.9億 | +US$1.66億 | +15% | 10.9% | 158% | 437 | 18.54% | 2.7 |
|
| 1973 |
1973
Harbor Capital Advisors
Chicago,
Illinois
| US$12.9億 | -US$10.9億 | -46% | 10.4% | 128% | 1,509 | 19.35% | 1.1 |
|
| 1974 |
1974
Teewinot Capital Advisers
New York
| US$12.9億 | +US$6974萬 | +6% | 13.6% | 149% | 41 | 24.39% | 2.8 |
|
| 1975 |
1975
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$12.9億 | +US$1.1億 | +9% | 6.82% | 62.7% | 453 | 18.76% | 2.9 |
|