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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
AlphaStar Capital Management
Cornelius,
North Carolina
| US$13.6億 | +US$2.03億 | +17% | 1.54% | 69.5% | 263 | 31.56% | 2.1 |
|
| 1952 |
1952
Van Hulzen Asset Management
El Dorado Hills,
California
| US$13.6億 | +US$1697萬 | +1% | 2.2% | 93% | 360 | 12.22% | 3.9 |
|
| 1953 |
1953
Teewinot Capital Advisers
New York
| US$13.6億 | +US$7572萬 | +6% | 8.53% | 149% | 37 | 24.32% | 3.1 |
|
| 1954 |
1954
ADAR1 Capital Management
Austin,
Texas
| US$13.6億 | +US$2.97億 | +28% | 43.3% | – | 305 | 40.98% | 0.7 |
|
| 1955 |
1955
Prelude Capital Management
New York
| US$13.6億 | +US$7759萬 | +6% | 9.53% | 198% | 1,633 | 54.32% | 0.7 |
|
| 1956 |
1956
Redmile Group
San Francisco,
California
| US$13.6億 | +US$3.3億 | +32% | 50.7% | 777% | 43 | 27.91% | 4.6 |
|
| 1957 |
1957
Paradigm Operations
San Francisco,
California
| US$13.6億 | -US$5.08億 | -27% | 29.3% | 230% | 3 | 33.33% | 1.5 |
|
| 1958 |
1958
Strategy Capital
Los Altos,
California
| US$13.6億 | -US$1.56億 | -10% | 3.3% | 371% | 11 | 9.09% | 3.6 |
|
| 1959 |
1959
Steelhead Partners
Seattle,
Washington
| US$13.5億 | -US$3.12億 | -19% | 0.01% | 0.58% | 25 | 8% | 1.2 |
|
| 1960 |
1960
Ethos Financial Group
King Of Prussia,
Pennsylvania
| US$13.5億 | +US$7934萬 | +6% | 2.37% | 66.6% | 587 | 22.32% | 1.2 |
|
| 1961 |
1SP
1961
140 Summer Partners
New York
| US$13.5億 | +US$2.02億 | +18% | 7.18% | 202% | 27 | 40.74% | 0.9 |
|
| 1962 |
1962
DLD Asset Management
New York
| US$13.5億 | -US$3193萬 | -2% | 1.27% | 10.1% | 568 | 72.54% | 0.2 |
|
| 1963 |
1963
Recurrent Investment Advisors
Houston,
Texas
| US$13.5億 | +US$4819萬 | +4% | 0.77% | 99.7% | 73 | 15.07% | 3.3 |
|
| 1964 |
NEWAS
1964
N.E.W. Advisory Services
De Pere,
Wisconsin
| US$13.5億 | +US$2.33億 | +21% | 1.72% | 56% | 933 | 14.36% | 1.3 |
|
| 1965 |
1965
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$13.5億 | +US$4328萬 | +3% | 2.89% | 134% | 488 | 20.08% | 2.2 |
|
| 1966 |
1966
WBH Advisory
Baltimore,
Maryland
| US$13.5億 | +US$4079萬 | +3% | 1.92% | 64.5% | 352 | 5.11% | 6.4 |
|
| 1967 |
1967
Cantor Fitzgerald Investment Advisors
New York
| US$13.5億 | -US$1.21億 | -8% | 2.07% | 73.4% | 199 | 10.55% | 3.8 |
|
| 1968 |
1968
Counterpoint Mutual Funds
San Diego,
California
| US$13.5億 | +US$8358萬 | +7% | 0.99% | 74.3% | 533 | 76.74% | 0.2 |
|
| 1969 |
1969
Alua Capital Management
New York
| US$13.5億 | -US$9936萬 | -7% | 0.29% | 46.7% | 23 | 34.78% | 1.4 |
|
| 1970 |
1970
Abrams Bison Investments
Bethesda,
Maryland
| US$13.5億 | +US$7323萬 | +6% | 4.48% | 170% | 10 | 10% | 2.7 |
|
| 1971 |
1971
Austin Private Wealth
Austin,
Texas
| US$13.5億 | +US$2705萬 | +2% | 2.01% | 62.4% | 331 | 15.11% | 2.6 |
|
| 1972 |
1972
Liberty 77 Capital
Washington,
District of Columbia
| US$13.5億 | +US$1.28億 | +11% | 13% | – | 4 | 0% | 0.8 |
|
| 1973 |
1973
Elequin Capital
New York
| US$13.5億 | -US$5億 | -27% | 4.02% | 63.5% | 450 | 76.22% | 0.2 |
|
| 1974 |
1974
Heck Capital Advisors
Rhinelander,
Wisconsin
| US$13.4億 | +US$4889萬 | +4% | 1.57% | 67% | 223 | 17.49% | 3.1 |
|
| 1975 |
1975
Coastal Bridge Advisors
Westport,
Connecticut
| US$13.4億 | +US$2115萬 | +2% | 4.05% | 88.1% | 490 | 12.45% | 2.2 |
|