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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
AL
1976
Agran Libbie
Santa Monica,
California
| US$3.8億 | +US$3541萬 | +10% | 8.43% | 27.5% | 118 | 10.17% | 0.4 |
|
| 1977 |
1977
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$3.79億 | +US$2746萬 | +8% | 8.99% | 80.2% | 138 | 5.8% | 0.5 |
|
| 1978 |
1978
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$3.79億 | +US$736萬 | +2% | 6.57% | 76% | 139 | 7.91% | 0.5 |
|
| 1979 |
1979
Shelter Mutual Insurance
Columbia,
Missouri
| US$3.78億 | +US$2796萬 | +8% | 8.41% | 51.2% | 49 | 0% | 0.5 |
|
| 1980 |
1980
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| US$3.77億 | +US$1595萬 | +4% | 15.3% | 309% | 150 | 36.67% | 0.3 |
|
| 1981 |
1981
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$3.77億 | +US$1552萬 | +4% | 5.62% | 34.2% | 42 | 7.14% | 0.5 |
|
| 1982 |
1982
Harvey Investment Company
Louisville,
Kentucky
| US$3.77億 | +US$2374萬 | +7% | 8.55% | 56.4% | 92 | 11.96% | 0.5 |
|
| 1983 |
1983
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$3.76億 | +US$3149萬 | +9% | 8.43% | 34% | 94 | 9.57% | 0.4 |
|
| 1984 |
VAM
1984
Visionary Asset Management
Houston,
Texas
| US$3.76億 | +US$6360萬 | +20% | 10.5% | 31.9% | 127 | 69.29% | 0.2 |
|
| 1985 |
1985
Gradient Investments
Arden Hills,
Minnesota
| US$3.76億 | +US$5862萬 | +18% | 3.93% | 67.6% | 735 | 45.58% | 0.3 |
|
| 1986 |
PAM
1986
Premier Asset Management
Chicago,
Illinois
| US$3.76億 | +US$2903萬 | +8% | 13.9% | 104% | 97 | 10.31% | 0.2 |
|
| 1987 |
1987
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$3.75億 | +US$1520萬 | +4% | 10.9% | 96% | 150 | 31.33% | 0.4 |
|
| 1988 |
1988
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| US$3.75億 | +US$2398萬 | +7% | 13.3% | 26.9% | 210 | 28.57% | 0.4 |
|
| 1989 |
1989
Algert Global
San Francisco,
California
| US$3.74億 | +US$2619萬 | +8% | 14% | 194% | 420 | 38.1% | 0.3 |
|
| 1990 |
1990
Knightsbridge Asset Management
Newport Beach,
California
| US$3.73億 | -US$2541萬 | -6% | 10.8% | 150% | 48 | 14.58% | 0.4 |
|
| 1991 |
1991
Carnegie Investment Counsel
Pepper Pike,
Ohio
| US$3.73億 | +US$4838萬 | +15% | 8.89% | 112% | 215 | 9.3% | 0.4 |
|
| 1992 |
1992
YHB Investment Advisors
West Hartford,
Connecticut
| US$3.73億 | +US$3461萬 | +10% | 9.87% | 96.2% | 148 | 4.73% | 0.5 |
|
| 1993 |
1993
Solus Alternative Asset Management
Summit,
New Jersey
| US$3.73億 | +US$5474萬 | +17% | 10.3% | 79.3% | 11 | 27.27% | 0.4 |
|
| 1994 |
LCM
1994
Lomas Capital Management
New York
| US$3.72億 | +US$3880萬 | +12% | 16.6% | 66.3% | 52 | 61.54% | 0.3 |
|
| 1995 |
GPCM
1995
Greenbrier Partners Capital Management
Dallas,
Texas
| US$3.71億 | +US$4496萬 | +14% | 11.4% | 96.1% | 24 | 8.33% | 0.5 |
|
| 1996 |
1996
FSI Group
Cincinnati,
Ohio
| US$3.71億 | +US$1.04億 | +39% | 10.8% | 44.1% | 74 | 31.08% | 0.4 |
|
| 1997 |
1997
Altai Capital Management
West Hollywood,
California
| US$3.71億 | +US$6919萬 | +23% | 44.8% | 24.9% | 11 | 63.64% | 0.3 |
|
| 1998 |
1998
Sector Gamma AS
Oslo,
Norway
| US$3.71億 | -US$1912萬 | -5% | 9.41% | 35.3% | 41 | 39.02% | 0.4 |
|
| 1999 |
OIM
1999
Opus Investment Management
Worcester,
Massachusetts
| US$3.7億 | -US$7103萬 | -16% | 5.36% | 52.8% | 76 | 1.32% | 0.5 |
|
| 2000 |
2000
Aureus Asset Management
Boston,
Massachusetts
| US$3.69億 | +US$7690萬 | +26% | 11.9% | 93.9% | 150 | 35.33% | 0.3 |
|