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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 |
1976
S&T Bank
Indiana,
Pennsylvania
| US$5.61億 | -US$2879萬 | -5% | 1.74% | 193% | 101 | 18.81% | 3 |
|
| 1977 |
1977
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$5.61億 | -US$1670萬 | -3% | 1.3% | 127% | 503 | 15.31% | 2.8 |
|
| 1978 |
1978
Aisling Capital
New York
| US$5.61億 | +US$5492萬 | +11% | 22.2% | 386% | 12 | 16.67% | 3.1 |
|
| 1979 |
NM
1979
Newtyn Management
New York
| US$5.6億 | -US$9386萬 | -14% | 4.01% | 52% | 28 | 35.71% | 0.9 |
|
| 1980 |
1980
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$5.59億 | +US$761萬 | +1% | 1.33% | 46.2% | 27 | 14.81% | 2.3 |
|
| 1981 |
1981
BBR Partners
New York
| US$5.59億 | +US$2604萬 | +5% | 1.76% | 63.4% | 106 | 44.34% | 1.4 |
|
| 1982 |
1982
Middleton & Co
Boston,
Massachusetts
| US$5.59億 | -US$3728萬 | -6% | 1.93% | 81.8% | 161 | 9.32% | 3.4 |
|
| 1983 |
1983
Capital International
Los Angeles,
California
| US$5.58億 | +US$3086萬 | +6% | 3.06% | 147% | 179 | 17.88% | 2 |
|
| 1984 |
1984
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$5.58億 | -US$52.3萬 | -0.1% | 0.36% | 121% | 189 | 11.64% | 2.8 |
|
| 1985 |
1985
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$5.56億 | -US$1.53億 | -22% | 3.66% | 36.9% | 236 | 27.97% | 2 |
|
| 1986 |
VOAM
1986
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| US$5.56億 | -US$3065萬 | -5% | 1.03% | 107% | 163 | 41.72% | 1 |
|
| 1987 |
1987
Signet Financial Management
Parsippany,
New Jersey
| US$5.56億 | +US$1895萬 | +4% | 2.11% | 65.2% | 951 | 77.71% | 0.4 |
|
| 1988 |
WDA
1988
Wendell David Associates
Portsmouth,
New Hampshire
| US$5.55億 | -US$2849萬 | -5% | 1.24% | 58.7% | 158 | 4.43% | 3.8 |
|
| 1989 |
1989
Sector Gamma AS
Oslo,
Norway
| US$5.55億 | -US$4008萬 | -7% | 2.5% | 35.3% | 41 | 39.02% | 1.8 |
|
| 1990 |
1990
Asia Research & Capital Management
Hong Kong
| US$5.55億 | +US$5.51億 | +16,280% | 2.41% | – | 5 | 80% | 0.1 |
|
| 1991 |
1991
PM Capital
Sydney,
Australia
| US$5.54億 | -US$249萬 | -0.4% | 0.04% | 105% | 27 | 18.52% | 2.6 |
|
| 1992 |
AH
1992
Allen Holding
New York
| US$5.54億 | +US$1601萬 | +3% | 4.22% | 185% | 11 | 18.18% | 3.5 |
|
| 1993 |
1993
Astor Investment Management
Chicago,
Illinois
| US$5.54億 | -US$203萬 | -0.4% | 0.33% | 23.3% | 47 | 19.15% | 1.7 |
|
| 1994 |
AAM
1994
Autus Asset Management
Scottsdale,
Arizona
| US$5.53億 | +US$476萬 | +0.9% | 0.69% | 26.3% | 154 | 6.49% | 3.5 |
|
| 1995 |
1995
Howe & Rusling
Rochester,
New York
| US$5.52億 | +US$226萬 | +0.4% | 1.59% | 82% | 1,044 | 25.1% | 2.3 |
|
| 1996 |
1996
Sound Point Capital Management
New York
| US$5.52億 | +US$5723萬 | +12% | 13.6% | 61.5% | 43 | 53.49% | 0.8 |
|
| 1997 |
1997
Garde Capital
Seattle,
Washington
| US$5.51億 | +US$2018萬 | +4% | 0.88% | 67.6% | 174 | 9.2% | 2 |
|
| 1998 |
1998
Randolph Company
Cincinnati,
Ohio
| US$5.5億 | -US$3782萬 | -6% | 1.01% | 127% | 45 | 22.22% | 1.5 |
|
| 1999 |
1999
Planning Alternatives
Birmingham,
Michigan
| US$5.5億 | -US$995萬 | -2% | 1.13% | 69.6% | 54 | 31.48% | 4 |
|
| 2000 |
2000
Pekin Hardy Strauss
Chicago,
Illinois
| US$5.5億 | +US$206萬 | +0.4% | 1.52% | 105% | 201 | 11.94% | 3 |
|