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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
Duality Advisers
Miami,
Florida
| US$9.32億 | +US$816萬 | +0.9% | 7.72% | 18.3% | 879 | 77.93% | 0.2 |
|
| 1977 |
1977
MGO One Seven
Beachwood,
Ohio
| US$9.3億 | -US$3368萬 | -3% | 3.56% | 98.8% | 737 | 18.32% | 2 |
|
| 1978 |
1978
First Trust Capital Management
Chicago,
Illinois
| US$9.3億 | +US$3.6億 | +63% | 5.92% | 215% | 320 | 44.06% | 0.5 |
|
| 1979 |
1979
SP Asset Management
Cupertino,
California
| US$9.29億 | -US$7082萬 | -7% | 8.82% | 112% | 128 | 3.91% | 2.4 |
|
| 1980 |
1980
Ashford Capital Management
Wilmington,
Delaware
| US$9.28億 | -US$7435萬 | -7% | 7.49% | 150% | 115 | 20.87% | 3.8 |
|
| 1981 |
1981
Twin Capital Management
Mcmurray,
Pennsylvania
| US$9.28億 | -US$7085萬 | -7% | 2.7% | 148% | 303 | 17.16% | 3.2 |
|
| 1982 |
1982
Lavaca Capital
Houston,
Texas
| US$9.28億 | +US$1.49億 | +19% | 5.84% | 46.5% | 205 | 34.63% | 1.2 |
|
| 1983 |
1983
Ironvine Capital Partners
Omaha,
Nebraska
| US$9.27億 | -US$4743萬 | -5% | 7.18% | 58.8% | 56 | 5.36% | 3.3 |
|
| 1984 |
1984
Southernsun Asset Management
Memphis,
Tennessee
| US$9.27億 | -US$7308萬 | -7% | 1.25% | 54.6% | 35 | 17.14% | 5.1 |
|
| 1985 |
1985
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$9.26億 | +US$2016萬 | +2% | 1.22% | 96.6% | 1,138 | 18.63% | 1.6 |
|
| 1986 |
1986
Quantitative Investment Management
Charlottesville,
Virginia
| US$9.25億 | +US$2.13億 | +30% | 1.64% | 24.6% | 355 | 80.85% | 0.2 |
|
| 1987 |
1987
Meristem Family Wealth
Minnetonka,
Minnesota
| US$9.25億 | -US$2.42億 | -21% | 4.06% | 67.7% | 399 | 18.05% | 2.7 |
|
| 1988 |
1988
McDaniel Terry & Co
Austin,
Texas
| US$9.25億 | -US$7322萬 | -7% | 6.55% | 76.6% | 112 | 25% | 4.2 |
|
| 1989 |
NTCM
1989
Nut Tree Capital Management
New York
| US$9.24億 | +US$4.07億 | +79% | 9.02% | 101% | 13 | 30.77% | 1.1 |
|
| 1990 |
1990
Pelham Capital
London,
United Kingdom
| US$9.23億 | -US$8.41億 | -48% | 22.5% | 138% | 14 | 21.43% | 1.1 |
|
| 1991 |
1991
Beese Fulmer Investment Management
Canton,
Ohio
| US$9.23億 | -US$3871萬 | -4% | 1.53% | 124% | 252 | 10.71% | 4.7 |
|
| 1992 |
1992
Ghisallo Capital Management
Boston,
Massachusetts
| US$9.23億 | -US$11億 | -54% | 7.2% | 122% | 457 | 39.82% | 0.6 |
|
| 1993 |
1993
Executive Wealth Management
Brighton,
Michigan
| US$9.22億 | -US$8298萬 | -8% | 5.48% | 18.4% | 213 | 18.31% | 2 |
|
| 1994 |
1994
StrategIQ Financial Group
Merrillville,
Indiana
| US$9.21億 | -US$7682萬 | -8% | 5.67% | 12.6% | 308 | 8.12% | 2.9 |
|
| 1995 |
1995
Oldfield Partners
London,
United Kingdom
| US$9.2億 | +US$1.5億 | +19% | 11.3% | 98% | 23 | 17.39% | 4.9 |
|
| 1996 |
1996
Mount Yale Investment Advisors
Denver,
Colorado
| US$9.2億 | -US$4213萬 | -4% | 4.25% | 92.1% | 508 | 19.29% | 1.9 |
|
| 1997 |
1997
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$9.19億 | +US$7451萬 | +9% | 2.65% | 75.7% | 891 | 14.93% | 2.2 |
|
| 1998 |
1998
Journey Strategic Wealth
Summit,
New Jersey
| US$9.17億 | -US$4353萬 | -5% | 0.62% | 62.2% | 246 | 39.43% | 0.2 |
|
| 1999 |
1999
RWC Asset Advisors
Miami,
Florida
| US$9.16億 | +US$8945萬 | +11% | 22.4% | 267% | 14 | 50% | 1.6 |
|
| 2000 |
RPGK
2000
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$9.15億 | -US$1.19億 | -12% | 4.39% | 54.7% | 118 | 16.95% | 2.9 |
|