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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
Fund Evaluation Group
Cincinnati,
Ohio
| US$7.8億 | -US$4783萬 | -6% | 4.37% | 58.7% | 29 | 20.69% | 2.6 |
|
| 1977 |
1977
Nalanda India Equity Fund
Mauritius
| US$7.8億 | +US$3025萬 | +4% | 4.05% | 13.6% | 2 | 0% | 3.4 |
|
| 1978 |
1978
Anchorage Capital Group
New York
| US$7.8億 | -US$3.41億 | -30% | 9.38% | 24.9% | 20 | 5% | 1.6 |
|
| 1979 |
1979
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$7.8億 | +US$6363萬 | +9% | 9.02% | 65.6% | 126 | 21.43% | 1.2 |
|
| 1980 |
1980
Wealthquest
Cincinnati,
Ohio
| US$7.77億 | +US$6196萬 | +9% | 7.47% | 52.1% | 132 | 15.15% | 3.5 |
|
| 1981 |
1981
Inspire Investing
Meridian,
Idaho
| US$7.77億 | +US$6928萬 | +10% | 8.85% | 107% | 776 | 7.09% | 1.7 |
|
| 1982 |
1982
Stokes Family Office
New Orleans,
Louisiana
| US$7.77億 | +US$7603萬 | +11% | 9.96% | 68.1% | 304 | 20.07% | 1.8 |
|
| 1983 |
1983
Invictus Private Wealth
Denver,
Colorado
| US$7.76億 | – | – | 5.68% | 84.2% | 89 | – | 0 |
|
| 1984 |
1984
Harvey Investment Company
Louisville,
Kentucky
| US$7.75億 | +US$8574萬 | +12% | 13.7% | 56.4% | 92 | 3.26% | 7 |
|
| 1985 |
1985
Bath Savings Trust
Bath,
Maine
| US$7.75億 | +US$5603萬 | +8% | 10.2% | 57.8% | 158 | 8.23% | 5.6 |
|
| 1986 |
1986
Central Securities
New York
| US$7.74億 | +US$6448萬 | +9% | 11.6% | 101% | 27 | 3.7% | 6.5 |
|
| 1987 |
1987
Gladstone Capital Management
London,
United Kingdom
| US$7.73億 | +US$6078萬 | +9% | 6.53% | 327% | 15 | 40% | 1.8 |
|
| 1988 |
1988
Bernzott Capital Advisors
Camarillo,
California
| US$7.73億 | +US$4828萬 | +7% | 13.2% | 46.2% | 53 | 7.55% | 3.5 |
|
| 1989 |
1989
Ironvine Capital Partners
Omaha,
Nebraska
| US$7.72億 | +US$2729萬 | +4% | 7.03% | 58.8% | 51 | 3.92% | 4 |
|
| 1990 |
1990
Twin Capital Management
Mcmurray,
Pennsylvania
| US$7.72億 | +US$3181萬 | +4% | 8.6% | 132% | 315 | 16.83% | 3.2 |
|
| 1991 |
1991
Voya Financial Advisors
Windsor,
Connecticut
| US$7.69億 | -US$427萬 | -0.6% | 6.36% | 44.8% | 253 | 13.04% | 4.8 |
|
| 1992 |
1992
Unison Advisors
Washington,
District of Columbia
| US$7.68億 | +US$2.28億 | +42% | 11.7% | 57.8% | 185 | 3.78% | 2.5 |
|
| 1993 |
1993
Jacobs & Co
San Francisco,
California
| US$7.68億 | +US$7268萬 | +10% | 11.2% | 105% | 128 | 7.81% | 6.3 |
|
| 1994 |
1994
Crestview Partners II
New York
| US$7.68億 | +US$3820萬 | +5% | 14.4% | 157% | 3 | 0% | 4.2 |
|
| 1995 |
1995
First Nebraska Trust
Lincoln,
Nebraska
| US$7.67億 | +US$6952萬 | +10% | 10.4% | 76.9% | 172 | 9.88% | 5.5 |
|
| 1996 |
1996
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$7.67億 | +US$4300萬 | +6% | 6.06% | 49.7% | 173 | 17.92% | 3.8 |
|
| 1997 |
1997
Applied Finance Capital Management
San Juan,
Puerto Rico
| US$7.67億 | – | – | 11.5% | 106% | 70 | – | 0 |
|
| 1998 |
1998
Willis Johnson & Associates
Houston,
Texas
| US$7.67億 | +US$8021萬 | +12% | 8.08% | 55.9% | 123 | 21.95% | 1.2 |
|
| 1999 |
1999
Kontiki Capital Management (HK)
Hong Kong
| US$7.66億 | -US$5433萬 | -7% | 0.35% | 90.6% | 7 | 14.29% | 3 |
|
| 2000 |
2000
Verity & Verity
Beaufort,
South Carolina
| US$7.66億 | +US$1.45億 | +23% | 14.8% | 90.4% | 132 | 30.3% | 4 |
|