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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 |
FFH
1976
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| US$11億 | -US$8335萬 | -7% | 0.13% | 70.7% | 40 | 27.5% | 4.3 |
|
| 1977 |
BCM
1977
Bares Capital Management
Austin,
Texas
| US$11億 | -US$9.8億 | -47% | 8.65% | 138% | 31 | 35.48% | 4.7 |
|
| 1978 |
1978
Technology Crossover Management X
Menlo Park,
California
| US$10.9億 | +US$8148萬 | +8% | 8.77% | 72.2% | 6 | 0% | 3.3 |
|
| 1979 |
1979
TritonPoint Wealth
Chevy Chase,
Maryland
| US$10.9億 | +US$5549萬 | +5% | 6.29% | 92.7% | 343 | 11.08% | 0.6 |
|
| 1980 |
1980
Leo Wealth LLC
Hurst,
Texas
| US$10.9億 | +US$1.14億 | +12% | 7.48% | – | 371 | 16.71% | 0.6 |
|
| 1981 |
1981
Ledyard National Bank
| US$10.9億 | +US$6366萬 | +6% | 7.02% | 80.7% | 224 | 8.48% | 6.7 |
|
| 1982 |
1982
1607 Capital Partners
Richmond,
Virginia
| US$10.9億 | -US$2300萬 | -2% | 5.38% | 28.5% | 147 | 16.33% | 4.2 |
|
| 1983 |
1983
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$10.9億 | +US$5899萬 | +6% | 6.13% | – | 199 | 10.05% | 6.6 |
|
| 1984 |
1984
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$10.9億 | +US$7656萬 | +8% | 7.35% | 68.6% | 212 | 4.72% | 6.7 |
|
| 1985 |
1985
Mark Asset Management
New York
| US$10.9億 | +US$8875萬 | +9% | 6.86% | 325% | 63 | 26.98% | 2.8 |
|
| 1986 |
1986
Main Street Financial Solutions
Newtown,
Pennsylvania
| US$10.9億 | +US$2826萬 | +3% | 7.31% | 75.4% | 588 | 15.99% | 2.3 |
|
| 1987 |
1987
Kintegral Advisory
New York
| US$10.9億 | +US$4734萬 | +5% | 7.26% | 143% | 238 | 0% | 4 |
|
| 1988 |
1988
Nicholas Investment Partners
Rancho Santa Fe,
California
| US$10.9億 | +US$1.26億 | +13% | 11.9% | 397% | 250 | 36.4% | 1.2 |
|
| 1989 |
SL
1989
Sonnipe Ltd
Douglas,
Isle Of Man
| US$10.9億 | +US$1.34億 | +14% | 15.2% | 57.8% | 3 | 0% | 1.8 |
|
| 1990 |
1990
Penn Capital Management
Philadelphia,
Pennsylvania
| US$10.9億 | +US$3501萬 | +3% | 10.1% | 170% | 166 | 24.7% | 2 |
|
| 1991 |
1991
Fusion Family Wealth
Woodbury,
New York
| US$10.9億 | +US$1.04億 | +11% | 6.62% | 62.2% | 43 | 0% | 4.8 |
|
| 1992 |
1992
Founders Financial Securities
Towson,
Maryland
| US$10.8億 | +US$2650萬 | +3% | 6.12% | 71% | 477 | 21.59% | 2.2 |
|
| 1993 |
1993
RWWM Inc
Rocklin,
California
| US$10.8億 | +US$1.62億 | +18% | 18.3% | 40.6% | 21 | 4.76% | 4.8 |
|
| 1994 |
1994
Arrow Financial
Glens Falls,
New York
| US$10.8億 | +US$5637萬 | +5% | 5.89% | 71.1% | 350 | 6.86% | 7.3 |
|
| 1995 |
1995
Hartford Funds Management
Wayne,
Pennsylvania
| US$10.8億 | +US$1353萬 | +1% | 5.36% | 29.5% | 99 | 11.11% | 1.6 |
|
| 1996 |
1996
Simplicity Wealth
Summit,
New Jersey
| US$10.8億 | -US$33.5億 | -76% | 7.07% | 82.2% | 1,268 | 63.25% | 0.7 |
|
| 1997 |
1997
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| US$10.8億 | +US$1.29億 | +14% | 28.1% | 418% | 15 | 6.67% | 2.4 |
|
| 1998 |
1998
Madison Avenue Partners
New York
| US$10.8億 | +US$2.87億 | +36% | 17.8% | 284% | 27 | 33.33% | 1 |
|
| 1999 |
1999
XML Financial
Bethesda,
Maryland
| US$10.8億 | +US$8376萬 | +8% | 6.54% | 77.9% | 359 | 9.19% | 2.9 |
|
| 2000 |
2000
BIT Capital
Berlin,
Germany
| US$10.8億 | -US$2.01億 | -16% | 0.37% | 1,162% | 135 | 43.7% | 0.9 |
|