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全球頂尖投資人與避險基金的最新股票投資組合

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)
Naples Global Advisors
1976
Naples Global Advisors
Florida
US$12.8億 +US$1.22億 +10% 9% 111% 445 8.09% 5.9
Moss Adams Wealth Advisors
1977
Moss Adams Wealth Advisors
Washington
US$12.8億 +US$1.81億 +16% 7.77% 79.6% 280 18.21% 1.4
Prelude Capital Management
1978
Prelude Capital Management
New York
US$12.8億 +US$2.53億 +25% 18.4% 198% 1,446 55.19% 0.7
RVW Wealth
1979
RVW Wealth
California
US$12.8億 +US$1.03億 +9% 6.85% 65.8% 179 6.7% 3.2
Kimelman & Baird
1980
Kimelman & Baird
New York
US$12.8億 +US$5218萬 +4% 5.53% – 349 14.04% 3.6
Fidelis Capital Partners
1981
Fidelis Capital Partners
Florida
US$12.8億 +US$1.82億 +17% 10.6% 115% 496 11.69% 1.6
SPC Financial Inc
1982
SPC Financial Inc
Maryland
US$12.8億 +US$8610萬 +7% 5.72% 65.1% 290 13.79% 4.1
Edgar Lomax Company
1983
Edgar Lomax Company
Virginia
US$12.8億 -US$3.04億 -19% 4.79% 66.2% 58 0% 5.7
Abrams Bison Investments
1984
Abrams Bison Investments
Maryland
US$12.8億 +US$2.03億 +19% 11% 170% 9 11.11% 2.7
American Express
1985
American Express
New York
US$12.8億 +US$2.81億 +28% 28.3% – 2 0% 1.8
Charter Oak Capital Management
1986
Charter Oak Capital Management
New Hampshire
US$12.7億 +US$9063萬 +8% 5.82% 39.2% 208 8.65% 3.4
Ethos Financial Group
1987
Ethos Financial Group
Pennsylvania
US$12.7億 +US$1.11億 +10% 7.11% 63% 544 18.75% 1.1
BSN Capital Partners
1988
BSN Capital Partners
United Kingdom
US$12.7億 US$0 0% 3.73% 183% 16 0% 0.5
Greenvale Capital
1989
Greenvale Capital
United Kingdom
US$12.7億 +US$9538萬 +8% 28.5% 101% 21 42.86% 0.9
Technology Crossover Management IX
1990
Technology Crossover Management IX
California
US$12.7億 +US$2647萬 +2% 3.01% 6.24% 6 0% 5.9
Magnus Financial Group
1991
Magnus Financial Group
New York
US$12.7億 +US$1.27億 +11% 7.62% 78.2% 419 12.41% 3.1
Pitcairn
1992
Pitcairn
Pennsylvania
US$12.7億 -US$2.6億 -17% 8.55% 111% 725 17.93% 5.4
Counterpoint Mutual Funds
1993
Counterpoint Mutual Funds
California
US$12.7億 +US$1.36億 +12% 6.04% 74.3% 493 74.85% 0.2
Limestone Investment Advisors
1994
Limestone Investment Advisors
New York
US$12.6億 +US$1.15億 +10% 17.6% – 703 57.75% 0.1
E-L Financial Corp
1995
E-L Financial Corp
Ontario, Canada
US$12.6億 +US$1.16億 +10% 7.81% 78.5% 1 0% 8.8
PPSC Investment Service
1996
PPSC Investment Service
Japan
US$12.6億 +US$1.89億 +18% 16.6% 193% 8 12.5% 1.7
Capital Investment Advisory Services
1997
Capital Investment Advisory Services
North Carolina
US$12.6億 +US$3917萬 +3% 9.78% 75.7% 1,141 12.8% 3.6
SP Asset Management
1998
SP Asset Management
California
US$12.6億 +US$4820萬 +4% 7.6% 112% 144 11.81% 4.1
Cozad Asset Management
1999
Cozad Asset Management
Illinois
US$12.6億 +US$1.13億 +10% 12% 138% 430 8.14% 3.9
DigitalBridge Group
2000
DigitalBridge Group
Florida
US$12.5億 +US$2.39億 +24% 18.7% 161% 78 29.49% 1.3