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