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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
PCM
2001
Panning Capital Management
New York
| US$3.22億 | -US$31.3萬 | -0.1% | 6.26% | 349% | 34 | 61.76% | 0.2 |
|
| 2002 |
2002
Signia Capital Management
Spokane,
Washington
| US$3.22億 | -US$4675萬 | -13% | 9.17% | 27% | 87 | 6.9% | 0.2 |
|
| 2003 |
2003
Polaris Wealth Advisory Group
San Rafael,
California
| US$3.22億 | +US$7285萬 | +29% | 6.52% | 64% | 190 | 36.84% | 0.2 |
|
| 2004 |
2004
Novare Capital Management
Charlotte,
North Carolina
| US$3.21億 | +US$2360萬 | +8% | 4.13% | 76.5% | 116 | 7.76% | 0.2 |
|
| 2005 |
2005
Gagnon Securities
New York
| US$3.21億 | +US$4456萬 | +16% | 18.7% | 210% | 105 | 33.33% | 0.2 |
|
| 2006 |
2006
Laird Norton Wetherby Wealth Management
San Francisco,
California
| US$3.21億 | +US$3359萬 | +12% | 6.6% | – | 427 | 14.75% | 0.2 |
|
| 2007 |
2007
William Harris Investors
Chicago,
Illinois
| US$3.2億 | -US$891萬 | -3% | 11.4% | 3.28% | 103 | 20.39% | 0.2 |
|
| 2008 |
2008
Empirical Wealth Management
Seattle,
Washington
| US$3.2億 | +US$1977萬 | +7% | 1.91% | 87.1% | 90 | 11.11% | 0.2 |
|
| 2009 |
2009
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| US$3.19億 | +US$1.01億 | +46% | 6.72% | 98.1% | 68 | 36.76% | 0.2 |
|
| 2010 |
2010
Parus Finance (UK)
London,
United Kingdom
| US$3.19億 | +US$1.31億 | +70% | 25.3% | 199% | 25 | 0% | 0.3 |
|
| 2011 |
2011
BTR Capital Management
Oakland,
California
| US$3.19億 | -US$290萬 | -0.9% | 4.54% | 35% | 144 | 6.94% | 0.2 |
|
| 2012 |
2012
EP Wealth Advisors
Torrance,
California
| US$3.18億 | +US$4110萬 | +15% | 5.18% | – | 109 | 29.36% | 0.2 |
|
| 2013 |
2013
Essex Financial Services
Essex,
Connecticut
| US$3.18億 | +US$3230萬 | +11% | 3.5% | 87.7% | 284 | 14.08% | 0.2 |
|
| 2014 |
2014
Solus Alternative Asset Management
Summit,
New Jersey
| US$3.18億 | +US$3412萬 | +12% | 13.6% | 79.3% | 11 | 36.36% | 0.2 |
|
| 2015 |
TCOTO
2015
Trust Company of the Ozarks
Springfield,
Missouri
| US$3.18億 | +US$1669萬 | +6% | 7.92% | – | 155 | 5.16% | 0.2 |
|
| 2016 |
2016
Gradient Investments
Arden Hills,
Minnesota
| US$3.17億 | +US$5102萬 | +19% | 3.4% | 67.6% | 658 | 36.78% | 0.2 |
|
| 2017 |
2017
Light Street Capital Management
Palo Alto,
California
| US$3.17億 | +US$8334萬 | +36% | 50.3% | 377% | 52 | 50% | 0.2 |
|
| 2018 |
2018
Vantage Investment Partners
Kansas City,
Missouri
| US$3.17億 | +US$2569萬 | +9% | 6.59% | 77.4% | 49 | 2.04% | 0.2 |
|
| 2019 |
PH
2019
Pinnacle Holdings
Tulsa,
Oklahoma
| US$3.16億 | -US$327萬 | -1% | 2.14% | 79.6% | 207 | 16.43% | 0.2 |
|
| 2020 |
2020
Red Mountain Capital Partners
Los Angeles,
California
| US$3.15億 | +US$4580萬 | +17% | 14.8% | 37.4% | 13 | 30.77% | 0.2 |
|
| 2021 |
2021
Mark Asset Management
New York
| US$3.15億 | – | – | 19.5% | 325% | 120 | – | 0 |
|
| 2022 |
SCM
2022
Stonehill Capital Management
New York
| US$3.14億 | +US$1.44億 | +84% | 9.69% | 117% | 10 | 40% | 0.2 |
|
| 2023 |
MAM
2023
Mercator Asset Management
Boca Raton,
Florida
| US$3.14億 | -US$4999萬 | -14% | 5.82% | – | 6 | 0% | 0.3 |
|
| 2024 |
VAM
2024
Visionary Asset Management
Houston,
Texas
| US$3.13億 | +US$4595萬 | +17% | 7.88% | 31.9% | 125 | 80.8% | 0.1 |
|
| 2025 |
CCMD
2025
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$3.13億 | +US$2572萬 | +9% | 4.09% | 25.6% | 50 | 18% | 0.2 |
|