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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 |
2001
Connable Office Inc
Kalamazoo,
Michigan
| US$3.69億 | +US$1378萬 | +4% | 8.14% | 75.1% | 294 | 31.63% | 0.4 |
|
| 2002 |
2002
Coastline Trust
Providence,
Rhode Island
| US$3.68億 | +US$2809萬 | +8% | 8.2% | 106% | 208 | 5.29% | 0.5 |
|
| 2003 |
2003
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$3.68億 | +US$3283萬 | +10% | 9.37% | 98.1% | 280 | 15.36% | 0.4 |
|
| 2004 |
2004
Capital Analysts LLC
Fort Washington,
Pennsylvania
| US$3.68億 | +US$3363萬 | +10% | 7.04% | 57% | 345 | 17.39% | 0.4 |
|
| 2005 |
MFM
2005
Mohican Financial Management
Wilton,
Connecticut
| US$3.66億 | -US$7248萬 | -17% | 0.01% | 0% | 62 | 27.42% | 0.4 |
|
| 2006 |
2006
KLCM Advisors
Milwaukee,
Wisconsin
| US$3.66億 | +US$1529萬 | +4% | 10.9% | 143% | 71 | 5.63% | 0.5 |
|
| 2007 |
2007
Northstar Investment Advisors
Denver,
Colorado
| US$3.65億 | +US$3140萬 | +9% | 4.83% | 85.8% | 123 | 21.95% | 0.4 |
|
| 2008 |
2008
Alphabet Inc
Mountain View,
California
| US$3.65億 | – | – | 21.7% | 311% | 4 | – | 0 |
|
| 2009 |
TP
2009
TB Partners
Shanghai,
China
| US$3.63億 | -US$2461萬 | -6% | 5.06% | – | 3 | 0% | 0.5 |
|
| 2010 |
2010
LaFleur & Godfrey
Grand Rapids,
Michigan
| US$3.63億 | +US$1442萬 | +4% | 7.89% | 98.2% | 73 | 6.85% | 0.5 |
|
| 2011 |
PWM
2011
Patriot Wealth Management
Houston,
Texas
| US$3.63億 | +US$2484萬 | +7% | 8.4% | 24.3% | 60 | 13.33% | 0.4 |
|
| 2012 |
2012
Brookmont Capital Management
Dallas,
Texas
| US$3.63億 | +US$5532萬 | +18% | 8.16% | 32.2% | 43 | 0% | 0.5 |
|
| 2013 |
2013
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$3.63億 | +US$5509萬 | +18% | 11% | 83.4% | 282 | 24.47% | 0.4 |
|
| 2014 |
AP
2014
Archon Partners
Princeton Junction,
New Jersey
| US$3.62億 | +US$3194萬 | +10% | 13% | 99.5% | 68 | 29.41% | 0.4 |
|
| 2015 |
LOM
2015
Loeb Offshore Management
New York
| US$3.62億 | +US$3806萬 | +12% | 16.5% | – | 336 | 74.7% | 0.2 |
|
| 2016 |
2016
Novare Capital Management
Charlotte,
North Carolina
| US$3.62億 | +US$4035萬 | +13% | 10.2% | 87.5% | 124 | 11.29% | 0.4 |
|
| 2017 |
2017
Sentinel Trust
Houston,
Texas
| US$3.61億 | +US$2670萬 | +8% | 8.33% | 93.3% | 200 | 20.5% | 0.4 |
|
| 2018 |
FOAM
2018
Five Oceans Asset Management
Sydney,
Australia
| US$3.61億 | +US$2231萬 | +7% | 8.84% | – | 49 | 10.2% | 0.5 |
|
| 2019 |
2019
300 North Capital
Pasadena,
California
| US$3.61億 | -US$6814萬 | -16% | 10.4% | – | 126 | 23.81% | 0.4 |
|
| 2020 |
2020
Bangor Savings Bank
Bangor,
Maine
| US$3.6億 | +US$3045萬 | +9% | 6.2% | 54.6% | 146 | 12.33% | 0.4 |
|
| 2021 |
2021
Sphera Funds Management
Tel Aviv,
Israel
| US$3.59億 | – | – | 9.45% | 245% | 96 | – | 0 |
|
| 2022 |
2022
ARGA Investment Management
Stamford,
Connecticut
| US$3.59億 | +US$9791萬 | +38% | 5.54% | 93.6% | 43 | 16.28% | 0.4 |
|
| 2023 |
AAM
2023
Archipel Asset Management
Stockholm,
Sweden
| US$3.59億 | -US$1.28億 | -26% | 6.2% | – | 101 | 75.25% | 0.1 |
|
| 2024 |
WIP
2024
Wayzata Investment Partners
Wayzata,
Minnesota
| US$3.58億 | -US$7.06億 | -66% | 9.4% | – | 2 | 0% | 0.5 |
|
| 2025 |
2025
Beddow Capital Management
Jackson,
Wyoming
| US$3.57億 | +US$2149萬 | +6% | 8.45% | 50.7% | 47 | 8.51% | 0.5 |
|