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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
Summit Creek Advisors
Minneapolis,
Minnesota
| US$5.5億 | +US$1733萬 | +3% | 6.38% | 84.6% | 59 | 11.86% | 2.3 |
|
| 2002 |
2002
Annex Advisory Services
Brookfield,
Wisconsin
| US$5.5億 | +US$2079萬 | +4% | 0.19% | 85.8% | 140 | 20.71% | 2.5 |
|
| 2003 |
AB
2003
Atlas Brown
Louisville,
Kentucky
| US$5.5億 | -US$1053萬 | -2% | 4.69% | 115% | 147 | 6.8% | 3.3 |
|
| 2004 |
2004
Griffin Asset Management
New York
| US$5.49億 | -US$1250萬 | -2% | 3.04% | 88.9% | 214 | 6.54% | 2 |
|
| 2005 |
2005
Elephas Investment Management
Hong Kong
| US$5.49億 | +US$1.71億 | +45% | 1.41% | 422% | 29 | 68.97% | 0.1 |
|
| 2006 |
2006
Alpha Wave Global
New York
| US$5.47億 | +US$1.11億 | +25% | 9.6% | 190% | 26 | 46.15% | 1 |
|
| 2007 |
2007
McDaniel Terry & Co
Austin,
Texas
| US$5.47億 | -US$1814萬 | -3% | 2.28% | 76.6% | 63 | 4.76% | 3.4 |
|
| 2008 |
SC
2008
Serenity Capital
Palo Alto,
California
| US$5.47億 | +US$1.55億 | +40% | 10.4% | – | 8 | 25% | 0.5 |
|
| 2009 |
2009
SeaCrest Wealth Management
Purchase,
New York
| US$5.45億 | -US$165萬 | -0.3% | 0.85% | 153% | 2,379 | 7.9% | 0.2 |
|
| 2010 |
2010
Granite Investment Advisors
Concord,
New Hampshire
| US$5.45億 | -US$2329萬 | -4% | 2.19% | 55.6% | 192 | 18.23% | 2.1 |
|
| 2011 |
OIM
2011
Opus Investment Management
Worcester,
Massachusetts
| US$5.45億 | -US$1660萬 | -3% | 3.8% | 58.2% | 96 | 9.38% | 3 |
|
| 2012 |
CPP
2012
Crow Point Partners
Boston,
Massachusetts
| US$5.44億 | -US$9110萬 | -14% | 1.36% | 56.9% | 338 | 45.86% | 0.8 |
|
| 2013 |
2013
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$5.44億 | +US$165萬 | +0.3% | 2.17% | 98.1% | 400 | 17.5% | 2.4 |
|
| 2014 |
2014
Barton Investment Management
West Conshohocken,
Pennsylvania
| US$5.42億 | +US$8675萬 | +19% | 27.3% | 124% | 41 | 2.44% | 4 |
|
| 2015 |
2015
Corient Capital Partners
Newport Beach,
California
| US$5.42億 | -US$4562萬 | -8% | 2.08% | 39.2% | 291 | 18.21% | 1.3 |
|
| 2016 |
2016
Guardian Life Insurance
New York
| US$5.42億 | +US$8464萬 | +19% | 0.16% | – | 529 | 1.51% | 4 |
|
| 2017 |
2017
Harvey Investment Company
Louisville,
Kentucky
| US$5.42億 | -US$798萬 | -1% | 0.01% | 56.4% | 89 | 8.99% | 3.7 |
|
| 2018 |
2018
Jacobs & Co
San Francisco,
California
| US$5.41億 | -US$1190萬 | -2% | 0.8% | 105% | 126 | 7.14% | 4 |
|
| 2019 |
2019
Jag Capital Management
St Louis,
Missouri
| US$5.41億 | +US$787萬 | +1% | 10.2% | 269% | 110 | 23.64% | 2.5 |
|
| 2020 |
2020
Basso Capital Management
Stamford,
Connecticut
| US$5.41億 | -US$7158萬 | -12% | 0.77% | 89% | 212 | 32.55% | 0.5 |
|
| 2021 |
2021
IBM Retirement Fund
Armonk,
New York
| US$5.41億 | -US$4940萬 | -8% | 0% | 54.4% | 528 | 28.6% | 2.8 |
|
| 2022 |
2022
Advisor Partners
Walnut Creek,
California
| US$5.4億 | -US$1950萬 | -3% | 0.35% | 63.8% | 614 | 16.61% | 2.2 |
|
| 2023 |
2023
Jacobs Asset Management
New York
| US$5.4億 | +US$1155萬 | +2% | 2.06% | 93.8% | 55 | 23.64% | 1.9 |
|
| 2024 |
2024
Estate Counselors
Thiensville,
Wisconsin
| US$5.39億 | +US$3873萬 | +8% | 1.03% | 61.3% | 76 | 28.95% | 1.9 |
|
| 2025 |
2025
Corsair Capital Management
New York
| US$5.39億 | -US$2145萬 | -4% | 1.99% | 435% | 61 | 8.2% | 2 |
|