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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)
Pure Financial Advisors
2001
Pure Financial Advisors
California
US$4.93億 +US$3577萬 +8% 9.8% 47.2% 153 15.03% 0.2
YCG LLC
2002
YCG LLC
Texas
US$4.93億 -US$1028萬 -2% 10.5% 29.4% 37 2.7% 3.7
One Capital Management
2003
One Capital Management
California
US$4.93億 -US$6031萬 -11% 10.2% 56.5% 185 16.22% 3
Mount Yale Investment Advisors
2004
Mount Yale Investment Advisors
Colorado
US$4.92億 -US$8025萬 -14% 14.3% 92.1% 960 69.48% 0.7
First Nebraska Trust
2005
First Nebraska Trust
Nebraska
US$4.92億 -US$9837萬 -17% 11% 76.9% 145 10.34% 3.8
Ironvine Capital Partners
2006
Ironvine Capital Partners
Nebraska
US$4.91億 +US$174萬 +0.4% 11.5% 58.8% 62 8.06% 0.9
Jag Capital Management
2007
Jag Capital Management
Missouri
US$4.91億 -US$1.2億 -20% 9.67% 269% 111 26.13% 2.7
Barometer Capital Management
2008
Barometer Capital Management
Ontario, Canada
US$4.91億 -US$7.96億 -62% 4.99% 354% 194 74.74% 0.4
Bank Pictet & Cie (Europe)
2009
Bank Pictet & Cie (Europe)
Germany
US$4.9億 -US$2.19億 -31% 13.3% 119% 166 24.1% 2.5
Hemenway Trust Hemenway Trust
2010
Hemenway Trust Hemenway Trust
New Hampshire
US$4.9億 -US$1.04億 -18% 9.83% 101% 130 10% 3.8
Legato Capital Management
2011
Legato Capital Management
California
US$4.89億 -US$2548萬 -5% 1.25% 252% 179 35.2% 0.8
Guinness Asset Management
2012
Guinness Asset Management
United Kingdom
US$4.89億 -US$6376萬 -12% 13.9% 83.6% 106 7.55% 3.2
HoyleCohen
2013
HoyleCohen
California
US$4.89億 -US$4090萬 -8% 12.4% 46.1% 176 13.07% 0.9
First Fiduciary Investment Counsel
2014
First Fiduciary Investment Counsel
Ohio
US$4.89億 -US$4620萬 -9% 7.87% 60% 53 22.64% 3
3C
2015
361 Capital
Colorado
US$4.89億 +US$2866萬 +6% 14% 118% 460 65.22% 0.3
Freshford Capital Management
2016
Freshford Capital Management
New York
US$4.89億 -US$1.35億 -22% 18.2% 97.3% 26 46.15% 1.1
BCM
2017
Bayesian Capital Management
New York
US$4.88億 -US$1.22億 -20% 13.5% 107% 885 64.52% 0.2
Stearns Financial Services Group
2018
Stearns Financial Services Group
North Carolina
US$4.88億 +US$4434萬 +10% 9.25% 26.1% 191 17.8% 3.1
Basso Capital Management
2019
Basso Capital Management
Connecticut
US$4.88億 +US$3629萬 +8% 0.46% 89% 215 38.6% 0.5
Gratus Capital
2020
Gratus Capital
Georgia
US$4.87億 -US$2.42億 -33% 11% 51.4% 194 18.04% 2.3
Thomasville National Bank
2021
Thomasville National Bank
Georgia
US$4.87億 -US$1.36億 -22% 8.79% – 198 9.6% 2.5
Stewart & Patten Company
2022
Stewart & Patten Company
California
US$4.87億 -US$5898萬 -11% 10.1% 27.5% 94 7.45% 4.5
TAM
2023
Telemark Asset Management
Massachusetts
US$4.87億 -US$3.16億 -39% 11.4% 406% 45 60% 1.2
Bangor Savings Bank
2024
Bangor Savings Bank
Maine
US$4.86億 -US$5331萬 -10% 9.5% 54.6% 168 7.74% 3.6
Transform Wealth
2025
Transform Wealth
Colorado
US$4.86億 -US$9048萬 -16% 12.8% 48.4% 210 20.95% 1.3