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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
Abrams Bison Investments
Bethesda,
Maryland
| US$10.2億 | -US$1.01億 | -9% | 4.5% | 170% | 12 | 25% | 2.1 |
|
| 2002 |
2002
Strategy Capital
Los Altos,
California
| US$10.2億 | +US$3321萬 | +3% | 4.36% | 316% | 10 | 10% | 2.8 |
|
| 2003 |
2003
KMG Fiduciary Partners
Toledo,
Ohio
| US$10.2億 | +US$5184萬 | +5% | 4.6% | 114% | 247 | 8.91% | 3.1 |
|
| 2004 |
2004
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| US$10.2億 | -US$2.48億 | -20% | 18.5% | 96.7% | 2 | 0% | 2.4 |
|
| 2005 |
2005
Howard Capital Management
Roswell,
Georgia
| US$10.2億 | +US$1.01億 | +11% | 7.9% | 144% | 89 | 21.35% | 1.4 |
|
| 2006 |
2006
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$10.1億 | -US$2553萬 | -2% | 0.01% | 68.6% | 219 | 14.16% | 6.7 |
|
| 2007 |
2007
Central Securities
New York
| US$10.1億 | +US$2450萬 | +2% | 3.04% | 101% | 28 | 3.57% | 7.3 |
|
| 2008 |
2008
Teewinot Capital Advisers
New York
| US$10.1億 | +US$5916萬 | +6% | 5.07% | 149% | 28 | 7.14% | 4.5 |
|
| 2009 |
2009
Technology Crossover Management X
Menlo Park,
California
| US$10.1億 | +US$5975萬 | +6% | 6.55% | 72.2% | 6 | 0% | 3 |
|
| 2010 |
2010
United Asset Strategies
Garden City,
New York
| US$10.1億 | +US$1195萬 | +1% | 4.4% | 111% | 249 | 15.26% | 3.6 |
|
| 2011 |
2011
Washington Trust Bank
Spokane,
Washington
| US$10.1億 | -US$3805萬 | -4% | 1.76% | 89.9% | 226 | 11.06% | 5.8 |
|
| 2012 |
2012
J.L. Bainbridge & Co
Sarasota,
Florida
| US$10.1億 | +US$6964萬 | +7% | 6.06% | 118% | 97 | 8.25% | 3.1 |
|
| 2013 |
2013
Analog Century Management
New York
| US$10.1億 | +US$2.92億 | +41% | 12.1% | 785% | 25 | 12% | 2 |
|
| 2014 |
2014
Kontiki Capital Management (HK)
Hong Kong
| US$10.1億 | +US$9997萬 | +11% | 16.3% | 90.6% | 9 | 11.11% | 3.2 |
|
| 2015 |
2015
Amica Mutual Insurance
Providence,
Rhode Island
| US$10.1億 | +US$2502萬 | +3% | 3.8% | 80.4% | 134 | 5.22% | 4 |
|
| 2016 |
2016
AltraVue Capital
Bellevue,
Washington
| US$10.1億 | +US$8375萬 | +9% | 4.03% | 221% | 29 | 10.34% | 3.3 |
|
| 2017 |
SCM
2017
SIR Capital Management
New York
| US$10.1億 | +US$1253萬 | +1% | 3.67% | 71.1% | 93 | 41.94% | 0.8 |
|
| 2018 |
2018
Wolf Hill Capital Management
Greenwich,
Connecticut
| US$10億 | -US$12.7億 | -56% | 1.8% | 384% | 42 | 47.62% | 0.9 |
|
| 2019 |
2019
Paradigm Operations
San Francisco,
California
| US$10億 | -US$1.94億 | -16% | 16.2% | 230% | 1 | 0% | 2.5 |
|
| 2020 |
2020
Cozad Asset Management
Champaign,
Illinois
| US$10億 | +US$4164萬 | +4% | 3.41% | 132% | 411 | 7.79% | 3.3 |
|
| 2021 |
2021
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$10億 | -US$2591萬 | -3% | 1.15% | 70% | 61 | 11.48% | 6.9 |
|
| 2022 |
2022
RVW Wealth
Los Angeles,
California
| US$10億 | +US$2889萬 | +3% | 1.09% | 65.8% | 159 | 14.47% | 2.8 |
|
| 2023 |
2023
Pacific Life Fund Advisors
Newport Beach,
California
| US$10億 | -US$1719萬 | -2% | 1.06% | 47.6% | 24 | 29.17% | 0.8 |
|
| 2024 |
2024
Mark Asset Management
New York
| US$10億 | +US$2.32億 | +30% | 12.7% | 325% | 66 | 34.85% | 2.4 |
|
| 2025 |
2025
Voss Capital
Houston,
Texas
| US$10億 | -US$2.09億 | -17% | 6.28% | 78.4% | 40 | 22.5% | 1.4 |
|