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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
JMH
2026
J.M. Hartwell
New York
| US$5.6億 | +US$1903萬 | +4% | 1.26% | 72.2% | 91 | 14.29% | 3.1 |
|
| 2027 |
2027
Hazelview Securities
Toronto,
Ontario, Canada
| US$5.6億 | +US$9920萬 | +22% | 5.83% | – | 49 | 26.53% | 1.4 |
|
| 2028 |
2028
Horan Capital Management
Hunt Valley,
Maryland
| US$5.6億 | +US$122萬 | +0.2% | 2.09% | 69.2% | 62 | 12.9% | 2.6 |
|
| 2029 |
2029
Mount Yale Investment Advisors
Denver,
Colorado
| US$5.59億 | +US$1723萬 | +3% | 3.52% | 92.1% | 343 | 19.53% | 1.2 |
|
| 2030 |
2030
TD Capital Management
Memphis,
Tennessee
| US$5.59億 | +US$6617萬 | +13% | 0.56% | 40.5% | 294 | 12.59% | 2.9 |
|
| 2031 |
2031
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$5.59億 | US$0 | 0% | 3.25% | 36.9% | 204 | 0% | 2.7 |
|
| 2032 |
2032
Klingman & Associates
New York
| US$5.59億 | +US$2028萬 | +4% | 0.4% | 64.9% | 124 | 7.26% | 3 |
|
| 2033 |
2033
Mount Lucas Management
Newtown,
Pennsylvania
| US$5.58億 | -US$3276萬 | -6% | 1.39% | 110% | 111 | 23.42% | 0.9 |
|
| 2034 |
2034
Exane Derivatives
Paris,
France
| US$5.58億 | -US$1292萬 | -2% | 1.76% | 42.7% | 718 | 16.3% | 1.8 |
|
| 2035 |
2035
Davide Leone & Partners Investment Company
London,
United Kingdom
| US$5.57億 | -US$6.84億 | -55% | 14.4% | 64.1% | 19 | 52.63% | 1.5 |
|
| 2036 |
2036
ARS Investment Partners
New York
| US$5.57億 | -US$3831萬 | -6% | 3.72% | 266% | 136 | 23.53% | 3.3 |
|
| 2037 |
2037
Richard C. Young & Co
Newport,
Rhode Island
| US$5.56億 | +US$2866萬 | +5% | 3.99% | 152% | 69 | 5.8% | 3 |
|
| 2038 |
2038
Jefferies Financial Group
New York
| US$5.56億 | -US$2241萬 | -4% | 4.54% | 146% | 19 | 57.89% | 0.8 |
|
| 2039 |
BSPF
2039
British Steel Pension Fund
London,
United Kingdom
| US$5.56億 | -US$1.06億 | -16% | 4.47% | 29.7% | 173 | 0.58% | 3.9 |
|
| 2040 |
2040
Prana Capital Management
Greenwich,
Connecticut
| US$5.55億 | -US$172萬 | -0.3% | 0.88% | 36.6% | 73 | 57.53% | 0.4 |
|
| 2041 |
KL
2041
KGH Ltd
Nassau,
Bahamas
| US$5.55億 | -US$6.34億 | -53% | 19.6% | 139% | 61 | 50.82% | 1.1 |
|
| 2042 |
2042
Connable Office Inc
Kalamazoo,
Michigan
| US$5.55億 | +US$1057萬 | +2% | 0.1% | 68.3% | 192 | 14.06% | 2.8 |
|
| 2043 |
VCM
2043
V3 Capital Management
Dallas,
Texas
| US$5.54億 | +US$8778萬 | +19% | 7.42% | 20.5% | 19 | 36.84% | 0.9 |
|
| 2044 |
2044
Randolph Company
Cincinnati,
Ohio
| US$5.54億 | -US$2792萬 | -5% | 3.37% | 127% | 51 | 35.29% | 1.5 |
|
| 2045 |
2045
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$5.54億 | -US$1256萬 | -2% | 1.15% | 113% | 27 | 7.41% | 3.9 |
|
| 2046 |
2046
Krilogy Financial
St. Louis,
Missouri
| US$5.53億 | +US$3185萬 | +6% | 1.07% | 79% | 193 | 14.51% | 2.4 |
|
| 2047 |
2047
Grosvenor Holdings
Chicago,
Illinois
| US$5.53億 | +US$1.27億 | +30% | 3.84% | 54.3% | 23 | 47.83% | 0.6 |
|
| 2048 |
2048
Pure Financial Advisors
San Diego,
California
| US$5.53億 | -US$438萬 | -0.8% | 0.78% | 47.2% | 140 | 10.71% | 0.9 |
|
| 2049 |
2049
Ellington Management Group
Old Greenwich,
Connecticut
| US$5.53億 | -US$3254萬 | -6% | 1.77% | 16.1% | 894 | 74.61% | 0.2 |
|
| 2050 |
2050
Adams Natural Resources Fund
Baltimore,
Maryland
| US$5.53億 | -US$3078萬 | -5% | 4.95% | 50.6% | 65 | 7.69% | 2.7 |
|