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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Cat Rock Capital Management
Greenwich,
Connecticut
| US$7.94億 | +US$4032萬 | +5% | 16.3% | 66.7% | 17 | 23.53% | 2.3 |
|
| 2577 |
2577
McGowan Group Asset Management
Dallas,
Texas
| US$7.94億 | +US$3751萬 | +5% | 3.62% | 69.8% | 130 | 9.23% | 4.1 |
|
| 2578 |
2578
Newbrook Capital Advisors
New York
| US$7.93億 | +US$1.6億 | +25% | 24.9% | 299% | 23 | 26.09% | 0.9 |
|
| 2579 |
2579
Rodgers Brothers
Harmony,
Pennsylvania
| US$7.92億 | +US$4136萬 | +6% | 5.79% | 108% | 247 | 9.31% | 6.2 |
|
| 2580 |
2580
ShawSpring Partners
Boston,
Massachusetts
| US$7.92億 | +US$6464萬 | +9% | 7.53% | 23.4% | 11 | 18.18% | 1.2 |
|
| 2581 |
2581
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$7.92億 | +US$6929萬 | +10% | 9.92% | 88.8% | 84 | 8.33% | 2.8 |
|
| 2582 |
2582
Vancity Investment Management
Vancouver,
British Columbia, Canada
| US$7.92億 | +US$6227萬 | +9% | 9.24% | – | 78 | 15.38% | 2.4 |
|
| 2583 |
2583
Insight Wealth Strategies
San Ramon,
California
| US$7.92億 | +US$4893萬 | +7% | 8.84% | 83.5% | 180 | 17.22% | 2.6 |
|
| 2584 |
2584
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$7.91億 | +US$3160萬 | +4% | 3.14% | 49% | 101 | 13.86% | 4.3 |
|
| 2585 |
2585
Total Wealth Planning
Cincinnati,
Ohio
| US$7.91億 | +US$1.38億 | +21% | 6.54% | 37.2% | 106 | 15.09% | 3.2 |
|
| 2586 |
2586
Disciplina Capital Management
Nashville,
Tennessee
| US$7.91億 | +US$1.04億 | +15% | 4.65% | 33% | 63 | 3.17% | 3 |
|
| 2587 |
2587
Rhenman & Partners Asset Management
Stockholm,
Sweden
| US$7.91億 | -US$7898萬 | -9% | 4.51% | 164% | 105 | 24.76% | 3.2 |
|
| 2588 |
2588
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$7.91億 | +US$6791萬 | +9% | 6.32% | 51.1% | 599 | 4.17% | 4 |
|
| 2589 |
2589
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$7.9億 | +US$1332萬 | +2% | 5.94% | 68.7% | 215 | 3.26% | 5.6 |
|
| 2590 |
2590
Volterra Technologies
New York
| US$7.88億 | – | – | 9.1% | – | 415 | – | 0 |
|
| 2591 |
2591
Quadcap Wealth Management
Frisco,
Texas
| US$7.88億 | +US$9749萬 | +14% | 10.3% | 94.2% | 418 | 14.35% | 1.1 |
|
| 2592 |
2592
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| US$7.87億 | +US$7267萬 | +10% | 8.34% | 80.3% | 175 | 23.43% | 3.4 |
|
| 2593 |
2593
Stillwater Capital Advisors
Devon,
Pennsylvania
| US$7.86億 | +US$6973萬 | +10% | 17.6% | 121% | 71 | 4.23% | 5.4 |
|
| 2594 |
2594
Northcape Capital
Sydney,
Australia
| US$7.86億 | – | – | 23.8% | – | 8 | – | 8.2 |
|
| 2595 |
2595
Souders Financial Advisors
Cincinnati,
Ohio
| US$7.86億 | +US$6933萬 | +10% | 7.98% | 59.8% | 208 | 15.38% | 2.5 |
|
| 2596 |
2596
Genus Capital Management
Vancouver,
British Columbia, Canada
| US$7.85億 | +US$9569萬 | +14% | 20% | – | 211 | 26.54% | 0.2 |
|
| 2597 |
2597
Mosaic Family Wealth Partners
St. Louis,
Missouri
| US$7.85億 | +US$8121萬 | +12% | 8.15% | 74.6% | 234 | 10.26% | 1.9 |
|
| 2598 |
2598
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| US$7.85億 | +US$6181萬 | +9% | 12.5% | – | 878 | 9.11% | 1 |
|
| 2599 |
2599
Philip James Wealth Mangement
Milton,
Georgia
| US$7.84億 | -US$3795萬 | -5% | 3.46% | 76% | 175 | 8% | 0.9 |
|
| 2600 |
2600
Qtron Investments
Boston,
Massachusetts
| US$7.83億 | +US$1.15億 | +17% | 14.5% | 151% | 419 | 13.6% | 2.7 |
|