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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
TFC Financial Management
Boston,
Massachusetts
| US$7.3億 | +US$7677萬 | +12% | 8.14% | 66.9% | 1,106 | 25.5% | 2.4 |
|
| 2702 |
2702
BSW Wealth Partners
Boulder,
Colorado
| US$7.3億 | +US$7111萬 | +11% | 9.83% | 75.4% | 330 | 10.91% | 3.6 |
|
| 2703 |
AIM
2703
Aigen Investment Management
New York
| US$7.3億 | +US$1.03億 | +16% | 8.42% | 55.5% | 1,126 | 68.83% | 0.2 |
|
| 2704 |
2704
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| US$7.29億 | +US$3353萬 | +5% | 6.09% | – | 236 | 7.63% | 0.5 |
|
| 2705 |
2705
Baker Ellis Asset Management
Vancouver,
Washington
| US$7.29億 | +US$3554萬 | +5% | 9.32% | 91.9% | 230 | 10% | 5.9 |
|
| 2706 |
2706
Johnson Bixby & Associates
Vancouver,
Washington
| US$7.28億 | +US$5945萬 | +9% | 6.99% | 48.7% | 125 | 9.6% | 2.7 |
|
| 2707 |
2707
Viking Fund Management
Minot,
North Dakota
| US$7.28億 | +US$3433萬 | +5% | 6.77% | 105% | 147 | 7.48% | 4.1 |
|
| 2708 |
2708
Laird Norton Wetherby Trust Company
Seattle,
Washington
| US$7.28億 | +US$1.06億 | +17% | 20.2% | 88.1% | 69 | 2.9% | 2.4 |
|
| 2709 |
AO
2709
Allen Operations
New York
| US$7.27億 | +US$1.19億 | +20% | 25.7% | 248% | 35 | 17.14% | 5 |
|
| 2710 |
2710
Talon Private Wealth
The Villages,
Florida
| US$7.26億 | -US$1981萬 | -3% | 5.71% | – | 309 | 45.31% | 0.4 |
|
| 2711 |
KPF
2711
K2 Principal Fund
Toronto,
Ontario, Canada
| US$7.25億 | -US$6296萬 | -8% | 9.21% | 77.3% | 394 | 54.82% | 0.4 |
|
| 2712 |
2712
Occidental Asset Management
Burlingame,
California
| US$7.25億 | +US$6223萬 | +9% | 9.88% | 97.4% | 282 | 15.25% | 3.4 |
|
| 2713 |
2713
Bay Colony Advisors
Concord,
Massachusetts
| US$7.24億 | +US$6815萬 | +10% | 10.7% | 99.6% | 514 | 22.96% | 2.9 |
|
| 2714 |
2714
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| US$7.24億 | +US$2070萬 | +3% | 16% | 146% | 41 | 7.32% | 7.1 |
|
| 2715 |
2715
Dymon Asia Capital (Singapore)
Singapore
| US$7.23億 | +US$2.76億 | +62% | 10.8% | 291% | 207 | 68.12% | 0.2 |
|
| 2716 |
2716
Financial Partners Group (Kansas)
Overland Park,
Kansas
| US$7.23億 | +US$7537萬 | +12% | 10.3% | 76.7% | 215 | 18.14% | 2.9 |
|
| 2717 |
2717
Canyon Capital Advisors
Dallas,
Texas
| US$7.23億 | +US$2693萬 | +4% | 1.33% | 78% | 17 | 23.53% | 1.9 |
|
| 2718 |
2718
MainStreet Investment Advisors
Chicago,
Illinois
| US$7.23億 | +US$3573萬 | +5% | 8.3% | 70.6% | 162 | 8.64% | 4.3 |
|
| 2719 |
2719
Arista Wealth Management
Las Vegas,
Nevada
| US$7.23億 | +US$3.1億 | +75% | 10.1% | 67% | 249 | 73.9% | 0.4 |
|
| 2720 |
CPRC
2720
Consolidated Portfolio Review Corp
Woodbury,
New York
| US$7.23億 | +US$9864萬 | +16% | 8.18% | 79.1% | 461 | 21.48% | 1.2 |
|
| 2721 |
2721
UNICOM Systems
Las Vegas,
Nevada
| US$7.22億 | +US$2.31億 | +47% | 44.3% | – | 26 | 19.23% | 0.4 |
|
| 2722 |
WM
2722
WS Management
Jacksonville,
Florida
| US$7.22億 | -US$1.74億 | -19% | 8.73% | 309% | 51 | 31.37% | 4.2 |
|
| 2723 |
2723
Arkos Global Advisors
Houston,
Texas
| US$7.21億 | +US$4007萬 | +6% | 5.96% | 47.8% | 137 | 10.22% | 3 |
|
| 2724 |
2724
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| US$7.2億 | -US$5032萬 | -7% | 6.22% | 38.7% | 2 | 0% | 2.8 |
|
| 2725 |
2725
Sloy Dahl & Holst
Vancouver,
Washington
| US$7.2億 | +US$1.48億 | +26% | 27% | 132% | 114 | 7.02% | 2.6 |
|