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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Trustees of Columbia University in the City of New York
New York
| US$6.91億 | +US$5941萬 | +9% | 11.2% | – | 11 | 27.27% | 2.4 |
|
| 2802 |
2802
Hemington Wealth Management
Falls Church,
Virginia
| US$6.91億 | +US$4605萬 | +7% | 7.02% | 76.1% | 1,766 | 5.66% | 0.9 |
|
| 2803 |
2803
Sirios Capital Management
Boston,
Massachusetts
| US$6.9億 | +US$1.3億 | +23% | 27% | 177% | 66 | 16.67% | 1.9 |
|
| 2804 |
2804
Meridian Wealth Partners
Exton,
Pennsylvania
| US$6.9億 | +US$6318萬 | +10% | 7.88% | 59% | 116 | 15.52% | 3.2 |
|
| 2805 |
2805
Skylands Capital
Milwaukee,
Wisconsin
| US$6.9億 | -US$317萬 | -0.5% | 5.64% | 61% | 168 | 18.45% | 5.2 |
|
| 2806 |
2806
Fountainhead AM
Warren,
New Jersey
| US$6.89億 | +US$7360萬 | +12% | 9.55% | 80.4% | 219 | 15.53% | 1.7 |
|
| 2807 |
2807
Torray Investment Partners
Bethesda,
Maryland
| US$6.89億 | +US$1756萬 | +3% | 8.76% | 97.2% | 108 | 14.81% | 5 |
|
| 2808 |
2808
BlueSky Wealth Advisors
New Bern,
North Carolina
| US$6.88億 | +US$4321萬 | +7% | 6.83% | 45.9% | 76 | 11.84% | 3.1 |
|
| 2809 |
2809
Pamplona Capital Management
New York
| US$6.88億 | +US$5381萬 | +8% | 9.79% | – | 6 | 0% | 0.5 |
|
| 2810 |
2810
Roble Belko & Company
Sewickley,
Pennsylvania
| US$6.87億 | +US$6040萬 | +10% | 8.97% | 58.4% | 489 | 15.75% | 4.2 |
|
| 2811 |
2811
Toews Corporation
Northfield,
New Jersey
| US$6.87億 | +US$4.61億 | +204% | 5.44% | 30.7% | 16 | 56.25% | 1.1 |
|
| 2812 |
2812
Colonial Trust
Spartanburg,
South Carolina
| US$6.87億 | +US$4292萬 | +7% | 8.3% | 83.6% | 1,154 | 10.66% | 1.9 |
|
| 2813 |
2813
Nalanda India Equity Fund
Mauritius
| US$6.87億 | -US$7726萬 | -10% | 9.75% | 13.6% | 2 | 0% | 5.9 |
|
| 2814 |
2814
Concord Wealth Partners
Abingdon,
Virginia
| US$6.86億 | +US$7696萬 | +13% | 8.99% | 71.1% | 908 | 15.53% | 2.1 |
|
| 2815 |
CCP
2815
Camelot Capital Partners
Laguna Beach,
California
| US$6.86億 | +US$2.57億 | +60% | 61.1% | – | 1 | 0% | 1.5 |
|
| 2816 |
2816
Alibaba Group
Causeway Bay,
Hong Kong
| US$6.85億 | -US$1.24億 | -15% | 11.9% | 2.06% | 3 | 33.33% | 7.1 |
|
| 2817 |
2817
Correct Capital Wealth Management
Clayton,
Missouri
| US$6.85億 | +US$6447萬 | +10% | 10.2% | 83.6% | 118 | 7.63% | 1.3 |
|
| 2818 |
2818
Brio Consultants
San Francisco,
California
| US$6.85億 | +US$4768萬 | +7% | 7.34% | 42.7% | 138 | 16.67% | 2.7 |
|
| 2819 |
2819
LS Investment Advisors
Bloomfield Hills,
Michigan
| US$6.84億 | +US$3450萬 | +5% | 8.46% | 98.7% | 134 | 5.22% | 8.7 |
|
| 2820 |
2820
New England Private Wealth Advisors
Wellesley,
Massachusetts
| US$6.84億 | +US$3708萬 | +6% | 7.82% | 55.8% | 167 | 14.37% | 4.3 |
|
| 2821 |
2821
Pathway Financial Advisors
South Burlington,
Vermont
| US$6.83億 | +US$1.28億 | +23% | 6.43% | 52.7% | 178 | 30.34% | 4.2 |
|
| 2822 |
2822
Evolution Wealth Advisors
Aventura,
Florida
| US$6.83億 | +US$8405萬 | +14% | 12% | 96% | 177 | 19.77% | 2.3 |
|
| 2823 |
2823
First National Advisers
Omaha,
Nebraska
| US$6.83億 | +US$5823萬 | +9% | 10% | 87.9% | 226 | 8.41% | 1.7 |
|
| 2824 |
2824
Paloma Partners
Greenwich,
Connecticut
| US$6.82億 | -US$1.26億 | -16% | 10.7% | 314% | 164 | 68.9% | 0.4 |
|
| 2825 |
2825
Hoey Investments
Coatesville,
Pennsylvania
| US$6.82億 | +US$1.7億 | +33% | 31.8% | 247% | 427 | 15.22% | 2.3 |
|