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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Catalio Capital Management
New York
| US$5.41億 | +US$6402萬 | +13% | 56.6% | – | 50 | 44% | 0.4 |
|
| 3402 |
3402
Westover Capital Advisors
Wilmington,
Delaware
| US$5.41億 | +US$4038萬 | +8% | 11.4% | 144% | 240 | 16.25% | 3.1 |
|
| 3403 |
3403
Rempart Asset Management
Montreal,
Canada
| US$5.41億 | +US$1994萬 | +4% | 5.59% | 70.5% | 35 | 2.86% | 4.1 |
|
| 3404 |
3404
Investors Research Corp
Atlanta,
Georgia
| US$5.4億 | +US$3040萬 | +6% | 7.16% | 62.1% | 953 | 11.65% | 4.7 |
|
| 3405 |
3405
Palo Alto Investors
Palo Alto,
California
| US$5.4億 | +US$7039萬 | +15% | 26.6% | 157% | 48 | 14.58% | 3.6 |
|
| 3406 |
3406
Gould Asset Management
Claremont,
California
| US$5.39億 | +US$2801萬 | +5% | 5.45% | 48.3% | 174 | 6.9% | 5.9 |
|
| 3407 |
3407
America First Investment Advisors
Omaha,
Nebraska
| US$5.38億 | +US$3688萬 | +7% | 9.23% | 78.2% | 44 | 2.27% | 8.8 |
|
| 3408 |
3408
McNamara Financial Services
Marshfield,
Massachusetts
| US$5.38億 | +US$3360萬 | +7% | 5.79% | 42.6% | 95 | 3.16% | 4.2 |
|
| 3409 |
3409
LMG Wealth Partners
Shreveport,
Louisiana
| US$5.38億 | +US$5107萬 | +10% | 8.99% | 96.1% | 153 | 10.46% | 1.8 |
|
| 3410 |
RIS
3410
Richmond Investment Services
Mequon,
Wisconsin
| US$5.37億 | +US$6387萬 | +13% | 9.7% | – | 232 | 14.22% | 0.4 |
|
| 3411 |
3411
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$5.37億 | +US$7569萬 | +16% | 5.37% | 66.5% | 148 | 76.35% | 0.4 |
|
| 3412 |
3412
GenWealth Group
Maplewood,
New Jersey
| US$5.37億 | +US$4120萬 | +8% | 7.24% | 73.9% | 75 | 6.67% | 4.9 |
|
| 3413 |
3413
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$5.36億 | +US$2755萬 | +5% | 6.62% | 58.9% | 127 | 24.41% | 1.8 |
|
| 3414 |
3414
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| US$5.35億 | +US$8486萬 | +19% | 6.05% | 72.7% | 274 | 13.5% | 2.5 |
|
| 3415 |
3415
Permanent Capital Management
Chicago,
Illinois
| US$5.35億 | – | – | 6.07% | – | 151 | – | 0.5 |
|
| 3416 |
3416
VeraBank
Henderson,
Texas
| US$5.35億 | +US$3642萬 | +7% | 7.08% | 60.6% | 193 | 7.77% | 3.9 |
|
| 3417 |
SM
3417
Sciencast Management
Princeton,
New Jersey
| US$5.35億 | +US$5056萬 | +10% | 6.53% | 72.5% | 404 | 75.99% | 0.2 |
|
| 3418 |
3418
Columbia Asset Management
Ann Arbor,
Michigan
| US$5.34億 | +US$2563萬 | +5% | 8.29% | 94.1% | 176 | 7.95% | 6.9 |
|
| 3419 |
3419
P. Schoenfeld Asset Management (PSAM)
New York
| US$5.34億 | +US$1.28億 | +31% | 43.7% | 367% | 54 | 68.52% | 0.6 |
|
| 3420 |
3420
Sycale Advisors
New York
| US$5.34億 | +US$7749萬 | +17% | 2.13% | 31.5% | 27 | 29.63% | 0.9 |
|
| 3421 |
3421
Sovereign Financial Group
Stamford,
Connecticut
| US$5.34億 | +US$4893萬 | +10% | 8.97% | 90.7% | 345 | 14.49% | 2.7 |
|
| 3422 |
3422
Lincoln Capital
Lincoln,
Nebraska
| US$5.34億 | +US$1417萬 | +3% | 4.98% | 67.1% | 128 | 7.03% | 6 |
|
| 3423 |
3423
Oak Hill Wealth Advisors
Lansdowne,
Virginia
| US$5.34億 | +US$5116萬 | +11% | 6.4% | 48% | 150 | 4.67% | 0.7 |
|
| 3424 |
3424
Pier 88 Investment Partners
San Francisco,
California
| US$5.33億 | -US$430萬 | -0.8% | 3.58% | 40.3% | 131 | 32.82% | 1.5 |
|
| 3425 |
3425
RAM Investment Partners
Bellevue,
Washington
| US$5.33億 | +US$5666萬 | +12% | 6.31% | 61.9% | 104 | 8.65% | 1.6 |
|