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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| US$3.12億 | – | – | 1.78% | – | 2 | – | 0 |
|
| 4102 |
4102
Oak Hill Capital Management
New York
| US$3.12億 | -US$2.24億 | -42% | 7.11% | 1.19% | 1 | 0% | 2.5 |
|
| 4103 |
4103
EnCap Energy Capital Fund XI
Houston,
Texas
| US$3.12億 | -US$9154萬 | -23% | 8.55% | 21% | 1 | 0% | 0.5 |
|
| 4104 |
4104
Vickerman Investment Advisors
Spokane,
Washington
| US$3.12億 | +US$150萬 | +0.5% | 0.99% | 53.1% | 65 | 3.08% | 2.3 |
|
| 4105 |
4105
Keating Investment Counselors
Delray Beach,
Florida
| US$3.12億 | +US$102萬 | +0.3% | 1.14% | 50% | 84 | 23.81% | 6 |
|
| 4106 |
4106
Colony Family Offices
Charlotte,
North Carolina
| US$3.11億 | +US$234萬 | +0.8% | 0.91% | 53.9% | 70 | 14.29% | 1.8 |
|
| 4107 |
4107
Opal Wealth Advisors
Jericho,
New York
| US$3.11億 | +US$1655萬 | +6% | 0.89% | 62.3% | 1,276 | 75.31% | 0.3 |
|
| 4108 |
4108
Claar Advisors
New York
| US$3.11億 | +US$51.9萬 | +0.2% | 1.77% | 65.5% | 25 | 4% | 4.1 |
|
| 4109 |
4109
Weaver Capital Management
Suwanee,
Georgia
| US$3.11億 | +US$1833萬 | +6% | 3.25% | 79.4% | 187 | 18.72% | 0.4 |
|
| 4110 |
4110
Hilltop National Bank
Casper,
Wyoming
| US$3.11億 | +US$1652萬 | +6% | 3.45% | – | 850 | 8.24% | 0.2 |
|
| 4111 |
4111
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$3.11億 | -US$957萬 | -3% | 2.47% | 83.4% | 70 | 4.29% | 2.6 |
|
| 4112 |
4112
Algebris (UK)
London,
United Kingdom
| US$3.11億 | +US$8537萬 | +38% | 4.11% | 17% | 50 | 24% | 0.8 |
|
| 4113 |
4113
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$3.11億 | -US$166萬 | -0.5% | 0.86% | 76.5% | 104 | 7.69% | 6.1 |
|
| 4114 |
4114
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$3.1億 | +US$1255萬 | +4% | 6.23% | 80% | 84 | 9.52% | 4.6 |
|
| 4115 |
CCM
4115
CAAS Capital Management
New York
| US$3.1億 | -US$10.5億 | -77% | 3.33% | 11% | 557 | 70.74% | 1 |
|
| 4116 |
4116
Estuary Capital Management
Wayzata,
Minnesota
| US$3.1億 | +US$6398萬 | +26% | 12.7% | – | 20 | 35% | 0.3 |
|
| 4117 |
4117
Brady Family Wealth
Saint Louis,
Missouri
| US$3.1億 | +US$153萬 | +0.5% | 1.88% | 74.7% | 117 | 0.85% | 1.4 |
|
| 4118 |
4118
Addison Advisors
Middlebury,
Vermont
| US$3.1億 | +US$1888萬 | +6% | 0.6% | 54.5% | 797 | 14.68% | 2.1 |
|
| 4119 |
WM
4119
Wishbone Management
Chicago,
Illinois
| US$3.1億 | +US$2686萬 | +9% | 0.53% | 58.7% | 5 | 20% | 1.1 |
|
| 4120 |
4120
Campbell Wealth Management
Alexandria,
Virginia
| US$3.1億 | -US$6.97億 | -69% | 1.7% | 11.2% | 98 | 55.1% | 1.7 |
|
| 4121 |
4121
Verum Partners
Charlotte,
North Carolina
| US$3.1億 | +US$2808萬 | +10% | 2.05% | 57.7% | 161 | 8.07% | 1 |
|
| 4122 |
4122
Strategic Investment Solutions
Orland Park,
Illinois
| US$3.1億 | – | – | 2.37% | – | 629 | – | 0.8 |
|
| 4123 |
4123
Old Mission Investment Co
Traverse City,
Michigan
| US$3.09億 | +US$845萬 | +3% | 3.26% | 82% | 122 | 6.56% | 3.3 |
|
| 4124 |
4124
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$3.09億 | +US$4243萬 | +16% | 5.76% | 134% | 242 | 19.42% | 2.9 |
|
| 4125 |
4125
McLean Asset Management
Tysons,
Virginia
| US$3.09億 | +US$1722萬 | +6% | 1.65% | 69.4% | 163 | 11.04% | 2.3 |
|