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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Pure Financial Advisors
San Diego,
California
| US$41.7億 | +US$5.61億 | +16% | 6.32% | 47.2% | 343 | 13.7% | 3.2 |
|
| 827 |
827
AlTi Global
New York
| US$41.6億 | +US$4.37億 | +12% | 6.37% | 74.3% | 415 | 15.66% | 0.6 |
|
| 828 |
828
Canoe Financial
Calgary,
Alberta, Canada
| US$41.6億 | -US$12.4億 | -23% | 8.41% | 85% | 117 | 45.3% | 0.7 |
|
| 829 |
829
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| US$41.5億 | +US$2.23億 | +6% | 6.33% | 50.3% | 275 | 15.27% | 1.4 |
|
| 830 |
830
Jericho Capital Asset Management
New York
| US$41.5億 | +US$8.22億 | +25% | 13.5% | 573% | 30 | 46.67% | 0.6 |
|
| 831 |
831
Skye Global Management
West Palm Beach,
Florida
| US$41.4億 | -US$2.78億 | -6% | 1.88% | 77.8% | 40 | 30% | 1.4 |
|
| 832 |
832
Principal Securities
Des Moines,
Iowa
| US$41.4億 | +US$5.07億 | +14% | 6.11% | 69.8% | 3,578 | 9.25% | 0.7 |
|
| 833 |
833
Mission Wealth Management
Santa Barbara,
California
| US$41.3億 | +US$3.56億 | +9% | 6.41% | 92.1% | 719 | 9.32% | 3.5 |
|
| 834 |
834
EULAV Asset Management
Sarasota,
Florida
| US$41.1億 | +US$4.09億 | +11% | 10% | 96% | 173 | 6.36% | 6.4 |
|
| 835 |
835
Advent Capital Management
New York
| US$41.1億 | -US$5873萬 | -1% | 1.18% | 2.58% | 249 | 30.92% | 1.1 |
|
| 836 |
836
Country Trust Bank
Bloomington,
Illinois
| US$40.9億 | +US$1.34億 | +3% | 5.19% | 85.8% | 403 | 12.9% | 4.3 |
|
| 837 |
837
Auto-Owners Insurance
Lansing,
Michigan
| US$40.9億 | +US$3.01億 | +8% | 8% | 82.2% | 116 | 0.86% | 1.7 |
|
| 838 |
838
Donor Advised Charitable Giving
San Francisco,
California
| US$40.8億 | -US$1.82億 | -4% | 1.54% | 418% | 40 | 22.5% | 2.7 |
|
| 839 |
839
WestEnd Advisors
Charlotte,
North Carolina
| US$40.8億 | +US$2.06億 | +5% | 6.76% | 68.9% | 404 | 11.14% | 0.8 |
|
| 840 |
840
Axxcess Wealth Management
Carlsbad,
California
| US$40.7億 | +US$2.96億 | +8% | 6.55% | 81.2% | 955 | 19.06% | 1.4 |
|
| 841 |
841
Trillium Asset Management
Boston,
Massachusetts
| US$40.7億 | +US$1.13億 | +3% | 5.89% | 98.4% | 248 | 8.06% | 6.1 |
|
| 842 |
842
Causeway Capital Management
Los Angeles,
California
| US$40.7億 | +US$4.01億 | +11% | 11.3% | 72.8% | 105 | 21.9% | 2.9 |
|
| 843 |
843
Great Valley Advisor Group
Wilmington,
Delaware
| US$40.7億 | +US$4.95億 | +14% | 5.82% | 80.6% | 850 | 11.06% | 2.7 |
|
| 844 |
DCP
844
Darsana Capital Partners
New York
| US$40.6億 | +US$4.03億 | +11% | 13% | 144% | 17 | 29.41% | 1.5 |
|
| 845 |
845
UBS O'Connor
Chicago,
Illinois
| US$40.5億 | +US$5.03億 | +14% | 6.07% | 180% | 654 | 42.05% | 1 |
|
| 846 |
846
E. Ohman J:or Asset Management
Stockholm,
Sweden
| US$40.4億 | +US$994萬 | +0.2% | 5.33% | 132% | 430 | 8.6% | 5.3 |
|
| 847 |
847
Summit Trail Advisors
New York
| US$40.3億 | +US$2.29億 | +6% | 4.76% | 74.8% | 747 | 21.29% | 1.7 |
|
| 848 |
848
Orgel Wealth Management
Altoona,
Wisconsin
| US$40億 | +US$2.91億 | +8% | 5.36% | 39.6% | 81 | 3.7% | 3.5 |
|
| 849 |
849
ClearBridge Investments (Australia)
Sydney,
Australia
| US$39.9億 | +US$5.7億 | +17% | 16.7% | 27.2% | 28 | 25% | 3.8 |
|
| 850 |
850
Hamlin Capital Management
New York
| US$39.8億 | +US$5.87億 | +17% | 10.6% | 67.9% | 26 | 3.85% | 4.1 |
|