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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
Evoke Wealth
Los Angeles,
California
| US$49.4億 | +US$5.69億 | +13% | 8.93% | 65.2% | 689 | 18.58% | 0.9 |
|
| 827 |
827
Mizuho Securities USA
New York
| US$49.3億 | +US$2.5億 | +5% | 7.78% | 112% | 790 | 20.38% | 1 |
|
| 828 |
828
Sit Investment Associates
Minneapolis,
Minnesota
| US$49.3億 | +US$2.45億 | +5% | 5.43% | 51.6% | 554 | 12.45% | 5.4 |
|
| 829 |
829
Chilton Investment Company
Stamford,
Connecticut
| US$49.1億 | +US$4.03億 | +9% | 1.9% | 55.1% | 288 | 29.51% | 2.8 |
|
| 830 |
830
Perigon Wealth Management
San Francisco,
California
| US$49億 | +US$6.22億 | +15% | 9.17% | 104% | 1,255 | 18.57% | 2.7 |
|
| 831 |
831
World Investment Advisors
Santa Barbara,
California
| US$48.9億 | +US$4.81億 | +11% | 7.21% | 65.4% | 1,288 | 15.37% | 1.3 |
|
| 832 |
832
ABN AMRO Investment Solutions
Paris Cedex 008,
| US$48.8億 | -US$1.1億 | -2% | 6.1% | 119% | 462 | 12.55% | 1.7 |
|
| 833 |
833
Junto Capital Management
New York
| US$48.8億 | +US$8197萬 | +2% | 6.66% | 122% | 111 | 71.17% | 0.4 |
|
| 834 |
834
First Financial Bankshares
Abilene,
Texas
| US$48.7億 | +US$4.04億 | +9% | 8.55% | 95% | 253 | 26.48% | 1.1 |
|
| 835 |
835
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| US$48.6億 | +US$35億 | +258% | 13.6% | 312% | 3 | 66.67% | 1.3 |
|
| 836 |
836
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| US$48.6億 | +US$3.46億 | +8% | 7.09% | 50.3% | 277 | 7.22% | 2 |
|
| 837 |
837
RFG Advisory
Birmingham,
Alabama
| US$48.4億 | +US$5.81億 | +14% | 6.18% | 57% | 1,034 | 19.15% | 2.7 |
|
| 838 |
838
Choate Investment Advisors
Boston,
Massachusetts
| US$48.3億 | +US$2.23億 | +5% | 7.27% | 70% | 500 | 19.8% | 5 |
|
| 839 |
839
Facet Wealth Inc
Baltimore,
Maryland
| US$48.3億 | +US$4.33億 | +10% | 5.55% | 52.9% | 217 | 20.74% | 1.7 |
|
| 840 |
840
Summit Partners Public Asset Management
Boston,
Massachusetts
| US$48.2億 | +US$8.68億 | +22% | 28.4% | 1,167% | 233 | 71.67% | 0.4 |
|
| 841 |
841
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| US$48.1億 | +US$4.51億 | +10% | 9.04% | 109% | 367 | 8.45% | 2.8 |
|
| 842 |
842
Bellevue Group
Kuesnacht,
Switzerland
| US$48.1億 | +US$2.76億 | +6% | 15.9% | 159% | 159 | 17.61% | 4.1 |
|
| 843 |
843
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| US$48億 | +US$4.17億 | +10% | 6.61% | 65.6% | 1,064 | 13.35% | 3.1 |
|
| 844 |
844
Copeland Capital Management
Conshohocken,
Pennsylvania
| US$48億 | -US$6105萬 | -1% | 5.47% | 56.7% | 307 | 12.7% | 3.3 |
|
| 845 |
845
Baupost Group
Boston,
Massachusetts
| US$47.9億 | +US$6.61億 | +16% | 7.14% | 47.9% | 27 | 29.63% | 1.8 |
|
| 846 |
846
Central Trust Company
Jefferson City,
Missouri
| US$47.8億 | +US$4.5億 | +10% | 9.47% | 93.8% | 1,535 | 14.72% | 6.2 |
|
| 847 |
847
Equity Investment Corp
Atlanta,
Georgia
| US$47.7億 | +US$2.06億 | +5% | 3.67% | 50.4% | 66 | 9.09% | 4.1 |
|
| 848 |
848
Maryland State Retirement & Pension System
Baltimore,
Maryland
| US$47.6億 | +US$1.95億 | +4% | 8.8% | 126% | 1,510 | 10.86% | 2.9 |
|
| 849 |
849
Badgley Phelps Wealth Managers
Seattle,
Washington
| US$47.5億 | +US$2.38億 | +5% | 7.19% | 100% | 304 | 5.26% | 2.8 |
|
| 850 |
850
OFI Invest Asset Management
Paris,
France
| US$47.5億 | +US$7.16億 | +18% | 8.77% | – | 336 | 17.86% | 1.6 |
|