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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
TCP
1026
TAMRO Capital Partners
Alexandria,
Virginia
| US$14.5億 | -US$3894萬 | -3% | 4.81% | – | 111 | 17.12% | 1.2 |
|
| 1027 |
1027
First National Bank of Omaha
Omaha,
Nebraska
| US$14.5億 | +US$1926萬 | +1% | 2.02% | 70.9% | 390 | 12.05% | 1.4 |
|
| 1028 |
1028
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| US$14.5億 | +US$2702萬 | +2% | 0.76% | 77.4% | 332 | 8.73% | 1.4 |
|
| 1029 |
1029
First Citizens Bank & Trust
Raleigh,
North Carolina
| US$14.5億 | +US$1.42億 | +11% | 2.63% | 69% | 431 | 35.5% | 0.9 |
|
| 1030 |
1030
Windham Capital Management
Boston,
Massachusetts
| US$14.4億 | +US$2.13億 | +17% | 1.01% | 8.3% | 34 | 20.59% | 1.3 |
|
| 1031 |
SAM
1031
Skyline Asset Management
Chicago,
Illinois
| US$14.4億 | +US$3960萬 | +3% | 3.49% | 26.1% | 74 | 8.11% | 1.4 |
|
| 1032 |
1032
Troy Asset Management
London,
United Kingdom
| US$14.4億 | -US$9131萬 | -6% | 0.75% | 66.6% | 29 | 20.69% | 0.2 |
|
| 1033 |
1033
Transamerica Financial Advisors
St. Petersburg,
Florida
| US$14.3億 | +US$1.61億 | +13% | 1.78% | 77.1% | 950 | 28.95% | 1 |
|
| 1034 |
1034
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| US$14.3億 | -US$5304萬 | -4% | 2.39% | 78.1% | 237 | 16.03% | 1.2 |
|
| 1035 |
TAM
1035
THB Asset Management
Norwalk,
Connecticut
| US$14.3億 | -US$8150萬 | -5% | 3.02% | 104% | 287 | 35.19% | 0.9 |
|
| 1036 |
1036
MSI Financial Services
Springfield,
Massachusetts
| US$14.3億 | +US$5.08億 | +55% | 2.62% | 19.4% | 3,327 | 20.65% | 1.2 |
|
| 1037 |
1037
Axon Capital
New York
| US$14.3億 | +US$9297萬 | +7% | 1.23% | – | 20 | 45% | 0.7 |
|
| 1038 |
FFH
1038
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| US$14.2億 | -US$1.25億 | -8% | 6.86% | 70.7% | 47 | 17.02% | 1.4 |
|
| 1039 |
1039
Logan Capital Management
Newtown Square,
Pennsylvania
| US$14.2億 | +US$3478萬 | +3% | 5.86% | 134% | 287 | 8.01% | 1.5 |
|
| 1040 |
1040
Nan Shan Life Insurance
Taipei City,
Taiwan
| US$14.2億 | +US$6.04億 | +74% | 1.27% | 41% | 73 | 35.62% | 0.7 |
|
| 1041 |
1041
Hosking & Co
Dublin,
Ireland
| US$14.1億 | +US$8300萬 | +6% | 0.59% | – | 146 | 11.64% | 0.2 |
|
| 1042 |
1042
Camber Capital Management
Boston,
Massachusetts
| US$14億 | -US$1.03億 | -7% | 12.3% | 26.6% | 52 | 51.92% | 0.7 |
|
| 1043 |
KG
1043
Killen Group
Berwyn,
Pennsylvania
| US$14億 | -US$1.35億 | -9% | 1.7% | 34.3% | 122 | 11.48% | 1.3 |
|
| 1044 |
1044
Abrams Bison Investments
Bethesda,
Maryland
| US$13.9億 | -US$8456萬 | -6% | 5.12% | 170% | 10 | 30% | 1.3 |
|
| 1045 |
1045
Waverton Investment Management
London,
United Kingdom
| US$13.9億 | -US$5358萬 | -4% | 0.38% | 129% | 94 | 2.13% | 1.4 |
|
| 1046 |
1046
Apex Capital
Orinda,
California
| US$13.9億 | -US$3718萬 | -3% | 4.82% | – | 67 | 44.78% | 0.7 |
|
| 1047 |
KL
1047
KGH Ltd
Nassau,
Bahamas
| US$13.9億 | -US$2.12億 | -13% | 3.4% | 139% | 107 | 36.45% | 0.5 |
|
| 1048 |
1048
Affinity Investment Advisors
Newport Beach,
California
| US$13.9億 | +US$3.06億 | +28% | 2.85% | 189% | 130 | 23.85% | 1 |
|
| 1049 |
SC
1049
Shellback Capital
Boston,
Massachusetts
| US$13.9億 | +US$5.04億 | +57% | 9.87% | 198% | 131 | 70.23% | 0.1 |
|
| 1050 |
1050
HSG Holding
Na,
Hong Kong
| US$13.8億 | +US$5.02億 | +57% | 27.7% | 0.28% | 7 | 28.57% | 0.7 |
|