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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| US$28.2億 | +US$2.32億 | +9% | 5.36% | 43.7% | 10 | 0% | 2.2 |
|
| 1077 |
1077
Advisory Alpha
Holland,
Michigan
| US$28.1億 | +US$2.78億 | +11% | 5.82% | 50.3% | 443 | 15.35% | 2 |
|
| 1078 |
1078
Schwartz Investment Counsel
Plymouth,
Michigan
| US$28.1億 | +US$1.12億 | +4% | 10.2% | 85.6% | 137 | 6.57% | 4.9 |
|
| 1079 |
1079
Burney Company
Reston,
Virginia
| US$28.1億 | +US$1.94億 | +7% | 9.45% | 129% | 622 | 8.68% | 5.4 |
|
| 1080 |
1080
Chicago Partners Investment Group
Chicago,
Illinois
| US$28.1億 | +US$2.24億 | +9% | 6.64% | 81.4% | 809 | 9.89% | 3.7 |
|
| 1081 |
1081
Anomaly Capital Management
New York
| US$28.1億 | +US$1.77億 | +7% | 4.38% | 108% | 37 | 45.95% | 0.6 |
|
| 1082 |
1082
Addenda Capital
Montreal,
Quebec, Canada
| US$28億 | +US$2.53億 | +10% | 10.9% | 100% | 128 | 2.34% | 6.1 |
|
| 1083 |
1083
Avantax Planning Partners
Dubuque,
Iowa
| US$27.9億 | -US$3.23億 | -10% | 6.37% | 55.9% | 493 | 14.6% | 3.8 |
|
| 1084 |
1084
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| US$27.8億 | +US$1.2億 | +4% | 6.47% | 58% | 516 | 9.69% | 3.3 |
|
| 1085 |
1085
MUFG Securities EMEA
London,
United Kingdom
| US$27.8億 | +US$4.4億 | +19% | 8.79% | 114% | 204 | 64.22% | 0.9 |
|
| 1086 |
1086
Krane Funds Advisors
New York
| US$27.8億 | +US$4.12億 | +17% | 13.5% | 56.5% | 107 | 24.3% | 2 |
|
| 1087 |
1087
IFP Advisors
Tampa,
Florida
| US$27.7億 | +US$2.54億 | +10% | 6.11% | 80.6% | 3,484 | 12.66% | 4.4 |
|
| 1088 |
1088
SigFig Wealth Management
San Francisco,
California
| US$27.6億 | +US$1.01億 | +4% | 5.59% | 49.3% | 131 | 16.03% | 3.5 |
|
| 1089 |
1089
Robertson Stephens Wealth Management
San Francisco,
California
| US$27.6億 | +US$7.73億 | +39% | 7.21% | 109% | 639 | 26.29% | 1.9 |
|
| 1090 |
1090
Caprock Group
Boise,
Idaho
| US$27.5億 | +US$2.89億 | +12% | 6.96% | – | 980 | 20.31% | 2.5 |
|
| 1091 |
1091
Independent Advisor Alliance
Charlotte,
North Carolina
| US$27.5億 | -US$1.72億 | -6% | 7.66% | 149% | 769 | 17.17% | 2.8 |
|
| 1092 |
1092
Munro Partners
Melbourne,
Australia
| US$27.5億 | +US$4508萬 | +2% | 9.92% | 339% | 70 | 30% | 1.4 |
|
| 1093 |
CP
1093
Coho Partners
Berwyn,
Pennsylvania
| US$27.4億 | -US$1.26億 | -4% | 9.28% | 35.6% | 42 | 21.43% | 6.7 |
|
| 1094 |
1094
SIG North Trading
Bala Cynwyd,
Pennsylvania
| US$27.4億 | +US$3.54億 | +15% | 11.6% | – | 278 | 19.06% | 2.1 |
|
| 1095 |
SAI
1095
Systematic Alpha Investments
Princeton,
New Jersey
| US$27.4億 | +US$1.13億 | +4% | 5.12% | 117% | 235 | 13.62% | 2.8 |
|
| 1096 |
1096
Journey Strategic Wealth
Summit,
New Jersey
| US$27.3億 | +US$3.77億 | +16% | 8.19% | 62.2% | 529 | 27.98% | 0.8 |
|
| 1097 |
1097
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| US$27.3億 | +US$7857萬 | +3% | 10.3% | 77.5% | 134 | 8.21% | 5.7 |
|
| 1098 |
1098
Adams Diversified Equity Fund
Baltimore,
Maryland
| US$27.2億 | -US$2.1億 | -7% | 6.69% | 165% | 113 | 25.66% | 3 |
|
| 1099 |
1099
Independent Financial Group
San Diego,
California
| US$27.2億 | +US$2.23億 | +9% | 5.53% | 149% | 1,217 | 18.16% | 2.2 |
|
| 1100 |
1100
XN LP
New York
| US$27.1億 | +US$3.09億 | +13% | 9.33% | 172% | 28 | 21.43% | 1.1 |
|