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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
Clifford Swan Investment Counsel
Pasadena,
California
| US$30億 | +US$1.71億 | +6% | 8.22% | 86.3% | 328 | 6.4% | 7.9 |
|
| 1152 |
1152
SteelPeak Wealth
Woodland Hills,
California
| US$30億 | +US$4.15億 | +16% | 10.2% | 140% | 677 | 26% | 2 |
|
| 1153 |
1153
VestGen Advisors
Inverness,
Illinois
| US$30億 | +US$4.93億 | +20% | 8.85% | – | 723 | 23.93% | 0.4 |
|
| 1154 |
1154
Prana Capital Management
Greenwich,
Connecticut
| US$30億 | +US$1.97億 | +7% | 3.16% | 36.6% | 138 | 43.48% | 1 |
|
| 1155 |
1155
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| US$30億 | +US$3.53億 | +13% | 9.04% | 105% | 453 | 29.58% | 1.2 |
|
| 1156 |
1156
American International Group
New York
| US$29.9億 | -US$13.8億 | -32% | 8.12% | 161% | 3 | 0% | 5.4 |
|
| 1157 |
1157
Schwartz Investment Counsel
Plymouth,
Michigan
| US$29.8億 | -US$5465萬 | -2% | 2.37% | 85.6% | 133 | 9.02% | 5.2 |
|
| 1158 |
1158
Diversify Advisory Services
Sandy,
Utah
| US$29.8億 | +US$3.65億 | +14% | 10.6% | – | 925 | 16.54% | 0.9 |
|
| 1159 |
1159
Glazer Capital LLC
New York
| US$29.8億 | +US$1.83億 | +7% | 19.3% | 323% | 386 | 57.25% | 0.3 |
|
| 1160 |
1160
Chilton Capital Management
Houston,
Texas
| US$29.8億 | +US$2.37億 | +9% | 7.84% | 106% | 615 | 21.95% | 3.4 |
|
| 1161 |
1161
AlphaCore Capital
La Jolla,
California
| US$29.7億 | +US$3.44億 | +13% | 7.22% | 91.5% | 1,136 | 12.06% | 0.8 |
|
| 1162 |
1162
Paulson & Co
New York
| US$29.7億 | +US$9.6億 | +48% | 49.1% | 251% | 15 | 33.33% | 7.1 |
|
| 1163 |
1163
Adams Diversified Equity Fund
Baltimore,
Maryland
| US$29.7億 | +US$1.79億 | +6% | 9.83% | 165% | 111 | 28.83% | 3.2 |
|
| 1164 |
1164
Darlington Partners Capital Management
Greenbrae,
California
| US$29.6億 | -US$1.79億 | -6% | 1.94% | 18.1% | 14 | 0% | 2.4 |
|
| 1165 |
1165
Giverny Capital
Montreal,
Quebec, Canada
| US$29.5億 | +US$3534萬 | +1% | 7.36% | 69.2% | 56 | 8.93% | 5.3 |
|
| 1166 |
1166
Daymark Wealth Partners
Cincinnati,
Ohio
| US$29.5億 | +US$3.17億 | +12% | 8.64% | 109% | 622 | 13.5% | 1.7 |
|
| 1167 |
1167
Mackay Shields LLC
New York
| US$29.4億 | -US$1.82億 | -6% | 0.76% | 8.26% | 144 | 7.64% | 2.6 |
|
| 1168 |
1168
Spire Wealth Management
Mclean,
Virginia
| US$29.4億 | +US$1.54億 | +6% | 8.92% | 112% | 2,514 | 11.77% | 2.9 |
|
| 1169 |
1169
Tandem Investment Advisors
Charleston,
South Carolina
| US$29.3億 | +US$7357萬 | +3% | 2.18% | 18.7% | 81 | 18.52% | 4.1 |
|
| 1170 |
1170
Maj Invest Holding A/S
Copenhagen K,
Denmark
| US$29.3億 | +US$7104萬 | +2% | 8.5% | 106% | 42 | 0% | 3.4 |
|
| 1171 |
1171
BIT Capital
Berlin,
Germany
| US$29.2億 | +US$11.9億 | +68% | 52.7% | 1,162% | 128 | 42.19% | 1 |
|
| 1172 |
1172
Level Four Advisory Services
Dallas,
Texas
| US$29.2億 | +US$2.07億 | +8% | 8.24% | 102% | 838 | 10.74% | 3.7 |
|
| 1173 |
1173
First National Trust
Hermitage,
Pennsylvania
| US$29.2億 | +US$2.45億 | +9% | 8.19% | 92.7% | 418 | 9.57% | 6.6 |
|
| 1174 |
1174
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| US$29.1億 | +US$3.27億 | +13% | 9.39% | 102% | 342 | 10.82% | 3.1 |
|
| 1175 |
1175
Venture Visionary Partners
Sylvania,
Ohio
| US$29.1億 | +US$2.49億 | +9% | 9.68% | 95.4% | 686 | 17.2% | 3.1 |
|