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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
Focus Financial Network
Minneapolis,
Minnesota
| US$28億 | +US$2.71億 | +11% | 8.48% | 106% | 770 | 12.73% | 2.8 |
|
| 1202 |
1202
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| US$27.8億 | +US$9646萬 | +4% | 6% | 103% | 308 | 6.17% | 2.7 |
|
| 1203 |
1203
CloudAlpha Capital Management
Hong Kong
| US$27.8億 | +US$8.57億 | +45% | 48.7% | 2,702% | 95 | 81.05% | 0.2 |
|
| 1204 |
1204
Hollencrest Capital Management
Newport Beach,
California
| US$27.8億 | +US$4.26億 | +18% | 10.9% | 85.6% | 1,238 | 17.37% | 3.1 |
|
| 1205 |
1205
Calamos Wealth Management
Naperville,
Illinois
| US$27.8億 | +US$4.12億 | +17% | 9.44% | 119% | 445 | 23.15% | 3 |
|
| 1206 |
1206
Joel Isaacson & Co
New York
| US$27.7億 | +US$3.12億 | +13% | 9.42% | 79.2% | 456 | 10.31% | 4.8 |
|
| 1207 |
1207
Capital International
Los Angeles,
California
| US$27.6億 | +US$1.53億 | +6% | 8.68% | 161% | 153 | 8.5% | 4.7 |
|
| 1208 |
1208
Hosking Partners
London,
United Kingdom
| US$27.6億 | +US$2.53億 | +10% | 12.3% | 195% | 121 | 6.61% | 6.5 |
|
| 1209 |
1209
Synergy Asset Management
Vancouver,
Washington
| US$27.6億 | +US$18.9億 | +216% | 7.42% | 113% | 257 | 30.35% | 0.9 |
|
| 1210 |
1210
Fund Evaluation Group
Cincinnati,
Ohio
| US$27.6億 | +US$1.76億 | +7% | 6.33% | 58.7% | 88 | 25% | 1.8 |
|
| 1211 |
1211
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| US$27.6億 | +US$2.85億 | +11% | 9.83% | 95% | 982 | 11.3% | 2.2 |
|
| 1212 |
1212
Masters Capital Management
Atlanta,
Georgia
| US$27.6億 | +US$1.93億 | +8% | 15.5% | 142% | 104 | 55.77% | 1.1 |
|
| 1213 |
1213
CoreCap Advisors
Southfield,
Michigan
| US$27.5億 | +US$2.68億 | +11% | 8.27% | 89.8% | 2,969 | 13.3% | 1.3 |
|
| 1214 |
1214
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| US$27.4億 | +US$1.53億 | +6% | 7.03% | 107% | 175 | 41.71% | 1.7 |
|
| 1215 |
1215
GeoWealth Management
Chicago,
Illinois
| US$27.4億 | +US$1.79億 | +7% | 6.3% | 62.9% | 1,275 | 45.33% | 2 |
|
| 1216 |
1216
GLOBALT Investments
Atlanta,
Georgia
| US$27.4億 | +US$1.29億 | +5% | 8.27% | 76.3% | 217 | 10.14% | 1.5 |
|
| 1217 |
1217
Greenhouse Funds
Baltimore,
Maryland
| US$27.3億 | +US$3.12億 | +13% | 6.8% | 90.7% | 40 | 17.5% | 1.7 |
|
| 1218 |
1218
Pittenger & Anderson Inc
Lincoin,
Nebraska
| US$27.3億 | -US$825萬 | -0.3% | 1.95% | 72.5% | 479 | 17.33% | 5.8 |
|
| 1219 |
1219
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| US$27.2億 | +US$1.38億 | +5% | 6.52% | 25.1% | 356 | 22.19% | 1.3 |
|
| 1220 |
1220
Morningstar Investment Management
Chicago,
Illinois
| US$27.2億 | +US$15.8億 | +139% | 5.21% | 57.4% | 533 | 73.17% | 0.4 |
|
| 1221 |
1221
Pallas Capital Advisors
Braintree,
Massachusetts
| US$27.2億 | +US$9343萬 | +4% | 4.77% | 89.1% | 964 | 20.54% | 1.4 |
|
| 1222 |
1222
Marathon Asset Management (UK)
London,
United Kingdom
| US$27.2億 | -US$4億 | -13% | 7.76% | 94.3% | 81 | 6.17% | 4.4 |
|
| 1223 |
1223
Lockheed Martin Investment Management
Bethesda,
Maryland
| US$27.2億 | -US$2071萬 | -0.8% | 8.36% | 104% | 120 | 10% | 3.2 |
|
| 1224 |
1224
Balentine LLC
Atlanta,
Georgia
| US$27.1億 | +US$1.45億 | +6% | 6.29% | 63.5% | 245 | 21.63% | 3.3 |
|
| 1225 |
1225
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| US$27.1億 | +US$3.29億 | +14% | 9.41% | 114% | 826 | 15.74% | 1.2 |
|