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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
1226
Polaris Wealth Advisory Group
San Rafael,
California
| US$12.2億 | -US$9414萬 | -7% | 4.18% | 64% | 180 | 41.11% | 1.4 |
|
| 1227 |
1227
Nichols & Pratt Advisers
Boston,
Massachusetts
| US$12.2億 | +US$793萬 | +0.7% | 2.42% | 71.2% | 106 | 3.77% | 4.9 |
|
| 1228 |
1228
American Financial Group
Cincinnati,
Ohio
| US$12.2億 | -US$338萬 | -0.3% | 1.04% | 32.5% | 144 | 5.56% | 3 |
|
| 1229 |
1229
Wealthspire Advisors (New York)
New York
| US$12.2億 | +US$7284萬 | +6% | 0.58% | 59% | 170 | 45.88% | 0.3 |
|
| 1230 |
APA
1230
American Portfolios Advisors
Holbrook,
New York
| US$12.2億 | +US$3389萬 | +3% | 1.14% | 43.6% | 2,960 | 12.13% | 1.3 |
|
| 1231 |
1231
1ST Source Bank
South Bend,
Indiana
| US$12.2億 | -US$346萬 | -0.3% | 0.32% | 80.8% | 234 | 6.41% | 4.7 |
|
| 1232 |
1232
WestEnd Advisors
Charlotte,
North Carolina
| US$12.2億 | +US$6966萬 | +6% | 2.28% | 68.9% | 86 | 36.05% | 1.7 |
|
| 1233 |
1233
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| US$12.2億 | +US$4238萬 | +4% | 0.74% | 79.7% | 414 | 8.21% | 2.2 |
|
| 1234 |
1234
Jordan Park Group
San Francisco,
California
| US$12.2億 | +US$1.25億 | +11% | 0.19% | 47.8% | 43 | 27.91% | 0.8 |
|
| 1235 |
1235
SignatureFD
Atlanta,
Georgia
| US$12.2億 | +US$6122萬 | +5% | 1.77% | 81.3% | 2,303 | 14.72% | 1.5 |
|
| 1236 |
1236
Gamble Jones Investment Counsel
Pasadena,
California
| US$12.2億 | +US$4753萬 | +4% | 4.72% | 32.9% | 214 | 6.54% | 4.8 |
|
| 1237 |
1237
Chilton Capital Management
Houston,
Texas
| US$12.1億 | +US$4902萬 | +4% | 2.89% | 106% | 196 | 6.63% | 3.3 |
|
| 1238 |
1238
Atairos Group
Bryn Mawr,
Pennsylvania
| US$12.1億 | -US$1.34億 | -10% | 8.27% | 27.9% | 2 | 50% | 1.8 |
|
| 1239 |
1239
Bridger Management
New York
| US$12.1億 | -US$6378萬 | -5% | 1.05% | 103% | 34 | 20.59% | 2.4 |
|
| 1240 |
1240
Sowell Financial Services
North Little Rock,
Arkansas
| US$12.1億 | – | – | 1.42% | 95.6% | 2,508 | – | 0.2 |
|
| 1241 |
1241
Dowling & Yahnke
San Diego,
California
| US$12.1億 | +US$243萬 | +0.2% | 1.37% | 34.8% | 309 | 6.15% | 4.1 |
|
| 1242 |
1242
TownSquare Capital
Provo,
Utah
| US$12.1億 | +US$1.59億 | +15% | 1.21% | 96.9% | 523 | 19.5% | 0.6 |
|
| 1243 |
1243
Clough Capital Partners
Boston,
Massachusetts
| US$12.1億 | +US$1.89億 | +19% | 1.45% | 175% | 129 | 41.09% | 1.4 |
|
| 1244 |
1244
NEA Management Company
Timonium,
Maryland
| US$12.1億 | -US$2.2億 | -15% | 2.5% | 823% | 46 | 4.35% | 2.9 |
|
| 1245 |
1245
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| US$12.1億 | -US$5808萬 | -5% | 1.1% | 55.6% | 145 | 31.72% | 1.2 |
|
| 1246 |
1246
Southernsun Asset Management
Memphis,
Tennessee
| US$12億 | -US$9335萬 | -7% | 3.18% | 54.7% | 32 | 6.25% | 4.4 |
|
| 1247 |
1247
Punch & Associates Investment Management
Edina,
Minnesota
| US$12億 | +US$235萬 | +0.2% | 1.49% | 97.5% | 222 | 12.61% | 3.1 |
|
| 1248 |
1248
Neumeier Poma Investment Counsel
Carmel,
California
| US$12億 | -US$1268萬 | -1% | 2.06% | 229% | 45 | 11.11% | 2.7 |
|
| 1249 |
1249
Sadoff Investment Management
Milwaukee,
Wisconsin
| US$12億 | -US$1099萬 | -0.9% | 1.77% | 49.2% | 88 | 10.23% | 3.4 |
|
| 1250 |
1250
Empire Life Investments
Toronto,
Ontario, Canada
| US$11.9億 | -US$4342萬 | -4% | 1.62% | 103% | 100 | 11% | 1.8 |
|