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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
Thematics Asset Management
Paris,
France
| US$22.2億 | +US$2.46億 | +12% | 18.4% | 113% | 130 | 6.15% | 2.1 |
|
| 1327 |
1327
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| US$22.2億 | +US$1.79億 | +9% | 9.83% | 58.1% | 933 | 33.23% | 4.6 |
|
| 1328 |
1328
Impactive Capital
New York City,
New York
| US$22.2億 | +US$3383萬 | +2% | 10.4% | 25% | 11 | 27.27% | 2.5 |
|
| 1329 |
1329
Aviso Financial
Toronto,
Ontario, Canada
| US$22.2億 | +US$1.9億 | +9% | 11.2% | – | 376 | 13.56% | 0.8 |
|
| 1330 |
1330
Patient Capital Management
Baltimore,
Maryland
| US$22.2億 | +US$2.71億 | +14% | 19% | 131% | 43 | 16.28% | 2.2 |
|
| 1331 |
1331
EverSource Wealth Advisors
Birmingham,
Alabama
| US$22.1億 | +US$3.93億 | +22% | 11.6% | 98.1% | 4,413 | 12.85% | 1.8 |
|
| 1332 |
1332
Integrated Advisors Network
Dallas,
Texas
| US$22.1億 | +US$2.33億 | +12% | 12.2% | 107% | 805 | 18.63% | 3 |
|
| 1333 |
1333
Azora Capital LP
Miami,
Florida
| US$22.1億 | +US$7.39億 | +50% | 20.9% | 175% | 74 | 66.22% | 0.6 |
|
| 1334 |
1334
IDG China Capital Fund III Associates
Central Hong Kong,
China
| US$22.1億 | +US$21.4億 | +3,240% | 115% | – | 3 | 33.33% | 0.3 |
|
| 1335 |
1335
Summitry LLC
Foster City,
California
| US$22.1億 | +US$2.3億 | +12% | 9.8% | 68.1% | 181 | 23.2% | 2.9 |
|
| 1336 |
1336
Advance Capital Management
Southfield,
Michigan
| US$22.1億 | +US$1.15億 | +6% | 7.7% | 54.4% | 174 | 10.34% | 2.1 |
|
| 1337 |
1337
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| US$22.1億 | +US$1.17億 | +6% | 5.75% | 83.7% | 295 | 7.8% | 4.3 |
|
| 1338 |
1338
Stratos Investment Management
Beachwood,
Ohio
| US$21.8億 | +US$3.07億 | +16% | 9.24% | 58.2% | 380 | 23.42% | 2 |
|
| 1339 |
1339
Basswood Capital Management
New York
| US$21.8億 | +US$3.96億 | +22% | 8.63% | 111% | 127 | 19.69% | 4.3 |
|
| 1340 |
1340
Arax Advisory Partners
Denver,
Colorado
| US$21.8億 | +US$6.17億 | +40% | 8.04% | 64.7% | 3,224 | 23.51% | 2 |
|
| 1341 |
1341
Linscomb Wealth
Houston,
Texas
| US$21.8億 | +US$1.68億 | +8% | 9% | 82.7% | 309 | 7.12% | 7 |
|
| 1342 |
1342
Motley Fool Asset Management
Alexandria,
Virginia
| US$21.7億 | +US$3.84億 | +22% | 16.9% | 135% | 236 | 8.05% | 3.1 |
|
| 1343 |
1343
Zhang Financial
Portage,
Michigan
| US$21.7億 | +US$2.76億 | +15% | 9.57% | 67.9% | 319 | 14.42% | 4.1 |
|
| 1344 |
1344
PFG Advisors
Phoenix,
Arizona
| US$21.6億 | +US$3.75億 | +21% | 10.8% | 82.7% | 791 | 33.38% | 2.6 |
|
| 1345 |
1345
Black Creek Investment Management
Toronto,
Ontario, Canada
| US$21.6億 | +US$3133萬 | +1% | 11% | 11.1% | 26 | 7.69% | 4.4 |
|
| 1346 |
1346
Constellation Investments
Montgomery,
Ohio
| US$21.6億 | +US$5734萬 | +3% | 7.6% | – | 20 | 5% | 1.1 |
|
| 1347 |
1347
Moors & Cabot
Boston,
Massachusetts
| US$21.5億 | +US$1.81億 | +9% | 11.7% | 134% | 950 | 15.16% | 5 |
|
| 1348 |
1348
Logan Capital Management
Newtown Square,
Pennsylvania
| US$21.5億 | -US$4963萬 | -2% | 14.4% | 134% | 581 | 16.18% | 5.5 |
|
| 1349 |
1349
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| US$21.5億 | +US$2.61億 | +14% | 12.7% | 80.6% | 172 | 12.79% | 4 |
|
| 1350 |
1350
Bell Bank
Fargo,
North Dakota
| US$21.5億 | +US$2.93億 | +16% | 8.87% | 71% | 204 | 11.76% | 5 |
|