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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Bar Harbor Wealth Management
Concord,
New Hampshire
| US$7.7億 | +US$5656萬 | +8% | 9.13% | 85% | 254 | 5.51% | 0.5 |
|
| 1352 |
1352
HighTower Trust
Houston,
Texas
| US$7.69億 | +US$1.15億 | +18% | 13.9% | 90.4% | 148 | 16.22% | 0.4 |
|
| 1353 |
1353
Salem Investment Counselors
Winston Salem,
North Carolina
| US$7.68億 | +US$4817萬 | +7% | 8.46% | 181% | 295 | 15.25% | 0.4 |
|
| 1354 |
1354
Osborne Partners Capital Management
San Francisco,
California
| US$7.67億 | +US$4998萬 | +7% | 9.38% | 60.8% | 188 | 9.04% | 0.5 |
|
| 1355 |
1355
Buckhead Capital Management
Atlanta,
Georgia
| US$7.67億 | +US$3900萬 | +5% | 10.2% | 76.1% | 210 | 11.9% | 0.4 |
|
| 1356 |
HC
1356
Hawkins Capital
Houston,
Texas
| US$7.65億 | +US$61.9萬 | +0.1% | 11.5% | 8.54% | 20 | 10% | 0.5 |
|
| 1357 |
1357
Copeland Capital Management
Conshohocken,
Pennsylvania
| US$7.65億 | +US$1.21億 | +19% | 10.1% | 56.7% | 191 | 31.94% | 0.3 |
|
| 1358 |
1358
Old Republic International (ORI)
Chicago,
Illinois
| US$7.63億 | – | – | 5.86% | 53.8% | 64 | – | 0 |
|
| 1359 |
1359
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| US$7.62億 | +US$6466萬 | +9% | 10.1% | 90% | 201 | 6.47% | 0.5 |
|
| 1360 |
1360
Raymond James Trust
St. Petersburg,
Florida
| US$7.62億 | +US$1.12億 | +17% | 8.86% | 41.3% | 609 | 12.97% | 0.4 |
|
| 1361 |
1361
Perpetual Ltd
Sydney, New South Wales,
Australia
| US$7.6億 | +US$4896萬 | +7% | 8.07% | 104% | 254 | 21.65% | 0.4 |
|
| 1362 |
1362
Summitry LLC
Foster City,
California
| US$7.59億 | +US$9899萬 | +15% | 9.36% | 68.1% | 75 | 10.67% | 0.4 |
|
| 1363 |
1363
Broadfin Capital
New York
| US$7.58億 | +US$1.95億 | +35% | 33.1% | 298% | 77 | 48.05% | 0.3 |
|
| 1364 |
BFO
1364
Boston Family Office
Boston,
Massachusetts
| US$7.58億 | +US$5496萬 | +8% | 8.32% | 53.4% | 263 | 8.37% | 0.5 |
|
| 1365 |
1365
Stack Financial Management
Whitefish,
Montana
| US$7.54億 | +US$5916萬 | +9% | 8.61% | 70% | 47 | 0% | 0.5 |
|
| 1366 |
1366
Capital Investment Advisors
Atlanta,
Georgia
| US$7.54億 | – | – | 3.77% | 62.2% | 390 | – | 0 |
|
| 1367 |
1367
Ardsley Advisory Partners
Stamford,
Connecticut
| US$7.53億 | +US$2.63億 | +54% | 22.1% | 555% | 237 | 72.57% | 0.2 |
|
| 1368 |
1368
Pier Capital
Stamford,
Connecticut
| US$7.5億 | +US$4148萬 | +6% | 17.3% | 223% | 176 | 47.16% | 0.3 |
|
| 1369 |
1369
Lee, Danner & Bass
Nashville,
Tennessee
| US$7.5億 | +US$3098萬 | +4% | 6.72% | – | 151 | 6.62% | 0.5 |
|
| 1370 |
1370
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| US$7.47億 | +US$1.28億 | +21% | 5.54% | 58.1% | 792 | 32.95% | 0.2 |
|
| 1371 |
1371
Suvretta Capital Management
New York
| US$7.46億 | – | – | 13.8% | 364% | 34 | – | 0 |
|
| 1372 |
1372
1ST Source Bank
South Bend,
Indiana
| US$7.44億 | +US$6990萬 | +10% | 12.5% | 88.7% | 243 | 18.93% | 0.4 |
|
| 1373 |
1373
First Foundation Advisors
Irvine,
California
| US$7.43億 | +US$1.01億 | +16% | 7.65% | 70.4% | 215 | 29.3% | 0.3 |
|
| 1374 |
1374
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| US$7.43億 | +US$5105萬 | +7% | 9.51% | 30.8% | 391 | 3.84% | 0.5 |
|
| 1375 |
1375
Punch & Associates Investment Management
Edina,
Minnesota
| US$7.42億 | +US$1億 | +16% | 10.9% | 97.5% | 218 | 26.61% | 0.4 |
|