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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Sageworth Trust
Lancaster,
Pennsylvania
| US$23.3億 | +US$1.88億 | +9% | 2.55% | 72% | 273 | 51.65% | 3.3 |
|
| 1377 |
1377
Steele Capital Management
Dubuque,
Iowa
| US$23.3億 | +US$7508萬 | +3% | 1.86% | 59.7% | 85 | 10.59% | 1.7 |
|
| 1378 |
1378
Meeder Advisory Services
Dublin,
Ohio
| US$23.3億 | +US$1.78億 | +8% | 3.11% | 102% | 699 | 16.02% | 1.9 |
|
| 1379 |
1379
Madison Avenue Partners
New York
| US$23.3億 | +US$6.52億 | +39% | 29.5% | 284% | 28 | 46.43% | 1.4 |
|
| 1380 |
1380
New Age Alpha Advisors
Rye,
New York
| US$23.2億 | -US$6366萬 | -3% | 3.17% | 115% | 935 | 32.19% | 0.8 |
|
| 1381 |
1381
Sofinnova Investments
Menlo Park,
California
| US$23.2億 | +US$4.9億 | +27% | 48.6% | 450% | 73 | 32.88% | 1.3 |
|
| 1382 |
1382
Port Capital
Chicago,
Illinois
| US$23.2億 | -US$8072萬 | -3% | 0.55% | 74.4% | 86 | 6.98% | 5.4 |
|
| 1383 |
1383
GenTrust
Miami,
Florida
| US$23.2億 | +US$1.19億 | +5% | 1.62% | 58.9% | 293 | 32.08% | 1.8 |
|
| 1384 |
1384
Ninety One
Cape Town,
South Africa
| US$23.2億 | +US$9756萬 | +4% | 13.8% | 232% | 102 | 10.78% | 3 |
|
| 1385 |
1385
StoneX Group
New York
| US$23億 | +US$1039萬 | +0.5% | 2.28% | 92.3% | 1,257 | 39.54% | 2.2 |
|
| 1386 |
1386
Bank of Italy
Rome,
Italy
| US$23億 | +US$2.26億 | +11% | 3.42% | 26.9% | 9 | 22.22% | 4.8 |
|
| 1387 |
1387
Connecticut Wealth Management
Farmington,
Connecticut
| US$23億 | +US$4630萬 | +2% | 2.2% | 70.2% | 327 | 6.42% | 3 |
|
| 1388 |
6CM
1388
683 Capital Management
New York
| US$23億 | +US$3.84億 | +20% | 21.3% | 311% | 255 | 53.73% | 0.9 |
|
| 1389 |
1389
MASECO Private Wealth
London,
| US$23億 | +US$2.33億 | +11% | 1.56% | – | 563 | 56.13% | 0.2 |
|
| 1390 |
1390
IFG Advisory
Atlanta,
Georgia
| US$23億 | +US$9536萬 | +4% | 2.37% | 76.3% | 811 | 13.44% | 2.6 |
|
| 1391 |
1391
Simon Quick Advisors
Morristown,
New Jersey
| US$22.9億 | +US$8057萬 | +4% | 2.31% | 77.8% | 440 | 21.14% | 3 |
|
| 1392 |
1392
Fullerton Fund Management
Singapore
| US$22.9億 | -US$3.01億 | -12% | 9.84% | 412% | 159 | 61.64% | 0.8 |
|
| 1393 |
1393
Bank of Korea
Seoul,
South Korea
| US$22.8億 | – | – | 2.45% | – | 4 | – | 0.8 |
|
| 1394 |
1394
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| US$22.8億 | -US$7360萬 | -3% | 1.62% | 83.7% | 311 | 20.58% | 5 |
|
| 1395 |
1395
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| US$22.7億 | -US$10.4億 | -31% | 0.73% | 1.3% | 42 | 11.9% | 4.1 |
|
| 1396 |
1396
American Capital Management
New York
| US$22.7億 | -US$2.44億 | -10% | 3.36% | 96.7% | 70 | 5.71% | 6 |
|
| 1397 |
BPI
1397
BFC Planning, Inc.
Cedar Rapids,
Iowa
| US$22.6億 | +US$8.8億 | +64% | 2.9% | – | 3,352 | 17.57% | 0.9 |
|
| 1398 |
1398
Portman Square Capital
London,
United Kingdom
| US$22.6億 | +US$161萬 | +0.1% | 5.02% | 25.4% | 136 | 33.09% | 0.8 |
|
| 1399 |
1399
Smithfield Trust
Pittsburgh,
Pennsylvania
| US$22.6億 | +US$2416萬 | +1% | 1.72% | 56.1% | 1,117 | 10.21% | 6.7 |
|
| 1400 |
1400
Integrated Advisors Network
Dallas,
Texas
| US$22.6億 | -US$1.21億 | -5% | 2.49% | 107% | 819 | 18.19% | 3.4 |
|