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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Investment House LLC
Redondo Beach,
California
| US$14.2億 | +US$1.3億 | +10% | 11.2% | 137% | 212 | 18.4% | 4.8 |
|
| 1502 |
1502
WealthPLAN Partners
Omaha,
Nebraska
| US$14.2億 | +US$1.33億 | +10% | 6.04% | 71.6% | 369 | 13.01% | 2.5 |
|
| 1503 |
1503
O'Shares Investment Advisers
Boston,
Massachusetts
| US$14.2億 | +US$7188萬 | +5% | 7.87% | 71.8% | 271 | 1.48% | 1.5 |
|
| 1504 |
1504
Bingham Osborn & Scarborough
San Francisco,
California
| US$14.2億 | +US$9813萬 | +7% | 7.4% | 51.7% | 161 | 14.29% | 4.3 |
|
| 1505 |
1505
Mint Tower Capital Management
Amsterdam,
Netherlands
| US$14.1億 | +US$3.67億 | +35% | 2.16% | 40.2% | 460 | 45% | 0.3 |
|
| 1506 |
1506
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| US$14.1億 | +US$2.78億 | +25% | 7% | 74.8% | 827 | 20.68% | 1.1 |
|
| 1507 |
1507
Governors Lane
New York
| US$14.1億 | -US$8369萬 | -6% | 4.52% | 133% | 278 | 60.79% | 0.2 |
|
| 1508 |
1508
Ashfield Capital Partners
San Francisco,
California
| US$14億 | +US$1.43億 | +11% | 10.6% | 48.8% | 239 | 6.28% | 5 |
|
| 1509 |
1509
Bronte Capital Management
Bondi Junction,
Australia
| US$14億 | +US$5.21億 | +59% | 10.9% | 122% | 21 | 19.05% | 1.2 |
|
| 1510 |
BFO
1510
Boston Family Office
Boston,
Massachusetts
| US$14億 | +US$6889萬 | +5% | 7.61% | 69.7% | 282 | 7.09% | 5.2 |
|
| 1511 |
1511
Cigna Investments
Bloomfield,
Connecticut
| US$14億 | -US$5439萬 | -4% | 8.17% | 154% | 796 | 9.42% | 3 |
|
| 1512 |
1512
PSquared Asset Management
Zurich,
Switzerland
| US$13.9億 | +US$2.37億 | +20% | 12.5% | 150% | 16 | 68.75% | 0.2 |
|
| 1513 |
1513
Bain Capital Venture Investors
Boston,
Massachusetts
| US$13.9億 | +US$4.74億 | +52% | 4.03% | 34.2% | 4 | 25% | 0.9 |
|
| 1514 |
1514
Hawk Ridge Capital Management
Los Angeles,
California
| US$13.9億 | -US$6648萬 | -5% | 5.82% | 84.9% | 59 | 52.54% | 0.7 |
|
| 1515 |
1515
Western Asset Management Company
Pasadena,
California
| US$13.9億 | +US$606萬 | +0.4% | 3.33% | 2.29% | 24 | 8.33% | 1.6 |
|
| 1516 |
1516
Cannell & Spears
New York
| US$13.9億 | +US$9780萬 | +8% | 7.5% | 122% | 251 | 12.35% | 3.3 |
|
| 1517 |
1517
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| US$13.9億 | +US$1.1億 | +9% | 7.04% | 99.5% | 266 | 9.4% | 3.9 |
|
| 1518 |
1518
Portolan Capital Management
Boston,
Massachusetts
| US$13.9億 | +US$1.17億 | +9% | 21.7% | 738% | 168 | 32.14% | 1 |
|
| 1519 |
1519
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| US$13.9億 | +US$1.2億 | +9% | 9.48% | 61.9% | 550 | 14.18% | 3 |
|
| 1520 |
1520
Belpointe Asset Management
Reno,
Nevada
| US$13.9億 | +US$2.21億 | +19% | 6.89% | 88.6% | 1,197 | 21.8% | 1.4 |
|
| 1521 |
1521
Balasa Dinverno & Foltz
| US$13.9億 | +US$1.42億 | +11% | 7.88% | 23.2% | 339 | 12.98% | 2.9 |
|
| 1522 |
1522
Ritholtz Wealth Management
New York
| US$13.9億 | +US$1.87億 | +16% | 6.59% | 99.3% | 576 | 24.48% | 1.1 |
|
| 1523 |
1523
E.S. Barr & Co
Lexington,
Kentucky
| US$13.9億 | +US$1.13億 | +9% | 10.1% | 72.1% | 104 | 7.69% | 4.6 |
|
| 1524 |
1524
Telemus Capital
Southfield,
Michigan
| US$13.9億 | -US$6256萬 | -4% | 6.8% | 27.9% | 404 | 18.07% | 3.4 |
|
| 1525 |
1525
Berkshire Partners
Boston,
Massachusetts
| US$13.9億 | +US$1.43億 | +11% | 11.5% | 77.1% | 2 | 0% | 6 |
|