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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Baker Avenue Asset Management
San Francisco,
California
| US$6.58億 | -US$3834萬 | -6% | 0.27% | 104% | 209 | 31.1% | 1.2 |
|
| 1527 |
SMA
1527
Simply Money Advisors
Cincinnati,
Ohio
| US$6.56億 | -US$896萬 | -1% | 1.04% | 11.5% | 26 | 11.54% | 1.6 |
|
| 1528 |
SG
1528
Swarthmore Group
Philadelphia,
Pennsylvania
| US$6.55億 | -US$2.78億 | -30% | 1.9% | 44.2% | 58 | 25.86% | 1.4 |
|
| 1529 |
1529
Geneos Wealth Management
Englewood,
Colorado
| US$6.54億 | – | – | 3.54% | 73.3% | 1,783 | – | 0 |
|
| 1530 |
1530
Crestline Management
Fort Worth,
Texas
| US$6.54億 | -US$4.79億 | -42% | 13.4% | 80.2% | 1 | 0% | 1.3 |
|
| 1531 |
1531
First National Trust
Hermitage,
Pennsylvania
| US$6.53億 | +US$2116萬 | +3% | 1.62% | 92.7% | 317 | 14.51% | 2 |
|
| 1532 |
1532
Carnegie Investment Counsel
Pepper Pike,
Ohio
| US$6.53億 | +US$7656萬 | +13% | 1.76% | 112% | 305 | 7.54% | 1.9 |
|
| 1533 |
1533
Foundation Capital
Palo Alto,
California
| US$6.53億 | -US$1.68億 | -20% | 15.7% | – | 9 | 0% | 1.4 |
|
| 1534 |
1534
EP Wealth Advisors
Torrance,
California
| US$6.52億 | +US$5718萬 | +10% | 2.27% | – | 171 | 35.09% | 1.6 |
|
| 1535 |
1535
Tiedemann Trust
Wilmington,
Delaware
| US$6.51億 | -US$3732萬 | -5% | 1.83% | 18.9% | 82 | 23.17% | 1.4 |
|
| 1536 |
1536
P2 Capital Partners
New York
| US$6.49億 | +US$5608萬 | +9% | 4.96% | 7.96% | 15 | 13.33% | 1.8 |
|
| 1537 |
1537
Makaira Partners
La Jolla,
California
| US$6.47億 | +US$4123萬 | +7% | 9.57% | 22% | 13 | 23.08% | 2.1 |
|
| 1538 |
1538
Glazer Capital LLC
New York
| US$6.47億 | -US$2821萬 | -4% | 7.55% | 323% | 121 | 59.5% | 0.4 |
|
| 1539 |
1539
Ardsley Advisory Partners
Stamford,
Connecticut
| US$6.47億 | -US$1.21億 | -16% | 2.14% | 555% | 218 | 72.02% | 0.4 |
|
| 1540 |
1540
SouthState Corp
Winter Haven,
Florida
| US$6.43億 | +US$556萬 | +0.9% | 1.89% | 90.3% | 222 | 13.51% | 2.2 |
|
| 1541 |
1541
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| US$6.43億 | +US$3843萬 | +6% | 1.58% | 83.7% | 171 | 18.13% | 2 |
|
| 1542 |
1542
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$6.42億 | -US$2445萬 | -4% | 1.86% | 117% | 141 | 17.73% | 2.1 |
|
| 1543 |
TM
1543
Thrax Management
New York
| US$6.41億 | +US$1.56億 | +32% | 1.17% | – | 156 | 73.72% | 0.1 |
|
| 1544 |
1544
Martin Investment Management
Palm Beach Gardens,
Florida
| US$6.41億 | +US$1087萬 | +2% | 2.35% | 50% | 49 | 30.61% | 1.9 |
|
| 1545 |
1545
Webster Bank
Waterbury,
Connecticut
| US$6.41億 | +US$1740萬 | +3% | 2.21% | 77.5% | 221 | 10.41% | 2 |
|
| 1546 |
1546
Polaris Wealth Advisory Group
San Rafael,
California
| US$6.4億 | +US$2013萬 | +3% | 4% | 64% | 163 | 49.69% | 0.6 |
|
| 1547 |
WA
1547
Westport Advisers
Westport,
Connecticut
| US$6.4億 | -US$5162萬 | -7% | 3.02% | 39.2% | 44 | 6.82% | 2.5 |
|
| 1548 |
1548
EAM Investors
Solana Beach,
California
| US$6.39億 | -US$1.25億 | -16% | 11.6% | 6,012% | 408 | 53.68% | 0.4 |
|
| 1549 |
1549
Portfolio Solutions
Royal Oak,
Michigan
| US$6.39億 | +US$1231萬 | +2% | 1.09% | 11.6% | 27 | 51.85% | 0.7 |
|
| 1550 |
1550
Murphy Capital Management
Bedminster,
New Jersey
| US$6.38億 | -US$1760萬 | -3% | 2.16% | 41.6% | 336 | 19.64% | 2 |
|