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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
SCI
1601
S&CO Inc
Boston,
Massachusetts
| US$13億 | +US$8650萬 | +7% | 6.82% | 80% | 197 | 9.14% | 6.3 |
|
| 1602 |
1602
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$13億 | +US$1.56億 | +14% | 12.2% | 86% | 643 | 15.09% | 4.1 |
|
| 1603 |
1603
North Star Investment Management
Chicago,
Illinois
| US$13億 | +US$1.16億 | +10% | 12% | 89.8% | 1,302 | 10.45% | 4.5 |
|
| 1604 |
1604
Kiltearn Partners
Edinburgh,
United Kingdom
| US$13億 | +US$3332萬 | +3% | 9.88% | 41% | 39 | 17.95% | 2.8 |
|
| 1605 |
1605
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| US$13億 | -US$4.83億 | -27% | 7.16% | 31.5% | 22 | 13.64% | 2.8 |
|
| 1606 |
1606
Avala Global
New York
| US$13億 | +US$2.66億 | +26% | 22.7% | 552% | 27 | 40.74% | 0.4 |
|
| 1607 |
1607
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| US$12.9億 | -US$6.07億 | -32% | 12.6% | 98.1% | 128 | 65.63% | 0.5 |
|
| 1608 |
1608
Cantor Fitzgerald Investment Advisors
New York
| US$12.9億 | – | – | 9.74% | 73.4% | 150 | – | 3.1 |
|
| 1609 |
1609
FDx Advisors
Chicago,
Illinois
| US$12.9億 | +US$8827萬 | +7% | 10.9% | 71.6% | 722 | 21.47% | 3.9 |
|
| 1610 |
1610
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| US$12.9億 | +US$1.88億 | +17% | 12.1% | 61.9% | 505 | 13.47% | 4.6 |
|
| 1611 |
1611
Norris Perne & French
Grand Rapids,
Michigan
| US$12.9億 | +US$1.48億 | +13% | 13.2% | 91.1% | 138 | 8.7% | 4.9 |
|
| 1612 |
1612
Lowe Brockenbrough & Co
Richmond,
Virginia
| US$12.9億 | +US$347萬 | +0.3% | 9.73% | 87.3% | 270 | 8.52% | 6.6 |
|
| 1613 |
1613
3EDGE Asset Management
Naples,
Florida
| US$12.9億 | -US$1897萬 | -1% | 5.36% | 47.9% | 59 | 44.07% | 0.8 |
|
| 1614 |
1614
Meeder Asset Management
Dublin,
Ohio
| US$12.8億 | +US$1674萬 | +1% | 12.4% | 176% | 607 | 41.02% | 2.3 |
|
| 1615 |
1615
Moody National Bank Trust Division
Galveston,
Texas
| US$12.8億 | -US$2.65億 | -17% | 11.4% | 115% | 655 | 34.2% | 4.3 |
|
| 1616 |
1616
Valley Wealth Managers
Paramus,
New Jersey
| US$12.8億 | +US$8261萬 | +7% | 10.2% | 118% | 381 | 11.81% | 3.1 |
|
| 1617 |
1617
DFPG Investments
Sandy,
Utah
| US$12.8億 | +US$2.06億 | +19% | 10.8% | 38.2% | 642 | 13.71% | 1.3 |
|
| 1618 |
1618
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| US$12.8億 | +US$1.12億 | +10% | 12.6% | 165% | 46 | 41.3% | 2 |
|
| 1619 |
1619
Sigma Planning Corp
Ann Arbor,
Michigan
| US$12.8億 | -US$13.9億 | -52% | 10.3% | 97.5% | 1,229 | 33.85% | 4.8 |
|
| 1620 |
1620
NBT Bank
Norwich,
New York
| US$12.8億 | +US$2.35億 | +23% | 9.69% | 77% | 608 | 49.34% | 2.8 |
|
| 1621 |
1621
Baldwin Wealth Partners
Marion,
Massachusetts
| US$12.7億 | +US$1.11億 | +10% | 11.9% | 94.5% | 785 | 11.46% | 4.4 |
|
| 1622 |
1622
General Catalyst Group Management
Cambridge,
Massachusetts
| US$12.7億 | +US$2.19億 | +21% | 28.1% | 161% | 11 | 9.09% | 2.1 |
|
| 1623 |
SHIM
1623
Spruce House Investment Management
New York
| US$12.7億 | +US$1.47億 | +13% | 16.6% | 863% | 6 | 0% | 5.6 |
|
| 1624 |
1624
BIP Wealth
Atlanta,
Georgia
| US$12.7億 | +US$1.83億 | +17% | 7.51% | 51.8% | 208 | 14.9% | 0.6 |
|
| 1625 |
1625
Advance Capital Management
Southfield,
Michigan
| US$12.7億 | +US$1.85億 | +17% | 8.43% | 54.4% | 136 | 11.76% | 1.3 |
|