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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 |
1601
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$15.6億 | +US$1458萬 | +0.9% | 0.05% | 50.4% | 45 | 8.89% | 3.3 |
|
| 1602 |
1602
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$15.6億 | +US$2744萬 | +2% | 1.69% | 121% | 252 | 9.52% | 4.9 |
|
| 1603 |
FFH
1603
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| US$15.6億 | +US$4.57億 | +42% | 7.19% | 70.7% | 35 | 22.86% | 4.1 |
|
| 1604 |
1604
Heitman Real Estate Securities
Chicago,
Illinois
| US$15.5億 | -US$2.81億 | -15% | 4.96% | 48.3% | 64 | 25% | 3.9 |
|
| 1605 |
1605
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| US$15.5億 | -US$8.01億 | -34% | 1.03% | 79.7% | 215 | 18.14% | 1.6 |
|
| 1606 |
1606
Efficient Advisors
Mason,
Ohio
| US$15.5億 | -US$4108萬 | -3% | 3.57% | 30.6% | 68 | 5.88% | 6.5 |
|
| 1607 |
1607
Edgar Lomax Company
Kingstowne,
Virginia
| US$15.5億 | -US$8656萬 | -5% | 4.06% | 66.2% | 68 | 4.41% | 4.9 |
|
| 1608 |
1608
Adero Partners
Pleasanton,
California
| US$15.5億 | +US$4427萬 | +3% | 0.6% | 27.7% | 270 | 14.07% | 2.2 |
|
| 1609 |
1609
Gilead Sciences
Foster City,
California
| US$15.5億 | – | – | 5.89% | – | 16 | – | 0 |
|
| 1610 |
1610
Aureus Asset Management
Boston,
Massachusetts
| US$15.5億 | +US$1909萬 | +1% | 4.85% | 93.9% | 229 | 16.59% | 4.3 |
|
| 1611 |
1611
Insight Holdings Group
New York
| US$15.5億 | -US$7.55億 | -33% | 0.8% | 111% | 33 | 27.27% | 1.5 |
|
| 1612 |
1612
Oxford Financial Group
Carmel,
Indiana
| US$15.4億 | -US$3345萬 | -2% | 0.02% | 77.2% | 327 | 18.04% | 3 |
|
| 1613 |
1613
Politan Capital Management
New York
| US$15.4億 | -US$2.28億 | -13% | 5.89% | 75.4% | 4 | 0% | 1.8 |
|
| 1614 |
1614
Everence Capital Management
Goshen,
Indiana
| US$15.4億 | -US$4568萬 | -3% | 4.34% | 121% | 1,062 | 52.92% | 3.6 |
|
| 1615 |
1615
First National Bank of Omaha
Omaha,
Nebraska
| US$15.4億 | -US$2762萬 | -2% | 0.1% | 70.9% | 313 | 4.79% | 6.5 |
|
| 1616 |
1616
Foster & Motley
Cincinnati,
Ohio
| US$15.4億 | -US$3906萬 | -2% | 2.84% | 68.8% | 385 | 5.71% | 4.9 |
|
| 1617 |
1617
Confluence Wealth Services
Mcmurray,
Pennsylvania
| US$15.4億 | +US$1.7億 | +12% | 1.36% | 69.4% | 353 | 10.48% | 2 |
|
| 1618 |
1618
Tectonic Advisors
Frisco,
Texas
| US$15.4億 | +US$496萬 | +0.3% | 1.98% | 44.9% | 334 | 13.17% | 2.2 |
|
| 1619 |
1619
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| US$15.3億 | -US$1.77億 | -10% | 3.47% | 155% | 517 | 40.81% | 1 |
|
| 1620 |
1620
Boundary Creek Advisors
New York
| US$15.3億 | +US$2.45億 | +19% | 4.09% | 15% | 34 | 32.35% | 0.8 |
|
| 1621 |
1621
Legacy Private Trust
Neenah,
Wisconsin
| US$15.3億 | +US$4086萬 | +3% | 1.17% | 71.1% | 249 | 10.44% | 5.8 |
|
| 1622 |
1622
Evensky & Katz
Coral Gables,
Florida
| US$15.3億 | -US$744萬 | -0.5% | 0.58% | 61.1% | 85 | 9.41% | 6.2 |
|
| 1623 |
1623
Consulta
London,
United Kingdom
| US$15.3億 | -US$9276萬 | -6% | 3.94% | 30.7% | 15 | 13.33% | 3 |
|
| 1624 |
1624
Rothschild Investment LLC
Chicago,
Illinois
| US$15.3億 | -US$7.02萬 | -0% | 1.63% | 109% | 3,089 | 10.97% | 1.5 |
|
| 1625 |
1625
Bar Harbor Wealth Management
Concord,
New Hampshire
| US$15.3億 | -US$4126萬 | -3% | 1.07% | 85% | 273 | 8.06% | 6.8 |
|