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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
NorthRock Partners
Minneapolis,
Minnesota
| US$12.2億 | +US$2624萬 | +2% | 0.84% | 69.5% | 295 | 16.95% | 1.8 |
|
| 1652 |
1652
Annex Advisory Services
Brookfield,
Wisconsin
| US$12.2億 | -US$1111萬 | -0.9% | 1.55% | 85.8% | 231 | 13.42% | 2.7 |
|
| 1653 |
1653
Cumberland Partners
Toronto,
Ontario, Canada
| US$12.2億 | -US$5412萬 | -4% | 1.03% | 101% | 208 | 25% | 2 |
|
| 1654 |
1654
Mogy Joel R Investment Counsel
Beverly Hills,
California
| US$12.2億 | +US$3828萬 | +3% | 2.97% | 121% | 114 | 1.75% | 6.6 |
|
| 1655 |
1655
Tandem Investment Advisors
Charleston,
South Carolina
| US$12.2億 | +US$5225萬 | +4% | 1.22% | 18.7% | 78 | 6.41% | 2.8 |
|
| 1656 |
1656
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$12.2億 | +US$1105萬 | +0.9% | 0.94% | 63.2% | 295 | 7.46% | 2.7 |
|
| 1657 |
WMC
1657
Westwood Management Corporation
Chicago,
Illinois
| US$12.2億 | -US$2133萬 | -2% | 0.48% | 44.3% | 81 | 6.17% | 3.8 |
|
| 1658 |
1658
Everence Capital Management
Goshen,
Indiana
| US$12.2億 | +US$235萬 | +0.2% | 1.07% | 121% | 783 | 14.05% | 3.1 |
|
| 1659 |
1659
Brigade Capital Management
New York
| US$12.2億 | -US$4.51億 | -27% | 1.92% | 234% | 58 | 20.69% | 1.4 |
|
| 1660 |
1660
RFG Advisory
Birmingham,
Alabama
| US$12.2億 | +US$9208萬 | +8% | 0.28% | 57% | 447 | 9.84% | 2.3 |
|
| 1661 |
1661
Sepio Capital
Salt Lake City,
Utah
| US$12.1億 | -US$71.1萬 | -0.1% | 1.12% | 92% | 390 | 22.05% | 1.6 |
|
| 1662 |
1662
GeoWealth Management
Chicago,
Illinois
| US$12.1億 | +US$4.22億 | +53% | 0.63% | 62.9% | 408 | 37.75% | 0.6 |
|
| 1663 |
1663
Avior Wealth Management
Omaha,
Nebraska
| US$12.1億 | +US$2.17億 | +22% | 0.56% | 71.4% | 1,231 | 16.08% | 2.7 |
|
| 1664 |
1664
Money Design
Tokyo,
Japan
| US$12.1億 | +US$2.42億 | +25% | 1.71% | 26.4% | 72 | 27.78% | 2.1 |
|
| 1665 |
1665
EnCap Energy Capital Fund X
Houston,
Texas
| US$12.1億 | +US$2.15億 | +22% | 21.7% | – | 1 | 0% | 0.5 |
|
| 1666 |
1666
One Capital Management
Westlake Village,
California
| US$12.1億 | +US$8303萬 | +7% | 1.31% | 56.5% | 217 | 11.06% | 3.9 |
|
| 1667 |
1667
BBR Partners
New York
| US$12.1億 | -US$5630萬 | -4% | 2.75% | 63.4% | 236 | 23.73% | 1.9 |
|
| 1668 |
1668
Cacti Asset Management
Atlanta,
Georgia
| US$12.1億 | -US$3405萬 | -3% | 0.14% | 171% | 79 | 2.53% | 6 |
|
| 1669 |
1669
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| US$12.1億 | -US$8695萬 | -7% | 1.35% | 70.2% | 99 | 5.05% | 3.6 |
|
| 1670 |
1670
GenTrust
Miami,
Florida
| US$12.1億 | +US$1960萬 | +2% | 1.14% | 58.9% | 150 | 10.67% | 0.8 |
|
| 1671 |
1671
Berkshire Partners
Boston,
Massachusetts
| US$12.1億 | -US$1.8億 | -13% | 5.25% | 77.1% | 2 | 0% | 6.3 |
|
| 1672 |
1672
Merriman Wealth Management
Seattle,
Washington
| US$12億 | +US$3741萬 | +3% | 1.37% | 18.3% | 230 | 20.43% | 2 |
|
| 1673 |
1673
Sectoral Asset Management
Montreal,
Quebec, Canada
| US$12億 | -US$3358萬 | -3% | 1.04% | 189% | 147 | 27.21% | 1.2 |
|
| 1674 |
1674
Greenwich Wealth Management
Greenwich,
Connecticut
| US$12億 | +US$2950萬 | +3% | 2.33% | 214% | 247 | 12.96% | 3.6 |
|
| 1675 |
1675
Foster & Motley
Cincinnati,
Ohio
| US$12億 | +US$706萬 | +0.6% | 0.54% | 76.5% | 335 | 5.97% | 3.4 |
|