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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
CBIZ Investment Advisory Services
Independence,
Ohio
| US$10.9億 | -US$8453萬 | -7% | 3.94% | 48.7% | 34 | 11.76% | 1 |
|
| 1677 |
1677
Park West Asset Management
San Francisco,
California
| US$10.9億 | -US$5417萬 | -5% | 3.08% | 181% | 48 | 45.83% | 1.3 |
|
| 1678 |
1678
Mason Investment Advisory Services
Reston,
Virginia
| US$10.9億 | -US$7121萬 | -6% | 1.93% | 76.1% | 68 | 14.71% | 2.7 |
|
| 1679 |
1679
BIP Wealth
Atlanta,
Georgia
| US$10.9億 | -US$1.35億 | -11% | 2.5% | 51.8% | 207 | 19.81% | 0.4 |
|
| 1680 |
1680
Evanson Asset Management
Carmel,
California
| US$10.9億 | -US$1090萬 | -1% | 2.88% | 66.6% | 301 | 10.96% | 5.2 |
|
| 1681 |
1681
Strategic Blueprint
Atlanta,
Georgia
| US$10.8億 | +US$3476萬 | +3% | 2.48% | 82.1% | 577 | 14.56% | 2 |
|
| 1682 |
1682
Fort Baker Capital Management
Larkspur,
California
| US$10.8億 | +US$3.32億 | +44% | 3.41% | 46.3% | 123 | 43.09% | 0.9 |
|
| 1683 |
1683
Ulysses Management
New York
| US$10.8億 | -US$711萬 | -0.7% | 6.15% | 51.8% | 62 | 48.39% | 2 |
|
| 1684 |
1684
Soleus Capital Management
Greenwich,
Connecticut
| US$10.8億 | +US$1.84億 | +20% | 8.36% | 508% | 126 | 47.62% | 0.8 |
|
| 1685 |
1685
Cacti Asset Management
Atlanta,
Georgia
| US$10.8億 | -US$5151萬 | -5% | 2.77% | 171% | 80 | 0% | 7.5 |
|
| 1686 |
1686
Albion Financial Group
Salt Lake City,
Utah
| US$10.8億 | -US$5893萬 | -5% | 4.21% | 79.6% | 504 | 11.31% | 3.5 |
|
| 1687 |
1687
YHB Investment Advisors
West Hartford,
Connecticut
| US$10.8億 | +US$1119萬 | +1% | 2.68% | 96.2% | 287 | 8.36% | 5.1 |
|
| 1688 |
1688
YCG LLC
Austin,
Texas
| US$10.8億 | -US$3855萬 | -3% | 3.5% | 29.4% | 40 | 0% | 6.1 |
|
| 1689 |
1689
Advance Capital Management
Southfield,
Michigan
| US$10.8億 | +US$1.99億 | +23% | 2.47% | 54.4% | 132 | 14.39% | 1.2 |
|
| 1690 |
1690
Ostrum Asset Management
Paris,
France
| US$10.8億 | -US$1.12億 | -9% | 3.21% | 107% | 694 | 5.19% | 0.6 |
|
| 1691 |
1691
Telemus Capital
Southfield,
Michigan
| US$10.8億 | -US$1.04億 | -9% | 2.98% | 27.9% | 334 | 11.08% | 4.9 |
|
| 1692 |
1692
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| US$10.8億 | -US$1053萬 | -1% | 2.13% | 90% | 241 | 22.41% | 5.2 |
|
| 1693 |
1693
Yaupon Capital Management
New York
| US$10.8億 | +US$2.95億 | +38% | 2.73% | 122% | 145 | 57.93% | 0.5 |
|
| 1694 |
1694
Checchi Capital Advisers
Beverly Hills,
California
| US$10.8億 | -US$3984萬 | -4% | 3.7% | 75.4% | 592 | 12.84% | 5.3 |
|
| 1695 |
1695
HoyleCohen
San Diego,
California
| US$10.8億 | -US$5509萬 | -5% | 3.7% | 46.1% | 268 | 5.6% | 3.9 |
|
| 1696 |
1696
Formuepleje A/S
Aarhus C,
Denmark
| US$10.8億 | -US$6691萬 | -6% | 5.72% | 92.1% | 77 | 3.9% | 2.3 |
|
| 1697 |
1697
ProVise Management Group
Clearwater,
Florida
| US$10.8億 | -US$2745萬 | -2% | 2.81% | 74.6% | 367 | 14.99% | 5 |
|
| 1698 |
1698
DFPG Investments
Sandy,
Utah
| US$10.8億 | -US$3396萬 | -3% | 1.44% | 38.2% | 648 | 22.53% | 1.1 |
|
| 1699 |
1699
JTC Employer Solutions Trustee
St Helier,
Jersey
| US$10.8億 | +US$2504萬 | +2% | 0.23% | 85.3% | 373 | 4.83% | 1.8 |
|
| 1700 |
1700
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$10.7億 | -US$4144萬 | -4% | 3.28% | 71.8% | 579 | 13.82% | 3.7 |
|