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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Beese Fulmer Investment Management
Canton,
Ohio
| US$15.6億 | +US$2397萬 | +2% | 1.44% | 124% | 482 | 27.8% | 4 |
|
| 1752 |
1752
1900 Wealth Management
San Antonio,
Texas
| US$15.6億 | -US$164萬 | -0.1% | 1.72% | 61% | 265 | 13.58% | 3.4 |
|
| 1753 |
1753
Avestar Capital
New York
| US$15.6億 | +US$1354萬 | +0.9% | 3.38% | 112% | 558 | 22.22% | 2.4 |
|
| 1754 |
1754
Trustmark National Bank Trust Department
Jackson,
Mississippi
| US$15.6億 | -US$2826萬 | -2% | 0.14% | 62.9% | 289 | 9.69% | 6.2 |
|
| 1755 |
1755
Valley Wealth Managers
Paramus,
New Jersey
| US$15.5億 | -US$767萬 | -0.5% | 3.2% | 118% | 381 | 23.36% | 4.1 |
|
| 1756 |
1756
Boston Common Asset Management
Boston,
Massachusetts
| US$15.5億 | -US$1.07億 | -6% | 0.84% | 61.6% | 203 | 12.32% | 5 |
|
| 1757 |
1757
MUFG Securities Americas
New York
| US$15.5億 | -US$5422萬 | -3% | 1.74% | – | 511 | 2.35% | 1.2 |
|
| 1758 |
1758
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| US$15.5億 | -US$1.82億 | -10% | 2.25% | 79.2% | 38 | 31.58% | 3.7 |
|
| 1759 |
1759
Zions Bancorporation, National Association
Salt Lake City,
Utah
| US$15.5億 | -US$6.13億 | -28% | 0.66% | – | 1,587 | 27.47% | 0.6 |
|
| 1760 |
1760
Albion Financial Group
Salt Lake City,
Utah
| US$15.5億 | -US$5694萬 | -4% | 2.43% | 79.6% | 785 | 23.18% | 3.4 |
|
| 1761 |
1761
Nichols & Pratt Advisers
Boston,
Massachusetts
| US$15.5億 | -US$5006萬 | -3% | 0.1% | 71.2% | 109 | 5.5% | 8.1 |
|
| 1762 |
1762
Plante Moran Financial Advisors
Southfield,
Michigan
| US$15.5億 | -US$3325萬 | -2% | 2.99% | 69.2% | 882 | 26.64% | 5.9 |
|
| 1763 |
1763
Fifth Third Securities
Cincinnati,
Ohio
| US$15.5億 | +US$1626萬 | +1% | 1.31% | 62.7% | 352 | 8.81% | 2.3 |
|
| 1764 |
KNB
1764
Khazanah Nasional Berhad
Kuala Lumpur,
| US$15.4億 | -US$1.18億 | -7% | 3.84% | 73.6% | 161 | 34.78% | 0.4 |
|
| 1765 |
1765
Charles Schwab Trust
Henderson,
Nevada
| US$15.4億 | +US$2065萬 | +1% | 0.27% | 52.7% | 187 | 20.32% | 3.8 |
|
| 1766 |
1766
Icon Wealth Advisors
Houston,
Texas
| US$15.4億 | +US$3906萬 | +3% | 0.21% | – | 441 | 22.45% | 2.2 |
|
| 1767 |
1767
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$15.4億 | +US$2594萬 | +2% | 1.85% | 67% | 108 | 2.78% | 4.9 |
|
| 1768 |
1768
Clean Energy Transition
London,
United Kingdom
| US$15.4億 | +US$3.39億 | +28% | 3.35% | 129% | 17 | 41.18% | 1.3 |
|
| 1769 |
1769
Great Hill Capital
New York
| US$15.4億 | +US$5.3億 | +53% | 5% | – | 53 | 16.98% | 0.4 |
|
| 1770 |
1770
Irenic Capital Management
New York
| US$15.4億 | +US$4870萬 | +3% | 8.16% | 93.6% | 64 | 59.38% | 0.6 |
|
| 1771 |
1771
Cinctive Capital Management
New York
| US$15.3億 | -US$3.12億 | -17% | 5.83% | 163% | 552 | 66.67% | 0.4 |
|
| 1772 |
1772
Meridiem Capital Partners
Dallas,
Texas
| US$15.3億 | -US$1.23億 | -7% | 7.93% | – | 105 | 71.43% | 0.2 |
|
| 1773 |
1773
FJ Investments
Salt Lake City,
Utah
| US$15.3億 | -US$4869萬 | -3% | 1.78% | – | 5 | 0% | 2 |
|
| 1774 |
1774
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$15.3億 | -US$5138萬 | -3% | 1.97% | 76% | 215 | 12.56% | 4.5 |
|
| 1775 |
1775
Sienna Gestion
Paris,
France
| US$15.3億 | -US$1.51億 | -9% | 1.08% | – | 169 | 30.77% | 1.1 |
|