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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Joel Isaacson & Co
New York
| US$7.02億 | +US$1.28億 | +22% | 20.5% | 79.2% | 219 | 15.07% | 4.4 |
|
| 1777 |
1777
Money Design
Tokyo,
Japan
| US$7.02億 | +US$1.37億 | +24% | 12.1% | 26.4% | 69 | 20.29% | 1.4 |
|
| 1778 |
1778
SFMG Wealth Advisors
Plano,
Texas
| US$7.02億 | +US$3493萬 | +5% | 12.8% | 76.1% | 177 | 25.99% | 2.6 |
|
| 1779 |
1779
YCG LLC
Austin,
Texas
| US$7.02億 | +US$1.06億 | +18% | 18.1% | 27% | 43 | 4.65% | 4.5 |
|
| 1780 |
1780
HGC Investment Management
Toronto,
Ontario, Canada
| US$7.02億 | +US$1.24億 | +21% | 7.86% | 33.2% | 164 | 48.17% | 0.5 |
|
| 1781 |
TP
1781
Thunderbird Partners
London,
United Kingdom
| US$7.01億 | +US$6212萬 | +10% | 22.5% | 38% | 10 | 50% | 1.1 |
|
| 1782 |
1782
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| US$7.01億 | -US$3.13億 | -31% | 17.2% | 47.9% | 15 | 40% | 1.9 |
|
| 1783 |
1783
Full Sail Capital
Oklahoma City,
Oklahoma
| US$7.01億 | +US$1.4億 | +25% | 19.2% | 55.4% | 157 | 8.92% | 1.2 |
|
| 1784 |
1784
Ulysses Management
New York
| US$7億 | +US$2.02億 | +41% | 42.7% | 51.8% | 51 | 45.1% | 1.4 |
|
| 1785 |
1785
Fidelity National Financial
Jacksonville,
Florida
| US$7億 | +US$7254萬 | +12% | 24.2% | 21.4% | 34 | 8.82% | 2.3 |
|
| 1786 |
1786
Portfolio Solutions
Royal Oak,
Michigan
| US$7億 | +US$8431萬 | +14% | 18% | 11.6% | 51 | 15.69% | 2.3 |
|
| 1787 |
1787
Cardan Capital Partners
Denver,
Colorado
| US$6.99億 | +US$9701萬 | +16% | 16.6% | 64% | 252 | 32.94% | 1.4 |
|
| 1788 |
1788
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$6.99億 | +US$9516萬 | +16% | 17.8% | 66.1% | 74 | 12.16% | 2.5 |
|
| 1789 |
1789
Shenkman Capital Management
New York
| US$6.99億 | +US$2994萬 | +4% | 0.04% | 2.21% | 91 | 1.1% | 1.3 |
|
| 1790 |
1790
ORIX Corp
Tokyo,
Japan
| US$6.98億 | -US$4582萬 | -6% | 6.16% | 11.7% | 1 | 0% | 2.5 |
|
| 1791 |
1791
Pictet North America Advisors
Geneva 73,
Switzerland
| US$6.97億 | +US$1.13億 | +19% | 23.9% | 67.7% | 144 | 20.14% | 2.8 |
|
| 1792 |
1792
One Capital Management
Westlake Village,
California
| US$6.97億 | +US$1.07億 | +18% | 16.6% | 50.5% | 194 | 12.89% | 3.8 |
|
| 1793 |
1793
ProVise Management Group
Clearwater,
Florida
| US$6.97億 | +US$1億 | +17% | 17.2% | 74.6% | 294 | 17.35% | 4.3 |
|
| 1794 |
1794
Csenge Advisory Group
Clearwater,
Florida
| US$6.96億 | +US$3.16億 | +83% | 18.3% | 72.3% | 427 | 43.56% | 0.9 |
|
| 1795 |
1795
Versant Venture Management
San Francisco,
California
| US$6.96億 | +US$3.31億 | +91% | 63.3% | 409% | 12 | 25% | 2 |
|
| 1796 |
1796
WealthSource Partners
San Luis Obispo,
California
| US$6.95億 | +US$6062萬 | +10% | 15.4% | 16.8% | 398 | 26.38% | 1.8 |
|
| 1797 |
1797
Middleton & Co
Boston,
Massachusetts
| US$6.94億 | +US$1.23億 | +21% | 24.3% | 81.8% | 146 | 7.53% | 4.9 |
|
| 1798 |
1798
Grassi Investment Management
Santa Clara,
California
| US$6.94億 | +US$1.22億 | +21% | 19.9% | 170% | 134 | 23.13% | 3.7 |
|
| 1799 |
1799
Evensky & Katz
Coral Gables,
Florida
| US$6.93億 | +US$5671萬 | +9% | 18.8% | 61.1% | 103 | 16.5% | 3.3 |
|
| 1800 |
1800
YHB Investment Advisors
West Hartford,
Connecticut
| US$6.93億 | +US$1.13億 | +19% | 21.7% | 96.2% | 179 | 8.94% | 4.5 |
|