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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
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$15.1億 | +US$6529萬 | +5% | 9.82% | 115% | 511 | 7.44% | 6.7 |
|
| 1777 |
1777
Valley Wealth Managers
Paramus,
New Jersey
| US$15.1億 | +US$1.22億 | +9% | 9.4% | 118% | 334 | 15.57% | 4.1 |
|
| 1778 |
1778
Chai Trust Company
Chicago,
Illinois
| US$15.1億 | -US$1.2億 | -7% | 0.54% | 12.7% | 13 | 30.77% | 5.3 |
|
| 1779 |
1779
Strategy Capital
Los Altos,
California
| US$15.1億 | +US$2625萬 | +2% | 5.91% | 316% | 11 | 18.18% | 3.7 |
|
| 1780 |
1780
Woodmont Investment Counsel
Nashville,
Tennessee
| US$15.1億 | -US$458萬 | -0.3% | 6.9% | 75.3% | 285 | 12.28% | 6.1 |
|
| 1781 |
1781
WealthPlan Investment Management
Omaha,
Nebraska
| US$15.1億 | +US$1.35億 | +10% | 7.6% | 74.2% | 369 | 15.99% | 1.6 |
|
| 1782 |
1782
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| US$15.1億 | +US$7.07億 | +89% | 55.9% | 507% | 24 | 16.67% | 3.4 |
|
| 1783 |
1783
OneAscent Financial Services
Birmingham,
Alabama
| US$15億 | +US$1.02億 | +7% | 6.49% | 63.8% | 572 | 22.55% | 0.9 |
|
| 1784 |
1784
Meritage Portfolio Management
Overland Park,
Kansas
| US$15億 | -US$7837萬 | -5% | 11.1% | 97.4% | 346 | 10.98% | 3.7 |
|
| 1785 |
1785
Simmons Bank
Pine Bluff,
Arkansas
| US$15億 | +US$9765萬 | +7% | 9% | 103% | 340 | 5.29% | 6.6 |
|
| 1786 |
1786
Adelante Capital Management
Alameda,
California
| US$15億 | +US$1.37億 | +10% | 4.85% | 43.2% | 48 | 22.92% | 4.4 |
|
| 1787 |
1787
Beaumont Financial Advisors
Needham,
Massachusetts
| US$15億 | +US$1.13億 | +8% | 9% | 93.3% | 404 | 8.91% | 4.5 |
|
| 1788 |
1788
Fiduciary Alliance
Greenville,
South Carolina
| US$14.9億 | +US$1.52億 | +11% | 10.6% | 104% | 519 | 11.75% | 1.1 |
|
| 1789 |
1789
Lombard Odier Asset Management (USA)
New York
| US$14.9億 | +US$1.77億 | +13% | 11.9% | 96.8% | 492 | 41.87% | 0.6 |
|
| 1790 |
1790
KMG Fiduciary Partners
Toledo,
Ohio
| US$14.9億 | +US$1.4億 | +10% | 8.35% | 114% | 300 | 5% | 3.4 |
|
| 1791 |
1791
Appleton Partners
Boston,
Massachusetts
| US$14.9億 | +US$7684萬 | +5% | 8.2% | 110% | 262 | 6.49% | 6.7 |
|
| 1792 |
1792
Creative Financial Designs
Kokomo,
Indiana
| US$14.9億 | +US$9975萬 | +7% | 5.68% | 58.8% | 2,138 | 10.34% | 3.1 |
|
| 1793 |
1793
Asset Dedication LLC
San Francisco,
California
| US$14.9億 | +US$1.11億 | +8% | 6.88% | 71.9% | 1,259 | 15.49% | 3.3 |
|
| 1794 |
1794
Koshinski Asset Management
Decatur,
Illinois
| US$14.9億 | +US$1.63億 | +12% | 7.46% | 82.9% | 748 | 12.83% | 3 |
|
| 1795 |
1795
Hikari Tsushin Inc
Tokyo,
Japan
| US$14.9億 | +US$6936萬 | +5% | 6.8% | 59.5% | 79 | 6.33% | 5.1 |
|
| 1796 |
1796
Diversified Enterprises
Wilmington,
Delaware
| US$14.8億 | +US$1.45億 | +11% | 6.95% | – | 334 | 10.18% | 0.8 |
|
| 1797 |
1797
Stephens Group Asset Management
Little Rock,
Arkansas
| US$14.8億 | +US$9378萬 | +7% | 5.45% | 51.4% | 32 | 18.75% | 6 |
|
| 1798 |
1798
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| US$14.8億 | +US$1.02億 | +7% | 7.89% | 86% | 62 | 8.06% | 3.4 |
|
| 1799 |
1799
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$14.8億 | +US$1.48億 | +11% | 8.29% | 108% | 365 | 15.07% | 2.1 |
|
| 1800 |
1800
Easterly Investment Partners
Beverly,
Massachusetts
| US$14.8億 | +US$8377萬 | +6% | 7.28% | 57.6% | 218 | 22.02% | 2.3 |
|