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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Evensky & Katz
Coral Gables,
Florida
| US$7.2億 | -US$1262萬 | -2% | 6.42% | 61.1% | 114 | 14.04% | 2.8 |
|
| 1802 |
1802
Metropolis Capital
Amersham,
United Kingdom
| US$7.2億 | +US$2.2億 | +44% | 14.3% | 61.7% | 12 | 8.33% | 0.8 |
|
| 1803 |
1803
Tibra Equities Europe
London,
United Kingdom
| US$7.19億 | -US$9122萬 | -11% | 13.7% | 143% | 345 | 87.25% | 0.1 |
|
| 1804 |
1804
J.L. Bainbridge & Co
Sarasota,
Florida
| US$7.19億 | +US$5007萬 | +7% | 11.4% | 118% | 96 | 29.17% | 0.9 |
|
| 1805 |
1805
Novare Capital Management
Charlotte,
North Carolina
| US$7.18億 | +US$4535萬 | +7% | 6.96% | 76.5% | 150 | 12.67% | 3.1 |
|
| 1806 |
1806
RR Advisors
Dallas,
Texas
| US$7.17億 | -US$9391萬 | -12% | 2.11% | 115% | 31 | 51.61% | 2.8 |
|
| 1807 |
1807
Baldwin Wealth Partners
Marion,
Massachusetts
| US$7.15億 | +US$5100萬 | +8% | 10.2% | 94.5% | 572 | 12.24% | 3 |
|
| 1808 |
1808
Sapience Investments
Newport Beach,
California
| US$7.15億 | -US$376萬 | -0.5% | 6.06% | 54.9% | 86 | 5.81% | 1.9 |
|
| 1809 |
MFP
1809
Michael F. Price
| US$7.15億 | -US$839萬 | -1% | 7.73% | 42.6% | 130 | 19.23% | 2.9 |
|
| 1810 |
1810
Beese Fulmer Investment Management
Canton,
Ohio
| US$7.14億 | +US$4865萬 | +7% | 7.29% | 124% | 216 | 10.65% | 3.7 |
|
| 1811 |
1811
Centaurus Financial
Anaheim,
California
| US$7.14億 | +US$7537萬 | +12% | 6.34% | 83.5% | 656 | 35.67% | 1 |
|
| 1812 |
1812
Wintrust Investments
Chicago,
Illinois
| US$7.14億 | +US$4360萬 | +7% | 8.13% | 27.5% | 381 | 12.6% | 2 |
|
| 1813 |
1813
Griffin Asset Management
New York
| US$7.13億 | +US$6948萬 | +11% | 10.8% | 88.9% | 246 | 13.82% | 2.9 |
|
| 1814 |
1814
Swiss Re
Zurich,
Switzerland
| US$7.13億 | +US$3096萬 | +5% | 8.28% | – | 4 | 0% | 3 |
|
| 1815 |
1815
Godsey & Gibb Inc
Richmond,
Virginia
| US$7.13億 | +US$5640萬 | +9% | 4.92% | 87.5% | 102 | 15.69% | 3 |
|
| 1816 |
FVP
1816
Firefly Value Partners
Newtown,
Pennsylvania
| US$7.13億 | +US$6062萬 | +9% | 8.12% | 25.7% | 18 | 22.22% | 2.8 |
|
| 1817 |
1817
Prospector Partners
Guilford,
Connecticut
| US$7.12億 | +US$2812萬 | +4% | 5.29% | 53.6% | 119 | 8.4% | 3.7 |
|
| 1818 |
1818
Cederberg Capital
London,
United Kingdom
| US$7.12億 | +US$2.14億 | +43% | 22.5% | 273% | 8 | 12.5% | 0.7 |
|
| 1819 |
1819
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$7.12億 | +US$3442萬 | +5% | 6.07% | 34% | 102 | 12.75% | 4.3 |
|
| 1820 |
1820
Capstone Financial Advisors
Downers Grove,
Illinois
| US$7.11億 | +US$5682萬 | +9% | 4.77% | 54.5% | 114 | 17.54% | 2.7 |
|
| 1821 |
HPM
1821
H. Partners Management
New York
| US$7.1億 | -US$1.48億 | -17% | 5.59% | 13.5% | 2 | 0% | 6.5 |
|
| 1822 |
1822
Cat Rock Capital Management
Greenwich,
Connecticut
| US$7.1億 | +US$7443萬 | +12% | 8.84% | 66.7% | 13 | 30.77% | 1.2 |
|
| 1823 |
CC
1823
Cornerstone Capital
Palo Alto,
California
| US$7.09億 | +US$6626萬 | +10% | 7.7% | 102% | 81 | 6.17% | 4.2 |
|
| 1824 |
1824
LBMC Investment Advisors
Brentwood,
Tennessee
| US$7.09億 | +US$4948萬 | +8% | 7.15% | 52.8% | 107 | 8.41% | 3.7 |
|
| 1825 |
1825
Cadinha & Co
Honolulu,
Hawaii
| US$7.08億 | +US$9011萬 | +15% | 6.04% | 132% | 130 | 10% | 3.6 |
|