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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
Motley Fool Asset Management
Alexandria,
Virginia
| US$8.87億 | -US$1.3億 | -13% | 3.51% | 135% | 225 | 12.89% | 3.1 |
|
| 1802 |
1802
Nexus Investment Management
Toronto,
Ontario, Canada
| US$8.86億 | +US$8261萬 | +10% | 8.8% | 93.5% | 75 | 17.33% | 6.2 |
|
| 1803 |
1803
Woodmont Investment Counsel
Nashville,
Tennessee
| US$8.83億 | +US$8338萬 | +10% | 9.35% | 75.3% | 255 | 5.49% | 4.6 |
|
| 1804 |
1804
Girard Partners
King Of Prussia,
Pennsylvania
| US$8.83億 | +US$1.29億 | +17% | 8.76% | 25.7% | 268 | 16.79% | 4.1 |
|
| 1805 |
1805
FAS Wealth Partners
Leawood,
Kansas
| US$8.83億 | -US$1788萬 | -2% | 8.55% | 72.3% | 442 | 15.61% | 3.5 |
|
| 1806 |
1806
Principle Wealth Partners
Madison,
Connecticut
| US$8.82億 | -US$1.78億 | -17% | 11.3% | 90.7% | 320 | 10.63% | 2.4 |
|
| 1807 |
1807
Quadrant Capital Group
Cincinnati,
Ohio
| US$8.82億 | +US$1.26億 | +17% | 9.53% | 118% | 2,922 | 12.49% | 4.1 |
|
| 1808 |
1808
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$8.82億 | +US$8151萬 | +10% | 10.1% | 26.1% | 167 | 12.57% | 5.9 |
|
| 1809 |
1809
Washington Trust Bank
Spokane,
Washington
| US$8.82億 | +US$9516萬 | +12% | 9.84% | 89.9% | 249 | 25.3% | 4.7 |
|
| 1810 |
1810
Primavera Capital Management
George Town,
Cayman Islands
| US$8.82億 | -US$9479萬 | -10% | 9.07% | 1.21% | 4 | 0% | 3.6 |
|
| 1811 |
1811
Vicus Capital
State College,
Pennsylvania
| US$8.81億 | +US$3236萬 | +4% | 8.34% | 67% | 226 | 23.01% | 2.8 |
|
| 1812 |
1812
Mount Yale Investment Advisors
Denver,
Colorado
| US$8.81億 | +US$1.28億 | +17% | 8.76% | 92.1% | 501 | 21.56% | 2.2 |
|
| 1813 |
1813
TCV Trust & Wealth Management
Richmond,
Virginia
| US$8.8億 | +US$9404萬 | +12% | 9.93% | 75.3% | 193 | 10.88% | 6 |
|
| 1814 |
1814
Duality Advisers
Miami,
Florida
| US$8.79億 | -US$3960萬 | -4% | 5.03% | 18.3% | 823 | 70.11% | 0.2 |
|
| 1815 |
1815
NorthRock Partners
Minneapolis,
Minnesota
| US$8.79億 | +US$1810萬 | +2% | 9.06% | 62.8% | 356 | 19.66% | 2.2 |
|
| 1816 |
1816
Stephens Group Asset Management
Little Rock,
Arkansas
| US$8.78億 | +US$4110萬 | +5% | 6.59% | 51.4% | 26 | 3.85% | 3.5 |
|
| 1817 |
1817
Southernsun Asset Management
Memphis,
Tennessee
| US$8.78億 | +US$6765萬 | +8% | 11.2% | 54.7% | 30 | 10% | 5.1 |
|
| 1818 |
1818
Roundview Capital
Princeton,
New Jersey
| US$8.76億 | +US$8427萬 | +11% | 8.12% | 77.7% | 297 | 11.78% | 4.6 |
|
| 1819 |
RPGK
1819
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$8.75億 | +US$8016萬 | +10% | 8.35% | 54.7% | 150 | 28% | 2.7 |
|
| 1820 |
1820
Private Wealth Partners
Mill Valley,
California
| US$8.74億 | +US$9129萬 | +12% | 7.76% | 132% | 91 | 19.78% | 5 |
|
| 1821 |
1821
Palisade Asset Management
Minneapolis,
Minnesota
| US$8.73億 | +US$1.44億 | +20% | 12.5% | 72.9% | 189 | 11.11% | 6.2 |
|
| 1822 |
1822
Ithaka Group
Arlington,
Virginia
| US$8.71億 | +US$4.22億 | +94% | 10.1% | 143% | 35 | 8.57% | 4.5 |
|
| 1823 |
1823
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| US$8.71億 | +US$6158萬 | +8% | 10.2% | 181% | 613 | 10.11% | 6.4 |
|
| 1824 |
1824
Icon Wealth Advisors
Houston,
Texas
| US$8.7億 | +US$4642萬 | +6% | 9.15% | – | 417 | 26.14% | 0.2 |
|
| 1825 |
1825
Adell Harriman & Carpenter
Houston,
Texas
| US$8.7億 | +US$4795萬 | +6% | 8.95% | 191% | 168 | 6.55% | 4.9 |
|