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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
Main Management
San Francisco,
California
| US$9.43億 | +US$7539萬 | +9% | 7.28% | 64.1% | 144 | 20.83% | 3.2 |
|
| 1802 |
1802
JTC Employer Solutions Trustee
St Helier,
Jersey
| US$9.42億 | -US$2.26億 | -19% | 2.27% | 85.3% | 407 | 10.57% | 1.3 |
|
| 1803 |
1803
Woodmont Investment Counsel
Nashville,
Tennessee
| US$9.41億 | +US$5719萬 | +6% | 4.73% | 75.3% | 265 | 12.08% | 4.9 |
|
| 1804 |
1804
Ascent Group
Virginia Beach,
Virginia
| US$9.4億 | +US$9022萬 | +11% | 4.96% | 91.7% | 508 | 17.52% | 1 |
|
| 1805 |
1805
Virtu Financial
New York
| US$9.4億 | +US$1.84億 | +24% | 8.44% | 160% | 2,521 | 79.89% | 0.2 |
|
| 1806 |
1806
NorthRock Partners
Minneapolis,
Minnesota
| US$9.39億 | +US$6085萬 | +7% | 8.37% | 69.5% | 367 | 17.71% | 2.5 |
|
| 1807 |
1807
Global Endowment Management
Charlotte,
North Carolina
| US$9.39億 | +US$3653萬 | +4% | 5.96% | 53.3% | 117 | 20.51% | 3.1 |
|
| 1808 |
RPGK
1808
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$9.39億 | +US$6318萬 | +7% | 4.45% | 54.7% | 154 | 18.18% | 2.6 |
|
| 1809 |
SCM
1809
SIR Capital Management
New York
| US$9.38億 | -US$1240萬 | -1% | 2.63% | 71.1% | 79 | 40.51% | 0.8 |
|
| 1810 |
1810
Hollencrest Capital Management
Newport Beach,
California
| US$9.37億 | +US$1.28億 | +16% | 9.99% | 97.9% | 1,206 | 11.36% | 1.4 |
|
| 1811 |
1811
Banc Funds Company
Chicago,
Illinois
| US$9.36億 | -US$1.97億 | -17% | 11.1% | 61.7% | 169 | 8.28% | 5.2 |
|
| 1812 |
1812
Principle Wealth Partners
Madison,
Connecticut
| US$9.35億 | +US$5294萬 | +6% | 5.68% | 90.7% | 329 | 10.03% | 2.6 |
|
| 1813 |
1813
Washington Trust Bank
Spokane,
Washington
| US$9.35億 | +US$5298萬 | +6% | 7.08% | 89.9% | 232 | 10.78% | 5 |
|
| 1814 |
1814
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$9.34億 | +US$873萬 | +0.9% | 3.36% | 68.6% | 204 | 6.86% | 6.2 |
|
| 1815 |
1815
Adell Harriman & Carpenter
Houston,
Texas
| US$9.31億 | +US$6147萬 | +7% | 10.2% | 191% | 174 | 9.77% | 5 |
|
| 1816 |
1816
DFPG Investments
Sandy,
Utah
| US$9.31億 | +US$3.24億 | +53% | 8.72% | 38.2% | 532 | 21.62% | 0.9 |
|
| 1817 |
1817
1900 Wealth Management
San Antonio,
Texas
| US$9.31億 | +US$876萬 | +1% | 4.21% | 61% | 240 | 2.5% | 1.7 |
|
| 1818 |
1818
Vicus Capital
State College,
Pennsylvania
| US$9.3億 | +US$4873萬 | +6% | 5.42% | 67% | 216 | 17.13% | 2.8 |
|
| 1819 |
1819
Sixth Street Partners
Dallas,
Texas
| US$9.3億 | +US$3202萬 | +4% | 4.06% | 10.1% | 13 | 15.38% | 1.5 |
|
| 1820 |
1820
Redwood Investment Management
Scottsdale,
Arizona
| US$9.3億 | +US$1.75億 | +23% | 3.71% | 62.5% | 282 | 32.27% | 0.9 |
|
| 1821 |
1821
SFMG Wealth Advisors
Plano,
Texas
| US$9.28億 | +US$2741萬 | +3% | 6.87% | 85.1% | 283 | 13.78% | 3.1 |
|
| 1822 |
1822
Clough Capital Partners
Boston,
Massachusetts
| US$9.28億 | -US$5867萬 | -6% | 5.44% | 175% | 191 | 32.46% | 0.7 |
|
| 1823 |
1823
Cyndeo Wealth Partners
St. Petersburg,
Florida
| US$9.28億 | +US$7623萬 | +9% | 4.47% | 93% | 338 | 13.31% | 0.2 |
|
| 1824 |
1824
Fund Evaluation Group
Cincinnati,
Ohio
| US$9.24億 | +US$1.44億 | +19% | 8.15% | 58.7% | 30 | 6.67% | 2.7 |
|
| 1825 |
1825
Nexpoint Asset Management
Dallas,
Texas
| US$9.24億 | -US$3.61億 | -28% | 7.6% | 253% | 152 | 50% | 1.1 |
|