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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
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$13.3億 | +US$826萬 | +0.6% | 0.84% | 65.6% | 186 | 12.37% | 2 |
|
| 1802 |
1802
HG Vora Capital Management
New York
| US$13.3億 | -US$3875萬 | -3% | 9.44% | 42.6% | 10 | 0% | 2.5 |
|
| 1803 |
1803
Robert Wood Johnson Foundation
Princeton,
New Jersey
| US$13.2億 | -US$3.39億 | -20% | 10.1% | 3.79% | 2 | 0% | 8.1 |
|
| 1804 |
1804
Invictus Private Wealth
Denver,
Colorado
| US$13.2億 | +US$5258萬 | +4% | 3.89% | 84.2% | 87 | 12.64% | 1.8 |
|
| 1805 |
1805
Hamilton Capital
Columbus,
Ohio
| US$13.2億 | -US$3417萬 | -3% | 2.58% | – | 140 | 15.71% | 2.5 |
|
| 1806 |
1806
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$13.2億 | +US$4125萬 | +3% | 1.5% | 51.4% | 63 | 36.51% | 2 |
|
| 1807 |
1807
American Trust
Lexington,
Kentucky
| US$13.1億 | +US$1.02億 | +8% | 0.2% | 59% | 347 | 36.02% | 1.5 |
|
| 1808 |
1808
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$13.1億 | +US$907萬 | +0.7% | 0.03% | 73.7% | 275 | 10.91% | 3.8 |
|
| 1809 |
1809
Vestor Capital
Chicago,
Illinois
| US$13.1億 | +US$3967萬 | +3% | 11.4% | 200% | 287 | 19.51% | 3.7 |
|
| 1810 |
1810
First Trust Capital Management
Chicago,
Illinois
| US$13.1億 | -US$1.89億 | -13% | 4.7% | 215% | 143 | 54.55% | 0.6 |
|
| 1811 |
1811
Parcion Private Wealth
Bellevue,
Washington
| US$13.1億 | +US$1.07億 | +9% | 2.09% | 114% | 254 | 12.6% | 2.6 |
|
| 1812 |
1812
Maren Capital
Chicago,
Illinois
| US$13.1億 | +US$9385萬 | +8% | 1% | 58.8% | 28 | 14.29% | 0.9 |
|
| 1813 |
1813
Windward Capital Management
Los Angeles,
California
| US$13.1億 | -US$262萬 | -0.2% | 2.77% | 92.3% | 84 | 0% | 6.2 |
|
| 1814 |
1814
Wesleyan Assurance Society
Birmingham,
United Kingdom
| US$13.1億 | +US$4544萬 | +4% | 0.49% | 114% | 108 | 3.7% | 4.6 |
|
| 1815 |
1815
Alerus Financial
Grand Forks,
North Dakota
| US$13.1億 | -US$5665萬 | -4% | 0.99% | 107% | 172 | 17.44% | 4 |
|
| 1816 |
1816
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$13.1億 | +US$5743萬 | +5% | 0.82% | 78.2% | 203 | 11.82% | 3.1 |
|
| 1817 |
1817
Schechter Investment Advisors
Birmingham,
Michigan
| US$13.1億 | -US$5174萬 | -4% | 1.19% | 36.1% | 732 | 16.8% | 1.9 |
|
| 1818 |
1818
Private Wealth Partners
Mill Valley,
California
| US$13.1億 | +US$5030萬 | +4% | 3.84% | 132% | 185 | 15.68% | 3.8 |
|
| 1819 |
1819
Sonora Investment Management Group
Tucson,
Arizona
| US$13.1億 | -US$4457萬 | -3% | 0.76% | 78.3% | 313 | 12.78% | 2.1 |
|
| 1820 |
1820
Willis Johnson & Associates
Houston,
Texas
| US$13億 | -US$1454萬 | -1% | 1.92% | 55.9% | 182 | 20.33% | 2.2 |
|
| 1821 |
1821
Goldentree Asset Management
New York
| US$13億 | +US$4972萬 | +4% | 0.78% | 27.7% | 37 | 43.24% | 1.3 |
|
| 1822 |
1822
Mesirow Institutional Investment Management
Chicago,
Illinois
| US$13億 | -US$924萬 | -0.7% | 1.87% | – | 145 | 23.45% | 1 |
|
| 1823 |
1823
Needham Investment Management
New York
| US$13億 | -US$577萬 | -0.4% | 2.1% | 424% | 157 | 11.46% | 4.4 |
|
| 1824 |
1824
Campbell & Co Investment Adviser
Baltimore,
Maryland
| US$13億 | -US$4707萬 | -4% | 2.79% | 34.1% | 1,438 | 55.84% | 0.5 |
|
| 1825 |
1825
Shufro Rose & Co
New York
| US$12.9億 | +US$6146萬 | +5% | 1.26% | 73.1% | 333 | 15.02% | 5.1 |
|