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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
Integral Health Asset Management
New York
| US$14.8億 | +US$3.86億 | +35% | 40% | 564% | 92 | 39.13% | 0.7 |
|
| 1802 |
1802
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$14.8億 | +US$7185萬 | +5% | 7.37% | 52.3% | 76 | 19.74% | 2.9 |
|
| 1803 |
GPCM
1803
Greenbrier Partners Capital Management
Dallas,
Texas
| US$14.8億 | +US$1.12億 | +8% | 10.2% | 119% | 13 | 0% | 9.9 |
|
| 1804 |
1804
FAS Wealth Partners
Leawood,
Kansas
| US$14.8億 | +US$1.25億 | +9% | 7% | 72.3% | 484 | 9.09% | 4.9 |
|
| 1805 |
1805
Plato Investment Management
Sydney, NSW,
Australia
| US$14.8億 | +US$1.46億 | +11% | 10.2% | 156% | 546 | 10.99% | 1.3 |
|
| 1806 |
1806
IQ EQ Fund Management
Dublin 2,
Ireland
| US$14.8億 | +US$3.51億 | +31% | 13.9% | 109% | 330 | 11.21% | 3.3 |
|
| 1807 |
1807
1900 Wealth Management
San Antonio,
Texas
| US$14.8億 | +US$1.53億 | +12% | 5.91% | 61% | 237 | 11.39% | 3.3 |
|
| 1808 |
1808
Icon Wealth Advisors
Houston,
Texas
| US$14.7億 | +US$7043萬 | +5% | 6.85% | – | 553 | 14.65% | 1.7 |
|
| 1809 |
1809
NewSquare Capital
Newtown Square,
Pennsylvania
| US$14.7億 | +US$1.27億 | +9% | 8.89% | 82.5% | 1,304 | 86.27% | 5.3 |
|
| 1810 |
1810
Motley Fool Wealth Management
Alexandria,
Virginia
| US$14.7億 | -US$1.83億 | -11% | 0.56% | 70.7% | 135 | 11.11% | 4.2 |
|
| 1811 |
1811
Baring Fintech Manager Holding
Castel,
Guernsey
| US$14.7億 | -US$5795萬 | -4% | 3.78% | – | 1 | 0% | 0.8 |
|
| 1812 |
1812
Charles Schwab Trust
Henderson,
Nevada
| US$14.7億 | +US$1.4億 | +11% | 5.82% | 52.7% | 182 | 7.69% | 3.4 |
|
| 1813 |
1813
Cantor Fitzgerald Investment Advisors
New York
| US$14.7億 | +US$5618萬 | +4% | 5.49% | 73.4% | 195 | 5.64% | 3.7 |
|
| 1814 |
1814
Sourcerock Group
Denver,
Colorado
| US$14.7億 | -US$4.47億 | -23% | 10.3% | 59.1% | 51 | 54.9% | 0.8 |
|
| 1815 |
1815
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$14.7億 | +US$1.16億 | +9% | 7.28% | 67% | 102 | 5.88% | 4.9 |
|
| 1816 |
1816
Founders Financial Securities
Towson,
Maryland
| US$14.7億 | +US$1.54億 | +12% | 6.58% | 71% | 536 | 17.16% | 2.5 |
|
| 1817 |
1817
Trinity Street Asset Management
London,
United Kingdom
| US$14.7億 | +US$965萬 | +0.7% | 5.84% | 76.9% | 21 | 4.76% | 2.1 |
|
| 1818 |
1818
SSI Investment Management
Los Angeles,
California
| US$14.7億 | +US$4819萬 | +3% | 1.72% | 15.7% | 255 | 2.75% | 2.7 |
|
| 1819 |
1819
Fifth Third Securities
Cincinnati,
Ohio
| US$14.6億 | +US$1.33億 | +10% | 6.98% | 62.7% | 329 | 12.16% | 2.1 |
|
| 1820 |
1820
Bramshill Investments
Naples,
Florida
| US$14.6億 | +US$5.08億 | +53% | 1.62% | 3.6% | 174 | 27.59% | 1.6 |
|
| 1821 |
1821
Heitman Real Estate Securities
Chicago,
Illinois
| US$14.6億 | +US$5305萬 | +4% | 3.64% | 48.3% | 67 | 31.34% | 3.6 |
|
| 1822 |
1822
Vantage Investment Partners
Kansas City,
Missouri
| US$14.6億 | +US$8972萬 | +7% | 7.96% | 77.4% | 67 | 10.45% | 4.8 |
|
| 1823 |
1823
Helikon Investments
London,
United Kingdom
| US$14.6億 | -US$1.52億 | -9% | 9.64% | 282% | 21 | 28.57% | 1.5 |
|
| 1824 |
1824
DNCA Finance
Paris,
France
| US$14.6億 | +US$1.51億 | +12% | 7.68% | – | 115 | 10.43% | 0.9 |
|
| 1825 |
1825
Rush Island Management
New York
| US$14.6億 | -US$9086萬 | -6% | 2.78% | 15.5% | 24 | 54.17% | 1.1 |
|