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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 |
BFO
1801
Boston Family Office
Boston,
Massachusetts
| US$15億 | -US$7417萬 | -5% | 3.65% | 69.7% | 323 | 8.05% | 6.9 |
|
| 1802 |
1802
Caligan Partners
New York
| US$15億 | +US$2.88億 | +24% | 16.1% | 2,628% | 35 | 51.43% | 0.7 |
|
| 1803 |
1803
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$15億 | -US$1.14億 | -7% | 1.97% | 66.9% | 194 | 42.78% | 1.2 |
|
| 1804 |
1804
Aureus Asset Management
Boston,
Massachusetts
| US$15億 | -US$6859萬 | -4% | 3.66% | 102% | 253 | 31.62% | 4.2 |
|
| 1805 |
TP
1805
Theleme Partners
London,
United Kingdom
| US$15億 | -US$3502萬 | -2% | 5.96% | 183% | 10 | 20% | 1.8 |
|
| 1806 |
1806
No Street GP LP
San Francisco,
California
| US$15億 | +US$1432萬 | +1% | 0.63% | 246% | 41 | 41.46% | 1.1 |
|
| 1807 |
1807
Rheos Capital Works
Tokyo,
Japan
| US$15億 | -US$6201萬 | -4% | 0.13% | 248% | 87 | 39.08% | 1.3 |
|
| 1808 |
1808
Seven Grand Managers
Bronxville,
New York
| US$15億 | +US$1.83億 | +14% | 11.2% | 281% | 214 | 57.48% | 0.3 |
|
| 1809 |
CPA
1809
Capital Performance Advisors
Walnut Creek,
California
| US$15億 | +US$8516萬 | +6% | 0.19% | 77.1% | 523 | 25.05% | 1 |
|
| 1810 |
1810
Maple Capital Management
Montpelier,
Vermont
| US$14.9億 | -US$9478萬 | -6% | 3.05% | 114% | 123 | 8.94% | 6 |
|
| 1811 |
1811
Simmons Bank
Pine Bluff,
Arkansas
| US$14.9億 | -US$256萬 | -0.2% | 2.26% | 103% | 351 | 9.12% | 6.6 |
|
| 1812 |
1812
Quintet Private Bank (Europe)
Luxembourg
| US$14.9億 | -US$2.3億 | -13% | 6.24% | 111% | 211 | 18.01% | 2.8 |
|
| 1813 |
1813
Armstrong Advisory Group
Needham,
Massachusetts
| US$14.9億 | +US$1116萬 | +0.8% | 0.91% | 55.6% | 1,004 | 9.66% | 2.3 |
|
| 1814 |
1814
Rush Island Management
New York
| US$14.9億 | -US$1.1億 | -7% | 5.12% | 15.5% | 26 | 50% | 1 |
|
| 1815 |
1815
Nexpoint Asset Management
Dallas,
Texas
| US$14.9億 | +US$5543萬 | +4% | 7.68% | 253% | 111 | 50.45% | 1.2 |
|
| 1816 |
1816
Tema ETFs
New York
| US$14.9億 | +US$2.01億 | +16% | 10.6% | – | 590 | 8.14% | 0.6 |
|
| 1817 |
1817
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| US$14.9億 | +US$13.2億 | +783% | 17.5% | – | 263 | 28.52% | 1 |
|
| 1818 |
1818
Plato Investment Management
Sydney, NSW,
Australia
| US$14.9億 | -US$4117萬 | -3% | 2.32% | 156% | 554 | 14.26% | 1.7 |
|
| 1819 |
1819
Lutz Financial Services
Omaha,
Nebraska
| US$14.9億 | +US$1755萬 | +1% | 0.37% | 37.2% | 102 | 1.96% | 4.9 |
|
| 1820 |
1820
Angeles Investment Advisors
Santa Monica,
California
| US$14.9億 | -US$1115萬 | -0.7% | 1.18% | 78.3% | 33 | 24.24% | 2.6 |
|
| 1821 |
1821
First American Trust
Santa Ana,
California
| US$14.9億 | +US$3128萬 | +2% | 0.44% | 92.8% | 313 | 15.65% | 3.5 |
|
| 1822 |
1822
Oak Associates
Akron,
Ohio
| US$14.9億 | -US$1.78億 | -11% | 3.44% | 152% | 152 | 21.71% | 5.6 |
|
| 1823 |
1823
Ally Invest Advisors
Charlotte,
North Carolina
| US$14.9億 | +US$3675萬 | +3% | 0.73% | 45% | 76 | 1.32% | 3.5 |
|
| 1824 |
1824
M Holdings Securities
Portland,
Oregon
| US$14.8億 | +US$8243萬 | +6% | 0.1% | 94.1% | 319 | 16.61% | 0.5 |
|
| 1825 |
1825
BTC Capital Management
Des Moines,
Iowa
| US$14.8億 | +US$4417萬 | +3% | 2.44% | – | 214 | 6.54% | 5.1 |
|