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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
McDaniel Terry & Co
Austin,
Texas
| US$9.6億 | -US$2272萬 | -2% | 4.39% | 76.6% | 89 | 6.74% | 5.7 |
|
| 1827 |
1827
Delta Asset Management
Memphis,
Tennessee
| US$9.6億 | -US$4792萬 | -5% | 4.01% | 66.5% | 668 | 4.64% | 2.3 |
|
| 1828 |
1828
Cyndeo Wealth Partners
St. Petersburg,
Florida
| US$9.6億 | +US$271萬 | +0.3% | 2.4% | 93% | 354 | 12.71% | 0.6 |
|
| 1829 |
1829
Coliseum Capital Management
Rowayton,
Connecticut
| US$9.6億 | -US$1.5億 | -14% | 18% | 41.1% | 14 | 35.71% | 2.8 |
|
| 1830 |
1830
NorthRock Partners
Minneapolis,
Minnesota
| US$9.6億 | +US$4546萬 | +5% | 4.02% | 62.8% | 374 | 21.66% | 2.6 |
|
| 1831 |
1831
Salomon & Ludwin
Richmond,
Virginia
| US$9.6億 | +US$1819萬 | +2% | 3.68% | 58.7% | 764 | 77.49% | 0.5 |
|
| 1832 |
1832
Washington Trust Bank
Spokane,
Washington
| US$9.6億 | -US$2235萬 | -2% | 2.39% | 89.9% | 224 | 8.04% | 5.4 |
|
| 1833 |
1833
Fir Tree Capital Management
New York
| US$9.6億 | -US$1.17億 | -11% | 1.53% | 17.3% | 291 | 35.4% | 1 |
|
| 1834 |
1834
Wintrust Investments
Chicago,
Illinois
| US$9.6億 | -US$4226萬 | -4% | 2.2% | 27.5% | 442 | 12.22% | 1.7 |
|
| 1835 |
1835
Vicus Capital
State College,
Pennsylvania
| US$9.5億 | -US$571萬 | -0.6% | 3.69% | 67% | 266 | 25.19% | 2.5 |
|
| 1836 |
1836
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$9.5億 | -US$6535萬 | -6% | 3.74% | 87.2% | 138 | 7.25% | 6.3 |
|
| 1837 |
1837
Money Concepts Capital
Palm Beach Gardens,
Florida
| US$9.5億 | -US$2865萬 | -3% | 3.75% | 84.1% | 386 | 15.28% | 2 |
|
| 1838 |
1838
Tremblant Capital Group
West Palm Beach,
Florida
| US$9.5億 | -US$7940萬 | -8% | 2.49% | 131% | 48 | 25% | 2.1 |
|
| 1839 |
1839
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$9.5億 | +US$1602萬 | +2% | 3.52% | 73.7% | 240 | 8.33% | 3.3 |
|
| 1840 |
1840
VR Adviser
New York
| US$9.5億 | +US$3.25億 | +52% | 10.9% | 1,698% | 40 | 32.5% | 0.7 |
|
| 1841 |
1841
Transform Wealth
Greenwood Village,
Colorado
| US$9.48億 | -US$1.64億 | -15% | 1.04% | 48.4% | 284 | 23.94% | 2.7 |
|
| 1842 |
1842
Goldentree Asset Management
New York
| US$9.48億 | -US$1.55億 | -14% | 0.98% | 27.7% | 37 | 40.54% | 1 |
|
| 1843 |
1843
Greenwich Wealth Management
Greenwich,
Connecticut
| US$9.46億 | -US$529萬 | -0.6% | 0.16% | 198% | 246 | 10.98% | 4.7 |
|
| 1844 |
1844
NewSquare Capital
Newtown Square,
Pennsylvania
| US$9.46億 | -US$1562萬 | -2% | 2.79% | 82.5% | 947 | 45.41% | 2.5 |
|
| 1845 |
1845
Woodmont Investment Counsel
Nashville,
Tennessee
| US$9.45億 | -US$1949萬 | -2% | 3.15% | 75.3% | 247 | 10.53% | 5.4 |
|
| 1846 |
1846
Pacific Life Fund Advisors
Newport Beach,
California
| US$9.45億 | -US$3917萬 | -4% | 3.68% | 47.6% | 20 | 5% | 0.4 |
|
| 1847 |
1847
EverSource Wealth Advisors
Birmingham,
Alabama
| US$9.43億 | +US$3581萬 | +4% | 1.95% | 98.1% | 2,717 | 16.42% | 1.1 |
|
| 1848 |
RPGK
1848
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$9.42億 | -US$5988萬 | -6% | 3.82% | 54.7% | 170 | 12.35% | 2.8 |
|
| 1849 |
1849
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$9.42億 | -US$6020萬 | -6% | 6.95% | 89.9% | 47 | 4.26% | 2.9 |
|
| 1850 |
1850
Oberweis Asset Management
Lisle,
Illinois
| US$9.41億 | +US$1.19億 | +14% | 2.02% | 485% | 230 | 33.91% | 1.6 |
|