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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Jacobi Capital Management
Pittston,
Pennsylvania
| US$11.5億 | +US$6975萬 | +6% | 1.6% | 83.4% | 534 | 14.04% | 4.7 |
|
| 1852 |
1852
SFMG Wealth Advisors
Plano,
Texas
| US$11.5億 | -US$1308萬 | -1% | 2.64% | 76.1% | 293 | 10.58% | 3.7 |
|
| 1853 |
TAM
1853
Telemark Asset Management
Boston,
Massachusetts
| US$11.5億 | +US$1.81億 | +19% | 15.3% | 329% | 77 | 42.86% | 1.5 |
|
| 1854 |
DCM
1854
Dupont Capital Management
Wilmington,
Delaware
| US$11.5億 | -US$5983萬 | -5% | 4.73% | 100% | 165 | 18.18% | 3.9 |
|
| 1855 |
1855
Lutz Financial Services
Omaha,
Nebraska
| US$11.5億 | +US$294萬 | +0.3% | 0.65% | 37.2% | 87 | 1.15% | 3.9 |
|
| 1856 |
1856
Ostrum Asset Management
Paris,
France
| US$11.5億 | -US$1.19億 | -9% | 1.61% | 107% | 663 | 4.22% | 1.3 |
|
| 1857 |
1857
McDaniel Terry & Co
Austin,
Texas
| US$11.5億 | +US$2118萬 | +2% | 2.33% | 76.6% | 105 | 13.33% | 5.5 |
|
| 1858 |
1858
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$11.4億 | +US$3878萬 | +4% | 5.01% | 89.9% | 48 | 4.17% | 3.2 |
|
| 1859 |
1859
Francisco Partners Management
San Francisco,
California
| US$11.4億 | +US$4877萬 | +4% | 2.27% | 14.3% | 9 | 22.22% | 2.4 |
|
| 1860 |
1860
First Light Asset Management
Edina,
Minnesota
| US$11.4億 | -US$1.65億 | -13% | 0.86% | 364% | 55 | 29.09% | 2.3 |
|
| 1861 |
1861
Mesirow Institutional Investment Management
Chicago,
Illinois
| US$11.4億 | +US$1585萬 | +1% | 2.32% | – | 135 | 24.44% | 0.9 |
|
| 1862 |
1862
Blue Whale Capital
London,
United Kingdom
| US$11.4億 | +US$1.91億 | +20% | 9.5% | 409% | 20 | 25% | 1.7 |
|
| 1863 |
1863
Easterly Investment Partners
Beverly,
Massachusetts
| US$11.4億 | -US$1.71億 | -13% | 2.42% | 57.6% | 221 | 19% | 1.9 |
|
| 1864 |
1864
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$11.4億 | +US$2400萬 | +2% | 2% | 80.1% | 230 | 8.7% | 6.2 |
|
| 1865 |
1865
Soleus Capital Management
Greenwich,
Connecticut
| US$11.3億 | -US$2.13億 | -16% | 4.41% | 508% | 116 | 42.24% | 1 |
|
| 1866 |
1866
Cahaba Wealth Management
Atlanta,
Georgia
| US$11.3億 | +US$3404萬 | +3% | 1.17% | 48.7% | 156 | 8.97% | 3.5 |
|
| 1867 |
1867
Private Ocean
San Rafael,
California
| US$11.3億 | +US$1.9億 | +20% | 1.06% | 2.82% | 706 | 43.06% | 3.2 |
|
| 1868 |
1868
Trinity Street Asset Management
London,
United Kingdom
| US$11.3億 | -US$1.17億 | -9% | 2.92% | 76.9% | 20 | 30% | 2.1 |
|
| 1869 |
1869
Gladstone Capital Management
London,
United Kingdom
| US$11.3億 | +US$1.21億 | +12% | 10.5% | 327% | 24 | 45.83% | 1.1 |
|
| 1870 |
1870
E-L Financial Corp
Toronto,
Ontario, Canada
| US$11.3億 | +US$5451萬 | +5% | 4.04% | 78.5% | 1 | 0% | 7.5 |
|
| 1871 |
1871
Armstrong Advisory Group
Needham,
Massachusetts
| US$11.3億 | +US$1億 | +10% | 1.88% | 55.6% | 849 | 16.25% | 1.3 |
|
| 1872 |
1872
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$11.3億 | +US$1.41億 | +14% | 1.18% | 64.3% | 551 | 20.15% | 2 |
|
| 1873 |
1873
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$11.3億 | -US$3347萬 | -3% | 2.69% | 65.6% | 164 | 11.59% | 1.9 |
|
| 1874 |
1874
Grassi Investment Management
Santa Clara,
California
| US$11.3億 | +US$2179萬 | +2% | 10% | 170% | 133 | 8.27% | 6 |
|
| 1875 |
1875
Litman Gregory Wealth Management
Larkspur,
California
| US$11.3億 | +US$2452萬 | +2% | 2.42% | 55.5% | 138 | 8.7% | 1.1 |
|