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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Evensky & Katz
Coral Gables,
Florida
| US$10.1億 | -US$2640萬 | -3% | 5.13% | 61.1% | 77 | 6.49% | 4.6 |
|
| 1877 |
1877
SFMG Wealth Advisors
Plano,
Texas
| US$10.1億 | -US$1746萬 | -2% | 0.57% | 76.1% | 330 | 19.09% | 2.4 |
|
| 1878 |
1878
Jag Capital Management
St Louis,
Missouri
| US$10.1億 | -US$2.94億 | -23% | 11.5% | 269% | 270 | 42.22% | 2.5 |
|
| 1879 |
1879
MHR Fund Management
New York
| US$10.1億 | -US$2.09億 | -17% | 10.2% | 332% | 30 | 3.33% | 1.8 |
|
| 1880 |
1880
Vestor Capital
Chicago,
Illinois
| US$10.1億 | -US$4103萬 | -4% | 0.99% | 200% | 258 | 20.54% | 2.7 |
|
| 1881 |
1881
Newbrook Capital Advisors
New York
| US$10.1億 | -US$2.75億 | -21% | 3.69% | 299% | 28 | 57.14% | 0.7 |
|
| 1882 |
1882
Icon Wealth Partners
Houston,
Texas
| US$10.1億 | +US$816萬 | +0.8% | 3.93% | – | 358 | 18.44% | 2 |
|
| 1883 |
1883
Seeyond
Paris,
France
| US$10億 | -US$7421萬 | -7% | 2.65% | 21.3% | 611 | 5.07% | 2.9 |
|
| 1884 |
1884
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| US$10億 | +US$5.25億 | +110% | 3.4% | 69.5% | 357 | 66.11% | 0.1 |
|
| 1885 |
MCM
1885
McKinley Capital Management
Anchorage,
Alaska
| US$10億 | -US$1.15億 | -10% | 3.4% | 63.3% | 193 | 21.24% | 3.4 |
|
| 1886 |
1886
Fidelity National Financial
Jacksonville,
Florida
| US$10億 | -US$2億 | -17% | 9.77% | 21.4% | 37 | 13.51% | 3.2 |
|
| 1887 |
1887
Kopernik Global Investors
Tampa,
Florida
| US$10億 | -US$4607萬 | -4% | 36.8% | 128% | 32 | 9.38% | 3 |
|
| 1888 |
1888
PFG Advisors
Phoenix,
Arizona
| US$10億 | -US$1389萬 | -1% | 4.32% | 82.7% | 567 | 34.74% | 1.8 |
|
| 1889 |
1889
Next Century Growth Investors
Plymouth,
Minnesota
| US$10億 | -US$1.1億 | -10% | 7.71% | 447% | 128 | 14.06% | 2.8 |
|
| 1890 |
1890
Courier Capital
Buffalo,
New York
| US$10億 | -US$7522萬 | -7% | 3.41% | 70.8% | 318 | 9.12% | 5.4 |
|
| 1891 |
1891
Ledyard National Bank
| US$10億 | -US$4462萬 | -4% | 5.06% | 80.7% | 252 | 14.29% | 5.8 |
|
| 1892 |
RIM
1892
Redpoint Investment Management
Sydney, NSW,
Australia
| US$10億 | -US$2.61億 | -21% | 4.06% | 35.9% | 686 | 15.16% | 2.8 |
|
| 1893 |
1893
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| US$10億 | -US$3976萬 | -4% | 2.33% | 63.5% | 320 | 11.25% | 2.9 |
|
| 1894 |
HPM
1894
H. Partners Management
New York
| US$10億 | -US$8003萬 | -7% | 1.55% | 13.5% | 3 | 0% | 6.4 |
|
| 1895 |
1895
Vicus Capital
State College,
Pennsylvania
| US$10億 | +US$1554萬 | +2% | 3.13% | 67% | 243 | 11.93% | 2.3 |
|
| 1896 |
1896
Stephens Group Asset Management
Little Rock,
Arkansas
| US$10億 | -US$4698萬 | -5% | 4.92% | 51.4% | 25 | 0% | 2.9 |
|
| 1897 |
1897
Hikari Tsushin Inc
Tokyo,
Japan
| US$10億 | +US$8069萬 | +9% | 10.3% | 59.5% | 50 | 12% | 4.6 |
|
| 1898 |
1898
Oxbow Advisors
Austin,
Texas
| US$9.9億 | -US$4966萬 | -5% | 0.46% | 66.3% | 303 | 19.8% | 3.6 |
|
| 1899 |
1899
Front Barnett Associates
Chicago,
Illinois
| US$9.9億 | -US$7369萬 | -7% | 4.48% | 40.5% | 122 | 7.38% | 6.1 |
|
| 1900 |
1900
Taurus Asset Management
New York
| US$9.9億 | -US$6792萬 | -6% | 6.04% | 26.9% | 98 | 13.27% | 5.7 |
|