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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
Keel Point
Huntsville,
Alabama
| US$12億 | +US$9279萬 | +8% | 6.86% | 76.4% | 468 | 11.75% | 2.6 |
|
| 1877 |
DCM
1877
Dupont Capital Management
Wilmington,
Delaware
| US$12億 | +US$4875萬 | +4% | 6.95% | 100% | 150 | 17.33% | 4.1 |
|
| 1878 |
1878
Stephens Group Asset Management
Little Rock,
Arkansas
| US$12億 | +US$1億 | +9% | 6.92% | 51.4% | 34 | 20.59% | 3.9 |
|
| 1879 |
1879
Litman Gregory Wealth Management
Larkspur,
California
| US$12億 | +US$6895萬 | +6% | 6% | 55.5% | 143 | 9.79% | 1.3 |
|
| 1880 |
1880
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| US$12億 | +US$2.13億 | +22% | 7.17% | 135% | 240 | 19.58% | 1.7 |
|
| 1881 |
1881
McDaniel Terry & Co
Austin,
Texas
| US$11.9億 | +US$4847萬 | +4% | 5.4% | 76.6% | 100 | 8% | 5.5 |
|
| 1882 |
1882
NAYA Capital Management (UK)
London,
United Kingdom
| US$11.9億 | -US$4857萬 | -4% | 0.07% | 121% | 7 | 28.57% | 1.3 |
|
| 1883 |
1883
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| US$11.9億 | +US$7352萬 | +7% | 5.17% | 81.1% | 528 | 38.64% | 0.4 |
|
| 1884 |
1884
NBC Securities
Birmingham,
Alabama
| US$11.9億 | +US$9187萬 | +8% | 9.1% | 93.1% | 2,201 | 9.81% | 0.9 |
|
| 1885 |
1885
Vantage Investment Partners
Kansas City,
Missouri
| US$11.9億 | +US$8766萬 | +8% | 7.85% | 77.4% | 65 | 7.69% | 4.6 |
|
| 1886 |
1886
CFS Investment Advisory Services
Totowa,
New Jersey
| US$11.9億 | -US$4302萬 | -3% | 6.17% | 59.7% | 297 | 15.82% | 1.1 |
|
| 1887 |
1887
Progeny 3 Inc
Kirkland,
Washington
| US$11.9億 | +US$1.47億 | +14% | 5.67% | 96.8% | 35 | 20% | 1.7 |
|
| 1888 |
1888
Gladstone Capital Management
London,
United Kingdom
| US$11.9億 | +US$5696萬 | +5% | 14.4% | 327% | 25 | 40% | 1 |
|
| 1889 |
1889
TCI Wealth Advisors
Tucson,
Arizona
| US$11.9億 | +US$1.26億 | +12% | 7% | 68.2% | 248 | 12.9% | 6.7 |
|
| 1890 |
1890
Creative Financial Designs
Kokomo,
Indiana
| US$11.9億 | +US$6331萬 | +6% | 5.52% | 58.8% | 1,750 | 10.17% | 3 |
|
| 1891 |
1891
Platinum Equity Advisors
Beverly Hills,
California
| US$11.8億 | -US$2.07億 | -15% | 14.5% | 7.18% | 3 | 0% | 3.7 |
|
| 1892 |
1892
TCG Crossover Management
Palo Alto,
California
| US$11.8億 | +US$2.21億 | +23% | 18.8% | 3,013% | 38 | 21.05% | 1 |
|
| 1893 |
1893
Novare Capital Management
Charlotte,
North Carolina
| US$11.8億 | +US$6807萬 | +6% | 6.89% | 76.5% | 195 | 6.15% | 4.5 |
|
| 1894 |
1894
Ensemble Capital Management
San Francisco,
California
| US$11.8億 | -US$1.05億 | -8% | 13.5% | 36.2% | 24 | 8.33% | 6.1 |
|
| 1895 |
1895
E-L Financial Corp
Toronto,
Ontario, Canada
| US$11.8億 | +US$4762萬 | +4% | 5.51% | 78.5% | 1 | 0% | 7.8 |
|
| 1896 |
1896
Strategic Value Partners
Greenwich,
Connecticut
| US$11.8億 | +US$10.8億 | +1,115% | 6.95% | – | 3 | 33.33% | 1.2 |
|
| 1897 |
1897
True Link Financial Advisors
San Francisco,
California
| US$11.8億 | +US$9972萬 | +9% | 4.6% | 27.3% | 72 | 19.44% | 1.6 |
|
| 1898 |
1898
Prosperity Capital Advisors
Westlake,
Ohio
| US$11.8億 | +US$2.71億 | +30% | 5.48% | 72.2% | 359 | 20.33% | 1.1 |
|
| 1899 |
1899
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| US$11.7億 | -US$2.98億 | -20% | 5.96% | 142% | 28 | 10.71% | 2.8 |
|
| 1900 |
1900
Sage Mountain Advisors
Atlanta,
Georgia
| US$11.7億 | +US$9160萬 | +8% | 5.06% | 67% | 502 | 19.52% | 1.6 |
|