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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
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$12.4億 | -US$1113萬 | -0.9% | 1.46% | 104% | 673 | 11.14% | 3.1 |
|
| 1877 |
1877
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$12.4億 | +US$1849萬 | +2% | 0.98% | 67% | 105 | 5.71% | 4.3 |
|
| 1878 |
1878
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$12.4億 | +US$1659萬 | +1% | 1.38% | 80.8% | 425 | 6.59% | 3.3 |
|
| 1879 |
1879
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$12.4億 | -US$8828萬 | -7% | 0.42% | 116% | 109 | 8.26% | 6.4 |
|
| 1880 |
1880
Mount Yale Investment Advisors
Denver,
Colorado
| US$12.4億 | +US$1.97億 | +19% | 2.59% | 92.1% | 625 | 24.16% | 2.6 |
|
| 1881 |
1881
Lutz Financial Services
Omaha,
Nebraska
| US$12.4億 | +US$496萬 | +0.4% | 1.33% | 37.2% | 94 | 9.57% | 4.1 |
|
| 1882 |
1882
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$12.4億 | -US$3099萬 | -2% | 4.91% | 97.9% | 50 | 4% | 3.2 |
|
| 1883 |
1883
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$12.3億 | -US$2801萬 | -2% | 2.71% | 90.5% | 13 | 15.38% | 3.5 |
|
| 1884 |
1884
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$12.3億 | -US$3130萬 | -2% | 0.45% | 101% | 136 | 8.82% | 6.4 |
|
| 1885 |
1885
Proficio Capital Partners
Newton,
Massachusetts
| US$12.3億 | +US$2.27億 | +23% | 2.82% | 97% | 381 | 29.66% | 2.6 |
|
| 1886 |
1886
Prosperity Capital Advisors
Westlake,
Ohio
| US$12.3億 | +US$5611萬 | +5% | 0.27% | 72.2% | 372 | 19.09% | 1.2 |
|
| 1887 |
1887
Creative Financial Designs
Kokomo,
Indiana
| US$12.3億 | +US$4437萬 | +4% | 0.36% | 58.8% | 1,867 | 13.93% | 3 |
|
| 1888 |
1888
J. Safra Asset Management
New York
| US$12.3億 | +US$1.77億 | +17% | 1.75% | 93.8% | 368 | 26.36% | 0.9 |
|
| 1889 |
1889
Strategy Capital
Los Altos,
California
| US$12.3億 | +US$1.9億 | +18% | 25.6% | 371% | 10 | 0% | 3 |
|
| 1890 |
1890
Wealthquest
Cincinnati,
Ohio
| US$12.3億 | +US$9377萬 | +8% | 0.58% | 58.5% | 137 | 10.95% | 4.3 |
|
| 1891 |
1891
American Assets Investment Management
San Diego,
California
| US$12.3億 | +US$8528萬 | +7% | 167% | 520% | 164 | 7.93% | 6.3 |
|
| 1892 |
1892
Clearlake Capital Group
Santa Monica,
California
| US$12.3億 | -US$7954萬 | -6% | 4.94% | 47.3% | 6 | 0% | 2.8 |
|
| 1893 |
1893
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$12.3億 | +US$1602萬 | +1% | 2.16% | 108% | 292 | 15.75% | 2 |
|
| 1894 |
1894
Stone Point Capital
Greenwich,
Connecticut
| US$12.2億 | +US$199萬 | +0.2% | 8.64% | 20.4% | 5 | 0% | 5.3 |
|
| 1895 |
1895
Main Management
San Francisco,
California
| US$12.2億 | +US$750萬 | +0.6% | 1.68% | 64.1% | 144 | 9.72% | 3.7 |
|
| 1896 |
1896
Keywise Capital Management (HK)
Hong Kong
| US$12.2億 | +US$2.1億 | +21% | 42.9% | 684% | 18 | 22.22% | 1.4 |
|
| 1897 |
1897
Cannae Holdings
Las Vegas,
Nevada
| US$12.2億 | -US$8221萬 | -6% | 3.12% | 88.5% | 5 | 0% | 2.9 |
|
| 1898 |
1898
McDaniel Terry & Co
Austin,
Texas
| US$12.2億 | +US$2560萬 | +2% | 0.84% | 76.6% | 104 | 8.65% | 5.5 |
|
| 1899 |
1899
YHB Investment Advisors
West Hartford,
Connecticut
| US$12.2億 | +US$980萬 | +0.8% | 1.57% | 96.2% | 289 | 7.27% | 5.7 |
|
| 1900 |
1900
Strategic Value Partners
Greenwich,
Connecticut
| US$12.2億 | +US$3903萬 | +3% | 4.43% | – | 3 | 33.33% | 0.6 |
|