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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
Koss-Olinger Consulting
Gainesville,
Florida
| US$11.9億 | +US$4591萬 | +4% | 2.73% | 61.3% | 338 | 54.44% | 0.4 |
|
| 1877 |
1877
Traynor Capital Management
Malvern,
Pennsylvania
| US$11.9億 | -US$3.1億 | -21% | 8.2% | 244% | 332 | 32.23% | 3.4 |
|
| 1878 |
1878
Plato Investment Management
Sydney, NSW,
Australia
| US$11.9億 | -US$1.74億 | -13% | 2.39% | 156% | 629 | 23.21% | 0.9 |
|
| 1879 |
1879
PDS Planning
Dublin,
Ohio
| US$11.9億 | +US$6070萬 | +5% | 0.32% | 69.1% | 491 | 12.63% | 2.7 |
|
| 1880 |
1880
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$11.9億 | -US$3073萬 | -3% | 0.21% | 46.2% | 46 | 36.96% | 4.6 |
|
| 1881 |
1881
Fifth Third Securities
Cincinnati,
Ohio
| US$11.9億 | +US$826萬 | +0.7% | 1.99% | 62.7% | 305 | 9.18% | 1.9 |
|
| 1882 |
1882
Gilead Sciences
Foster City,
California
| US$11.8億 | -US$3.7億 | -24% | 20.2% | – | 16 | 12.5% | 0.3 |
|
| 1883 |
1883
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| US$11.8億 | +US$996萬 | +0.9% | 5.82% | 142% | 23 | 13.04% | 3.4 |
|
| 1884 |
1884
Recurrent Investment Advisors
Houston,
Texas
| US$11.8億 | +US$9095萬 | +8% | 4.54% | 99.7% | 68 | 8.82% | 3 |
|
| 1885 |
1885
Founders Financial Securities
Towson,
Maryland
| US$11.8億 | +US$7093萬 | +6% | 1.18% | 71% | 510 | 24.51% | 2.2 |
|
| 1886 |
TA
1886
Trivest Advisors
Hong Kong
| US$11.8億 | -US$10.2億 | -46% | 20.1% | 2,984% | 54 | 77.78% | 0.6 |
|
| 1887 |
1887
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$11.8億 | -US$6216萬 | -5% | 0.31% | 116% | 108 | 7.41% | 6.3 |
|
| 1888 |
1888
ProVise Management Group
Clearwater,
Florida
| US$11.8億 | +US$1191萬 | +1% | 0.93% | 74.6% | 263 | 7.22% | 7 |
|
| 1889 |
1889
Kathmere Capital Management
Wayne,
Pennsylvania
| US$11.8億 | +US$6308萬 | +6% | 0.72% | 68.3% | 459 | 15.9% | 1.8 |
|
| 1890 |
1890
Koshinski Asset Management
Decatur,
Illinois
| US$11.8億 | +US$911萬 | +0.8% | 1.5% | 82.9% | 666 | 11.11% | 3 |
|
| 1891 |
1891
Nixon Peabody Trust
Boston,
Massachusetts
| US$11.8億 | -US$3592萬 | -3% | 2.78% | 101% | 162 | 14.81% | 2.9 |
|
| 1892 |
1892
Madison Avenue Partners
New York
| US$11.8億 | +US$2.33億 | +25% | 5.09% | 284% | 23 | 39.13% | 1.2 |
|
| 1893 |
1893
Kimelman & Baird
New York
| US$11.8億 | -US$8116萬 | -6% | 1.69% | – | 361 | 4.99% | 2.9 |
|
| 1894 |
1894
Hilton Capital Management
Garden City,
New York
| US$11.8億 | +US$2085萬 | +2% | 1.4% | 59.4% | 182 | 21.98% | 2.3 |
|
| 1895 |
1895
Beaird Harris Wealth Management
Dallas,
Texas
| US$11.8億 | +US$1857萬 | +2% | 0.43% | 45.2% | 546 | 15.93% | 2 |
|
| 1896 |
1896
AlphaCore Capital
La Jolla,
California
| US$11.8億 | +US$7.14億 | +154% | 1.32% | 91.5% | 788 | 69.42% | 0.6 |
|
| 1897 |
1897
VR Adviser
New York
| US$11.8億 | -US$2.82億 | -19% | 17.8% | 1,698% | 41 | 19.51% | 1.2 |
|
| 1898 |
1898
Morningstar Investment Management
Chicago,
Illinois
| US$11.7億 | -US$9372萬 | -7% | 1.36% | 57.4% | 216 | 68.98% | 2.3 |
|
| 1899 |
1899
GDS Wealth Management
Flower Mound,
Texas
| US$11.7億 | +US$7531萬 | +7% | 2.1% | 95.1% | 186 | 18.28% | 2 |
|
| 1900 |
1900
Nationwide Fund Advisors
Columbus,
Ohio
| US$11.7億 | -US$7683萬 | -6% | 0.09% | 34.1% | 7 | 0% | 3.5 |
|