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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 |
PWMAG
1876
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$14.5億 | +US$1.21億 | +9% | 3.37% | 90.7% | 538 | 26.77% | 3.3 |
|
| 1877 |
1877
Beaird Harris Wealth Management
Dallas,
Texas
| US$14.5億 | +US$4140萬 | +3% | 1.49% | 45.2% | 767 | 13.95% | 2 |
|
| 1878 |
1878
Kanawha Capital Management
Richmond,
Virginia
| US$14.5億 | +US$641萬 | +0.4% | 1.69% | 74.5% | 224 | 4.91% | 7.9 |
|
| 1879 |
1879
Vestor Capital
Chicago,
Illinois
| US$14.5億 | -US$1.09億 | -7% | 5.83% | 200% | 308 | 20.45% | 4.2 |
|
| 1880 |
1880
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| US$14.5億 | +US$2968萬 | +2% | 5.91% | 173% | 275 | 12% | 5.2 |
|
| 1881 |
1881
IQ EQ Fund Management
Dublin 2,
Ireland
| US$14.5億 | -US$2629萬 | -2% | 0.62% | 139% | 333 | 16.52% | 3.4 |
|
| 1882 |
1882
Ally Invest Advisors
Charlotte,
North Carolina
| US$14.5億 | +US$5502萬 | +4% | 1.53% | 45% | 77 | 1.3% | 3.2 |
|
| 1883 |
1883
American Assets Investment Management
San Diego,
California
| US$14.5億 | +US$8717萬 | +6% | 5.88% | 520% | 150 | 8.67% | 7.3 |
|
| 1884 |
1884
YHB Investment Advisors
West Hartford,
Connecticut
| US$14.5億 | +US$8003萬 | +6% | 3.88% | 96.2% | 312 | 9.29% | 6 |
|
| 1885 |
1885
Payden & Rygel
Los Angeles,
California
| US$14.5億 | +US$2.4億 | +20% | 4.04% | 113% | 123 | 14.63% | 4.5 |
|
| 1886 |
1886
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$14.4億 | +US$4158萬 | +3% | 3.65% | 96.6% | 222 | 8.11% | 7.2 |
|
| 1887 |
1887
Arete Wealth Advisors
Chicago,
Illinois
| US$14.4億 | +US$6443萬 | +5% | 2.75% | 94.6% | 407 | 24.08% | 2.8 |
|
| 1888 |
1888
Next Century Growth Investors
Plymouth,
Minnesota
| US$14.4億 | +US$6814萬 | +5% | 12.8% | 475% | 141 | 26.24% | 1.9 |
|
| 1889 |
1889
Bank of Finland
Helsinki,
Finland
| US$14.4億 | -US$1.94億 | -12% | 1.95% | 66.7% | 4 | 0% | 3.6 |
|
| 1890 |
1890
Cahaba Wealth Management
Atlanta,
Georgia
| US$14.4億 | +US$5546萬 | +4% | 1.27% | 48.7% | 161 | 5.59% | 4.4 |
|
| 1891 |
1891
Nexpoint Asset Management
Dallas,
Texas
| US$14.4億 | +US$2.84億 | +25% | 19.4% | 253% | 131 | 61.83% | 1.2 |
|
| 1892 |
1892
Fairholme Capital Management
South Miami,
Florida
| US$14.3億 | +US$1.95億 | +16% | 15.9% | 36.2% | 16 | 31.25% | 2.9 |
|
| 1893 |
1893
BTC Capital Management
Des Moines,
Iowa
| US$14.3億 | -US$1586萬 | -1% | 3.18% | – | 215 | 9.77% | 4.9 |
|
| 1894 |
1894
Washington Trust Bank
Spokane,
Washington
| US$14.3億 | +US$6296萬 | +5% | 2.58% | 89.9% | 207 | 8.7% | 6.4 |
|
| 1895 |
1895
Avity Investment Management
Greenwich,
Connecticut
| US$14.3億 | +US$96.7萬 | +0.1% | 3.07% | 119% | 111 | 6.31% | 5.9 |
|
| 1896 |
1896
Proficio Capital Partners
Newton,
Massachusetts
| US$14.2億 | -US$3112萬 | -2% | 4.39% | 97% | 273 | 30.77% | 3 |
|
| 1897 |
1897
Covalis Capital
London,
United Kingdom
| US$14.2億 | +US$5.66億 | +66% | 0.24% | 41.4% | 103 | 73.79% | 0.3 |
|
| 1898 |
1898
Heitman Real Estate Securities
Chicago,
Illinois
| US$14.2億 | -US$4233萬 | -3% | 0.57% | 48.3% | 64 | 26.56% | 3.9 |
|
| 1899 |
1899
Dundas Partners
Edinburgh,
United Kingdom
| US$14.2億 | +US$366萬 | +0.3% | 4.43% | 102% | 50 | 2% | 3.7 |
|
| 1900 |
1900
Generali Investments CEE
Prague,
Czech Republic
| US$14.2億 | +US$1.06億 | +8% | 2.29% | – | 407 | 8.6% | 0.9 |
|