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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
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| US$14.2億 | -US$3359萬 | -2% | 1.82% | 173% | 275 | 9.82% | 5.3 |
|
| 1877 |
1877
Coastal Bridge Advisors
Westport,
Connecticut
| US$14.1億 | +US$7311萬 | +5% | 0.12% | 88.1% | 483 | 12.42% | 2.4 |
|
| 1878 |
1878
Kryger Capital
London,
United Kingdom
| US$14.1億 | +US$1.2億 | +9% | 11.4% | 421% | 104 | 78.85% | 0.1 |
|
| 1879 |
1879
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$14.1億 | +US$6.97億 | +97% | 1.2% | 70.9% | 418 | 50.72% | 0.8 |
|
| 1880 |
1880
Premier Fund Managers
Guildford,
United Kingdom
| US$14.1億 | -US$3.23億 | -19% | 2.12% | 62.7% | 183 | 25.68% | 2.3 |
|
| 1881 |
1881
Spyglass Capital Management
San Francisco,
California
| US$14.1億 | -US$5.86億 | -29% | 22.9% | 131% | 27 | 14.81% | 1.7 |
|
| 1882 |
1882
Wealthquest
Cincinnati,
Ohio
| US$14.1億 | +US$8725萬 | +7% | 1.62% | 58.5% | 159 | 12.58% | 1.7 |
|
| 1883 |
1883
Quent Capital
New York
| US$14.1億 | +US$2379萬 | +2% | 1.01% | 86.1% | 1,644 | 11.44% | 1.1 |
|
| 1884 |
1884
Efficient Advisors
Mason,
Ohio
| US$14.1億 | -US$3.05億 | -18% | 0.24% | 30.6% | 58 | 0% | 7.6 |
|
| 1885 |
1885
Insigneo Advisory Services
Miami,
Florida
| US$14.1億 | +US$1344萬 | +1% | 1.9% | 136% | 833 | 21.37% | 1.6 |
|
| 1886 |
1886
Tradition Wealth Management
Edina,
Minnesota
| US$14.1億 | +US$1245萬 | +0.9% | 1.66% | 77.2% | 547 | 12.8% | 2.9 |
|
| 1887 |
1887
Fidelis Capital Partners
Tampa,
Florida
| US$14億 | +US$2704萬 | +2% | 0.1% | 126% | 535 | 14.02% | 2 |
|
| 1888 |
1888
Edgar Lomax Company
Kingstowne,
Virginia
| US$14億 | +US$8544萬 | +6% | 8.14% | 70.3% | 68 | 23.53% | 5.4 |
|
| 1889 |
1889
Ninepoint Partners
Toronto,
Ontario, Canada
| US$14億 | +US$4.96億 | +55% | 28% | 82.6% | 196 | 41.84% | 1 |
|
| 1890 |
1890
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$14億 | +US$5605萬 | +4% | 0.35% | 52.6% | 126 | 11.9% | 2.4 |
|
| 1891 |
1891
Atom Investors
Austin,
Texas
| US$14億 | +US$1.37億 | +11% | 4.25% | 83.4% | 887 | 65.05% | 0.4 |
|
| 1892 |
1892
Trust Asset Management
Houston,
Texas
| US$14億 | -US$6981萬 | -5% | 3.68% | 104% | 236 | 8.9% | 4.5 |
|
| 1893 |
1893
YHB Investment Advisors
West Hartford,
Connecticut
| US$13.9億 | -US$5252萬 | -4% | 2.34% | 96.2% | 312 | 9.62% | 6.2 |
|
| 1894 |
1894
Steelhead Partners
Seattle,
Washington
| US$13.9億 | +US$3746萬 | +3% | 0.01% | 0.58% | 24 | 0% | 0.6 |
|
| 1895 |
1895
Heitman Real Estate Securities
Chicago,
Illinois
| US$13.9億 | -US$3057萬 | -2% | 4.83% | 48.3% | 62 | 20.97% | 3.9 |
|
| 1896 |
1896
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| US$13.9億 | -US$6726萬 | -5% | 8.42% | 85.4% | 34 | 8.82% | 6.9 |
|
| 1897 |
1897
ProVise Management Group
Clearwater,
Florida
| US$13.9億 | -US$1430萬 | -1% | 0.52% | 74.6% | 268 | 6.72% | 7.2 |
|
| 1898 |
1898
Trans-Canada Capital
Montreal,
Quebec, Canada
| US$13.9億 | -US$3.48億 | -20% | 4.64% | – | 8 | 37.5% | 0.9 |
|
| 1899 |
1899
Sagefield Capital
Dallas,
Texas
| US$13.9億 | +US$2.09億 | +18% | 30.7% | 115% | 137 | 44.53% | 1.1 |
|
| 1900 |
1900
Blue Chip Partners
Farmington Hills,
Michigan
| US$13.9億 | +US$1022萬 | +0.7% | 1.06% | 88.7% | 183 | 14.75% | 5.3 |
|