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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
SB Management
Abu Dhabi,
United Arab Emirates
| US$9.8億 | -US$75.3億 | -89% | 10.7% | – | 44 | 56.82% | 0.2 |
|
| 1902 |
1902
First Interstate Bank
Billings,
Montana
| US$9.8億 | +US$2484萬 | +3% | 1.93% | 49.7% | 112 | 3.57% | 4.8 |
|
| 1903 |
1903
Front Barnett Associates
Chicago,
Illinois
| US$9.7億 | -US$701萬 | -0.7% | 0.97% | 40.5% | 118 | 1.69% | 5.9 |
|
| 1904 |
1904
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$9.7億 | +US$3.05億 | +45% | 1.3% | 60% | 856 | 31.19% | 2.8 |
|
| 1905 |
1905
Poplar Forest Capital
Pasadena,
California
| US$9.7億 | -US$4404萬 | -4% | 0.99% | 30% | 91 | 10.99% | 2.7 |
|
| 1906 |
1906
Evanson Asset Management
Carmel,
California
| US$9.7億 | +US$1246萬 | +1% | 0.57% | 66.6% | 291 | 9.62% | 4.2 |
|
| 1907 |
1907
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$9.7億 | +US$512萬 | +0.5% | 0.97% | – | 182 | 3.3% | 5.6 |
|
| 1908 |
1908
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$9.7億 | -US$343萬 | -0.4% | 1.44% | 64.8% | 121 | 9.92% | 1.8 |
|
| 1909 |
1909
Myriad Asset Management
North Point,
Hong Kong
| US$9.7億 | -US$3.7億 | -28% | 1.29% | 149% | 204 | 55.88% | 0.2 |
|
| 1910 |
1910
Visionary Wealth Advisors
O'fallon,
Illinois
| US$9.7億 | -US$2356萬 | -2% | 0.68% | 75.4% | 358 | 20.39% | 1.1 |
|
| 1911 |
1911
Deer IX & Co
Larchmont,
New York
| US$9.7億 | -US$1.34億 | -12% | 31.9% | – | 7 | 71.43% | 0.2 |
|
| 1912 |
1912
BSN Capital Partners
London,
United Kingdom
| US$9.7億 | +US$4.73億 | +95% | 2.73% | 183% | 5 | 80% | 0.6 |
|
| 1913 |
1913
Mason Investment Advisory Services
Reston,
Virginia
| US$9.7億 | -US$2021萬 | -2% | 2.86% | 79.2% | 99 | 10.1% | 1.6 |
|
| 1914 |
1914
Koch Industries
Wichita,
Kansas
| US$9.7億 | +US$7.19億 | +289% | 4.21% | 56.9% | 10 | 40% | 0.7 |
|
| 1915 |
ECG
1915
EPIQ Capital Group
San Francisco,
California
| US$9.7億 | +US$1038萬 | +1% | 17.6% | 6.25% | 66 | 21.21% | 1.1 |
|
| 1916 |
1916
Ledyard National Bank
| US$9.7億 | -US$961萬 | -1% | 0.31% | 80.7% | 244 | 5.33% | 5.6 |
|
| 1917 |
1917
Garde Capital
Seattle,
Washington
| US$9.7億 | -US$20萬 | -0% | 1.22% | 67.6% | 287 | 8.01% | 2.3 |
|
| 1918 |
1918
Stephens Group Asset Management
Little Rock,
Arkansas
| US$9.7億 | -US$42.8萬 | -0% | 0.79% | 51.4% | 24 | 4.17% | 2.5 |
|
| 1919 |
1919
Phillips Financial Management
Fort Wayne,
Indiana
| US$9.7億 | -US$431萬 | -0.4% | 1.3% | 45.6% | 91 | 3.3% | 5.1 |
|
| 1920 |
1920
Pier Capital
Stamford,
Connecticut
| US$9.6億 | -US$3238萬 | -3% | 0.46% | 236% | 124 | 10.48% | 1.5 |
|
| 1921 |
1921
Thomasville National Bank
Thomasville,
Georgia
| US$9.6億 | +US$2096萬 | +2% | 1.19% | – | 224 | 6.7% | 4 |
|
| 1922 |
1922
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| US$9.6億 | -US$2.63億 | -21% | 4.08% | 125% | 75 | 28% | 0.8 |
|
| 1923 |
1923
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$9.6億 | -US$1267萬 | -1% | 1.7% | 26.1% | 178 | 6.74% | 4.9 |
|
| 1924 |
1924
Trek Financial
Scottsdale,
Arizona
| US$9.6億 | +US$3276萬 | +4% | 0.09% | 152% | 264 | 35.61% | 1 |
|
| 1925 |
1925
Bangor Savings Bank
Bangor,
Maine
| US$9.6億 | +US$7180萬 | +8% | 0.99% | 54.6% | 199 | 4.02% | 4.6 |
|