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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
IFG Advisory
Atlanta,
Georgia
| US$9.9億 | -US$3521萬 | -3% | 2.87% | 76.3% | 535 | 15.51% | 2.4 |
|
| 1902 |
1902
Harvard Management Company
Boston,
Massachusetts
| US$9.9億 | -US$7472萬 | -7% | 20.9% | 113% | 48 | 12.5% | 0.9 |
|
| 1903 |
1903
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$9.9億 | -US$5328萬 | -5% | 4.08% | – | 208 | 12.02% | 5.4 |
|
| 1904 |
1904
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| US$9.9億 | +US$1.19億 | +14% | 4.04% | – | 100 | 58% | 0.4 |
|
| 1905 |
1905
Greenhouse Funds
Baltimore,
Maryland
| US$9.9億 | -US$7936萬 | -7% | 2.5% | 90.7% | 55 | 41.82% | 0.8 |
|
| 1906 |
1906
NZS Capital
Denver,
Colorado
| US$9.9億 | -US$1.51億 | -13% | 10.4% | 156% | 74 | 20.27% | 0.6 |
|
| 1907 |
1907
Brightworth
Atlanta,
Georgia
| US$9.9億 | -US$1.06億 | -10% | 4.04% | 21.7% | 131 | 14.5% | 3 |
|
| 1908 |
MIM
1908
Marco Investment Management
Atlanta,
Georgia
| US$9.9億 | -US$3165萬 | -3% | 2.18% | 131% | 229 | 11.79% | 5.3 |
|
| 1909 |
1909
Trigran Investments
Northbrook,
Illinois
| US$9.8億 | -US$6234萬 | -6% | 12.1% | 44.7% | 22 | 9.09% | 3.3 |
|
| 1910 |
1910
Merewether Investment Management
Dallas,
Texas
| US$9.8億 | +US$4159萬 | +4% | 35.8% | 262% | 49 | 48.98% | 0.5 |
|
| 1911 |
1911
FIFTHDELTA
London,
United Kingdom
| US$9.8億 | +US$2.31億 | +31% | 14.4% | 13% | 15 | 33.33% | 0.2 |
|
| 1912 |
1912
Greenwich Wealth Management
Greenwich,
Connecticut
| US$9.8億 | -US$2.45億 | -20% | 7.42% | 214% | 255 | 12.16% | 4 |
|
| 1913 |
1913
Krilogy Financial
St. Louis,
Missouri
| US$9.8億 | -US$1388萬 | -1% | 5.89% | 79% | 334 | 23.95% | 2.8 |
|
| 1914 |
1914
Northcape Capital
Sydney,
Australia
| US$9.8億 | -US$364萬 | -0.4% | 3.97% | – | 26 | 7.69% | 2.8 |
|
| 1915 |
1915
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| US$9.8億 | -US$3.07億 | -24% | 23.9% | 312% | 1 | 0% | 0.5 |
|
| 1916 |
1916
CapWealth Advisors
Franklin,
Tennessee
| US$9.8億 | -US$596萬 | -0.6% | 1.06% | 152% | 138 | 21.01% | 4.1 |
|
| 1917 |
1917
MIG Capital
Newport Beach,
California
| US$9.8億 | -US$2755萬 | -3% | 7.84% | 118% | 29 | 27.59% | 1.9 |
|
| 1918 |
1918
Penn Capital Management
Philadelphia,
Pennsylvania
| US$9.7億 | -US$2311萬 | -2% | 2.18% | 170% | 229 | 30.13% | 1.9 |
|
| 1919 |
1919
Garde Capital
Seattle,
Washington
| US$9.7億 | -US$4869萬 | -5% | 4.47% | 67.6% | 301 | 14.29% | 2.8 |
|
| 1920 |
1920
Donor Advised Charitable Giving
San Francisco,
California
| US$9.7億 | -US$6403萬 | -6% | 7.42% | 418% | 60 | 30% | 1.7 |
|
| 1921 |
1921
Kovack Advisors
Ft. Lauderdale,
Florida
| US$9.7億 | -US$6159萬 | -6% | 3.51% | 131% | 861 | 31.01% | 2.2 |
|
| 1922 |
1922
Roundview Capital
Princeton,
New Jersey
| US$9.7億 | -US$2950萬 | -3% | 2.48% | 86.4% | 313 | 12.46% | 4.1 |
|
| 1923 |
CCPM
1923
Cooper Creek Partners Management
New York
| US$9.7億 | +US$1.05億 | +12% | 0.79% | 86.4% | 156 | 58.97% | 0.7 |
|
| 1924 |
1924
Segment Wealth Management
Houston,
Texas
| US$9.7億 | +US$1702萬 | +2% | 0.4% | 108% | 271 | 10.33% | 3.6 |
|
| 1925 |
1925
Main Management
San Francisco,
California
| US$9.7億 | -US$2895萬 | -3% | 3.22% | 64.1% | 156 | 23.08% | 3.1 |
|